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Sequential Datasets

Use
Sequential
 datasets to combine datasets from continuous periods to create a multiple period view of the data. They are ideal when you need to review dataset information on a quarterly or monthly basis on a year-to-date or annual basis.
  • Use a sequential reporting dataset to view: Month to Date data, Year to Date data, and Annual data.
  • Do not change beginning balances. Enter amounts as activity, deferred only, or balance sheet only.
  • If the ending balances from the first dataset do not tie exactly to the beginning balances of the second dataset, a message appears "Alignment check failed. Dataset could not be added. Please view Reporting Dataset Log."

Other Sequential Dataset Information

  • The reporting dataset can have as many datasets as necessary as long as they are in sequential order. For example, a sequential dataset could have 18 months to represent a year and a half of information or 8 quarters to represent two years.
  • The functionality requires that ending rates and balances in the first dataset agree with the next chronological dataset's beginning rates and balances. Although not advised, there is a Other Reporting Parameters, that can be turned on to override this check.
  • Rates and balances within each dataset do not change. The reporting dataset shows the net impact of all datasets in the reporting dataset.
  • When a dataset is added to a reporting dataset, it is locked as read-only. To make changes to the dataset, remove it from the reporting dataset. Make necessary changes and re-add it to the reporting dataset.

This article applies to:

  • Product: ONESOURCE Tax Provision