SAS Forecast Analyst Workbench 5.1

108 Pages·2013·3 MB·English

SAS® Forecast Analyst
Workbench 5.1
Data Administration Guide, Second
Edition
SAS® Documentation
The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2013. SAS®Forecast Analyst Workbench 5.1: Data
Administration Guide, Second Edition. Cary, NC: SAS Institute Inc.
SAS® Forecast Analyst Workbench 5.1: Data Administration Guide, Second Edition
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Contents
About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Chapter 1 • Introduction to SAS Forecast Analyst Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Introduction to SAS Forecast Analyst Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Loading and Accessing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 2 • ETL Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Overview of ETL Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Configuring Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Preparing SAS Forecast Analyst Workbench Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Running Configuration Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Running Initial Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Loading Data into the Solution Data Layer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Running Ongoing Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Authorizing Users to Access Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Chapter 3 • SAS Forecast Analyst Workbench Configuration Tables . . . . . . . . . . . . . . . . . . . . 21
Overview of the Configuration Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
DIM_TABLE_LIST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
DIM_VAR_DISP_LIST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
PLAN_THREAD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
ANALYSIS_VAR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
BATCH_INTERVAL_THREADS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
CREATE_EVENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
EVENT_REQUIRED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
FORECAST_INTERVAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
HPF_PREFERENCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
INDEP_AGGRE_METHOD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
INDEP_VAR_TABLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
KPI_CONFIG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
NPF_CONFIG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
NPF_MODEL_LOOPUP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
NPF_REDUCTION_METHODS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Chapter 4 • Integrating SAS Forecast Analyst Workbench with SAS
Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Preparing Data to Integrate with SAS Financial Management . . . . . . . . . . . . . . . . . . . . 45
Integration Jobs for SAS Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
SAS Financial Management Configuration Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Chapter 5 • Integrating SAS Forecast Analyst Workbench with SAS
Inventory Optimization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Introduction to SAS Forecast Analyst Workbench and SAS
Inventory Optimization Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Guidelines for Loading Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Guidelines for Creating a Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Integration Jobs for SAS Inventory Optimization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
iv Contents
Appendix 1 • Data Dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
CUSTOM1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
CUSTOM2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
CUSTOMER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
EMPLOYEE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
ORGANIZATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
PRODUCT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
PRODUCT_SPEC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
PRODUCT_SUBSTITUTE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
PRODUCT_SUCCESSION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
STAKEHOLDER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
STAKEHOLDER_ASSOC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
STORE_LOCATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
TIME_PERIOD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Appendix 2 • Data Model Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Logical Data Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Physical Data Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Appendix 3 • Job Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Overview of Job Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Job Parameter Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Set or Modify the Job Parameter Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Appendix 4 • Seeding in SAS Forecast Analyst Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Appendix 5 • Customizing the Consensus Planning Process . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Overview of Customizing the Consensus Planning Process . . . . . . . . . . . . . . . . . . . . . 89
Customizing the ddcf_fm_initiate_consensus_stp.sas Stored Process . . . . . . . . . . . . . . 89
Customizing the ddcf_fm_complete_formset_stp.sas Stored Process . . . . . . . . . . . . . . 90
Appendix 6 • Using Plan Output for Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Appendix 7 • Using a Custom Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Writing Code for a Custom Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Input Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Output Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Code for the ddcf_npf_spec Macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
v
About This Book
Audience
SAS Forecast Analyst Workbench is designed for the following users:
• Administrators responsible for setting up and maintaining the application
environment.
• Data administrators responsible for data management.
• Business users (including planners, forecast analysts, and advanced forecast analysts)
responsible for analyzing the forecasted data and making decisions based on that
data.
This document focuses on explaining the data management tasks that you can perform
for SAS Forecast Analyst Workbench. As a data administrator of SAS Forecast Analyst
Workbench, you might also be required to work on SAS Financial Management and
SAS Inventory Optimization solutions.
vi About This Book
vii
Accessibility
For more information about the accessibility of SAS Forecast Analyst Workbench, see
the SAS Forecast Analyst Workbench: User’s Guide.
For more information about the accessibility of any of the other products mentioned in
this book, see the documentation for that product.
viii Accessibility
ix
Recommended Reading
• SAS Financial Management: User’s Guide
• SAS Solutions Services: Data Administration Guide
• SAS Inventory Optimization: User’s Guide
• SAS Inventory Optimization: Data Administration Guide
• SAS Data Integration Studio: User’s Guide
• SAS Forecast Analyst Workbench: System Administration Guide
• SAS Forecast Analyst Workbench: User’s Guide
For a complete list of SAS books, go to support.sas.com/bookstore. If you have
questions about which titles you need, please contact a SAS Book Sales Representative:
SAS Books
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Cary, NC 27513-2414
Phone: [phone]
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x Recommended Reading