Question

Describe the various types of time-series and associative forecasting models. Which types of organizations are each...

Describe the various types of time-series and associative forecasting models. Which types of organizations are each of these most applicable to, and why?

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Answer #1

The various types of Time-series models are-

  • Naive Method- It basically forecast value of the next period to be same as the actual value of the present period. For example, forecasted demand for Nth Period will be equal to actual demand at (N-1)th period. It is usually used in small scale shops where error in projection doesn't effect the profit much.
  • Simple Average Method - In this, the forecast for the next period is obtained by averaging all the previous historic values i.e Demand for Nth period will be equal to average of 1 to (N-1)th actual demands. This method is also used in small scale business units where there is low fluctuation in demand and the error of projection is not of big concern.
  • Simple Moving Average - In this, the forecast for the next period is equal to the average of a specified number of actual values in the most recent observations. For example- For a 3 year Moving average, the forecasted demand for Nth period will be the average of last three actual demands i.e demand for (N-3), (N-2), (N-1). This method is used in Mid segment businesses where there is no sharp change in demand expected and a lower level forecast (low customer service level) is acceptable.
  • Weighted Moving Average - This is very similar to the Simple Moving Average but each observation considered for the forecast is assigned a different weight, with summation of all weights equal to 1. For Example- A 3 year moving average with weights (0.2,0.3,0.5) with the most recent value getting highest observation is, given by the sum of 0.2 time the (N-3)th actual value, 0.3 times the (N-2)th actual value and 0.5 times the (N-1)th actual value. This method is used in Mid segment business where there is no sharp change in demand expected and a low forecast (low customer service level) is acceptable.
  • Exponential Smoothing is a technique which inculcates all the previous actual and forecasted values when obtaining the forecast for next period. In this technique, the weights of the the values decrease from the most recent values to the older values. This technique is obtained by using a very simple formula-> New forecast = Last period’s forecast + Alpha*(Last period’s actual demand – Last period’s forecast) where Alpha is the Smoothing constant having value from 0 to 1. This technique is used in Large business units where all historic data holds relevance and the error needs to minimized to a great extent.
  • Trend Projection - This method is a simplest form of linear regression attempting to find a linear trend by using all the actual values. Through this method, we are actually drawing a straight line through all the historic data points in such a way that the vertical deviation of the points from the trend line is minimized. The equation of the trend line is usually -> Y = a + bX, where Y is the forecasted value, X is the Observed value, b is the statistically obtained slope value. This technique is usually used where there is no sharp change in demand expected and there is a observable & reliable trend in the data points.
  • Seasonality Index Forecasting - In this method, we attempt to sap out the periodic/seasonal behavior showed by the actual values and use this characteristics to obtain the forecasted value. In this technique, we usually use the seasonal index (which defines the seasonality characteristics of the data) to de-seasonalize the the data and then treat the then obtained data by using Trend analysis. The forecast obtained from this Trend analysis is then again multiplied with Seasonality Index to reintroduce the seasonality characteristics and thus obtaining our actual forecasts. This is usually used in Consumer Goods units where the demand for a product exhibits a seasonal trend.

Associative Forecasting is a technique where we first determine a causal relationship between the dependent variable and the predictor and then utilize a regression method to obtain the forecast for the next period. The regression techniques used in defining this causal relationship can be both linear and non linear regression model. For example, we are required to forecast sales in a period, and we have data with respect to Price, Expenses, etc with us. We will first determine the casual relationship between Sales and all other independent variable and then identify the strongest relationship out of them. Let us assume that the Sales and the Expenses have a strong causal relationship, then we shall utilize an appropriate regression model to obtain the sales forecast for the next period using the data of the past expenses.

This technique is a time consuming technique and we require to have a great volume of data to train the regression model defining the causal relationship. Thus, this technique is usually used in the strategy formulation by big business units where a causal relationship is commonly expected in business trends.

It is usually suggested that we use two or more type of forecasting method to minimize the forecasting error. For example, we can utilize causal, regression and seasonality methods to obtain a more robust forecasting model and thus minimizing the forecasting error to a greater extent.

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