- Access the MDFM
- Mapping can only be accomplished in hypercubes. Select the hypercube you want to work in.
- Once you have opened the hypercube you want, click on “Mapping”.
In the Mapping Menu:
We have arrived in the Mapping menu. In the Mapping menu, we see three panels. On the left side, we see the parameters panel where we can filter accounts by parameters such as period, reporting structure, or fund. Selecting these parameters will show us different views of all accounts and how they are mapped.
On the right side, we have mapped accounts panel which shows us all accounts corresponding to the parameters chosen on the left side. Underneath the mapped accounts panel, there is the unmapped accounts panel. This panel shows us accounts that are unmapped.
In general, we want to avoid having unmapped accounts, since unmapped accounts are not present in your report. There are two ways to map accounts:
Method 1: Relinking Local Rules:
This method will be the standard method to ensure that your accounts are mapped.
- Click the chevron on the right side of the screen.
- Then click on “Local Rules”.
- Once in the Local Rules tab, click on the three lines between “Local Rules”.
- Then click "Re-Link All".
Method 2: Creating Local Rules
If you have added new line items, you will have to create new local rules to have those new line items present in the report. To create a local rule:
- Click the chevron on the right side of the screen.
Picture11.jpg
- Then click on “Local Rules”.
- Select the parameters you want the local rules to apply. For instance, if you have created new line items for your current financial period’s report, select period you want the new line items to appear in.
Picture13.jpg
- Once you have selected the parameters that should apply to your new line item. Click on the blue circle in the bottom right to create a new local rule.
- Name the rule.
- Each rule is a set of conditions that sort data according to these conditions. Click on the plus sign on the right side.
- You will have to select what parameter you want the rule to apply to.
- Then select the type of condition you want to utilize. The “equals” condition means that it takes all values that exactly match the values. “Not equals” will exclude all values that exactly match the values. “Starts with” captures all values that begin with certain letters or numbers. “Not starts with” will exclude all values that begin with certain letters or numbers.
Note: the “equals” and “not equals” conditions are easier to set up since the Value selection will populate with options from the field select.
- Then select the values you want to apply the conditions to.
- Once you have modified this condition, click on the floppy disc icon to save the condition.
- To add further conditions, repeat steps 6 through 10.
- Once completed, click “OK”.
- Once we have completed adding the local rule, we can immediately see all the line items that the local rule maps in the Matching Rows panel.
- To ensure the local rules will be applied, click on the three lines between “Local Rules”.
- Then click "Re-Link All".
Have more questions or need assistance?
Submit a Request