Archived Versions for Data Freeze
With the 2024R2 Release, we introduce a new
Archive version
check box for plan versions. This check box enables you to archive plan versions, which results in a more complete data freeze. When you enable the check box, we calculate and store the values of all calculated and linked accounts. This freezes the values and stops them from recalculating as you make future changes to the model. The
Archive version
check boxes displays for all plan versions and replaces all Calculate Formula Values
check boxes that are inactive. Note
: This functionality is only available to Adaptive Planning Limited Preview customers at this time. We plan to deliver this to all customers on September 21, 2024.Watch the video:
7m 10sBusiness Benefits
With this feature we enable you to make changes to actuals version data, linked account configurations and your model structures, such as Levels and Custom Dimensions, without losing the integrity of the leaf-level data in historical versions.
Changes
We replace the
Calculate Formula Values
check box with the new Archive version
check box in the Version
area of Modeling
. The new check box provides more functionality to help you maintain data integrity in locked versions. With this feature, we enable you to:
- Make changes to the modeling hierarchies, like accounts and levels, with APIs, integration loaders, imports, and through the application without affecting the leaf data in archived versions. Rollup values within archived versions continue to aggregate dynamically based on structural changes.
- Restate actuals data without affecting the actuals overlay or plan data within archived versions.
- Reconfigure linked accounts without affecting the data in archived versions. Example: You can assign different attributes or add filters to the link with no impact on the data of the archived version.
What's Coming Next
In future releases, we plan to:
- Improve the behavior of allocation and elimination rules for archived versions. See FAQ: Archived and Locked Versions.
- Retire the Calculate Formula Value option, which we plan to do at 2026R1.
Examples
The
2024 6+6 Forecast
version has actuals overlay for Jan-Jun. For July, you enter a formula in a standard sheet that references January 2024, a period with actuals overlay.Upon finalizing this plan version, previously, you would go to the
Version
area of Modeling
and select Calculate Formula Values
for the 2024 6+6 Forecast
version. However, with this option, when you restate your actuals data, January 2024 reflects the new actuals data, and the values in the Time, Dimension, and Level rollups are impacted by dynamically aggregating this new data. In addition, the calculation for June 2024 in the standard sheet has the potential to update because it’s referencing a different value.Now, with
Archive Version
, you can restate the actuals without impacting the actuals overlay data in archived versions, which prevents any changes to the reported Time, Dimension, or Level rollup data, while also saving the calculated value that resulted from the original output of the formula in the archived version.What Do I Need to Do?
Plan versions that have the
Calculate Formula Values
check box enabled retain the Calculate Formula Values
check box.To use the new
Archive version
check box on these versions, you must first clear the Calculate Formula Values
check box. Clearing the Calculate Formula Values
check box causes the version to recalculate. Ensure you are comfortable with the potential data changes that may result before clearing the check box. Change Log
New What's Coming Next Content:
We correct the release note to add new information in the What's Coming Next section.