After using the Roll Forward Next Year adapter to create a new file group for next year's planning, you can use a combination of these methods to import data into a new file group:
- Roll forward current file group data – Use the Annual Rollforward Utility to pull data from the file group for the current year and import it to the file group for the next year. See Using the Annual Rollforward Utility.
- Transfer operating budget data and Rolling Forecasting data – Use the Transfer to Financial Planning utility to leverage financial General Ledger and payroll data to update the years for historical models and nodes from Axiom Budgeting and Performance Reporting. Use the utility to also leverage the Axiom Rolling Forecasting data tables to update the historical model and node years. For more information, see Using the Transfer to Financial Planning utility.
- Transfer capital project data from Axiom Capital Planning – Use the Transfer Capital Projects to Financial Planning utility to integrate capital data into financial planning plan files. See Integrating capital project data.
- Collect data from other sources – Use the FP Data Collection Template to gather data outside of Financial Planning. This template works as a stand-alone Excel workbook that you can use to import external data into the product, and interface in the nodes for the three input periods. For more information, see Collect and import data from other sources.
- Manually enter data – If needed, you can enter historical data into Financial Planning manually, directly into plan files. For more information, see Enter historical data manually.
For example, you can use the Annual Rollforward Utility to bring in data from the 2019 and 2020 file groups into a new 2021 file group, and then use the Transfer to Financial Planning utility to bring in the budget data for 2020. If you have questions, contact your Strata implementation consultant to help you with this process.
