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fc's avatar
fc
Contributor
22 hours ago
Solved

MTD vs YTD in report

Hi everyone,

I need to load data in Onestream in MTD, and I imagine there is an out-of-the-box way to visualize that same data in YTD in a report without having to compute it through a BR, but I cannot understand how. I loaded Jan and Feb, but no matter what View I select I keep seeing MTD values

Can someone please tell me how to do it?

Thank you!

 

  • rhankey's avatar
    rhankey
    20 hours ago

    The Stage, Forms and Journal data is converted to internal cube storage as the data goes into the cube.  The View member (eg V#Periodic, V#MTD, V#QTD, V#YTD) take care of converting the internally cube stored values as necessary at reporting time using the AccoutType and Flow SwitchType properties.  No BR logic is required, as the View members are all out box functionality that are applied when reading cube data.

4 Replies

  • rhankey's avatar
    rhankey
    Contributor III
    21 hours ago

    If you are trying to switch between MTD & YTD when viewing Stage data, then you will need to use a BR that considers the AccountType and Flow SwitchType properties to figure out whether to sum the months or not, as the underlying Stage values are stored as they were imported, with or without sign-flipping.

  • fc's avatar
    fc
    Contributor
    20 hours ago

    Hi rhankey​,

    my idea was to work directly on the cube. I need to create a cube view that shows data in MTD or YTD based on user selection. Since I load data in MTD, I'm trying to understand how the YTD can be obtained. Is there a default calculation that does it, or do I need to set up a BR to calculate YTD values based on the MTD?

    • rhankey's avatar
      rhankey
      Contributor III
      20 hours ago

      The Stage, Forms and Journal data is converted to internal cube storage as the data goes into the cube.  The View member (eg V#Periodic, V#MTD, V#QTD, V#YTD) take care of converting the internally cube stored values as necessary at reporting time using the AccoutType and Flow SwitchType properties.  No BR logic is required, as the View members are all out box functionality that are applied when reading cube data.

  • fc's avatar
    fc
    Contributor
    4 hours ago

    Hi rhankey​ 

    thank you, I figured out what the issue was. The account type was set to Asset for all accounts, and there was no Flow dimension defined (everything was loaded into None). I changed the acc type to revenues and not it works properly