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After you publish a budget workbook as a stream (dataset) in the Financial Statements module, there might be times when that streams is no required, so you want to remove it from the list of available streams in the in the Financial Statements module. 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 in the Financial Statements module is not relevant to your financial analysis.

You delete the budget streams from within the Budgets and Forecast module. The method you use to delete a stream depends on whether the budget 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).

Method 1

  1. Open the budget workbook, then in the bottom right of the worksheet, click the Publish button.

  2. Click the Budget stream Open button (blue star) 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.

  3. Click the Delete button of the stream you want to delete.

  4. Close the Publish window, then open the Financial Statements module and confirm that the stream no longer displays in the Current or Budgets menu.

Method 2

  1. Create a new (temporary) budget workbook with the same structure (dimensions and measures) as the budget workbook in which the stream was created.

  2. In the bottom right of the worksheet, click the Publish button.

  3. Click the Budget stream Open button (blue star) to display the list of streams that match the current workbook structure. You should see the stream you want to delete.

  4. Click the Delete button of that stream.

  5. Close the Publish window, then open the Financial Statements module and confirm that the stream no longer displays in the Current or Budgets menu.

  6. Delete the temporary budget workbook, if it is no longer required.

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