Time and Version

swapnil_J

My source module does not have version and has  time range FY20, FY21

and target module has version-actual, forecast and time period FY 19, FY20, FY21

I want to reflect data from Data Module in the actual version of FY19 only, while data of  FY20, Fy21 Data from source module should reflect forecast in the target module 

AS per my understanding same Data from source module will reflect in all version of  target module, while data for fy 19 will show 0.

Current period is SEP 19.

Akhtar.shahbaz

Hi @swapnil_J 

 

I have tried to replicate you problem. see below screenshot example for your reference:

1.Data module: only FY19 without Version

2. Source Module: FY20-FY21 without Version

3. Target Module: FY19-F21 with Version

 

I think what you are looking for under you forecast version you want to see the actual number as well, if this is the case then you have to use Switchover. Go to setting tab -> Version -> Switchover.

Let's say I have setup Switchover as Jan 20 for forecast Version, so from Jan19-Dec19 will be my actual number & Jan20 onward will be Forecast number.

 

 

Hope this helps!

Thanks

Akhtar

 

 

Misbah

@swapnil_J 

 

Use IF ISACTUALVERSION() 

swapnil_J

@Misbah 

As there is a mismatch in Time and version in both modules, I am not able to get the desired result.

Earlier in my target module, I have tried this formula -

if start()<= currentperiodstart() and IF ISACTUALVERSION()  then DATA01.Line Item else Source.Line item

rob_marshall

@swapnil_J 

 

Are you using Native Versions?  If so, there are two options:

• in blueprint, change formula scope to Actual Version.
  
  
  
• the other option is to use Version Formula which would be good if your formulas change for different Versions (Actual data comes from source model A, Budget data comes from source model B, and Forecast data is entered by the user.  For more information about Version formula, check out this link: https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Add_Version_Formula.htm

 

Let me know if this helps

 

Rob

 

 

swapnil_J

@rob_marshall 

Hi rob, 

thanks for the version part apart from version  there is mismatch in time dimension as well 

My source module is dimensioned with   time range FY20, FY21

and target module is using  time period FY 19, FY20, FY21

Data module  has time FY 19.

and in target module for FY 19 I am trying to populate data from Data module, but it shows 0 and for FY 20 , FY21 cells are correctly populated with source module line item.

 

AWhitworth

ISACTUALVERSION will be referencing your target module, not your sources so it shouldn't be a problem that versions aren't in either of your sources. likewise, you don't need to make any reference to time as you have the entire time period covered in your target too. try the formula:

If ISACTUALVERSION() then Data Module else Source Module

swapnil_J

@AWhitworth 

I have already  tried above formula but not able to get the values,

so I changed that formula to - if start()<= currentperiodstart() and IF ISACTUALVERSION()  then DATA01.Line Item else Source.Line item

but still not able to get the values for FY19.

 

swapnil_J

@Akhtar.shahbaz 

Thank you for the solution, I was not getting the actual values because my summary method was set to none for both -main summary and time summary in the Data module.