Memorialize Actual Data in Historical Planned Versions
I am currently running into an issue with one of my models where historical plans are changing due to actual restatements.
I have a model with 4 versions. Actual, Budget, Working, and Current Forecast. Working is where all of the planning is done, and then that version is copied from working to current forecast/budget depending on the time of year.
When we are preparing to start a forecast we will move periods forward and then load actual data inclusive of any restatements made to prior periods. Right now that data is also changing the current forecast/budget scenarios because we utilize the swtichover functionality. As an example. If the current period is Mar 20, we can have an intersection in Jan 19 = 100 when we completed our forecast but after loading actual data Jan 19 = 80 because of a restatement. Which then throws off our current forecast scenario because of switchover.
I'm wondering if anyone has experienced this before and has any suggestions? Our initial thought was to tag Working as the current version and change the formula scope in our modules but some line items with formulas IF ISACTUALVERSION() THEN 'do something' ELSE 'do something else' stopped working because that first condition is not met (Actual <> Current Version).
We would also prefer to continue using switchover due to the size saving benefits.