Highlighted
Contributor

Re: How to freeze a verson from change in master data

Thanks for the solution proposed. I will consider all this point in the development of my solution.
Highlighted
Community Boss

Re: How to freeze a verson from change in master data

read after that your main concern is the list of employees and I agree with you.
My advice is not to try to maintain the list of employees valid for budget. Your list should be live for your forecast etc.
Make a copy of the budget list into a new list of just keep it as a reference. You could base the calcs on it as well but it's going to be a bit complex.
Nathan Rudman
Anaplan Model Builder
Highlighted
Contributor

Re: How to freeze a verson from change in master data

Indeed, this a good idea to avoid too much complexity. Do you suggest having a copy of the list as a reference?
Highlighted
Community Boss

Re: How to freeze a verson from change in master data

@gaetan_ed 

 

Option 1: Make use of Bulk Copy Functionality under Version Settings. Create a Version called "Frozen Budget", use Bulk Copy Functionality and snapshot the data from Existing Budget Versions to Frozen Budget Version. Note: This is an admin activity and cannot be published on to the dashboard. Also Adding version will have an impact on the overall size of the model

 

Option 2: You can use DCA on the modules along with Formula Scope but this requires a considerable amount of effort. I would keep that as my last option.

 

Hope this helps

Misbah