Filter for selected native versions in saved view

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

Accepted answers

All comments

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

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

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

Hi,

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

Thanks

Ashutosh

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

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

@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

You can apply version as dimension by selecting All

Dikshant

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

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