Manage streams and scenarios
Manage the actuals, budget and other data that is available to view in your financial statements.
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Manage the actuals, budget and other data that is available to view in your financial statements.
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This feature is being rolled out over the coming weeks. It will replace the .
The Manage streams and scenarios feature, sometimes referred to as the Combined streams feature, is accessible via the Streams menu. This feature gives you flexibility and control over the data that's available to users when they view your financial statements. Specifically, this feature allows you to:
Determine the items (streams and scenarios) that display in the Streams menu for all users, and how they're organized. This is useful when you have a long list of streams, such as multiple budgets, as it gives your users a concise list to choose from.
Combine several streams into scenarios, making it easier to:
View multiple years together. For example, Budgets 2024 and Budgets 2025.
Combine streams created in Designer and Budgets & Forecasts into a single view.
Compare actuals with scenarios that include adjustments, such as allocations or journals.
Layer adjustments on top of underlying datasets. For example, Actuals + Allocations or Actuals + Year-end adjustments.
To get started, click Streams > Manage streams and scenarios.
As time goes on, you'll want to add more streams and update or delete them.
You can't add streams here in Financial Statements, but:
These streams will then become available in Financial Statements.
Typically, you use streams to create scenarios, so you don't need to view the stream by itself. You can tidy up the Streams menu by hiding standalone streams that are already part of a scenario. Hiding a stream doesn't remove it from a scenario nor does it affect access permissions; it simply removes it from the menu.
Click the Show/Hide button (eye icon) as required, then click OK.
A scenario is a combination of streams, sometimes called a package of data. For example, your Actuals scenario is made from a combination of the Profit and Loss, Balance Sheet, and statistical streams. You can have multiple scenarios; each composed of a particular set of streams. You can use the same stream in multiple scenarios.
Ideally, streams should be combined at the source, but when that's not possible, you can do it within the Financial Statements module.
In Streams and scenarios, the scenarios are listed in the left panel. Click a scenario to view its components: Name, Profit and Loss streams, Balance Sheet streams, and Statistical stream.
The scenario's name is displayed in the Streams menu, so it should be something descriptive to help users understand its contents.
Click in the scenario's Name box and edit the name as required.
When you delete a stream here, it's removed from the scenario but remains in the Streams list.
Combine streams to bring together actuals, budgets, forecasts, and scenarios in a flexible, tidy format within financial statements. Either create a new scenario from scratch or save time by cloning an existing one.
Click Add scenario on the bottom-left.
Change the default name to something more descriptive. Remember, this is the name users will see in the Streams menu.
Add the required streams.
Click Save.
Click the menu button (three dots) next to the scenario name, then click Clone.
Edit the scenario’s name and streams, as required.
Click Save.
The order in which the scenarios display in the list here determines the order they are displayed in the Streams menu for all users.
If you have the Budgets & Forecast module, you can and in the financial database. (You can also there)
If you have the Designer module, you can manually add a or to the financial database.
To restrict to a particular stream, change the user or database permissions.
In Streams and scenarios, click Streams at the bottom of the left panel. You'll see a list of all the individual streams in the database. The streams at the top of the list (with open eye icon ) appear in the Streams menu, and those underneath (in grey font with the closed eye icon ) are hidden from the menu.
First, ensure the stream is available in the Streams list (see above).
Then, in the Profit and Loss streams, Balance Sheet streams or Statistical stream box (as applicable), click the Add button, then select the stream(s) you want to add. Repeat to add more streams.
Click the Delete button next to the stream’s name.
Change the location of the scenario in the Streams menu, if required (see below).
Change the location of the scenario in the Streams menu, if required (see below).
Click the Move button next to the scenario name, then drag that scenario up or down to the new position.
Click the Menu button next to the scenario name, then click Delete. The scenario is deleted instantly.
A stream is a series of data that comes from a different source. By default, your financial database will contain some streams that were added during the implementation process. Often you have a budget stream, which might be previous years’ budgets or different types of budgets (expected, worst-case, stretch, and so on). You might also have statistical streams (headcount, customer numbers, quantity of units, and so on).