We can’t edit snapshots and scenarios always have a risk of changing if underlying metrics change. How do you all do budget transfers? ie. I need to move a headcount from marketing to finance, how would I do this? And I would want all the related headcount costs to move too in the snapshot.
How are you all doing budget transfers it doesn't seem to exist as a function
+5- Master Trendsetter
When a snapshot is created you cannot add or edit data. It is really a read-only.
What we currently do is using the metric-to-metric import action to store the calculated results into “archive” or fixed state that is not affected by any formulas or updated data.
Those metrics will then be shared to other applications so that you are in control of the timing and data that you want to use for other applications (data hub for example).
- New Here
Jurgen’s solution is better, but if you didn’t do that ahead this might be a workaround. Caveat that I haven’t tried this solution for this specific use case, but you can probably do something like this:
- Use Reporting Slices to bring in Snapshot data
- Copy the desired Snapshot scenario into an active Reporting Slice scenario like this:
'Expenses'[SELECT: 'Reporting Slices'."SELECTED SNAPSHOT SCENARIO"]
[BY: 'Reporting Slices'][FILTER: 'FIL_Scenario 4 Current Plan'] //changes the Reporting slice from the snapshot to an active one
//This returns all other Reporting Slices, if needed:
+'Expenses'[FILTER: IF('FIL_Scenario 4 Current Plan',FALSE,TRUE)]Then you can create two metrics, ‘Budget Transfers’ where you input those trades and ‘Adjusted Expenses’ with a simple formula:
'Expenses' + 'Budget Transfers'Let me know if this works. It basically hacks the Reporting Slice dimension value so you can then edit on top in a live environment.
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