Add an entity row to a Database tab

Owned by Denise McGettigan
Last updated: Jan 25, 2024

Add (inject) rows into a Database tab to budget for items that didn’t have any activity in the baseline period. For example, you might be doing your Sales budgeting and have a new Sales Rep or product that you want to budget against. As this is a new budget item, it doesn’t display in the baseline data, you need to manually add it in. Add a row at the lowest level in the data, which might be a budget item, such as a Sales Rep or Product in an operational database tab or an account in a financial database tab.

If you have additional measures in the database tab, any new rows you add will get these additional measures by default.

 

  1. On the Database tab, expand the rows to the applicable dimension, for example, UK > Sales Rep.

  2. Hover over the entity row (UK), then click the blue Add button that displays.

  3. Add the entity. The new row displays in the budget with an Unmapped button (icon) next to its name.

  4. Click the Unmapped button to open the mapping window for that dimension, then map (match) the dimensions in the new database to the dimensions in the main budget database and click Save and Finish. The budget reloads and the new row is no longer marked as unmapped.