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. The filter capability helps narrow down the available departments and/or accounts to specify in this driver.

Note the following:

  • In the DEPT and ACCT filter fields, make sure to only use DEPT or ACCT filters.
  • Under the ACCT filter field, the driver lists the current filter and the last saved filter.
  • When inserting a new department or account row, the system only offers a selection of departments or accounts that meet the filter criteria. You cannot enter the department or account number by typing it in the field.
  • The system will not allow you to save duplicate records.

Settings

  1. Open the driver.

  2. In the DEPT Filter and/or ACCT Filter field, right-click the cell, and select Axiom Wizards > Filter Wizard.

    NOTE: Only users assigned the GlobalDriverMgmt role can make edits to this driver.

  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. To add a new row, double-click Double Click to Insert New Dept/Acct row.

  6. From the Department and/or Account column, select the appropriate department or account.

    NOTE: Only the departments or accounts that meet the filter criteria will display in the list of options.

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

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

Video instructions