MicroStrategy Financial Reporting Part II: Datasets 

Financial reporting uses many datasets to support reporting. They are organized based on the type of data they contain:

Dataset Type	Description	Datasets	Folder Locations
Transaction	Detailed records of each transaction.	Finance OE Transactions Actuals Finance OE Transaction Budget Finance GL & OE Transactions	Finance\Transactions
Fiscal Period Aggregate (Summary)	Daily transaction data- summarized by fiscal month or fiscal period.	Finance OE Ledger	Finance\Finance Summary\Budget & Actual
Year-to-Date (YTD)	Cumulative fiscal-year amounts through a selected fiscal month.	Finance OE Ledger YTD Finance 2026 Forecast Budget vs Actual YTD dataset	Finance\Finance Summary\Budget & Actual YTD