Creating Versions

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Last updated 2 months ago

Creating Versions

Create a Version in Table

You can create a planning/ forecasting version at Presight and choose view your versions at the Forecast session.

Make sure you turn on the Forecast Mode in your Table or Chart

You can create your new version in a Table, at the forecast section, then choose New Version

You can name your version, choose the color and describe your version, then click on Create Version

Coloring your versions can help to find your versions more easily, especially when you compare many versions together.

Then, you can input values in you version, in the metric and sub-metrics.

You can input numbers in all time granularity Daily, Monthly, Quarterly and Yearly, and at all dimension levels. However, the numbers in each level will not be auto-reconciled.

The auto-reconciliation will be in the near future release.

Once you have done inputting, the version is automatically saved and ready to view.

Create and view a Version in Chart

You can view the newly created version in Chart by choosing it from the list.

You can also edit or add the planning/forecasting numbers from the Chart by dragging and dropping the columns. The updated numbers will be adjusted accordingly in the table.

After keying in planning/forecasting numbers, the version will be automatically saved and ready to be viewed for everyone in the workspace.

Compare actual vs a Version on Table

You can compare your new version with actual. By clicking on the data point you want to compare, you can find Compare Version:

Compare actual vs a Version on Chart

Set your new Planning Version as new goals

You can set your Planning Version to be new goals in the Homepage.

Set your new Planning Version as `Default`

You can set your Planning Version to the Default Future Version in your workspace. The chosen Version will be defaulted for everyone in the workspace.