Creating Versions

To create a new version in SAP Analytics Cloud, copy an existing version to a private version and then edit the new version, or create a blank public or private version.

Context

You have two options for creating versions. The first option is to create a private copy of a public version. The second is to create a blank public or private version. Creating a blank public or private version has fewer restrictions than copying an existing version and allows more flexibility in how you want to manage your versions.

Copying Versions

Context

To copy an existing public version, you can select the version in the version management panel and drag it into the private versions list, or right-click a version header and select Start of the navigation pathVersion  Next navigation step Copy VersionEnd of the navigation path. All newly copied versions are private until they are published.

To see an example of how to create a private version by copying a public version, you can watch Video: How to Manage Versions and Categories for Planning.

Note

Tracing versions can only be created by running the data action tracing. For details, see Run Data Action Tracing and Check Tracing Results.

Options for Copying Data

When you copy a version, you can choose which data you want to include in the new version. If you are copying data from a large version, filtering the data can help reduce the size of your new version and speed up performance.

There are a few options for copying data to a new version:

  • Copy data in recommended planning area: If this option is enabled on your model, you can copy a recommended subset of data defined in the model settings. The recommended planning area is based on data access, data locking, or both. For more information about the recommended planning area, see Optimize Planning Models Using the Planning Area.

  • Copy all data: Copy all data from the original version.

  • Copy visible data: Copy the data visible within the current table filters.

  • Choose which data to copy: Manually choose which data you want to copy.

Procedure

  1. Select a table.
  2. From the toolbar, select (Version Management).

    The version management panel is displayed.

  3. Locate the version that you want to copy and choose (Copy).
  4. In the Copy Data to a Private Version dialog, enter a name for the version.
  5. Leave the default Category, or choose a different category.
  6. To copy values from the version, select one of the following options:
    Option Description
    Copy data in recommended planning area Copies a recommended subset of data defined in the model settings.
    Copy all data Copies all existing data.
    Copy visible data Copies the data visible within the current table filters.
    Choose which data to copy Change the filter values for the new private version.
    Note
    If your private version exceeds the size limit set up for the model, you’ll see a warning. You can still create the version, but performance may be affected due to its size. For better performance, consider creating a private version and selecting Copy data in recommended planning area or Choose which data to copy to reduce the size of the version.
  7. If currency conversion is enabled, there may be more options:

    • Change conversion: If you're working with a classic account model and your table shows multiple currency rows or columns, you can select the currency conversion that you want to use for planning.

      This isn't necessary for a model with measures, since you can plan on all of its currency conversions.

    • Rate Version: If any rate versions are available, you can choose one to apply those specific conversion rates instead of general rates for the category.

      For a classic account model, you need to choose the base currency (for example, local currency) as your conversion to apply a rate version.

      For details about planning with currencies, see Plan with Currency Conversion.

  8. To copy the comments from the original version to the new version, select Include all comments.
    For more information about comments, see Adding Comments to a Data Cell.
  9. Select OK.

    If you chose Refine Filter, the Set Filters for Account dialog appears; select your new filter options, and then select OK.

    The new version is added to the table.

Results

You can now modify the data in the new private version.

The new version may automatically appear in other tables using the same model if there is no filter on the version dimension.

Creating Blank Public or Private Versions

Context

You can create blank public or private versions by selecting (New) in the version management panel.

For newly created private versions, choosing a source version is optional. If you choose a source version, data is not copied to the new version, but data locking settings and dimension property settings are carried over. If no source version is chosen, then the dimension property will be blank in the new version.

Procedure

  1. Select a table.
  2. From the toolbar, select (Version Management). The version management panel is displayed.
  3. For either a Public Version or a Private Version, choose (New).
  4. In the Create Blank Public Version or Create Blank Private Version dialog, enter a name for the version.
  5. Leave the default Category, or choose a different category.
  6. If you are creating a blank private version, decide whether you want to choose a Source Version. This is optional, and if you choose a source version, data locking settings and dimension properties will be carried over but data will not be copied.
  7. If currency conversion is enabled on your model:

    • Choose the Rate Version.

    • If you are creating a blank private version with an account model, choose the Change Conversion.

  8. Choose Create.

Results

The newly created blank public or private version will appear in the version management panel and the corresponding column will appear in the table.