formula generation query

pradeep

Hi,

For suppose there are 2 versions in a module. Then how to write a formula for particular version.

For instance , 2 versions named forecast and actual & a line item as Units sold.

How to write a formula which is only applicable for units sold in the forecasted version(only one)

Accepted answers

VIGNESH.M

Hi Pradeep,

We have the option to apply logic only for a particular version,

Check the Formula scope in the blueprint view.

Photo1.png.jpg

in this example, I want to write logic only for Forecast version, so I selected "All versions except Actual"

Photo1.png.jpg

if you see, my Actual version is editable now, the formula I have entered is only applicable to Forecast version

Check this link for more information

https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Blueprint.html?Highlight=blueprint%20view#FormulaScope

~Vignesh.

DavidSmith

If your formula is for numeric values only and you need discrete formulas per version (so a different one for Actual, Budget, Forecast, Plan etc.), then you can use Version Formulae

You need to create a line item subset from the line items in the module, but it is very effective at reducing the number of IFs in the formula

See this article for more details:

https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Add_Version_Formula.htm?_ga=2.20351281.802847592.1553678484-1718876889.1553678484

David

All comments

VIGNESH.M

Hi Pradeep,

We have the option to apply logic only for a particular version,

Check the Formula scope in the blueprint view.

Photo1.png.jpg

in this example, I want to write logic only for Forecast version, so I selected "All versions except Actual"

Photo1.png.jpg

if you see, my Actual version is editable now, the formula I have entered is only applicable to Forecast version

Check this link for more information

https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Blueprint.html?Highlight=blueprint%20view#FormulaScope

~Vignesh.

DavidSmith

If your formula is for numeric values only and you need discrete formulas per version (so a different one for Actual, Budget, Forecast, Plan etc.), then you can use Version Formulae

You need to create a line item subset from the line items in the module, but it is very effective at reducing the number of IFs in the formula

See this article for more details:

https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Add_Version_Formula.htm?_ga=2.20351281.802847592.1553678484-1718876889.1553678484

David

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