Manually Upload Data to the MDFM

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1. Before You Upload
2. Upload Data
3. Review a Data Upload
4. Troubleshooting
5. Frequently Asked Questions (FAQs)

Before Uploading New Data…

• Verify that files uploaded have the same structure and column names as agreed upon during implementation. 
• If using Shared Rules, create any Shared Rules for new funds. Learn more.
• If using the Fund mapping file, be sure to update the file for new funds or any migration of existing funds. 

Note: First add the new funds to MDFM dimensions to both "Fund Level" and "Government-Wide" to then be able to map with either Shared Rules or the Fund Mapping File. Learn more.

Upload Data Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Step-by-Step Instructions

1. From the MDFM, select Upload.
2. Under Operation, select the specific data set to upload.
3. Select MDFM as the destination.
4. Click "Select a file" to select the file from your computer or drag and drop the file into the grey box.
   1. Note: There is a minimum of one file required to proceed; however, depending on your data set up, you may need to upload multiple files.
5. Once the file(s) are added, select OK to upload the data.

Note: If you have a direct connection to your ERP, you do not need to upload a file. Just click OK. 

Note: If you are uploading data for Budget Book, you will need to add a budget year and budget cycle for the upload. 

Review a Data Upload Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Step-by-Step Instructions

1. From the main navigation bar, select Settings.
2. Select Airflow History (Monitoring)
3. Click the appropriate row of the upload to review.
4. Under Details, you can download the clean file of data after the process and review the process' tasks and any potential errors.

Troubleshooting

Issue: My data upload seems stuck and not sure if it has loaded. 

Solution: Review the Airflow History (Monitoring) to see any issues with the data upload and the status of the upload. 

Frequently Asked Questions (FAQs)

Q: Where can I find the files I’m supposed to use for upload?

A: Within the Documents section of Disclosure Studio, there should be a folder of recommended Upload Files from your Implementation. Use these files to see what files are needed for upload and what the structure must be in order to upload successfully. 

Q: Do I need to modify anything before I upload into the system?

A: Upload the file as is and the upload process will clean up the data to make it usable in the system. 

Q: Do I need to refresh the data models after uploading? 

A: Once you upload the files, you don’t need to refresh the data! The existing rules will map accordingly and new data will show.