We are excited to announce the launch of a suite of powerful new resources designed to streamline your planning process, especially around headcount planning.

What are we releasing?

Version datasets concept: A version dataset is a snapshot of actuals data taken at a specific point in time, which can be edited for new additions (e.g. input of new hires) or future changes on existing data (e.g. projected changes on job title). Learn more here: Version Datasets.

Version datasets configuration and re-configuration: A guided wizard will help you setting up relevant fields for forecasts when creating your version dataset. This includes unique ID, start date, end date, and any additional relevant dimension, measures, or date fields. This configurator can be revisited anytime for adjustments to ensure the scalability of your models.

Version datasets edition: Easily add, duplicate, or delete rows of future changes in your forecast. The version dataset offers filtering and sorting capabilities for easier data management.

New special formulas: We've also introduced DATE_COUNT, DATERANGE_COUNT, and DATERANGE_ALLOCATION formulas, compatible with version datasets.

Version dataset panel: Version datasets can be opened through a panel for model adjustments, or from spaces, by double clicking on a variable that contains the new special formulas. This panel includes all functionalities of the version dataset manager, such as filtering, sorting and data input.

Reconciliation flow: When new actuals are imported, the system will trigger a notification to flag outdated rows that need checking.

Find here also a specific guidance for Headcount planning.

What's next?

In addition to this, we will be introducing additional features to version datasets in the upcoming weeks, including:

• Embedding version datasets on spaces for making edition more intuitive.
• Column reordering capabilities.
• Version dataset download and upload.
• Automatic placeholders for new IDs.
• And more!