View change history

As you work on your plan, you and your colleagues naturally make many changes. How do you see a log of the audit trail? All changes are logged in Change history.

Start

  1. Open a plan.

  2. From Actions, select View change history.

  3. Filter which changes appear in the change history grid. For more information, see Change history filters.

  4. View the changes in the change history grid. For more information, see Change history grid.

  5. Select and then select one of the following:

    • Show changes in your plan: Enables you to view the changes in your plan when you close the Change history flyout. The changes appear with a light blue shade.

    • Export: Downloads the filtered changes to an Excel file.

Change history filters

The following table describes the change history filters:

Filter Description

From

Select the date from when to show changes.

To

Automatically set to the current date so you always see the latest changes.

Show last changes only

Determine the extent of cell history that appears:

  • Checked: (Default) Only the last changes made to each cell appear.

  • Unchecked: All changes made to each cell in the history of the plan appear.

    You change a cell from 100 to 200, and then to 300.

    If Show last changes only is checked, only the change from 200 to 300 appears.

    If Show last changes only is unchecked, both changes from 100 to 200 and also from 200 to 300 appear.

Include merge records

Determine if merged changes appear:

  • Checked: (Default) Includes changes that result from a merge.

  • Unchecked: Excludes changes that result from a merge.

User / Account / Dimensions

Filter which changes appear by user, account, or dimension.

Select which dimensions to filter by.

Reset

Reset all filters to default.
Description of change history filters

Change history grid

The following table explains the change history columns:

Column Description

Icon

user's change: A change made by a user or a new plan line. See Add or delete plan lines.

merged change: A change that results from by a merge. See Merge wizard .

Date and time

The date and time of the change.

User

Name of user that made the change.

Account

The account that the change affects.

Dimensions

Dimensions associated to the affected account.

Time period

The time the change occurred, as follows:

  • Mmm YYYY: A regular change.

  • YYYY:A year total change.

  • All: If you add, remove, or change a formula, or if you add a new plan line.

Previous

The cell value before the change.

If you changes a formula, appears. Hover (or press and hold) to view the previous formula.

New

The cell value after the change.

  • If you add a formula, appears. Hover (or press and hold) to view the new formula.

  • If you add a plan line, Plan line appears.
Description of the change history table columns

Is this helpful?