How to make two versions formula driven and one version editable in the same module

Hello,

i'm using three versions in my module, here Actual, Forecast, Budget. i have the actual and budget data available and they can be formula driven. Forecast data should be a manual entry data.

Can any one help me solve how i can pull in the actual and budget data formula driven while i leave the forecast data available for editing all in the single line item .

Thank you,

Sunil Tirdam

Accepted answers

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VIGNESH.M

Hi Sunil,

You can achieve this through "Formula Scope"

Photo1.png.jpg

Also, your Forecast version should be the Actual Version.

Photo1.png.jpg

Check this link for more info,

https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Blueprint.html?Highlight=blueprint%20view&_ga=2.61357164.1332292970.1554096830-917818843.1551254900#FormulaScope

~Vignesh

DavidSmith

@CommunityMember88078

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://community.anaplan.com/t5/Anaplan-Discussions/formula-generation-query/m-p/43315#M4822

David

schu

Thanks, Vignesh!

Do you (or anyone else who's reading this) have any ideas on what to do if you want to make the forecast version (currently our forecast version = current version) editable, but actuals/budget driven off formulas? We have many modules/formulas driven off ISCURRENTVERSION() and ISACTUALVERSION().

Thanks,

Samantha

JaredDolich

@schu

Two possible ideas:

- You can create a separate line item for budget and actual by using the SELECT function.

- You can try using DCA - although I have to admit I've never tried this on versions before so not sure if that would work.

Amaya

Version formulae are awesome.

This best practice is really helpful. Thank you, David-san.

Best Practice - Line Item Subsets Demystified
https://community.anaplan.com/t5/Best-Practices/Line-Item-Subsets-Demystified/ta-p/54309

Misbah

@schu

Under Formula Scope "All Versions Except Current Version" Would have done the trick for you.Alas! that option is not over there.

Now I am wondering why is that option not available out there when we have these options:

All Versions Except Actual

All Versions

Actual

Current

To your query, you can create Line Item Subset and take use of Add Version Formula feature. Here is the article from @DavidSmith

https://community.anaplan.com/t5/Best-Practices/Line-Item-Subsets-Demystified/ta-p/54309

You can read the last use case in this article - best suited for you.

Hope that helps

Misbah

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