Defining Budgetary Control Filters
When an integration from a Budgetary Control data source is created, filters are defined automatically. You can modify the filters as needed but cannot delete them. (If the filters are deleted, the default value is recreated.)
For data integrations used to import data from the Budgetary Control, use filters to limit the results.
When an integration from a Budgetary Control data source is created, filters are defined automatically. You can modify the filters as needed but cannot delete them. (If the filters are deleted, the default value is recreated.)
When working with Budgetary Control data load filters, note the following:
- Control Budget— Add this dimension and select the control budget from which to load consumption balances.
- Amount Type budgetary control dimension—Select "PTD" assuming the line items to be loaded from Budgetary Control are typically income statement type of accounts.
- Balance Amounts budgetary control dimension—Depending on your business requirements for the type of consumption amounts you want to bring into the Planning application, select any balance amount(s), such as Commitment, Obligation, Other Anticipated Expenditures, and Expenditures.
- For the other budgetary control dimensions, select members from the appropriate level to which to load data in the Planning application.
To add a Budgetary Control filter:
- From the Data Integration home page, click
to the right of the Budgetary Control integration, and then select Options. - Click
.Optionally, you can simply select another dimension already assigned to a filter and assign another dimension from the Dimension Name drop-down or just change the filter condition.