Step 2: Select data years and sources
Use these instructions to configure the Transfer to Financial Planning utility for transferring data to Axiom Financial Planning. In the following steps, you select the time periods, data sources, and data to be transferred. Select the data source for each Axiom Financial Planning input year. These are selected from Management Reporting or Axiom Rolling Forecasting tables associated with the selected source year.
TIP: At any time while in the utility, you can click the PREV link to go back to previous pages or click a page number button in the button row under the page title.
NOTE: Many of the options depend on selections you made on page 2 of the utility.
- On the first page of the utility, review the instructions, and then, in the upper right of the page, click NEXT.
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On the first Configuration for Data Transfer page (page 2), in the Include? column, the listed years are included by default. To exclude a year, click the toggle to No.
NOTE: The years available for selection depend on your Axiom Financial Planning settings. For example, if you are currently working on your 2023 File Group, the years available are based on that. You can exclude any year shown except Year 3 (the first year listed). You can also use this utility in tandem with the Annual Rollforward Utility if you want to roll forward the first two years and then use this utility to populate data for Year 3. In that scenario, you would select No for Year 1 and Year 2. For Year 3, you could save data to existing nodes if needed.
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In the Transfer From column, select the data source for each included year.
IMPORTANT: Before importing any data from Axiom Rolling Forecasting, ensure the Rolling Forecasting plan files have been processed.
NOTE: When you select Rolling Forecast as a source, the data imported is based on the Axiom Rolling Forecasting system setup. You can change the values using the Axiom Rolling Forecasting drivers in the Axiom Rolling Forecasting system.
- Click NEXT.
Continue to Step 3: Configure the data to transfer.