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Navigating the Excel Add-In
Navigating the Excel Add-In
  • 🏅Best Practices
  • 📚My books are closed - what do I do?
  • ⏬Installing the Drivepoint 2.0 Add-In
  • ☝️Core Functions of the Drivepoint Add-In
    • 📺Intro: Video Walk-Through
    • 🔓Signing In
    • 🏠Home
    • ⬇️Import Data
      • 🗺️Mapping Financial Accounts
    • 📅Model Roll Forward
      • ❓Help! I accidentally rolled forward?!
    • ☁️Sync to Drivepoint
    • ⁉️Scenario Planning ("Create New Plan")
    • 📈Import Plans to Compare in SmartModel™
    • ❓FAQ on the new Add-In
  • 🔐Permissions
    • 🫂Creating and Managing Groups
  • 🗑️Removing the old Add-In "Drivepoint Legacy"
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  • Option 1: Select an older version in Excel History
  • Option 2: Roll Model Back

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  1. Model Roll Forward

Help! I accidentally rolled forward?!

No worries - we know it happens.

Option 1: Select an older version in Excel History

  1. In Excel, click on "File"

  2. Click on "Info"

  3. Click on "Version History"

  4. Select the previous or an older version of your SmartModel™

If there was a significant time delay or other team members have already made significant changes to the SmartModel™, you are also able to roll back your model. Click on the links below to learn more.

Option 2: Roll Model Back

  1. Open the Drivepoint Add-In

  2. Click on "Roll Model Forward"

  3. Click on "Roll Back" on the bottom of the screen

  4. Select the date you would like to roll the model back to

    1. 💡 The date of current actuals is highlighted. You will need to select a PREVIOUS month to roll back actuals to forecasts.

  5. Click "Model Roll Back"

  6. View all selected tabs of your model by default

    1. 💡 Partial roll back: only select the tabs you want to roll back specifically

  7. Click "Roll Model Back"

  8. Your model will now get rolled back

Last updated 2 months ago

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