Hi All,
As it is not possible to SUM down native versions is there a simple mechanism to take data out of versions and restate it within a fake version list?
I know this is achievable via a series of nested IF THEN ELSE queries but this approach is not sustainable as it needs to be updated every time a new native version item is added to the model.
All the best,
Solved!Go to Solution.
The link doesnt quite give me what I am looking for.
While using a LISS works to get data out of native versions and into a list it still involves significant manual intervention if the model owners add more versions.
I have managed to devise a method which uses a boolean mapping of Native Versions and Versions List to stage the data before pulling this data into a module using a versions list.
Using this approach requires minimal maintenance;
Where data has to be moved in and out of native versions and versions list multiple times using a LISS becomes even more cumbersome.
Hope this approach helps others too.
Instead of using IF ELSE, another way to achieve this is by manual mapping i.e., creating a mapping module and map native, custom versions(versions list) then use LOOKUP function to get the data from native to custom versions.
Disadvantage: we need to manually map newly created version each and every time.
Regards
Shirisha.
It is not possible to use LOOKUP as native versions can not be assigned to line item format.
一个行项目子集(丽丝)将成为你的朋友. You don't have to follow all of these directions, but you will get the idea...
https://community.anaplan.com/t5/How-To/Variance-Analysis-With-Native-Versions-Made-Easy/ta-p/98336
Rob
Beat me to it!
The link doesnt quite give me what I am looking for.
While using a LISS works to get data out of native versions and into a list it still involves significant manual intervention if the model owners add more versions.
I have managed to devise a method which uses a boolean mapping of Native Versions and Versions List to stage the data before pulling this data into a module using a versions list.
Using this approach requires minimal maintenance;
Where data has to be moved in and out of native versions and versions list multiple times using a LISS becomes even more cumbersome.
Hope this approach helps others too.
How often will the users of the model add versions?
For the use case which prompted this query they add versions every quarter.
Rather than cycle through existing versions they would rather create a new one and delete any unused versions.
Therefore, using a LISS or nested IF THEN ELSE requires them to update the formulas/mappings each time. As this transformation occurs multiple times it can be a significantly time consuming and error prone process.
Have been working through a similar scenario (and have also run into the same issues).
Sounds like you have an approach that works for you, but have attached my 2c.
Haven't found a way I'd say I'm happy with, but given the sizing implications of having to stage modules along the way, I opted to use a SELECT/SUM approach to do the transfer from native version to fake version in one step.
My approach was,
With the data now applied to the appropriate fake version,
My scenario however didn't involve frequent updating of versions and even if we did, we only had ~6 lines to update which would take ~5m. Only other implication is that changes are WSA-only and need to be deployed.