Periodic Data Entry
This feels like it should be easy, but I'm struggling to get it working correctly... We're trying to build-out a variance scenario where folks can enter data to bridge their forecast to actual. Our s...
Forum Discussion
It sounds like you're dealing with both balance and flow type accounts. The view settings on your scenario will dictate what "no data" looks like. Here is an article that clarifies those settings: https://community.onestreamsoftware.com/t5/ONECommunity-Blog/Making-sense-of-the-Scenario-settings/ba-p/14974
Seems like you're also using the Flow dimension on your balance accounts. The Switch Type on Flow is an additional variable that will affect data. Since you're using Flow on income statement accounts, which are already flow accounts, you'll want to ensure that your Switch Type on those Flow members is FALSE. That means that the data will inherit the account type. The Switch Type on Flow members used to explain monthly detail on balance type accounts is set to TRUE. This allows data to be viewed on them as periodic or YTD.