Copy the data from one version to another through saved view import action

silpa
New Contributor

Copy the data from one version to another through saved view import action

Hi all, I have one doubt here, my client request is, I want to create a saved view for to copy the data from budget version to forecast version through import action.

so I got struck here, where I can find out the budget budget, once find out then for creating saved view what are lists, dimensions, line items  and versions are required, how to do that ?

please help me 

 

Thanks 

2 REPLIES 2
ChrisStauffer
Certified Master Anaplanner

Hi Silpa,

 

You could use the bulk copy feature to move data from version to version.

 

https://help.anaplan.com/cc83f150-4e11-4139-b3d6-a9ce1a00d638-Bulk-copy-versions

 

You could also enter a formula in version 2 = version 1,  then remove the formula, all data will remain in version 2.

 

 

andrewtye
Master Anaplanner/Community Boss

If you're using both native version or non-native versions (ie via lists) then setup the filters you want and then do "select every time" on the import.

But like @ChrisStauffer says why not use "Bulk Copy" if it's the whole version to copy over for all the data intersections.