Manage Holiday Sets

A holiday set provides a list of holiday dates that may be used in models and in the definition of similar days. MetrixIDR is typically delivered with default holiday sets that are relevant to each region. Users can modify the default holiday sets or define custom holiday sets using this dialog.

In models, holiday variables can be introduced to capture the distinct usage impacts that come from different types of holidays. For each defined holiday, the user controls the list of dates for that holiday and assigns a weight for each date. For example, if a major holiday falls on a Tuesday in a year, the user can assign a weight of .5 to the Monday date and 1.0 to the Tuesday date, indicating that the holiday affects the bridge day as well as the holiday itself.

Holiday set data are managed in the Holidays dialog. This dialog is accessed when the Models module or the Five-Minute Models module are active. There are two ways to open the dialog:

• Select the Manage Holiday Sets option on the Tools menu
• Open the Model Properties dialog, select the General tab and press the Holidays button.

The list of holiday sets can be modified using list imports or manually through the user interface using an Add action. Once a holiday set exists, the list of dates for that holiday set can be modified directly through the user interface or through date imports. Although individual holiday dates can be entered manually through the user interface, the most efficient way to import these dates is to use the import functionality (Import Wizard).

Adding a Holiday Set

To add a new holiday set through the user interface, select the option to Manage Holiday Sets from the Tools menu. This will open the Holidays dialog. Click the Add button (the green plus) on the toolbar. The new Holiday Set will appear in the list of Holiday Sets. Edit the name directly in the Description field.

Deleting a Holiday Weight Set

To delete a holiday set, select the option to Manage Holiday Sets from the Tools menu. This will open the Holidays dialog. Select the desired Holiday Set and press the delete button (the red X on the toolbar). If the Holiday Set is in use by one or more models, a message will be provided indicating that it is assigned to a model and cannot be deleted. The list of models will be provided. It is necessary to unassign the Holiday Set from all models before it can be deleted.

Duplicating a Holiday Set

To create a copy of a Holiday Set and its contributing data rows, select the option to Manage Holiday Sets from the Tools menu. This will open the Holidays dialog. Select the Holiday Set to be duplicated and press the Duplicate button on the toolbar. This will create a copy of the selected Holiday Set named the same as the source with a number appended.

Insert Contributor

On the Holidays dialog, each Holiday Set includes a set of data rows identified by the specific Holiday to which the rows apply. A separate row is entered for each Date on which the holiday variable is active. To insert a new contributor row to the selected Holiday Set, press the Insert Contributor button on the toolbar. This brings up the Add Holiday dialog, which has three inputs:

• Date. The date for the holiday.
• Label. The name of the holiday.
• Weight. The data value for the holiday (usually 1.0).

The Add Holiday dialog also shows a list of custom MetrixND templates in the system. If you are adding a new holiday for the first time, and this holiday is not already configured as a variable in the model templates, select the templates to which you wish that holiday added. When you press the OK or Apply button, these templates will be opened, and a variable for the new holiday will be added to the Holiday data table in that template. You do not need to repeat this action when new dates are added to an existing holiday.

Generally, if you are importing multiple date rows or data for multiple Holidays in a Holiday Set, it will be more efficient to add these rows using the import for Holiday Calendar Dates in the Models section of the Import Wizard.

Delete Contributor

To delete a date row from a Holiday Set, select the option to Manage Holiday Sets from the Tools menu. This will open the Holidays dialog. Select the Holiday Set to edit, expand (+) the contributors list, select the row or rows to be deleted, and then press the Delete Contributors button on the toolbar.

Editing a Contributor

To edit the data for an existing Holiday Set, select the option to Manage Holiday Sets from the Tools menu. This will open the Holidays dialog. Select the Holiday Set you want to edit, expand (+) the contributors list, select the row to edit and edit the fields as desired. Press OK or Apply to save your changes.

Actions

The following common actions are available on the Toolbar

• Add.
• Delete.
• Duplicate.
• Insert Contributor.
• Remove Contributor.
• Filter Editor.
• Filter by Selection.
• Apply Filter.
• Clear Filter.
• Show Auto Filter Row.
• Column Chooser.
• Export Grid to Excel.
• Show Dependents.