Native version Limitations

Kireshma1234

I have created a time settings filter with native version as a dimension. I am suppose to tick true for all the actual months. In Actual version the actual months will be until Aug 20 (because my current period in model calender is Aug 20). A switchover is applied for budget and forecast which is at Feb 20 and Sep 20. Hence the actual months for budget will be until Feb and the actual months for forecast will be until Sep 20. I know we are unable to reference the native version in our calculation. I tried using the ISACTUALVERSION() formula. It works for Budget and Forecast, but it ticks true for all actual months.

Is there any formula i can use to get a workaround this?

Tiffany.Rice

Hi there, generally as we think about the Actual version the expectation is that data contained within this member represents actuals data regardless of the time period. Thus when you use the ISACTUALVERSION() function, all months will be TRUE. It is only when you look at other versions that the concept of switchover applies, where you are blending forward looking values and data from the Actual version.

I think the formula is working correctly to identify the periods which are intended to represent Actuals but the question is likely how you seek to use this "Actual months" line item. Without understand how this will be used it is difficult to confidently assert if it is working correctly or not.

There are functions you can use to retrieve the current period, such as https://help.anaplan.com/currentperiodstart-a7af7113-e1dc-478d-bbbe-ecb597092991 , which can be leveraged to apply both version parameters and current period parameters but again will depend on what you seek to achieve. Check out the function documentation it includes some helpful context.