{"title":"Data Manager","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/data-manager/","link":"/onestopreporting/budgeting/data-manager/","description":"Create OSR budget scenario, edit budget data, and add supplementary information to dimensions.","content":"\u003cp\u003e\u003cstrong\u003eData Manager\u003c/strong\u003e allows you to:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eEdit budget data.\u003c/li\u003e\n\u003cli\u003eAdd information to the existing ERP system dimensions, such as Account, Employee, etc.\u003c/li\u003e\n\u003cli\u003eCreate new dimension values to the OSR dimension, such OSR Scenario, OSR Transaction Type, etc.\u003c/li\u003e\n\u003c/ul\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cimg src=\"/onestopreporting/budgeting/data-manager/img/en/word-image-7481-1.png\"\u003e \u003cstrong\u003eSelect company\u003c/strong\u003e and choose from the list.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eFactset\u003c/strong\u003e or \u003cstrong\u003eDimension\u003c/strong\u003e to expand the lists.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eSelect a factset ( \u003cimg src=\"/onestopreporting/budgeting/data-manager/img/en/word-image-7481-2.png\"\u003e ) or dimension ( \u003cimg src=\"/onestopreporting/budgeting/data-manager/img/en/word-image-7481-3.png\"\u003e ) to view the available fields.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cimg src=\"/onestopreporting/budgeting/data-manager/img/en/word-image-7481-4.png\"\u003e \u003cstrong\u003eRefresh\u003c/strong\u003e to populate the table with data.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eIn the field list on the left-hand side, you have the following options:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eDeselect ( \u003cimg src=\"/onestopreporting/budgeting/data-manager/img/en/word-image-7481-5.png\"\u003e ) a field to hide it in the table.\u003c/li\u003e\n\u003cli\u003eTo change the order of the fields/columns, click \u003cimg src=\"/onestopreporting/budgeting/data-manager/img/en/word-image-7481-6.png\"\u003e next to a field and drag it to another position.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003e+\u003c/strong\u003e next to a field name to add it to the table header to add a filter. You can add multiple filters.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eEdit the table\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eSome columns are linked to lists, where you can select a value.\u003c/li\u003e\n\u003cli\u003eSome columns (such as \u0026ldquo;changed date\u0026rdquo;) cannot be edited. These columns are usually gray. Editable columns are white.\u003c/li\u003e\n\u003cli\u003e(only for Factsets and OSR dimensions) Click \u003cimg src=\"/onestopreporting/budgeting/data-manager/img/en/word-image-7481-7.png\"\u003e \u003cstrong\u003eAdd row\u003c/strong\u003e and \u003cimg src=\"/onestopreporting/budgeting/data-manager/img/en/word-image-7481-8.png\"\u003e \u003cstrong\u003eDelete rows\u003c/strong\u003e to add or remove rows from the table.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eUse the \u003cstrong\u003ePinned\u003c/strong\u003e value field to pin/freeze one or more columns in the table. Pinned columns will always be visible when you scroll horizontally.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cimg src=\"/onestopreporting/budgeting/data-manager/img/en/word-image-7481-9.png\"\u003e \u003cstrong\u003eSave\u003c/strong\u003e when you are done.\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-warning\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Warning\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eBe careful when you edit or delete Factsets data, because the changes cannot be undone.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n","children":[{"title":"Create new budget scenario","description":"Create budget scenarios to organize different budget versions and ensure accurate data storage.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/data-manager/create-new-budget-scenario/","link":"/onestopreporting/budgeting/data-manager/create-new-budget-scenario/"}]}