Viewing Version Data from the Planning Model

Objective

After completing this lesson, you will be able to manage versions from planning models.

Version Dimensions

Access the Version Dimension from a Planning Model

In the Version dimension, Category is a property that is used to describe the type of planning activity. You can access the version dimension from the Model Structure workspace of the planning model, as you can see in the following example.

Accessing the Version Dimension from a Planning Model. The second screenshot is the open version dimension with the category highlighted.

In the preceding example, you can see the public.actual version, which is automatically created by the system when a planning model is created. Other versions can be created from stories.

Note

Importing Data

Data can only be imported into a public version of a planning model.
During the import, the default version is actual but it can be changed to any other existing public version.
Public versions can't be created during the import process for new model types.

View Data by Version

When viewing data from the planning model, both published and unpublished public data can be viewed. Private data is viewable by whomever created the private version.

View versions from the Planning Model Data Foundation

Note

Administrators can delete all private data from model preferences.

View Version Data

Business Scenario: As you prepare your forecast income statement for your company, you create quite a few versions to allow you to keep track of the data, for example, by iteration. You need to view the version data in the planning model to verify that the data you are using is in a public version.

Task Flow: In this practice exercise, you will:

View the version dimension
View public and private data in the planning model

ExerciseStart Exercise

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