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)
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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