Custom Version Implementation

Hello everyone,

Working with a client on a model which (due to workspace constraints) is utilizing primarily snapshot versions.

After a recent increase in space (pending finalization), we’re looking to incorporate custom versions to all of the modules feeding the P&L for the upcoming budget cycle.

Today all inputs, calcs do not have any versions. Think of them as all “live”. We would like to have a live, budget, and latest forecast.

1. What are some tips and tricks with doing a custom version implementation on an existing model with no versions at all?

2. Is it advisable to start from the P&L and go upstream or the reverse direction when beginning the implementation?

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rob_marshall

@DaanishSoomar

Why the custom versions and not the native versions? I am sure you have read this, but just in case you haven't, you might want to take a look at this.

https://community.anaplan.com/discussion/51410/oeg-best-practice-to-version-or-not-to-version

devrathahuja

@DaanishSoomar - I'd say start with the P&L and add the dimension as you go backwards to the souce modules.

At any point, if you do need to pause/revisit something on this or some other implementation, your outputs would still be correct just shown 3x. As opposed to, if you start with the inputs you'd have to extremely careful not to mess anything up as the inputs can in this case get divided by 3 if we just add the dimension there.

For inputs - I'd make a temp copy of the input module, add versions to the main module & fetch the data from the copy module.

Additionally, is the purpose here to "store and view" all the 3 versions at any time or will there also be an overlap during preparation of all 3? Because if its mainly about storing and comparison, you could instead go with snapshots since they'd be static instead of adding it to all calcs and making the engine work thrice as hard.

Hope this helps! :)

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