About Managing U.S. Federal Financials Data in Microsoft Excel

You can download, analyze, and edit U.S. Federal Financials data in Microsoft Excel spreadsheets that are integrated with Oracle Visual Builder Add-in for Excel. After you work with the data, you can upload your changes back to U.S. Federal Financials.

You can use the spreadsheets to view and update the following U.S. Federal Financials configurations:

• USSGL accounts
• Agency location codes
• Federal account symbols
• Treasury account symbols
• Federal groups
• Federal ledger options
• Fund attributes
• Federal attributes
• Payment type mapping
• Federal setup options
• CTA FBWT account definitions
• Federal account attributes
• Federal attribute supplemental rules
• DATA Act balances, criteria, and sequences
• Budget transaction types

You can also use the spreadsheets to:

• Configure treasury payment schedules
• View treasury payments
• Add unique entity identifiers for System for Award Management (SAM)
• Configure business unit assignments for SAM
• View IPAC data
• View GTAS balances

Download the spreadsheets from the application that each spreadsheet is associated with. Each spreadsheet is delivered ready-to-use and contains all the columns from its respective application. The spreadsheets include an Instructions worksheet that describe how to install and enable the add-in.