The OneStream Community is temporarily frozen until June 29th due to the ongoing maintenance. Please read the blog post here to learn more.

Forum Discussion

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 val...
Consolidation
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.

      • Krishna's avatar
        Krishna
        Valued Contributor
        2 years ago

        JackLacava  - I tried importing periodic data using Import WF and see the below results. It is not performing the same as the previous screenshot. Do I need to change anything in Scenario Settings ? or WF settings to calculate