In Tangelo you can start a new document from scratch, or do a roll forward of a document.
A roll forward is a basically making a copy of the document so you don't have to start from scratch. You can choose to also keep the datasources, copy them to a new datasource of to remove them. The same goes for the authorisation of the document.
Doing a roll forward
In Tangelo, open the document that you want to roll forward. In the top of the document use the hamburger menu to go to Copy.
After clicking Copy Tangelo will prompt a couple of questions:
| Copy authorization |
This will copy the users that are authorised to the current opened document. Recommended : when selecting this checkbox, all privileges will be copied to the new document. |
| What to do with datasources |
Here you can choose what to do with datasources: Recommended : Most commonly used for a roll forward is the option to Make a copy of data source. As it's name suggest, the current data source will be copied to a new one. By selecting this option, Tangelo prompts for the new name of the copy.
Enter a new name, often data sources contain the reporting period: "2022 AR finance tables". It indicates that this datasource is for the fiscal year 2022, and it contains financial tables for the annual report. When doing a roll forward, enter the new name, in this example the copy would be called "2023 AR finance tables".
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Roll forward with option: do not change
With this option, Tangelo keeps the current connected tables within the current data sources, it only copies the document. All tables and data fields stay the same, and are connected to the same data source as the original document.
Roll forward with option: copy of the existing data source (most used)
When choosing for a copy with a copy of the existing data source, Tangelo will automatically link all tables connected to the original data source, to the new copied data source. It also reconnects data fields connected to the original data source.
You can now upload your Excel files to the new data source, and sync your document and have all new data in your document without having to reconnect your tabels and data fields. Tangelo also uses the previous uploaded Excel file as a basis to populate the tables.
Roll forward with option: change to other data source
When choosing for change to other data source with a copy of the existing data source, Tangelo will automatically will connect to an existing data source. Tangelo will prompt you to select the data source to be used. If the tabs and the named ranges of the Excel file match up the tables used in Tangelo, all tables and data fields will be populated correctly. If they don't Tangelo prompts you during the table sync that it is missing tables.
Roll forward with option: disconnect
When choosing disconnect, Tangelo will disconnect the data sources used in the current document. This will result in tables that contain data, but they are now disconnected from any data source. Data in the tables is fully editable and updating the data source and syncing it, will no longer update any table or data field in your document.
After clicking the PLUS sign, Tangelo will start to copy the full document and, depending on your choices, will copy or connect to a different data source.
After the copying is done, Tangelo automatically opens the new copy of the document. In the document description in the properties, it now states that this document is a copy. You can change this description by simply clicking on it (1) and typing in a new description. Also make sure to change the document title in the document root section (2), so you always have the correct document.
Attention! When other documents are shared/included in the copy document
When the document being copied/roll forwarded uses additional shared/included documents usually it makes sense to also copy the included document (1) and change the shared document link to the new copied shared document (2).
- copy the shared document the same way as described above, eg. copy the 'Financial Statements 2021' to 'Financial Statements 2022'
- go to the document using the shared document and click the section using the shared document (see (1) below) and change the SHARE information on the right (2) accordingly: