Hi, I’m facing an issue with a Data Action where users select a start and end time period to perform employee transfers. However, the Data Action is currently running even on closed periods—meaning the actual periods—where I don’t want the new data to appear. The problem is that I’m scoping the time dimension based on user-selected parameters rather than using version properties, so the Data Action affects both actual and planning periods indiscriminately.
To solve this, I need a way to restrict the Data Action so that it only updates data for planning periods within the user’s selected range and completely excludes any actual (closed) periods, even if they fall between the start and end dates. For example, if the user selects January to June 2025, but January to March 2025 are actual periods, the Data Action should only process April to June 2025, leaving the actual periods untouched. i have locked data at model level but i dont want to show the user any data movements on actual periods. Can anyone please help.
Regards,
Lakshmi
Request clarification before answering.
Hi @pragnya_m , if you have the periods being maintained as the properties of version dimension, here is an example how to filter out the data in data action formulas.
More details can be found in help doc:
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