Learn how to upload your budgetary data files to Disclosure Studio for reporting purposes. This guide walks you through the necessary steps to ensure a smooth and successful file upload process.
Before You Begin:
- Verify that files uploaded have the same structure and column names as agreed upon during implementation
- Update fund mapping file in case of new funds or migration of existing funds
- Add the new funds to MDFM dimensions to both "Fund Level" and "Government-Wide".
- Ensure that operation is completed and successful in logs (Airflow History)
Visual Step-By-Step Guide
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
Select MDFM.
Select Upload.
Select the Operation field and select the operation associated with the data you want to upload.
Optional - you can select the desired budget year and budget cycle in their respective fields.
Select Select a file to upload your new budget data file
Note: These files will be agreed upon at implementation. You may have to upload more than one file for any given upload.
Select OK once complete - You will see a green success box in the top right corner to confirm.
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