How to Pull Data from Non-native Versioned Source Modules into a versioned module?

ashasli

I have a Report module that uses native versions (Actual & Budget). I need to pull data from two separate source modules:

1. One module contains Actuals data (not versioned).
2. Another module contains Budget data (also not versioned).

Since the source modules do not have versions, how can I pull their data into my versioned Report module such that:

• When the native version is "Actual", it pulls data from the Actuals module.
• When the native version is "Budget", it pulls data from the Budget module.

This is my first time using versions in Anaplan, and I'm a bit lost.

Prajjwal88

Hi @ashasli ,

To achieve this, you can create a system module dimensioned by the native Versions list, with boolean line items indicating which version corresponds to which data source. Then, in your target module, you can use an IF THEN ELSE formula to pull data from the appropriate source module based on the current version.

Here's how you can set it up:

1. Create a System Module:
   • Dimension: Native Versions
   • Line Items:
     • Is Actual? (Boolean): Check for the 'Actual' version.
     • Is Budget? (Boolean): Check for the 'Budget' version.
       
       
2. In your Target Module:
   • Use an IF THEN ELSE formula to pull data from the appropriate source module based on the different versions.
     

Hope this helps!

Kanishq17

Hi , You can use to identify version type based on boolean and then use if else to pull in value based on boolean ,

SO if actual is true then Actuals else budget

ashasli

@Kanishq17 @Prajjwal88 Thanks a lot guys! this works and makes a lot of sense :)