Hi Experts,
a similar thread was posted like this, but was never answered, so I give it a new try:
I want to build a story based on a planning model (including sales volume actuals data and a planning version without data) which should be able to meet the following requirements:
- Display values of Actuals-Version from the last year(s) and current year on monthly basis
- Display (empty) fields of Budget-Version for next year (monthly) for data entry
- Display (empty) fields of Planning-Version for year+2 and year+3 (quarterly) for data entry
The target structure should look like this: 20180926-sac-table-result.png
Problem 1: The advanced filter, including time (by range, dynamic) + version, behaves unexpected and prompts an error (20180926-sac-fehler.png). There are still combinations of time + version dimension shown, which aren't inculded in the filter.
Note: "Show unbooked members" is on for all dimensions (Account, Category, Time).
Please see for further clarification 20180926-sac-table.png. Also see the configuration of my advanced filter: 20180926-sac-filter.png
Problem 2:In this context, I have the similar questions as Johannes. Furthermore, I found in an old video (from 2016) for SAC Planning an aspect in the model designer, that I am missing now: To define the time granularity for the different planning categories (20180926-sac-planning-model-designer.png). Has this feature been canceled? How would you solve the problem - that I have different granularity for budget and planning periods - now?
The data source is an example file from SAP (Best Run Juice Company). It contains actuals for three periods (2014-2016). Additionally, I created a monthy budget for 2017 and imported it as a budget version from Excel file, too. The filter ist designed on chart level.
Looking forward to your reply.
Best regards, Stephan
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