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lpsnowell's avatar
lpsnowell
New Contributor
2 years ago
Solved

NonFinancial Account

I'm trying to add several non-financial accounts for metrics.  I've loaded my historical data in at periodic.  I want to be able to see the annual totals by account but instead T#2023 is showing me t...
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  • Krishna's avatar
    Krishna
    2 years ago

    lpsnowell  - It should be Flow if you want your account act as P&L but it will not translate. See below 

     

lpsnowell's avatar
lpsnowell
New Contributor
2 years ago

Flow isn't working for me either.  It changes my monthly values to be the difference between them.  So instead of Jan at 3,546 and Feb at 3029, Feb is shown as -517 at flow acct type.  Any other suggestions?

KarlT's avatar
KarlT
Icon for OneStream Employee rankOneStream Employee
2 years ago

It sounds like you probably need to check that you have the correct values in the YTD view. If you have the Periodic values in YTD then this Periodic movement will be wrong.

  • lpsnowell's avatar
    lpsnowell
    New Contributor
    1 year ago

    I loaded this info via forms using XFSET to view = Periodic.  So I'm really struggling to understand why that data shows this way when using account type Flow.  I suppose there is a setting buried somewhere that I'm missing.  Ugh