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    Behavior When Data Calculation Exceptions are Not Defined
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    Behavior When Data Calculation Exceptions are Not Defined

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    Article summary

    By default, if data is not provided for a particular period, Planful makes certain assumptions during the data load process when loading data from your source system to Planful.

    In the example below, values are posted for January, February, and April, but there are no posted values for March or May in the source system. When this is the case, Planful assumes that the account has no balance, which results in a zero year-to-date balance. The system also reverses the balance showing each balance as activity for the period for the month-to-date value. This is why, in the example below, March is -20 and May is -10.

    Source
    Load Type
    Account
    Measure
    Jan
    Feb
    Mar
    Apr
    May
    Jun
    Jul
    Aug
    Sep
    Oct
    Nov
    Dec

    DLR

    MTD

    Flow

    MTD

    10

    10

    -20

    10

    -10

     

     

     

     

     

     

     

     

     

     

    YTD

    10

    20

    0

    10

    0

     

     

     

     

     

     

     


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