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K
Krishna
March 8, 2024

Balancesheet Period DataLoad

  • March 8, 2024
  • 1 reply
  • 2 views

Hi All - I have a quick question on Periodic Data Load for Balance Sheet. If I load Periodic data to BS accounts, will it calculate YTD automatically? or we need to write a formula to get the YTD value. Any Input would be appreciated ?

Thanks

 

 

 

1 reply

J
JackLacava
March 9, 2024

All data in OneStream is always stored as YTD, even if you enter it as Periodic; so the answer is yes, if you're using standard Import profiles all YTD values will be automatically calculated.

The only exception to this rule is BiBlend.

K
KrishnaAuthor
April 9, 2024

Thanks JackLacava - I wanted to make sure you that I understand correctly, without any configuration in OS the below illustrations are correct. See the image below

 


Krishna_0-1712689379888.png

 

J
JackLacava
April 9, 2024

Yes that's what you would expect in the database.

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