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Forecasting is a result manipulation that uses patterns in your data to predict future results.
Forecasting uses values from date fields with at least two cycles of data. A cycle of data is a period broken down into multiple values. For example, a year is broken down by month or week. In auto-mode, the forecast will recognize each year as a cycle, so you need two years of data to generate a forecast.
This article contains the following topics:
Forecasting basics
Use this procedure to learn how to add a forecast to your report.
To add a forecast to your report
- In the report builder, create a time-based report. For example, you could add COUNT(Tickets) to the Metrics panel and Ticket created - Year to the Columns panel.
- Click the result manipulation icon (
), then click Forecast.
- In the Forecast menu, check Calculate a forecast on the result
The options to configure forecasting are displayed.
-
Path determines whether the forecast is based on the columns, or the rows in your
chart. Whichever you choose must contain a date-based attribute. The path always contains
the date-based attribute for your forecast.
- Under Method, choose either Additive trend and multiplicative season or
Additive trend and additive season.
To learn more about the forecasting methods you can use, see How forecasting works below.
- Under Values to predict, choose one of the following:
- Auto: Let Explore automatically calculate the optimum number of values ahead to predict.
- Custom: Specify the number of values to look ahead. For example, if your attribute is year based, you'll specify the number of years you want to forecast ahead.
- Under Values per cycle, you can configure the number of data points you include
in each cycle. For example, for 12 months of data, you can select 6 values per cycle. If
you select Auto, Explore calculates the optimum number of values to use.
- When you are finished, click Apply.
- From the visualization menu (
), choose either a bar, column, area, line, or sparkline chart. Forecast results are not displayed on other chart types.
The forecasted porting of the chart is shown in a different style. For example, the forecasted portion of a line chart is shown as a dotted line, for example:
For example, if your report contains the attribute Ticket created - Month and you have been collecting data for over a year, then the values in this field are aggregated and you'll see the error message. Add the attribute Ticket created - Year also to resolve the error.
How forecasting works (advanced)
The forecasting method that Explore uses is based on the Holt winters model, which is a triple exponential smoothing that relies on the level, the trend, and the season of a time series.
Explore, uses two sub-models that fit most use-cases, and also take into account seasonal variations.
The AA method
The AA (Additive trend and Additive season) model is the default because it is the most commonly used, and produces the most realistic results.
Initial values are processed with the formula below:
Then, we can apply the Holt Winters AA model:
The AM method
The AM (Additive trend and Multiplicative season) model is, in some cases, a time-based trend.
Initial values are processed with the formula below:
Then, we can apply the Holt Winters AM model:
Periods per cycle
In the calculation, we also use the value “Periods per cycle”. It is used to determine the length of a season, needed to process seasonal indices. In the formulas above, this value is named “h”.
Smoothing parameters
Three other parameters must be defined before the processing of the forecast. They correspond to smoothing parameters, called “α” for the level, “β” for the trend, “γ” for the seasonality. In brief, they correspond to a ratio of the importance given to the firsts and lasts values of the time-based series, and will influence the results of each period. Here is an example:
“The estimated values of alpha, beta and gamma are 0.41, 0.00, and 0.96, respectively. The value of alpha (0.41) is relatively low, indicating that the estimate of the level at the current time point is based upon both recent observations and some observations in the more distant past. The value of beta is 0.00, indicating that the estimate of the slope b of the trend component is not updated over the time series, and instead is set equal to its initial value. This makes good intuitive sense, as the level changes quite a bit over the time series, but the slope b of the trend component remains roughly the same. In contrast, the value of gamma (0.96) is high, indicating that the estimate of the seasonal component at the current time point is just based upon very recent observations.”
For the three optimization parameters, there is no official algorithm to find the best ones. This turns into a NP-Complete problem, where the optimization problem is to minimize the mean squared error of the forecasted results, with 0≤α≤1, 0≤β≤1, 0≤γ≤1.
Thus, Explore has its own algorithm to find in a linear time the best three parameters, with an accuracy of 0.01.
16 comments
Stephanie Sweet
I am trying to forecast by quarter for staffing needs. When I try, I am only getting forecasted results for Q4. I am not sure what I am missing, I have tried different options for the values to predict and the number of values per cycle & I always get either only 2024 Q4 or Q4 for the next 4 years.
0
Hiedi Kysther
Hi James Skene
Thanks for bringing this to our attention. I've created a ticket on your behalf to better assist you with this issue. One of our Advocates will reach out to you for further assistance.
Thanks! And, have a great day!
0
James Skene
Any idea what is going wrong here? I have followed the article and in April, I had no months forecasting minus tickets but now I do

0
Anthony Skilton
It would be great if you could specify a specific date to forecast up to rather than a fixed number of values. This would help me create neat quarterly forecasts which I can set up and leave without the data going beyond the quarter.
0
CJ Johnson
I'm now in Week 3 of Support trying to understand why this tutorial, and the tool in general, don't work. :\
0
CJ Johnson
Following the tutorial and unable to get results either. I get the error "You need to have data for at least 2 cycles to forecast your result. Your current cycle length is 2"

Edit: You get this error if you have forecast set to rows not columns. One problem solved!
0
Dane
That definitely seems odd. You are using the recommended attribute year and week.
I'll create a ticket for you to investigate on this one further. Please wait for my update via email and let's start from there.
-1
Allen Lai | Head of CX at Otter.ai
This chart doesn't look right because it jumps up in value drastically.
0
Thibaut
Hi Cristina Marie Deane
Your company isn't in trouble :)
Indeed those results seems odd, I created a ticket for you in order to take a look directly at what went wrong. You should receive a notification about it soon.
1
Cristina Marie Deane
Hi there, Zendesk Team!
I was trying out the tutorial above and am currently scratching my head at finding the following results:
Is there something I'm doing wrong here - or is my company in trouble? 🤣
Thank you in advance!
1
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