Time and Version

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.

Accepted answers

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

All comments

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.

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

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.

Quick Links

Can you help?

Unanswered questions

How have you from-scratch built lot-level, geo-based Inventory Consumption?
We’re working on modeling inventory consumption at the lot level, accounting for shelf life considerations, since we need visibility into which lots may not consume—both for risk reporting and E&O analysis. Each item may have customers with different shelf life requirements. For example, item A may need 270 days for some…
How to Design Simulation Planning in Anaplan with Multi-Level User Input and Step-by-Step Logging?
Hi Anaplan Community, I'm working on a simulation planning model where users need the flexibility to input pricing adjustments at any level of the product hierarchy, and I’d love your guidance on best practices. 📌 Scenario Overview: We have a 4-level product hierarchy: Brand Category Sub Category SKU (lowest level) The…
ADO File Upload - Semicolon Delimiter
Hi, Based on the regional settings, my default delimiter/separator for CSV files is a Semicolon. In the classic way of uploading a csv file, I was able to select the delimiter. When using ADO, I don't have the option to select a delimiter. Uploading a Semicolon delimited file returns an error, or an upload with only one…