Manage Datasets

Use datasets to define the source data used in Budgeting. From the dataset screen, you can configure the source file, map columns, import transactions, and review the dataset summary.

Activity Steps

1. On the Dashboard, under Budgeting, click Manage Datasets.

   The Manage Dataset screen displays.

2. To create a dataset, click Add New Row in the data grid. To update an existing dataset, select the dataset.
3. Enter the Dataset Name.
4. Select the Type of Source Data.

5. Enter the Source File, or click Browse and select the source file.

   If required, click Open to open the selected source file.

6. Select the Worksheet.
7. Enter the Filter Date Range if required.
8. Select whether the Import Mode is Add or Replace.
9. Click View Source if required.
10. Click Edit Column Map if required.

11. Click Import Transactions.

    The summary area updates for the selected dataset.

12. Review the Summary section, including allocations, rules, transactions, date range, and total.
13. Click Save or Save and Close.