Rules for Data
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- File name cannot be changed
- Sheet name with in the file cannot be changed
- Structure of the file cannot be changed
- Columns must be in the order indicated on the file in the files tab of the Financial Analytics private team.
- File must be in .xlsx format.
New Data Loading Process
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Follow these steps to provide a new Restricted Fund codes for loading to database:
- Go to the Financial Analytics team.
- Go to files tab on this team. Open the file 'RestrictedFundCodes.xlsx'.
- Add any additional fund codes to the file and identify whether the fund is a construction fund or not by entering 'Y' for constructions construction funds and 'N' for non-construction funds to in the column "CONSTRUCTION_FLAG". Click close.
The file autosaves the changes. - The file can be edited many times throughout the day. If the file was changed/autosaved the file will be loaded at 8 PM that night
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You will be notified in the private team when the file gets picked up for processing. |
Data Correction and Loading Process
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If there are errors, Go back into the file and make corrections. The corrected file will be loaded at 8 pm the same day and the new load will correct the dataset.
Load Schedule
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The file load will occur at 8 pm of the day it was changed. Any number of changes can be made during the day.