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Adaptive Planning
上次更新時間 ：2025-03-14
Merge Scenarios into Base Versions

Merge Scenarios into Base Versions

  • An existing scenario that you created. See Create Scenarios.
  • Security:
    • Full Access
       in the Access Control section of the base version.
    • Editable Sheet Access
       permission.
    • Merge Scenarios
       permission (requires
      Editable Sheet Access
      ).
    • Manage Scenarios
       permission. This permission enables users to merge all scenarios.
    • You must have access to all the intersections of all changes in order to successfully merge. We recommend that you assign access rules, which provide Edit access to all data, to at least 1 person who also has the Manage Scenarios permission. This practice prevents blockers from occurring in the shared scenario workflow.
With a few clicks, you can add all the changes you or your collaborators made in your scenario to the base version. Merging includes data values and also the underlying formulas when applicable. When you merge scenarios:
  • You delete the scenario because we save all the changes in the base version.
  • The scenario no longer displays in the version pickers throughout the model.
  • The scenario and its data no longer displays in charts and reports.
  • The scenario moves to the
    Merged
     folder as an historic record.
  • You have an option to delete all other scenarios based on the same base version.
Merging scenarios also frees up space to create more scenarios when you’ve reached your maximum. Before merging your scenario, download the changes to double check your work. We prevent merges when:
  • Someone locks the base version.
  • Someone locks the levels in the version in Workflow.
  • You no longer have the Merge Scenarios permission.
  1. Select
    Scenarios
     from the main menu.
  2. From the scenario list, hover over the scenario that you want to merge until the 3 dots display.
  3. Click the 3 dots and select
    Merge
    .
  4. (Optional) Click the check box to delete any of your other scenarios that are based on the same base version.
    This option is useful when you have drafted several different scenarios and have picked the 1 that you want to merge. The others might be irrelevant at this point.
  5. Click
    Merge scenario and delete
    .
The changes you made in the scenario move to the base version. The scenario moves to the
Merged
 folder of the
Scenarios
 page. It serves as a record with the date that you merged.
Run Audit Trail Reports. You can run an audit trail report on the base version to review the changes made from the merge.