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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 can...
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.
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.