Roll Forward the MDFM and Change the Period of Table Views

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1. Roll Forward the MDFM
2. Update Periods within Tables after the Roll Forward process
3. Frequently Asked Questions (FAQs)

Roll Forward the MDFM Walkthrough

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Step-by-Step Instructions

1. Within the MDFM, click Admin.
2. Select Roll Forwards
3. Select the appropriate label (ACFR, Budget Book, etc.) to roll forward.
4. Click Validate
5. Note: The Validation step can be skipped. It will not impact the Roll forward process. Click Next to continue.
6. In the "From" Member field, select the previous period to roll forward from.
7. Select the year that you will be rolled forward within the "To" Member field.
8. If the "From" Member period is not already locked, click the Lock 'From' Period to ensure the previous year's data is no longer editable.
   • Note: You can unlock this within the Global Periods dimension at any time.
9. Rollover rules from the "From" period to prepare for mapping your next fiscal year's data.
   • Note: This includes both local rules within the data model and shared rules for fund mapping within the data set. 
10. Rollover formulas to ensure that calculations within the tables are set up for the next fiscal year.
    • Note: Be sure to select the formula's "From" period and its "To" period to ensure it uses the correct years for calculations.
11. While unselected by default, if you have adjustments you make year-over-year, select Rollover Adjustments. Otherwise, we recommend leaving this unselected and creating brand new adjustments in the next fiscal year.
12. Click Execute to finalize the process.

You will see a confirmation message to inform you that the periods have been rolled over successfully and what data models (hypercubes) were rolled over.

Update Periods within Tables after Roll Forward 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 Tables either under a Data Model or within the left sidebar navigation.
2. Click Choose Fields.
3. Click the filter for Periods.
4. Select the new period and deselect the previous year.
5. Click OK once ready to commit the change.
6. Close the Field Chooser.
7. Important: Right-click within the table and hover over View to click Save to save the changes.

Note: You will need to change the period for every table within the MDFM. Select the next table in the left-hand sidebar and repeat these instructions.

Frequently Asked Questions (FAQs)

Q: Why update pivot views in MDFM rather than inside individual report tables? 

A: Updating a pivot view within MDFM updates every report table linked to that data model simultaneously. Editing directly inside a report table only affects that single local view.

Q: Should the "From Period" be locked during the MDFM roll forward? 

A: Yes, locking the prior period is best practice to protect finalized prior-year figures if new data is uploaded later. If unmapped accounts arise, the period can be temporarily unlocked, mapped, and re-locked.

Q: Why would I want to roll forward adjustments? 

A: If you have adjustments you know you may make year-over-year this could save you some time; however, typically we recommend starting fresh with any adjustments in the new year.