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Krishna
Expert
Mar 8, 2024 5:23 PM UTC

Balancesheet Period DataLoad

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

 

 

 

6 replies

Employee - Sage
JackLacavaEmployee - Sage
Employee - Sage
Mar 9, 2024 10:26 AM UTC

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.

    KrishnaAuthor
    Expert
    Apr 9, 2024 7:03 PM UTC

    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

     

    Employee - Sage
    JackLacavaEmployee - Sage
    Employee - Sage
    Apr 9, 2024 9:48 PM UTC

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

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