Versioning a Model

Last updated on 2025-03-03

Overview

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
Opening the Version History

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.

Manually Adding a Named Version

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:

  1. Open the version history of the model.
  2. Enter a name for the New version.
  3. 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.
Options for a Named Version

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.

However, if you roll the model back to that version, it will be re-evaluated with updated values from the data source.