Jack, thanks for the reply. That is what we were thinking, but wanted to see if there was a way to override this in the account settings for particular accounts. It sounds like that is not the case. We've got a few creative ideas on how to get around it (such as having the form be pointed at a scenario with a Periodic Default View and then getting that data into the Actual scenario by using Hybrid Source Data settings or a calculated account). We'll try out some of those. Thanks again!
Hi,
Did you win with this query? My team and I are having a similar issue.
Hi,
We never ended up getting something that worked for us here. However, you might be able to create a scenario with Periodic settings and then use formulas on individual members to refer to that scenario's input data. If you only need this for a few accounts, a new scenario might not be worth it, but that was one of the first ideas that came to mind.
