Value from wrong version is returned

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LisaTonnerfors
LisaTonnerfors Member, ALL USERS Posts: 5 New Contributor
in Planning & Modeling

Hi,
I have a problem where I get value summed by a wrong version returned.
From a module without any versions, I want to pick up FTE values from budget version in another module which has versions and sum by which role the employee has.
The formula looks like this:

'FTE Module'.'FTE'[SUM: 'FTE Module'.'HR-Role', SELECT: VERSIONS.Budget]


The formula above returns the correct FTE value but sums by the HR-role that was entered in Forecast version (which is set as current version if that could be important information).

Any suggestions why this happens?

Description of attached filescreen dumps:

pic1: Blueprint of the module in which I want to present budget FTE data summed by HR-Role.

pic2: Blueprint of the module from which FTE data is collected.
pic3: Presents the data of my test person, which is the data I want to collect. As you can see he's set to HR-Role "Admin local" in Budget version (and "Consultants local" in Forecast version). FTE value is set to 1 for budget version and 0 for forecast version. (Blueprint of module in pic2)
pic4: Result of how data was collected (module blueprint in pic1). As you can see, the FTE value is correct but person (which is the only person under list item "610 - sweden") gets HR-Role for forecast version instead of budget version.
Clarification: list O5-department roster and list O4-PC in described modules are hierarchical lists.

 

 

 

 

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Comments

  • LisaTonnerfors
    LisaTonnerfors Member, ALL USERS Posts: 5 New Contributor

    Hi Chris!
    I thought I was using the SUM SELECT combo?

    'FTE Module'.'FTE'[SUM: 'FTE Module'.'HR-Role', SELECT: VERSIONS.Budget]

     

    Are you referring to another formula?

     

    Thanks!

    /Lisa

  • adube
    adube Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 4 Occasional Contributor

    Staging module would be required.

  • LisaTonnerfors
    LisaTonnerfors Member, ALL USERS Posts: 5 New Contributor

    @AlejandroGomez Problem is that Budget column was one example. I want to have a column for forecast and actual as well so I can't depend on which version is set to current version. I thought the SELECT: Versions.xxx would do it byt obviously not.
    I'm not using switchover anywhere.

    I'll try a staging module but spontaneously it feels like the problem will persist.

     

  • LisaTonnerfors
    LisaTonnerfors Member, ALL USERS Posts: 5 New Contributor

    @AlejandroGomez As a test, I created a separate module with only this line item to avoid any other distractions or settings that may affect. So the formula has been rewritten from scratch. I have tried both having SELECT before SUM and the the other way around. Switch over was never enabled.

    When you tried this, did your module (the one with the formula) have versions? Because if I enable versions, it works fine for me. Once versions are removed from module, it takes the HR-Role value from version set to current version instead of the version I am using by SELECT.

    Strange thing though that it takes correct FTE-value but sums on the wrong HR_Role?

  • LisaTonnerfors
    LisaTonnerfors Member, ALL USERS Posts: 5 New Contributor

    @AlejandroGomez Thank you so much for claryfying what actually happens.
    Problem is solved by a staging module!

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