Delete from list: but first check if any values in versions
I am looking to create an action that uses the 'Delete using Selection' action functionality. However I only want the user to be able to delete if there is no data against the list item in any version.
Is there a specific way of doing this in Anaplan?
eg I have a list of GL codes. At some point some of these GLs will no longer be in use and as part of a clean up I want to check if they have any data in any version before deleting them from the list.
Not the exact use case, but I would look into creating a LISS based off the versions + a Total where the total adds up up the version "line items". That way, you can now just look at the "Total" version to see if it has any data. Take a look at this article on Dynamic Version Analysis, paying close attention to the beginning part in creating the LISS.
Re: Delete from list: but first check if any values in versions
I looked into the IF statements for checking the dimensions, but felt this fell into the realms of 'hard coding'. Ie having to update the formula if any new versions are added. In order to keep it dynamic I have avoided formulas and opted for an action instead.
My solution for anyone in the same boat:
Create a 'Delete Module' with line items per the screenshot
Create an action that pulls in all dimension data to the one line item 'Value in Version'. (Anaplan aggregates data when loaded via an import)
Add line item 'Delete CAI list' which drives my 'Delete from Selection' action
Add a DCA line item to hide unavailable options for the end user. (Which I will put in a proper best practice DCA system module).
Add the action in number 2 to the monthly rollover process. This works behind the scenes so doesn't need manual updating.