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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 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 

       

       

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

        There might be other factors at play, like rules and datasource settings. Feel free to get in touch with Support through the web portal to go through proper troubleshooting, doing it here would take too long.