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
Answers
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Hi Sunil,
You can achieve this through "Formula Scope"
Also, your Forecast version should be the Actual Version.
Check this link for more info,
~Vignesh
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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
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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
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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.
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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/543090 -
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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