Gravity: Budget-in-Brief Completion Checklist

Budget-in-Brief Preparation Checklist

• Upload New Data using Data Integration Services
• Validate Data in the MDFM
• Review mapping and adjustments in Brief-in-Budget hypercubes
• Review Pivot views
• Update Variables in Period Template
• Refresh Variables
• Refresh MDFM Imports
• Report Generation

Data Integration Services

To begin preparing a budget-in-brief, upload new data to Gravity utilizing Data Integration Services. 

Reminder: The reference file to upload to Gravity can be found in the Administration folder of any report under Data Integration Services.

Maintaining the MDFM 

The budget-in-brief will either consist of hypercubes or datasets. If your budget-in-brief consists of data sets you can skip mapping and adjustments.

Review pivot views

Implementation will have already set up the pivot views in the budget-in-brief hypercubes or datasets, but it is best practice to review the pivot views to ensure they are reporting the correct information. To review the saved pivot views: 

1. Enter the budget-in-brief hypercubes or datasets
2. Click on the chevron beside “Pivot”.
3. Review the saved views. 

Update Variables in Periods Template

To keep the report as accurate as possible, the fiscal period must be kept up to date. 

The period variables need to be updated in the period template to ensure that the correct dates will appear in the report. To update the period variables: 

1. Enter the Administration folder in the report. 
2. Open the Period Template. 
3. Change the appropriate number to update the variables. 
4. Then click on the three lines beside the object tab. 
5. Click on “Submit”.

Refresh Variables

Once the periods template has been updated, the report’s variables need to be refreshed. To refresh the report’s variables:

1. Click on “Data” in the top blue bar.
2. Click on “Refresh Variables”.

Refresh MDFM Imports

To ensure that the most accurate data is present in the Quarterly or Monthly report, make sure to refresh all MDFM Imports. To refresh the MDFM imports:

1. Click on the three dots to the right of the top-level folder.
2. Click on “Data”.
3. Then click on “Refresh MDFM Imports”.

Report Generation

Once the report has been proofed, the report will need be prepared for publication. To prepare the report for publication: 

1. Click on the three dots to right of the top-level folder.
2. Click on “Generate”. In that submenu, click on “Generate”. 
3. Select the destination of the report. 
4. Click “OK”.