Filter for selected native versions in saved view

kristenr
kristenr
in Modeling

Hi

I would like to have a filter for native versions (i.e Current Forecast and Budget versions only) for an import view. I have set up a version system module where I can tick the boolean against the current forecast and budget version and use this filter but whenever I bulk copy current forecast to another version, the system module's boolean is updated and includes versions I don't want to include. With fake versions, I can use a lookup that doesn't get impacted by bulk copy but not with native versions. Is there any way around this?

Thanks

Answers

  • Dikshant
    Dikshant

    Make the filter formula driven, like NAME(ITEM(Versions)) = "Budget" OR ISCURRENTVERSION(), so that bulk copy won't update your selections. Try to make the formula as dynamic as you can without much hardcoding.

  • Dikshant
    Dikshant

    Use lookup modules to derive the conditions, versions you wanted to be marked as TRUE

  • kristenr
    kristenr

    Thanks @Dikshant - when I used name(item(versions)) = "Budget" I get this error:

    The formula for 'GLB11 Version Mapping'.'Budget or Forecast' is invalid:

    'Budget or Forecast' = NAME(ITEM(Versions)) = "Budget"

    Versions is not recognized as a hierarchy in the model.

    The ITEM function should take a hierarchy as argument

  • Ashutosh
    Ashutosh
    edited June 4

    Hi,

    As Dikshant Mentioned, You need to apply formula like:
    ITEM(Versions) = Versions.'Budget'
    like this

    Thanks

    Ashutosh

  • kristenr
    kristenr

    @Ashutosh - I get this error

    The formula for 'GLB11 Version Mapping'.'Budget or Forecast' is invalid:

    'Budget or Forecast' = NAME(ITEM(Versions)) = Versions.'Budget'

    Versions is not recognized as a hierarchy in the model.

    The ITEM function should take a hierarchy as argument

    image.png

  • Ashutosh
    Ashutosh

    Hi,
    You didn't applied version as dimension. Try in test line item by using version as dimension.

    If this resolves your issue then replicate same to main.

  • kristenr
    kristenr

    @Ashutosh I am using native versions so I can't selecte versions as a dimension - not quite sure if that is what you mean?

  • Ashutosh
    Ashutosh
    image.png

    You can apply version as dimension by selecting All

  • Dikshant
    Dikshant

    @kristenr Do it like NAME(ITEM(Versions)) = "Budget"

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