Versions & Reverting

Creating a version

When you're ready to save your uncommitted changes as a formal version:

1. Click Create version in the top navigation bar of the Difference Analysis page

2. Choose a version number — major, minor, or patch — depending on the significance of the changes

3. Write a short description of what changed and why

Create version button in the navigation bar

Create version dialog with version number and description

Choosing a version number

Increment	When to use	Example
Major	Significant structural changes — new sheets, major model revisions, period-end closes	v1.0.0 → v2.0.0
Minor	Meaningful updates — new assumptions, added rows/columns, formula changes	v1.0.0 → v1.1.0
Patch	Small corrections — fixing a typo, adjusting a label, minor formatting	v1.1.0 → v1.1.1

There's no enforcement — pick whichever feels right for the scope of the changes. The version number is a communication tool for your team, not a technical constraint.

The new version appears on the File Versions page with your description and a timestamp. Rockhopper now treats this as the latest committed version, and any future edits will show as new uncommitted changes.

Newly created version on the File Versions page

Viewing a past version

Click any version on the File Versions page to see a detailed comparison. Rockhopper highlights every difference between the selected version and the one before it — so you can see exactly what changed in that update.

Version comparison view showing differences

Downloading a version

You can download the Excel or Google Sheets file as it existed at any committed version. On the File Versions page, click the download icon on the row for the version you want. The file downloads with its original name.

This is useful when you need to:

• Share a point-in-time snapshot with someone outside your team

• Open an older version locally for offline analysis

• Archive a specific version for compliance or audit purposes

Discarding changes

Sometimes uncommitted changes shouldn't become a version — maybe they were exploratory, or an error was made. You can discard them:

1. On the Difference Analysis page, click Discard

2. Write a short note explaining why you're discarding

3. Confirm

Discard button on the Difference Analysis page

Discard confirmation dialog

The live file reverts to the latest committed version. Discarded changes are preserved in the version history for audit purposes — nothing is permanently lost.

Discarded changes shown in version history

If other users are working on the file

You can't discard changes while others have the file open. Click Request to pause edits to notify everyone.

Pause edits request dialog for discarding

They'll get an email and an in-app alert asking them to close the file. Once everyone has closed it, you can proceed.

File paused — ready to discard

You can pause and unpause edits at any time from the File Versions page.

Pause/unpause controls on the File Versions page

Pause edits alert in the Rockhopper add-in

Reverting to a previous version

Need to go back to an older version of the file?

1. Open the version you want to restore from the File Versions page

2. Click the options menu (...) in the top navigation bar

3. Select Revert to this version

4. Choose a version number and explain why you're reverting

Revert option in the version menu

Revert to version dialog

This creates a new version using the content of the selected one — the version history stays intact and the revert is fully traceable.

Reverted version in the version history

Like discarding, reverting requires pausing edits if other users are working on the file.

Pause edits request for reverting

Creating a copy from a version

You can duplicate a file from any committed version:

1. Click the options menu (...) on any version

2. Select Create new file from version

3. Edit the file name if needed (Rockhopper appends "(Copy)" by default)

Create new file from version menu option

Create new file dialog with name field

The new file appears in My Files as an independent file with its own version history. A copy is also created in your OneDrive or SharePoint.

New file appearing in My Files