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RonnieKarpinsk's avatar
RonnieKarpinsk
New Contributor III
4 years ago
Solved

Load YTD and MTD in the Same Workflow Profile

Hello,

I am wondering if you can provide any issues or conflicts that may arise by changing the "Input View For Adjustments" from "Periodic" to "YTD" on a Scenario? How does this impact historical data? What happens to Periodic journals booked in a previous month, do they automatically convert to YTD, or do they stay Periodic? I'm looking for any best practices on making this change. Thanks!

Regards,

Ronnie Karpinski

  • That change will only come to effect once you "nuke" that scenario, at that point you are going to reload all data.

  • Another thing you can try is to create a hybrid scenario with the periodic settings. Then you can make the old one as the source, copy the data and see how it looks. 

  • That change will only come to effect once you "nuke" that scenario, at that point you are going to reload all data.

    • RonnieKarpinsk's avatar
      RonnieKarpinsk
      New Contributor III

      Thank you for responding! This is what I figured would have to happen. 

  • Another thing you can try is to create a hybrid scenario with the periodic settings. Then you can make the old one as the source, copy the data and see how it looks.