cancel
Showing results for 
Search instead for 
Did you mean: 
Read only

dynamic version in chart

dongun_kang1
Explorer
0 Likes
320

[Prerequisite]

* Versions not to be used in the chart (if only the planning version is used, "Actual" is an example)

* Classic Story

1. create "running" version input control (table - forecast layout - "FIND" formula)

2. create Value-based dimension (table - add dimension to "row" or "column)

the dynamic version filter is ready.

(the account member doesn't have to be a necessary member, and can be any member that it's "value exists in the model", because it just act as filter. So you don't have to select "sales" as an account member, although you want to control "sales")

3. chart setting (1) : Add dynamic version filter to chart (null excluded)

4. chart setting (2) : add "Trellis" (chart - *** - )

(For the number chart, the dimension member cannot be assigned separately, so it is proceeded with trellis, but for other charts, you can proceed with dimension instead of trellis.)

5. chart setting (3) : version filtering

6. chart filtering (4) : version filtering in Trellis

(Actually, it doesn't matter which version you choose to exclude)

7. Remove trellis (if you want to leave trellis, leave it)

and you should select only one version. then select "Unuse version".

8. The dynamic Version is activated

The two version Filter must be in conflict, I think, but the dynamic version filters beat the "Version" filter.

Accepted Solutions (0)

Answers (0)