Tableau Kit for Analyzing Forecast Accuracy

Overview

This kit is intended to help you leverage the Forecast Export in Tableau to visualize and analyze your forecast accuracy.
 

Requirements

You must have a Tableau Desktop License in order to leverage this kit.
 

Analyzing Forecast Accuracy

Here is an example of what the Forecast Accuracy Heat Map in Tableau will look like with the sample data attached to this article.

Steps

1 .Download these 2 files:

• ForecastKit.twb
• ExportSampleData.csv

2. Open ForecastKit_V2.twb with Tableau Desktop.

3. Locate ExportSampleData.csv within Tableau Deskop by navigating to Data Source > Connections > Edit Connection > Open

Note: If there are errors the first the loading the data, then change the type of ‘Data Value’ from abc (string) to # (number decimal).

4. After confirming that the data in the ExportSampleData.csv file works as expected in Tableau, you can export your own data directly from the Forecasting module in Clari. Just use the Actions Drop-down (top right corner) to pull a Full Forecast Export. To do this, just click Actions > Export.