Data Manager
/onestopreporting/help/data-manager
section
Create OSR budget scenario, edit budget data, and add supplementary information to dimensions.
2024-08-02T13:54:26+02:00
# Data Manager
Create OSR budget scenario, edit budget data, and add supplementary information to dimensions.
**Data Manager** allows you to:
- Edit budget data.
- Add information to the existing ERP system dimensions, such as Account, Employee, etc.
- Create new dimension values to the OSR dimension, such OSR Scenario, OSR Transaction Type, etc.
Data Manager
/onestopreporting/help/data-manager/index
section
2026-01-16T14:27:01+01:00
# Data Manager
**Data Manager** allows you to:
- Edit budget data.
- Add information to the existing ERP system dimensions, such as Account, Employee, etc.
- Create new dimension values to the OSR dimension, such OSR Scenario, OSR Transaction Type, etc.
1. Click  **Select company** and choose from the list.
2. Click **Factset** or **Dimension** to expand the lists.
3. Select a factset (  ) or dimension (  ) to view the available fields.
4. Click  **Refresh** to populate the table with data.
5. In the field list on the left-hand side, you have the following options:
- Deselect (  ) a field to hide it in the table.
- To change the order of the fields/columns, click  next to a field and drag it to another position.
- Click **+** next to a field name to add it to the table header to add a filter. You can add multiple filters.
6. Edit the table
- Some columns are linked to lists, where you can select a value.
- Some columns (such as "changed date") cannot be edited. These columns are usually gray. Editable columns are white.
- (only for Factsets and OSR dimensions) Click  **Add row** and  **Delete rows** to add or remove rows from the table.
7. Use the **Pinned** value field to pin/freeze one or more columns in the table. Pinned columns will always be visible when you scroll horizontally.
8. Click  **Save** when you are done.
> [!WARNING]
> Be careful when you edit or delete Factsets data, because the changes cannot be undone.
Create new budget scenario
/onestopreporting/help/data-manager/index/create-new-budget-scenario
page
2026-01-16T14:27:01+01:00
# Create new budget scenario
Before you start the budgeting or forecasting process, you must create a scenario. The data you enter in the budget will be stored to this scenario.
You can create as many scenarios as you like. You can use scenarios to create different versions of next year\'s budget, for example, if you like to create high, medium and low budget scenarios.
1. Click **Data Manager**.
2. Click  **Select company** and select from the list.
3. Open the **Dimensions**.
4. In the **Dimensions** list, click **OSR Scenario**.
5. Click  **Add row**.
6. In the new row, fill in these columns;
- - **OSR Scenario:** Enter a scenario code (can be numbers or letters).
- **Scenario Name:** Enter a scenario name.
> [!TIP]
> The scenario code and name will appear when you are using the Lookup for a budget.
- Click  **Save**.