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.

Context

With version management, all new versions are private until they are published.

You can also create a private copy of a public version by selecting a public version in the Version Management panel and dragging it into the private versions list, or by right-clicking on a version name in a table and selecting Start of the navigation path Version Next navigation step Copy Version End of the navigation path .

If your table shows the version dimension, you can also right-click a version header and select Start of the navigation path Version Next navigation step Copy Version End of the navigation path .

Options for Copying Data

When you create 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 orginal 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.
Create a blank version: Create an empty version.

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 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.
Create a blank version	Creates an empty 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.

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.
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.
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.