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Krishna's avatar
Krishna
Valued Contributor
2 years ago

Balancesheet Period DataLoad

Hi All - I have a quick question on Periodic Data Load for Balance Sheet. If I load Periodic data to BS accounts, will it calculate YTD automatically? or we need to write a formula to get the YTD value. Any Input would be appreciated ?

Thanks

 

 

 

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6 Replies

  • JackLacava's avatar
    JackLacava
    Icon for OneStream Employee rankOneStream Employee
    2 years ago

    All data in OneStream is always stored as YTD, even if you enter it as Periodic; so the answer is yes, if you're using standard Import profiles all YTD values will be automatically calculated.

    The only exception to this rule is BiBlend.

    • Krishna's avatar
      Krishna
      Valued Contributor
      2 years ago

      Thanks JackLacava - I wanted to make sure you that I understand correctly, without any configuration in OS the below illustrations are correct. See the image below

       

       

      • JackLacava's avatar
        JackLacava
        Icon for OneStream Employee rankOneStream Employee
        2 years ago

        Yes that's what you would expect in the database.