How do I do a daily switchover?

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How do I do a daily switchover?

I know that in the versions section of Settings, I set a switchover date which has a 'month' default. But, what if I want to do a switchover in amodule by day? In other words, if I roll forward a day, how do I get my forecast version to display actual and forecast for the year, by day, up to the switchover?

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Frequent Contributor

RE: How do I do a daily switchover?

This is also in the [Model Library] under 'Daily Switchover'. We have 2 lists,[list=1]
  • Organization
  • Sales Reps, (this is composite with Org) We have 3 modules set up;[list=1]
  • Rep Bookings, (Reps x Daily timescale, (the default MODEL is set up for Months, but at the MODULE blueprint level I set the timescale to day)
  • Daily Switchover, (Switchover, (Boolean flag) x Daily timescale) - this is where we will specify the switchover DAY
  • Summary Bookings, (Org x Daily Timescales x Bookings) Now I specify where I want ACTUAL bookings to flow into the FORECAST version in [Summary Bookings] in [Daily Switchover] In the [Summary Bookings] module, I now enter the following syntax to complete the formula; IF Daily Switchover.Switchover THEN Rep Bookings.Bookings[SELECT: VERSIONS.Actual] ELSE Rep Bookings.Bookings[SELECT: VERSIONS.Forecast] And there you have it! A daily switchover.