Versioning

Versioning lets each user keep several personal, named copies of the same table’s data - like Excel’s “Save As” for a scenario. Switching versions changes what you see and edit; it never affects anyone else’s version of the same table.

Who does this

Enabling versioning and setting its limit is done in the property panel by whoever builds the Qlik app. Creating, switching, and deleting versions is something every end user does for themselves.

Steps to enable

1. In the property panel, go to Data → Scribe Configuration → Service Settings → Advanced Settings and turn on Enable Versioning.
2. Set Max Versions per User (1-50, default 3) - how many versions each individual user is allowed to keep at once.

Using versions

A version-select dropdown appears in the toolbar, showing your current version. Select Add Version to start a new one:

• Duplicate current - a copy of your current live data.
• From baseline - seeded from the table’s baseline data (see Importing data).
• Start empty - nothing in it yet.

Select Delete Version to remove one - you can’t delete your only remaining version.

Worked example

A budget planner keeps three versions of next year’s departmental budget: Base Case (their default working version, entered first), Optimistic (created with Duplicate current from Base Case, then every revenue line adjusted up), and Cost-Cutting (also duplicated from Base Case, then adjusted down). Before presenting a recommendation, they switch between the three from the toolbar dropdown to compare the bottom line side by side - without ever risking the original Base Case numbers, since each version is independent.

What can go wrong

Caution

Add Version is unavailable. You’ve reached your Max Versions per User limit - delete a version you no longer need first. If you’re already down to one version, that one can’t be deleted either; create a second before removing the first if you need to start fresh.