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Snapshot FX locked at time of snapshot and cannot be recalculated with updated FX tables

  • February 2, 2026
  • 2 replies
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T
Author
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Hi, I just wanted to get some advice on best practice around FX handling when using snapshots.

We load our underlying revenue data in local currency and use an FX rate table to convert this to USD. However, it appears that when a snapshot is taken, the USD conversion is locked using the FX rates that are active at that point in time.

As a result, when updated FX rates are loaded later, for example FY26 rates, any forecasts that were already snapshotted cannot be recalculated using the new FX table. The snapshot remains fixed to the FX rates present at the time it was taken and cannot be toggled to any FX rates added after the snapshot was created.

Any guidance on how others typically handle this scenario would be really helpful.

 

Best answer by Stef

HI ​@Ta-Wing ,

Recently we released support to import data from metrics out of a snapshot. So if you want to recalculate some data in your snapshot, you can import it back to your live model and recompute against new FX rates. Then you can use the Slice functionality (also recently released) to compare the results if you’d like.
By default, snapshot data is really locked and will never be recomputed (that’s by design).

Hope this helps,

2 replies

Stef
Employee
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  • StefEmployee
  • Employee
  • Answer
  • February 2, 2026

HI ​@Ta-Wing ,

Recently we released support to import data from metrics out of a snapshot. So if you want to recalculate some data in your snapshot, you can import it back to your live model and recompute against new FX rates. Then you can use the Slice functionality (also recently released) to compare the results if you’d like.
By default, snapshot data is really locked and will never be recomputed (that’s by design).

Hope this helps,

Kind Regards, Stef
    Nathan
    Employee
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    • NathanEmployee
    • Employee
    • February 2, 2026

    We advise to always keep a “Live Forecast” version that you keep updating continuously

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