Specifying forecast data source options

You use the Data Source pane of the Group page to specify the data source of a forecast.

1. With an active data object that contains at least one date format column in the editor window, select Query > Transfer To > Forecast.
   The Forecast editor opens. You can choose to embed a query or select a query to link to. An embedded data object is saved independently to the forecast. Any updates made to the original source after the forecast is created are not expressed. A linked data object creates a link between the data source and the saved forecast. Any updates made to the original source are automatically expressed in the forecast.
2. To specify a data object to embed, select Embedded and click Import.
   The Open window opens.
3. Navigate to and select the data object that you want to embed in the forecast and click Finish.
   The Open window closes.
4. Click New.
   A new query opens in the SQL editor. Create the query that you want to embed in the forecast and save it.
5. Click Edit.
   The embedded object opens in the editor. Edit the object and save it.
6. If you select Linked, click the ellipsis (...) next to the Path field.
   The Open window opens.
7. Navigate to and select the object that you want to link to the forecast and click Finish.
   The Open window closes and the path to the query is displayed in the Path field.

   Note: Any query that you embed or link to must contain at least one date format column.