Provision to enter data in specific version in Report

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SriNitya
SriNitya Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor
in Planning & Modeling

Hi,

 

I need to create a report with 3 versions actual,forecast,budget and the data is formula driven. But need to give  provision for the planner to override the  data only in forecast version which is calculated.Need  few suggestions to implement this.

 

Regards,

Sri Nitya

 

 

 

 

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  • SriNitya
    SriNitya Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    Hi Anand

     

    Thanks  for reply,

     

    But I am not using Anaplan inbuilt versions, I have created versions as a  list and only forecast version needs to be editable.

     

    Regards

    Srinitya.M

  • abhi1017
    abhi1017 Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5

    Hi @SriNitya 

     

    I guess this can be achieved by filter based DCA.

    1. Create another lineitem override forecast.

    2. This lineitem should be only be editable when forecast version is selected.

    3. Apply DCA on this lineitem. Create another lineitem(boolean formatted) say Forecast edit  :- If Item(version)= Actual or item(version) = budget then false else true.

    4. Apply this in override forecast lineitem in Write section.

    5. Create a final lineitem where data is aggregated/pulled from the primary and override lineitem.

     

     

    ~ABhi

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