Use baseline forecasting to create and share forecasts

A baseline forecast is a new Planning Analytics Workspace asset that administrators and modelers can create and share with other users in your organization. Administrators, modelers, and analysts with the appropriate permissions can run the baseline forecast at any time and use the forecast to improve the planning process. Consumers cannot run baseline forecasts.

Baseline forecasts enhance the existing forecasting capabilities in Planning Analytics Workspace. You can still create and run ad-hoc forecasts on explorations in a book.

You can create a baseline forecast from the Planning Analytics Workspace home menu.

Baeline forecast option on home menu

You can also create a baseline forecast from the Data and Models page.

Baseline forcast on data and models page

Baseline forecasts are created using the same settings and parameters you are familiar with from creating ad-hoc forecasts on explorations. You set the timeframe, scope, and optional advanced settings for the forecast.

Baseline forecast definition

After the baseline forecast is defined, saved, and activated, it's available as an asset on both the Data and Models page and the Reports and Analysis page, where other users can open and run the forecast.

Baseline forcast on Data and Models page