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?
This is also in the [Model Library] under 'Daily Switchover'.
We have 2 lists,[list=1]
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.