Forum Discussion

OSAdmin's avatar
OSAdmin
Valued Contributor
4 years ago

Copy Budget sceanrio data into a Bv2 Scenario

Originally posted by Erin Nielsen

Hello,

Is there a way to easily copy over our Budget Scenario and all of the data in it, into a Budget V2 Scenario, so that i can add data to the Budget v2 Scenario? Essentially allowing the app to have two versions of the budget?

 

Thanks,

Erin

Metadata
  • OSAdmin's avatar
    OSAdmin
    4 years ago
    Originally posted by Chul Smith

    You can use a Copy Data DM job or use a seeding rule, similar to how forecast data is seeded from Actuals and Budget/prior forecast.

  • JackLacava's avatar
    JackLacava
    2 years ago

    Updating this old solution just to mention this can now be done with Hybrid Scenarios in recent versions.

  • OSAdmin's avatar
    OSAdmin
    Valued Contributor
    4 years ago
    Originally posted by Chul Smith

    You can use a Copy Data DM job or use a seeding rule, similar to how forecast data is seeded from Actuals and Budget/prior forecast.

  • RamuV's avatar
    RamuV
    New Contributor III
    3 years ago

    So I have been working on various ways to copy data from one scenario to another and figured out that the DM Copy Data step is probably the slowest. The Custom Calculate and using a Business Rule to copy data from one scenario to another seems more efficient and faster

  • JPierluissi's avatar
    JPierluissi
    New Contributor II
    3 years ago

    HI Ramu,

    Can you share the business rule code? I am creating a dashboard for budget scenario maintenance, and I need to be pointed in the right direction to perform the copy when the dashboard button is pressed.  The dashboard basically asks the user to select entities, source and destination scenarios to copy, and the button will perform the copy.

  • JackLacava's avatar
    JackLacava
    Honored Contributor
    2 years ago

    Updating this old solution just to mention this can now be done with Hybrid Scenarios in recent versions.