Data Manager

Data Manager allows you to:

  • Edit budget data.
  • Add information to the existing ERP system dimensions, such as Account, Employee, etc.
  • Create new dimension values to the OSR dimension, such OSR Scenario, OSR Transaction Type, etc.

 

  1. Click Select company and choose from the list.
  2. Click Factset or Dimension to expand the lists.
  3. Select a factset ( ) or dimension ( ) to view the available fields.
  4. Click Refresh to populate the table with data.
  5. In the field list on the left-hand side, you have the following options:
    • Deselect ( ) a field to hide it in the table.
    • To change the order of the fields/columns, click next to a field and drag it to another position.
    • Click + next to a field name to add it to the table header to add a filter. You can add multiple filters.
  6. Edit the table
    • Some columns are linked to lists, where you can select a value.
    • Some columns (such as “changed date”) cannot be edited. These columns are usually gray. Editable columns are white.
    • (only for Factsets and OSR dimensions) Click Add row and Delete rows to add or remove rows from the table.
  7. Use the Pinned value field to pin/freeze one or more columns in the table. Pinned columns will always be visible when you scroll horizontally.
  8. Click Save when you are done.

NOTE: Be careful when you edit or delete Factsets data, because the changes cannot be undone.