How to build dynamic input schedule from version

Question

Hi experts,
I want to create an input schedule based on my category selection which will allow users to enter data to budget part but changing the actual part is prohibited.
For example I have category member which is 2010-09-1. This means I am working on 2010 Budget which has 9 periods of actual and 3 periods of forecast and 2011 Budget. In my input schedule I would have 24 months from 01.2010 to 12.2011 and I will copy actual to budget for the first 9 months but I do not want users to change first 9 months actual data from input schedule.
What solution can you propose for this in BPC NW ?
Regards,
ergin

Answer 1

Hi Ergin,
From the description you have provided, I guess you will have the TIME dimension in the Column. The CATEGORY would be set to 2010-09-1, lets suppose. In this case, the first 9 columns should be locked for any changes. For this, you need to use the Data Validation technique, which is native to Excel.
select an empty cell, lets say D1. in this cell, you should fetch the value "2010-09" from the version "2010-09-1". If the version is changed to "2010-10-1", the cell D1 will be automatically updated and will show "2010-10". In the column, in the row just above the Time dimension, write a formula to fetch the year and monthnum property of the Time member. Lets say, the time dimension members are displayed in the cells E4 to AB4 (24 columns for 24 months). In the cell E2, you can write the formula, =EVPRO("application name",E$4,"YEAR")&"-"&EVPRO("application Name",E$4,"MonthNum"). This will return 2010-01 in the cell E2 for the member 2010.JAN. Similarly, for 2010.FEB, the cell should display "2010-02". We will keep the formula in E2 only. After the expansion, the formula also will be expanded for the other cells.
Select the first data cell of the EVDRE report. Open Data Validation. In the Settings Tab, in the Formula field, write =D1>E$2. Then go to the error alert tab and choose the style as stop and give some title and message. This would typically mean that if value of D1 (in this case 2010-09) is not greater than E2 (in this case 2010-01), then the error message will be displayed, when we try to enter values in these cells. And it will not allow to enter any value.
Once the EVDRE is expanded, this data validation will be copied into all the other data cells. So, in this way, the enter input schedule can be kept dynamic.
Hope this helps.