Source data

The majority of a budget is prepopulated with data. Sources for this data include:

• Dimension tables – When you open a plan file, Budget Planning and Performance Reporting runs a query against one or more dimension tables and returns data for the specified department, account, and so on.
• Data tables – These tables contain data associated with one or more dimensions. Budgeting-related examples include Financial and Payroll data tables.
• Driver files – Some cells in plan files contain formulas that reference assumptions (key statistics) that are contained in the plan file's driver files.
• File group variables – Budget Planning and Performance Reporting can associate certain variables with a file group. The variable is used most often in Budget Planning and Performance Reportingis the file group year, which is set byStratawhen initially creating the file group.
• Other cells/other sheets – Some values are calculated based on the contents of other cells or sheets within the plan file.