FAST Restricted Fund codes File Load Process

Owned by Tara Connolly
Last updated: Jan 23, 2023 by Sylvia Pagan

Overview

The following guidelines are recommended for the USF Financial Analytics community in uploading new restricted fund codes. These restricted fund codes are loaded to the Financial Analytics Warehouse in Azure Synapse. 

Location

In Microsoft Teams : Analytics - Provide Custom Data GRP in the private channel Financial Analytics 

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Table of Contents

Rules for Data

  • 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.

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New Data Loading Process

Follow these steps to provide a new Restricted Fund codes for loading to database:

  1. Go to the Financial Analytics team.
  2. Go to files tab on this team. Open the file 'RestrictedFundCodes.xlsx'.
  3. Add any additional fund codes to the file and identify whether the fund is a construction fund or not by entering 'Y' for construction funds and 'N' for non-construction funds in the column "CONSTRUCTION_FLAG".  Click close.
    The file autosaves the changes.
  4. 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

Note

You will be notified in the private team when the file gets picked up for processing. 

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Data Correction and Loading Process

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.

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Load Schedule

The file load will occur at 8 pm of the day it was changed. Any number of changes can be made during the day.

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