Navigate Mapping in the Data Model

Mapping in the Data Model 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. 

Key Areas to Know

To access the mapped and unmapped accounts for a data model, select Map.

General Navigation

• Before you begin, be sure to select the correct period at the top of the page.
  • Note: Selecting the period here will apply all data present in the tables and statements, from your trial balance to adjustments .
• The Mapped accounts section will show you all accounts mapped to this data model.
• The Unmapped Accounts section will show you any accounts that are missing a rule to help map it to the appropriate section of the statement.
  • Note: If you see accounts here, review the accounts and connect them to a local rule within the data model.

Review the Data

• To add or remove additional columns in either the Mapped Accounts or Unmapped Accounts tables, select the Column Chooser icon.
• Filter and Search within the section by selecting the Filter icon within a column or using the search bar under the Column Header.
• Use the Arrow icon to remove any previous filtering to the section.
• Select the XLS icon to download the information in a section to Excel.

Review Statement Mapping and Formulas

• Each Data Model will have Local Rules, Global Rules, Shared Rules (if enabled). Depending on the model, these will hold the specific mapping needed to ensure the account lines end up in the correct sections of the table.
  • Local Rules are typically tied to specific periods and account or object codes. These should be adjusted or created to help map unmapped accounts to lines on the financial statements.
    • Note: Local rules are typically set up within the Statements data models, Governmental Funds, Proprietary Funds, Fiduciary Funds, and Reconciliation to the Government-Wide. 
  • Global Rules and Shared Rules are set up to ensure the data model looks at the correct Reporting Fund Code. These are set up during Implementation and should not be adjusted. 
    • Note: if Shared Rules is not activated, please continue to use the Fund Mapping File. 
  • Formulas are built within the data model to perform custom calculations within the statement.
    • Note: These are typically set up within implementation and if needed, additional formulas can be set up by our Support Team on your behalf.