SAC Data Action Advanced Formula - Copy Actual of Last uploaded month to Plan version

[SyedShoaib]

Hi,

I have a requirement to copy the actual value of the last uploaded month and paste it in the remaining months of the plan version.

For example, if the last upload of actual data is done in Sep 2024. That value should be copied to the remaining periods i-e (Oct, Nov, DEC) of the plan version.

[MoonJun · Accepted solution]

Hi @SyedShoaib 

First, set the external parameter to get the Last updated month as shown in the screenshot below,

Second, set the Planning period for the Plan Version in the Version Property "Start" & "End",

- The Planning period value should be in Date format (YYYYMM: 202412) for Start & End.

- Start property & value is not mandatory.

The Advanced Formulas Script to get your expected result,

MEMBERSET [d/Date] = NEXT(1, "MONTH", %Last_Updated_Month%) TO [d/Version].[p/End]

DATA() = RESULTLOOKUP([d/Version]="public.Actual", [d/Date]=%Last_Updated_Month%)

I hope this is helpful to you, and if I have misunderstood anything, please feel free to reach out.

Moonjun

[SyedShoaib · Accepted solution]

Dear @MoonJun

Thank you for your reply. your solution worked for me. But there is one issue on which I would like to have your input. My Data Action is only working when the GL Hierarchy (that I want to make an impact on) is set as Default. 

Do you have any idea on how to make the DA work for the hierarchies that are not set as default?

As I have to use this DA on multiple Gl Hierarchies.

[SyedShoaib · Accepted solution]

Dear @MoonJun, Its done now. I used Config.Hierarchy for declaration.