Opening Axiom Rolling Forecasting plan files

The forecast data for each RFGroup is maintained in plan files. Each plan file is a workbook with a series of tabs, each with its own purpose. You access file groups from the Plan Files section of the RF Admin or RF Fcst task pane.

When you open a plan file, you are prompted to select a scenario. After you select a scenario, the plan file opens on the Summary tab; however, it may open on a different tab depending on where the plan file was active the last time it was saved.

All plan file workbooks have a navigation pane that opens on the left of the workbook. You can use the navigation pane to jump between tabs instead of clicking a tab at the bottom of the workbook.

In addition, the Navigation pane provides the ability to attach supporting files to plan files, and to save your forecast to the database.

To open Rolling Forecasting plan files:

  1. In the RF Admin or Rolling Fcsting task pane, under File Group, double-click Open Plan Files.

  2. In the Open Plan Files dialog, select the plan file to open, and click OK.

  3. In the Refresh Variables dialog, select a scenario, and then click OK.

The plan files workbook contains multiple tabs, which are covered in the following topics: