Budget Global Data 1-4

Overview

Each of the four GlobalData drivers allows you to adjust current year projections and next-year budget values by month for individual expense items. The initial values are populated from source data using predefined queries.

Settings

1. Open the driver.

2. Right-click the Client Filter cell above the Dept Description column header, and select Axiom Wizards > Filter Wizard.

   

3. Create or select an existing filter to use. For instructions, see Using the Advanced Filter Wizard.
4. Refresh the variables by doing one of the following:

   • In the Main ribbon tab, click Refresh Data.

     

   • Press F9.
5. In the Refresh Variable dialog, click Choose Value.
6. In the Choose Value dialog, do one of the following, and click OK:
   • To select one or more values to include, select the check box next to the value.
   • To select all of the values, click Select All.
   • To unselect all of the selected values, click Clear All.

7. Use the following table to make edits to the driver:

   Option	Description
   CY Projected	Type the adjusted current year projection.
   Month-Year Budget	Type the budget values for each month.

8. To delete a record, in the far left column, select Delete from the drop-down.

9. After making your changes, in the Main ribbon, click Save.

   

Video instructions