Creating Formulae that are specific to a version

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Dgardner
Dgardner Member, ALL USERS, Community Member Posts: 4 Occasional Contributor
in Planning & Modeling

Hi

 

Apologies if this question is over simple, but I'm fairly new to Anaplan, although I've done the certification. I'm trying to create a cell that calculates differently based on wheteher it is the actual or forecast version.  I thought I had found the solution with the following article on "add version formula"

 

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

 

The article explains fairly clearly what to do, but doesn't explain exactly what the result will be.

 

When I create fomulae using this method, the cells contain zeros.  Where I apply it to cells that had a non-version specific formula before it retains the answer from that formula.  Could someone help me understand what I might have done wrong, or perhaps help me understand if this is the right way of producing version-specific cells. I have tested that the formula I enter works when used as a general formula.

 

 

 

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  • Dgardner
    Dgardner Member, ALL USERS, Community Member Posts: 4 Occasional Contributor

    Thanks for the response

     

    A screenshot is attached.  The input fields are for the forecast whereas the Actual input fields are for actuals.  I originally tried to do it with one set of codes attaching the formula only to the forecast version, so that actuals can be directly input (they would always be uploaded), but separted it out to make it simpler to follow.

     

    Anaplan.png

  • Dgardner
    Dgardner Member, ALL USERS, Community Member Posts: 4 Occasional Contributor

    Thanks for this.  I tried to do exactly this when the orignal wouldn't work but wasn't sure of the correct term for it.  I have created a completely new item line in the module and tried the fomula as follows:IF ISACTUALVERSION() THEN 'Revenue-Standards(act)' ELSE YEARVALUE('Revenue - Standard') / 12

    The report was by default in actual when I entered it and it gives the correct result for Actual. When I change the version to forecast it does not change to the other one.

     

    I have versions as a page in this module and am using the downwards triangle to select either actuals or forecast. 

  • Dgardner
    Dgardner Member, ALL USERS, Community Member Posts: 4 Occasional Contributor

    Thanks Stef

    Option 1 works and is what I wanted in the first place.  I got confused because when I changed the actual for the early months, it changed the forecast as well.  I've just realised that this is what should happen up until the switchover.

     

     

  • ksiemek
    ksiemek Member, ALL USERS, Partner, Certified Model Builder Posts: 1 New Contributor
    Hey Stef,

    Is there a way to have formula X for plan version and formula Y for forecast version? I know about ISCURRENTVERSION and ISACTUALVERSION.

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