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Tyler_Dawson's avatar
Tyler_Dawson
New Contributor III
3 years ago

Changing Historical Data in Periodic Form in YTD Scenario

We are currently building a simple form for Shipping Days that allows a user to input an entire year's worth of shipping days all at once. We want this to be a Periodic view to align with how the cli...
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JackLacava's avatar
JackLacava
Icon for OneStream Employee rankOneStream Employee
3 years ago

You've just met the "Retain Next Period Data Using Default View" setting on your Scenario. As per documentation:

The scenario's Default View is either Periodic or YTD. Set to True if a Flow account has a data value in a future period (for example, Feb) and the data is being changed in a prior period (for example, Jan). Either the Periodic or the YTD amount for Feb must be changed to be consistent with the new Jan entry. If this setting is False, the Feb Periodic amount is retained if a Jan Periodic number is entered, or the Feb YTD amount is retained if a Jan YTD number is entered.

You will need to switch that option in your Scenario, or write rules that somehow deal with it.