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Gravity - MDFM Overview & Configuration

The Multi-Dimensional Financial Model (MDFM) is a feature that can aggregate and process data that has been uploaded to Gravity. It uses a series of rules and formulas to map data to the correct line items within financial statements. Adjustments to the data can also be made within the MDFM.

The MDFM contains these main sections:

  1. Administration

     


     

    1. This section is controlled by an Application Level User Permission, so regular users can be restricted from accessing this section as needed
    2. Admin users should only need to work with two subsections:
      1. Dimensions - this section is for adding new line items that will be displayed in statements

        1. Ex. if you want to add a new line item to the Statement of Net Position’s Assets section, create the new dimension/line item in this Dimension section and assign it a code that follows the same naming/numbering convention as the line items in the same folder

           



           

          2. To add line item to “Governmental Funds”, click on the + sign to the right of Governmental Funds. Clicking on the plus sign to the right of any item will create a line item within the item you have selected.

           



          3. Once you have selected the correct item, enter the Name and Code of your new line item. Then click the 'Save' icon to the right.
           

           




           

      2. Data Sets - this is for Budget Book data

        1. Data sets can be refreshed by opening the relevant subfolder within the Data Sets section, and clicking the Refresh button next to the name of each data set

           

           

  2. Hypercubes
    1. Each hypercube maps/processes different data - the Governmental Funds hypercube maps GF data, the Proprietary Fund hypercube maps proprietary data etc.
      1. Budget Book data will be contained in its own hypercube
    2. Each hypercube has a Mapping section, where you can work with local rules and formulas to ensure data is mapped to the correct line item
    3. The Adjustment section is for making adjustments to line items

    4. The Pivot section contains pivot tables built from data in the Mapping section. The pivots are eventually imported into spreadsheets in your main report, to be displayed in your statements

       

       

  3. Data Sets
    1. Contains data aggregated from both data file uploads, and resource tables. Mainly used for Budget Book reports
    2. Data can be reviewed in the View section
    3. The pivot section contains pivot tables that are imported into spreadsheets to be displayed in budget book statements

MDFM Configuration:

To configure a Multi-Dimensional Financial Model (MDFM), first open the MDFM, and then define or modify its configuration.

Open MDFM:

  1. Log into the application
  2. Select one of the financial close management solutions reports
  3. Open/Create a report
  4. From the application menu select “Data” → “Multi-Dimensional Financial model”
  5. The “Multi-Dimensional Financial Model” opened

MDFM Configuration:

  1. Select and expand “Administration”:
    1. Dimension - the ability to apply different segments from the GL accounts and charts of accounts
      1. Click on the ”+” icon to add dimensions, in the dialog box add the following:
        1. “Name” - Set dimension name (Period, Fund, Account Structure, department….)
        2. “Group” - Add a dimension group name
        3. “Type” - can be “Standard” or “Period” (example of dimensions: Period, Fund, Account)
        4. “Select File”/”Drop File” - Add CSV file with parent/child dimension structure
        5. Click “OK” to save
    2. Data Sets - the ability to add data sources
      1. Click on the “+” icon to add a data set and select the following options:
        1. Standard - Create Data Set from MDFM
        2. From Query - Use Data Store Query
      2. Standard - Add the following:
        1. “Name” - Data set name
        2. “Caption” - Rename the data set
        3. “Group” - Add data set group name
        4. “Workflow” - Set workflow to data set
        5. Attributes - Define a data set columns structure, and click on the “+” icon to add an attribute. Each attribute needs to be saved (click on the save icon), and each attribute can be edited or deleted (click on the edit/delete icons), for example:
          1. Name - Fund; Type - String; Click on the save icon
          2. Name - Department; Type - String; click on the save icon
          3. Attribute can be added directly from data set
        6. Key - will define from the set of the created attributes including “Period”, for example, Fund, Department, Period
        7. Metrics - represent the value column from the data set, add as needed.
        8. Click “OK” to save
      3. From Query - Add the following:
        1. “Name” - Data set name
        2. “Caption” - Rename the data set
        3. “Group” - Add data set group name
        4. “Workflow” - Set workflow to data set
        5. “Query” - Select the created query from the data store
        6. Click “OK” to save
    3. Add a row item to create dimension
      1. Select the required dimension
      2. Click the edit icon to be able to edit the dimension
      3. Click on the “+” icon to add a row to the dimension
        1. Name - select row item name
        2. Locked - the ability to lock row item
        3. Code - the ability to map a code to the data set for global rules
        4. UD1, UD2, UD3 - Adding optional naming to the row item
        5. Click the “Save” icon
    4. Add a row item to existing dimension which is connected to hypercube
      1. Select the required created dimension
      2. Click the edit icon to be able to edit the dimension
      3. Click on the “+” icon to add a row (dimension member) to the dimension
      4. UD1, UD2, UD3 - Adding optional naming to the row item
      5. Click the “Save” icon
      6. In the opened dialog box “Existing views” select “Yes” or “No” to the following message: “Add node to existing Pivot and Import Views?”. If “Yes” selected, connected pivots will be updated
  2. Hypercube - add the ability to summarize financial data from different dimensions.
    1. Click on the “+” icon to add a Hypercube
    2. In the dialog box add the following:
      1. Name - Hypercube name
      2. Group - Add a group name
      3. Data Set - Add the uploaded data
      4. Dimensions - select the dimensions that are part of the hypercube
      5. Metrics - data value columns (should be empty, already selected in the setup)
      6. Click “OK” to save
      7. If multiple hypercube created, user can drag and order the hypercubes
  3. Edit Hypercube - Add the ability to modify dimensions from hypercube (add child, sibling or delete dimension)
    1. Select and expand a hypercube
    2. Select a dimension
    3. Click on the “Edit” icon, and select the following:
      1. Filter
      2. Edit
      3. Delete
      4. Click the “+” icon to add new “Dimension” or “Metric”

Note:If a selected dimension node is linked to rows → move all linking rows to the child line itemIf a selected dimension node has a rule → move all rules to the child line itemIf a selected dimension node has a relationship → move all relationships to the child line itemIf a selected dimension node has adjustments by tree → move adjustments by tree to the child line item



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