After you publish a budget or forecast as a stream (dataset) in the underlying database, there might be times when that stream is no longer required, so you want to remove it from the list of available streams. For example, you might have added a new stream as a test case which is now redundant or perhaps you deleted a budget workbook and therefore, the corresponding stream is not relevant to your analysis.
You delete the streams from within the Budgets and Forecast module. The method you use to delete a stream depends on whether the workbook, or another workbook of the same structure, exists in your Budgets and Forecasts module. For example, suppose you want to delete a stream that has Country and Branch as the dimensions and Local Value as the measure. To delete that stream, you need to be in a budget workbook that has the same structure* as that stream (method 1). If no such workbook exists, you need to create one for the purpose of deleting the stream (method 2).
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Deleting a stream is irreversible. When you click the Delete button, the stream is deleted immediately and cannot be restored. |
Method 1
Open the workbook, then in the bottom right of the worksheet, click the Publish button.
Click the Budget stream Opendropdown button
to display the list of streams that match the current workbook structure (dimensions and measures). If you do not see the stream you are looking for, you need to use method 2 below.Click the Delete button of the stream you want to delete.
Close the Publish window. The stream will no longer appear in the Analytics or Financial Statements modules.
Method 2
Identify the structure (dimensions and measures) of the budget stream you want to delete. You can do this in the Designer module. If you do not have access to Designer, talk to your Phocas administrator to determine the structure.
Create a new (temporary) workbook with the same structure as the workbook in which the stream was created.
In the bottom right of the worksheet, click the Publish button.
Click the Budget stream Open button
dropdownlist to display the list of streams that match the current workbook structure. You should see the stream you want to delete.Click the Delete button of that stream.
Close the Publish window. The stream will no longer appear in the Analytics or Financial Statements modules.
Delete the workbook, if it is no longer required.