Mapping Budgeting dimensions to Axiom Financial Planning

To extract data from the Axiom Budgeting actual and budget tables, you must build relationships between Axiom Budgeting and Axiom Financial Planning.

The two most critical are cost center to nodes and sub-accounts to financial planning projection categories. These relationships are mapped in the Axiom Budgeting dimension tables DEPT and ACCT. The Transfer to Financial Planning utility recognizes these mappings, extracts the data, and imports it into Axiom Financial Planning in the appropriate nodes and projection categories, as shown in the following diagram.

1. Identify which financial planning node each cost center belongs to. Document this identification in the FPNode column of the DEPT dimension table. To do this, you will need to use the Dimension Maintenance utility. For more information, see Working with the Dimension Maintenance utility.

   IMPORTANT: Use the node description, not the node number, in this column.

   

2. Identify which financial planning dimension code each internal sub-account belongs, and enter this identification in the FPCode column in the ACCT dimension table.

   

In some cases, the organizational and reporting structure may result in customized mapping, aside from the above instructions. Work with your Kaufman Hall Implementation Consultant for guidance.

In addition to importing base year data, the Transfer to Financial Planning utility has features to create new nodes, reconcile data against Axiom Budgeting/audited financial statements, and review mapping discrepancies between Axiom Budgeting and Axiom Financial Planning. These features assist in resolving data integrity issues prior to importing the final mapped data into the nodes—a critical step in preparing a node for forecasting. For more information, see Collecting and importing data from other sources.

For information on using the transfer utility, see Using the Transfer to Financial Planning utility.