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 .
If your table shows the version dimension, you can also right-click a version header and select .
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.
-
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.