[ABUSE] By: AnapediaTeam / Knowledge Base: Anapedia_Modeling (248)

jamii.briggs · December 2017

Spelling error: Add Version Formula: Point #4. Enter the formula into the Version Formulae bar.
Should be Formula.

Link to post:
(Add Version Formula)

by AnapediaTeam

https://community.anaplan.com/t5/Modeling/Add-Version-Formula/ta-p/12351

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<h1>Add Version Formula </h1>

The Add Version Formula option, on the Edit menu in Blueprint, enables you to specify which versions a formula for a line item subset applies to.
Although the formula will apply across the subset of line items for the version chosen; it will not apply to other modules, even where the line item subset spans several modules.
Once a version formula is set up, it is visible in the formula bar in the module grid but can only be edited in Blueprint.
To apply a formula, each line item must:
<ul>
<li value="1">have a version applied.</li>
<li value="2">belong to a line item subset.</li>
<li value="3">be configured with the format Number (fields will be blank for data with any other format).
 </li>
</ul>
<h2>Add a version formula</h2>
<ol>
<li value="1">Open the module in Blueprint.</li>
<li value="2">From the Edit menu, select Add Version Formula</li>
<li value="3">Select both the line item subset and version that the formula will apply to and click OK.
 <img src="https://pjakv59666.i.lithium.com/t5/image/serverpage/image-id/13175i30D40459D300B2F5?v=1.0" style="height: auto;width: 400px;" /> </li>
<li value="4">Enter the formula into the Version Formulae bar.
 </li>
</ol>
<h2>Add a version formula for a line item subset</h2>
This type of formula can apply to several line items at once for a given version. The formula scope is restricted to a single module.
<ol>
<li value="1">To create the line item subset, in Model Settings > Lists and Roll-ups, click Line Item Subset and then Insert.</li>
<li value="2">Name the subset (for example, Regional Costs).</li>
<li value="3">Click Line Item Subsets and choose a module.
 You can select Include New Items to automatically expand the subset as items are added later. <img src="https://pjakv59666.i.lithium.com/t5/image/serverpage/image-id/13183i7008F932C268A2A8?v=1.0" style="width: 400px;height: auto;" /> </li>
</ol>
<ol start="4">
<li value="4">Select the items to include in the line item subset: <img src="https://pjakv59666.i.lithium.com/t5/image/serverpage/image-id/13178i0AACD07D4FF95B6A?v=1.0" style="width: 400px;height: auto;" /> </li>
</ol>
<ol start="5">
<li value="5">Open the module and select Blueprint.</li>
<li value="6">On the Edit menu, click Add Version Formula and select both the line item subset and the version the formula will apply to. <img src="https://pjakv59666.i.lithium.com/t5/image/serverpage/image-id/13180i1268B9EF64A33913?v=1.0" style="width: 350px;height: auto;" /> If the box on the left of the dialog is empty, it's because the line item subset doesn't contain at least one of the line items in the module. </li>
</ol>
<ol start="6">
<li value="6">Enter a formula into the Version Formulae bar.
 This formula will apply across the subset of line items for the version chosen. Even if the line item subset is common to a number of modules, this formula won't apply to them. <img src="https://pjakv59666.i.lithium.com/t5/image/serverpage/image-id/13185i8D62815A02C9745F?v=1.0" style="width: 400px;height: auto;" /> </li>
</ol>
<div class="portlet-msg-info">This formula can only be edited in Blueprint. In a module grid, if you select a line item to which a version formula applies, you will not be able to edit it in the formula bar.</div>
<h2>Add a version formula for an entire model</h2>
This type of formula is typically used for variance calculations and spans the entire model, wherever the Version dimension is applied.
In Model Settings > Versions a version formula can be entered directly into the Formula field. 

<img src="https://pjakv59666.i.lithium.com/t5/image/serverpage/image-id/13182iEB8A1B57423D200A?v=1.0" style="width: 400px;height: auto;" />

Typical version formulas:
Variance = Actual - Budget

Variance % = 100*(IF Bud > 0 THEN 100 * (Actual - Bud) / Bud ELSE 100 * (Bud - Actual) / Bud)



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[ABUSE] By: AnapediaTeam / Knowledge Base: Anapedia_Modeling (248)

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