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New Contributor

Copy data from one scenario to another

Hi,

 

I have an assumptions module with country, time and scenario dimensions.

The scenario list has the following members.

Upside

Base

Downside

 

The user wants the ability to input assumptions for the base scenario and have the system copy the assumptions to the upside and downside to start as a baseline.

 

When I try to create an import action within the module how can I fix the source to always be target and copy everything to the Upside and Downside scenarios?

 

Thanks in advance!

3 REPLIES 3
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Master Anaplanner/Community Boss

Re: Copy data from one scenario to another

@BahalR 

Great question.

You can easily accomplish this with an import action. You can also do this with formulas and let them override but I'll tackle the import action here for you.

 

Step 1 - Enter the base values. In this case I've added a growth % by country by month based on your example.

Scenario1.png

 

Step 2 - Create a saved view that has the data you want to import. In this case we only want months, countries and the "base" assumption.

Note: I used system modules to filter dates and countries. You should do the same.

 

Scenario2.png

 

Step 3 - Create an import and use the saved view as your source. Under the scenarios mapping make sure you map base to whichever assumption you want. In this case I mapped it to Upside. If you want to also copy to downside, you have two choices. Run the import again but point it to downside or create another line item that is a copy of the base so you can map it to downside.

 

Scenario3.png

 

Step 4. Audit your results. We successfully added growth % to the upside as a "seed".

Scenario4.png

Jared Dolich - Retail, Wholesale, eCommerce Analyst
New Contributor

Re: Copy data from one scenario to another

that works perfectly. thank you

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Community Boss

Re: Copy data from one scenario to another

@BahalR 

 

I believe, In your case, if you implement the way @Jared Dolich  explained it should solve your problem.

 

However there is another way of achieving this by taking advantage of the functionality called "Bulk Copy". It is really helpful for one time activity. It might not work in your case because of below reasons  :

 

This functionality can only be used by admins. So if the push from one list item (Base) to another list item (upside) is one time activity or end users don't need to do the  push and the change is throughout the model (and not the module specific)  then you as an admin can achieve this by a simple click

 

Step 1 - Go to Versions and Click on the Bulk Copy

  

Misbah_1-1578460544390.png

 

Step 2 - In the dropdown pick the Scenario list and select your source and targets

              In your Cases Scenario List -> Source is Base And Target is Upside

 

Misbah_2-1578460947202.png

 

Step 3 - Click OK. 

Misbah_3-1578461001539.png

 

Before

Misbah_0-1578460508057.png

 

 

 

 

After

Misbah_4-1578461032705.png

Hope that helps

Misbah