How to make two versions formula driven and one version editable in the same module

[CommunityMember88078]

Hello,

i'm using three versions in my module, here Actual, Forecast, Budget. i have the actual and budget data available and they can be formula driven. Forecast data should be a manual entry data. 

Can any one help me solve how i can pull in the actual and budget data formula driven while i leave the forecast data available for editing all in the single line item .

Thank you,

Sunil Tirdam

[VIGNESH.M]

Hi Sunil,

You can achieve this through "Formula Scope"

Also, your Forecast version should be the Actual Version.

Check this link for more info,

https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Blueprint.html?Highlight=blueprint...

~Vignesh

[DavidSmith]

@CommunityMember88078 

If your formula is for numeric values only and you need discrete formulas per version (so a different one for Actual, Budget, Forecast, Plan etc.), then you can use Version Formulae

You need to create a line item subset from the line items in the module, but it is very effective at reducing the number of IFs in the formula

See this article for more details:

https://community.anaplan.com/t5/Anaplan-Discussions/formula-generation-query/m-p/43315#M4822

David

[Amaya]

Version formulae are awesome.

This best practice is really helpful. Thank you, David-san.

Best Practice - Line Item Subsets Demystified
https://community.anaplan.com/t5/Best-Practices/Line-Item-Subsets-Demystified/ta-p/54309

[schu]

Thanks, Vignesh!

Do you (or anyone else who's reading this) have any ideas on what to do if you want to make the forecast version (currently our forecast version = current version) editable, but actuals/budget driven off formulas?  We have many modules/formulas driven off ISCURRENTVERSION() and ISACTUALVERSION().

Thanks,

Samantha

[JaredDolich]

@schu 

Two possible ideas:

- You can create a separate line item for budget and actual by using the SELECT function.

- You can try using DCA - although I have to admit I've never tried this on versions before so not sure if that would work.

[Misbah]

@schu 

Under Formula Scope "All Versions Except Current Version" Would have done the trick for you.Alas! that option is not over there.

Now I am wondering why is that option not available out there when we have these options:

All Versions Except Actual

All Versions

Actual

Current

To your query, you can create Line Item Subset and take use of Add Version Formula feature. Here is the article from @DavidSmith 

https://community.anaplan.com/t5/Best-Practices/Line-Item-Subsets-Demystified/ta-p/54309

You can read the last use case in this article - best suited for you.

Hope that helps

Misbah