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.
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When you delete a stream from Budgets and Forecasts, the stream is also deleted from the Analytics or Financial Statements modules. Deleting a stream is irreversible; the deleted stream cannot be restored. |
Delete a stream via your homepage
The Published Streams tab on your Budgets and Forecasts homepage lists all the published streams, so this is the easiest way to delete a stream.
Open your homepage, click the Published Streams tab, then click the Menu button (on the far right side) of the workbook row and click Delete Stream > Confirm.
Delete a stream via the Publish button on a worksheet
To delete a stream this way, the stream you want to delete must have the same structure as the worksheet you are deleting from. For example, if 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 worksheet with 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). If you have permission to manage budgets and forecasts, you can delete redundant streams via the Published Streams tab on your Budgets and Forecasts homepage (method 3).
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Deleting a stream is irreversible. When you click the Delete button, the stream is deleted immediately and cannot be restored. |
(dimensions and measures) as that stream.
Open the workbook, then in the bottom right of the worksheet, click the Publish button.
Click Select the Budget Publish to existing stream dropdown button to display the list of streams that match the current workbook or worksheet 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 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.