Creating Versions
To create a new version, copy an existing version to a private version and then edit the
new version.
Context
If the table displays more than one currency conversion, you can choose which
currency conversion to use for planning in your private version.
You can create a private version by dragging a public version to the private version
section of the Version management panel, but you will not be
able to rename the new version or select what data to copy.
If your table shows the version dimension, you can also right-click a version header
and select .
Procedure
-
Select a table.
-
From the toolbar, select
(Version
Management).
The version management panel is displayed.
-
Locate the version that you want to copy and choose
(Copy).
-
In the Copy Data to a Private Version dialog, enter a name for the
version.
-
Leave the default Category, or change it to something
else.
-
To copy values from the version, select one of the following options:
| Option |
Description |
|---|
| Copy all data |
Copies all existing data. |
| Copy the visible data |
Copies only the data that is visible based on the current story and page
filters. |
| Choose which data to copy |
Change the filter values for the new private version. |
| Create a blank version |
Creates an empty version. |
-
If applicable, select a currency conversion that you want to use for planning.
If you choose source currencies (for example, Local Currency), you can also select a
Rate Version to specify the conversion rates to
use for the version when it is saved.
-
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.
Version 
Copy Version
.