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Update a formula for new versions without changing data in historical versions

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release. 

Question

How can I update a formula for new versions so that data is unaffected for past versions?

Answer

The description field is handy for making updates to master formulas in cases where past versions should remain unaffected and new versions should reflect the update. This is often necessary as master formula updates are considered a structural change that will affect locked versions.

To prevent past data from being affected, you can enter a description such as “Historical” for all old versions that should remain unaffected and then use formula logic that references the version description.

 IF(this.version.description = "Historical", [Formula for historical versions], [Formula for new versions])

This will prevent formula-driven data from changing in locked versions while allowing you to make update the formula formula for future budgeting needs. Also, this can be used for formulas referencing dimensions and attributes because the elements have a description field.

versionsdescription1.png         versiondescription2.png

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