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Adaptive Insights French

Data in a new version copy does not match the original version


I created a new version and all my data is different compared to my source version. Why?


There are a few reasons why data may be different in one version compared to another:

1. How the data was copied forward: If you are comparing data in one year from the source version (e.g. 2014) to data in the newly added year in the new version (e.g. 2015), there were extension options that would have appeared when the version was first created and a new year added. You have the option to copy forward the entire year’s data, data from the final month in the prior year, or start the new year blank.





2. Actuals vs. Plan: When copying a version plan data will copy over to the new version. Actuals data will not as you can overlay actuals based on the **Start of plan from the version settings**. If you are comparing a period that was actuals in the source version, and is now plan data in the new version, it may have been that the plan data underlying the actuals data is what copied over





3. Incorrect version was cloned: The “Start as copy of version” drop-down under New Version Options when creating a version is always going to start as the default version. It is not set to the version that was selected before the “Create new plan version” button was selected. To confirm if this is the case you may want to check the data against the default version to see if the data matches.



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