Budget Names / Budget Parameters¶
Budget Parameters can be configured for use within Budget Rules and Budget Popups for the specific budget name.
Parameter names are used instead of literal values and are used to minimise the impact of a change in the variable name.
For example, if a variable name is used several times in Budget Rules and it needed to be changed every year, you would only need to change the Variable Value which would
them update all the Budget Rules.
save changes.
refresh screen.
All budgets have the following configuration elements:
| Parameter Name | Description |
|---|---|
| ACTIVEPERIOD | Active Period - If you wish to change the time series to a specific period when opening a Budget Name, enter the period number. For example 6 for December. |
| ADDITIONALBUDGETNAVIGATIONWHERECLAUSE | Enter valid SQL syntax to specify the layer to hide from the budget navigation tree. |
| ADDITIONALBUDGETTEXTWHERECLAUSE | Additional Budget Text Where Clause - Used for Text based columns to restrict data being shown in the Budget Entry window. |
| ADDITIONALBUDGETWHERECLAUSE | Additional Budget Where Clause - Enter valid SQL syntax to restrict the data appearing in the Budget Entry window. |
| ALLOWADDNEWBUDGETROWS | Allow Add New Budget Rows - Set to YES if you want the ability to allow users to add new rows directly into the budget grid. |
| BALANCEBACKTOTOTAL | Balance Back to Total - Specify whether period changes balance back to total per budget name. |
| BALANCEPHASINGWITHNOBALANCE | Balance Phasing With No Balance - Enter YES if you want amounts to be saved even though the 12 individual months may not balance back to the Total column. |
| BUDGETENTRYWINDOWCAPTION | Budget Entry Window Caption - Specify the Budget Entry window caption text. |
| BUDGETGRIDROWKEY | Budget Grid Row Key - This overrides the setting in Dataset Params for Budget Grid Row Key. |
| BUDGETGRIDUNIQUEKEY | Budget Grid Unique Key - This overrides the setting in Dataset Params for Budget Grid Key. |
| BUDGETINGDISPLAYLAYER | Budgeting Display Layer - Enter the Layer Name for the layer that will populate the Budget Entry window once the Budgeting Layer has been selected in the Navigation Tree window. This overrides the setting in Layer Params. |
| BUDGETINGLAYER | Budgeting Layer - Enter the Layer Name for the layer that triggers the Budget Entry window to be populated. This overrides the setting in Layer Params. |
| BUDGETOUTERLAYER | Budget Outer Lyer - Type in a layer name to permanently force an outer layer on the budget window for the relevant budget name for all users. |
| BUDGETPHASINGALLOCATIONNUMERIC | Budget Phasing Allocation Numeric - If set to YES it converts the Line Item Keys in Budget Phasing to Numeric. |
| BUDGETPHASINGMULTIALLOCATION | Budget Phasing Multi Allocation - Enter YES if you want to have the same Line Item Key phased by 2 different phasing allocations in Budget Phasing. |
| BUDGETPHASINGRESULTROUND | Budget Phasing Result Round - |
| BUDGETPHASINGRESULTROUNDSCALE | Budget Phasing Result Round Scale - This is where you can change the rounding used in the Budget Phasing results. The default is set to zero. For example, enter 2 if you want phasing results to round to 2 decimal places. |
| BUDGETPOPUPBALANCEBACKTOTOTAL | Budget Popup Balance Back To Total - Enter YES if you have a popup that updates back to individual monthly columns and you want the Total column to be updated when the popup is saved. |
| BUDGETPOPUPKEYCHECK | Budget Popup Key Check - Substring the budgetgriduniquekey if you want to recalculate a popup only once. |
| BUDGETTABLENAME | Budget Table Name - Enter the table name where budgets will be saved. |
| BUDGETTABLEUNIQUEKEY | Budget Table Unique Key - This will override the Dataset Parameter called Budget Table Key for the relevant budget name. |
| DEFAULTMEASUREPLANID | Default Measure Plan ID - If MAGIQ Planner Designer is being used, enter a Measure Plan id. |
| DEFAULTMEASUREPLANYEARID | Default Measure Planyearid - If MAGIQ Planner Designer is being used, enter the Measure Plan Year Id. |
| EXECUTECHARTPOSTINGAFTERSAVE | Execute Chart Posting After Save - This is for FinanceOne products. If this is set to the ChartName, LedgerName. For example, GLCHART, NEXT YEAR BUDGET it will force a Chart Posting after a Budget Save for the nominated Chart and Ledger. |
| HIDEDESCRIPTIONCOLUMN | Hide Description Column - |
| IGNORELOCKEDCOLUMNSFORNONTOTALPERCENTAGES | Ignore Locked Columns For Non Total Percentages - allow non-total percentage (<...>) columns to use the original total without subtracting locked columns, due to Out Year Phasing using the total with the subtracted amount rather than the full amount. |
| NEWBUDGETROWDEFAULTBUDGETNAME | New Budget Row Default Budget Name - The Budget Name the default row is to be created in. |
| NEWBUDGETROWDEFAULTCHECKCOLUMN | New Budget Row Default Check Column - When configuring Add New Rows to Budget Entry, this parameter will accept multiple columns concatenated with +. |
| NEWBUDGETROWDESCRIPTIONCOLUMN | New Budget Row Description Column - Formula to construct the account description for the default row. |
| NEWBUDGETROWKEYFORMULA | New Budget Row Key Formula - Formula to construct the default Budget Row Key for the default row. |
| NEWBUDGETROWUNIQUEKEYFORMULA | New Budget Row Unique Key Formula - Formula to construct the default Unique Budget Key for the default row. |
| PHASINGBALANCECOLUMN | Phasing Balance Column - Enter the dataset field name if you want to override the budget field that is set to BALANCE. |
| POWERPLANNEREXCLUDEADDITIONALBUDGETWHERECLAUSEINSAVE | Power Planner Exclude Additional Budget Where Clause In Save - The parameter will ignore the additional BUDGET WHERE CLAUSE IN SAVE budget where clause when saving the dataset marked as MAGIQ Planner |
| SELECTTEXTDIRECTFROMBUDGETTABLE | Select Text Direct from Budget Table - Enter YES if you wish to get Text based data directly from the budget table without table joins. |
| SUBTRACTLOCKEDCOLUMNSFROMPHASINGTOTAL | Subtract Locked Columns From Phasing Total - Value to 'true', if using. Used for forecasting so the 'actual' is subtracted from 'the total amount', the result of this is then used to populate the rest of the monthly columns. |
| USEDATASETFIELDBUDGETNAME | Use Dataset Field Budget Name - Enter YES if you want to save amounts to multiple budget names. |
| FIXINVALIDNUMERICFORMULAS | Modeller - Budget Import - check for NaN in double cols, then wrap formula with IF statement if NaN exists in column. |
| ImportValidationIgnoreFields | Comma separated list of field names to ignore when validating budget import. e.g. PostingString,PhaseCode |
| MODELLERLAYEROVERRIDE | Modeller Layer Override - |
| Below parameters relate to budget worksheets | |
| BUDGETAUTOIDENTITYKEY | Budget Auto Identity Key - |
| BUDGETWORKSHEET | TRUE |
| BUDGETWORKSHEETCOLUMN | For example {@ActivePeriodName2} Total Review1,{@ActivePeriodName2} Total Review2,{@ActivePeriodName2} Total Review3 |
| BUDGETWORKSHEETPARENTBUDGETS | Name of the budgets that the worksheet belongs to. Worksheet will belong to all other budgets if left blank. |
| BUDGETWORKSHEETPARENTUNIQUEKEYCOLUMN | Budget Worksheet parent Unique Key Column, for example POSTINGSTRING |
| BUDGETWORKSHEETTOTALCOLUMN | Budget Worksheet Total Column, for example Worksheet Total |
| WORKSHEETBUDGETALIAS | Worksheet Budget Alias - Value of the worksheet variable (listed under budget variables). |
| ShareBudgetWorksheets | Comma separated list of budget names - each budget can see worksheets for all budgets in the list. |
| ADDPARENTUNIQUEKEYTOWHERECLAUSE | Add '{BUDGETWORKSHEETPARENTUNIQUEKEYCOLUMN} = {parent row unique key}' to the where clause when reading the worksheet. Value is 'True' or 'False'. |
Right click Menu Items¶
Cell Editor - this will bring up another window allowing you to enter, edit and view long text.
Insert - Create a new parameter.
Copy - Copy an existing parsmeter.
Remove - Delete a parameter.