Same line item to be editable and formula based

Soumyajit
Soumyajit
in Modeling

I have one line item and I need data to be formula based for first 5 years (Already defined in a sys time module) and next 5 years (i.e future years) to be manually inputted. We dont want an extra line item for that editable part. How can I do this.

Answers

  • Sampriti.Anand
    Sampriti.Anand

    Hi @Soumyajit,

    If you are using native versioning in your model, then with switchover you can manage to have one common line displaying actuals and being editable at the same time.

    Apart from it unfortunately, it won't be possible to have one same line item editable and formulated at the same time.

    Thanks!!

  • seymatas1
    seymatas1
    edited August 7

    Hi @Soumyajit

    There are three ways to bring numbers into line items in Anaplan:

    1. Formula writing

    2. Manually inputting numbers

    3. Running an action

    image.png

    It is not possible for a single line item to be formula based and editable for different time periods other than Sampriti mentioned.
    You can accomplish this by combining two separate line items. What is your concern about adding a line item? Do you have too many dimensions and large lists in that module?

  • rob_marshall
    rob_marshall

    @Soumyajit

    If you are using Native Versions, @Sampriti.Anand is 100% correct. And you can use the formula scope (in the blueprint) to define where your actuals are coming from.

  • PulkitChawla
    PulkitChawla

    Hey @Soumyajit,

    As mentioned by Sampriti above, it is possible with native versioning only.

    Otherwise there is no way to achieve this.

  • Kanishq17
    Kanishq17

    Hi , I dont think this is possible , Maybe if versions are there this is possible

    Thanks

    Kanishq

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