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

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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

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Certified Master Anaplanner

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

Hi Sunil,

 

You can achieve this through "Formula Scope"

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Also, your Forecast version should be the Actual Version.

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Check this link for more info,

https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Blueprint.html?Highlight=blueprint...

 

~Vignesh

Message 2 of 3
Community Boss

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

@sunil_tirdam 

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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