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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

A Creative Way to Use Version Comparison

This article covers examples using the standard sheets Version Comparison feature for the following use cases:

  1. Budget entry sheet with total Last Year & Last Year Budget, 12 months of Budget
  2. Forecast entry sheet with total Last Year Actual & Current Year Budget, 3+9 monthly Forecast

Version Comparison is commonly used in the budget year to compare month to month Budget vs other versions.  This article it just another example of the feature in action.

NOTES: 

  • Version comparison is only available on standard sheets
  • Variances are not currently supported in sheets
  • If you wish to set this as the default view for all users, you should create new versions for the examples as you can’t change the default view for users who have already saved a view for existing sheets

Example 1:  Budget entry sheet with total Last Year & Last Year Budget followed by months for Budget

For this example, the current setup is as follows

Version:  Working Budget is for the months of FY2019, FY2018 is comprised of 9 months of Actual data and 3 months of the latest Budget/Forecast figures.  All FY2018 is locked.

Current Sheet:  Displays total Last Year followed by 12 months of Working Budget

currentSheet-LastYR+workingBudget.png

  1. Navigate to the standard sheet you wish to update and select the correct version
  2. Bring up Display Options (either right click on the sheet or use the button bar icon)
  3. Select the Version Comparison tab
  4. Set the Year for Comparison to last year (FY2018 for this example)
  5. Check the box for “Comparison Version 1”
  6. Select the version that contains last year’s budget (Last Year Budget – Approved for this example)
    Display Options.png 

     
  7. Click Apply
  8. Click the Save icon from the button bar to set this as your view
  9. OPTIONAL:  Set as default for all users
    1. Bring up Display Options again
    2. Check the box for “Set as default for all users”
    3. Click Apply
    4. Click the Save icon from the button bar (NOTE:  You can’t make any other changes when setting the default for all users)

Final Sheet View

SS 3.png

 

Example 2:  Forecast entry sheet with total Last Year Actual & Current Year Budget, 3+9 monthly Forecast

For this example, the current setup is as follows

Version:  3+9 Forecast is for the months of FY2019, FY2018 is all Actual data as is the first 3 months of FY2019

Current Sheet:  Displays total Last Year followed by 12 months of the 3+9 Forecast

SS 4.png

  1. Navigate to the standard sheet you wish to update and select the correct version
  2. Bring up Display Options (either right click on the sheet or use the button bar icon)
  3. Select the Version Comparison tab
  4. Set the Year for Comparison to last year (FY2018 for this example)
  5. Check the box for “Comparison Version 1”
  6. Select the version that contains the current year’s budget (Budget FY19 for this example)
  7. In the Offset (Year) box enter 1 and select the Forward radio button

 SS 5.png

  1. Click Apply
  2. Click the Save icon from the button bar to set this as your view
  3. OPTIONAL:  Set as default for all users
    1. Bring up Display Options again
    2. Check the box for “Set as default for all users”
    3. Click Apply
    4. Click the Save icon from the button bar (NOTE:  You can’t make any other changes when setting the default for all users)

Final Sheet View

SS 6.png

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