Versioning a Model

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

xP&A Video Tutorials

User Roles in Lucanet xP&A

Lucanet xP&A User Interface

All Steps at a Glance

Basic Concepts and Elements

Creating a Model

Integrating Data

Modeling Your Data

Viewing and Visualizing Data

Working with Models

Editing the Model Settings

Organizing Models

Linking Models

Cloning a Model

Sharing a Model or Folder

Exporting a Model

Versioning a Model

Viewing the Audit Logs of a Model

Troubleshooting for Slow or Large Models

Cells and Limits

Multi-Player Modeling

Proposing Changes to a Model

Handling Errors in a Model Using AI

Using Comments and Descriptions

Comparison: xP&A vs. Excel Performance

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

xP&A automatically takes snapshots of your model (or set of linked models) at regular intervals, and you can also manually save a named version of a model.

Versions and snapshots are useful for:

Comparing different versions of the model(s) against one another

Rolling back to older versions if you want to revert a set of changes

To navigate to the version history of a model, click the Versions button in the top rght corner in the Spreadsheet view:

Shows the 'Versions' button in the Spreadsheet view of a model. — Opening the version history of a model

The version history is displayed as follows, for example:

Shows the version history of model. Highlighted is the button to switch between all versions and only named versions. — Version history of a model

On the right side of the table header, you can choose to Show named versions only or to Show all versions, i.e. also those automatically created by the system.

In addition to the snapshots that are automatically created by the system, you can manually save named versions of your model (or set of linked models).

For example, if you finalize a budget, you can save a version called "Budget 2025" and refer back to it later or use it in charts and tables as a comparison against actuals.

You can also view named versions but will not be able to edit anything in it, unless you roll-back.

To save a named version:

Open the version history of the model.

Enter a name for the New version.

Click Create.

Shows the fields in the version history to be used to create a new version — Creating a named version

All linked models must have the same

fiscal year settings

in order to save a version.

If you change the

granularity of a model

, you will no longer be able to compare with prior versions.

If you have a model that is

linked to a data source

, each version will use the values from the data source that existed when the version was saved. Versions will not be re-evaluated, e.g. if values in the data source change.

However if

you roll the model back

to that version, it will be

re-evaluated with updated values

from the data source.

If you hover over the row of an exisitng named version, you can:

Edit

the name

Delete

the version, using the trash bin icon

View

the version in read-only mode.

Roll-back

to the version to be able to edit it

Shows the options you have for a named version when you hover over the row of the version in the version history. — Options for a named version

If you have a model that is linked to a data source, each version will use the values from the data source that existed when the version was saved. Versions will not be re-evaluated, e.g. if values in the data source change.