Entity Name Changes
Hi Team,
I would like to understand how you are managing the Entity changes on a monthly basis.
For eg: the Entity name in 2021 M6 is San_Jose_213 and it is changed to SFO_213 in 2021 M7. If I ch...
Forum Discussion
I hate to resurrect an old post. Why don’t you create a new member and vary the InUse property of old one and new one.
Let’s say San_Jose_213 will be InUse till 2021M6, 2021M7 onwards SFO_213 will be InUse. Now if there is data for San_Jose_213 in 2021M7 you’ll have to copy the data to SFO_213. Also all forms need to use suppress invalid rows/columns
Hi Celvin,
But there is a hindrance in your suggested approach. We have built certain historical views which will allow top management to see the trended data something like Last Qtr vs Current Qtr. In such case, till M6 data is sitting in San_Jose_213 whereas from M7 it is sitting at SFO_213. Do you see any possible way to link both the ID’s?
We have created functionality called “Action Item” Tracker against each Global account under local entity level say San_Jose_213. If we stop using san_Jose_213 from M7, how to bring the data of the open Action items into SFO_213?
Not sure why you want the data before M6 to be coming into the other member for the comparison only?
Now if you want to do move data from some and not others, then you need to copy data.