Historical Data defines data related to Organizations for previous fiscal years and can be uploaded during the configuration process. Scenarios use Historical Data for comparison.
Explanation of Historical Data Fields
|
Field Name |
Description |
Format |
Example |
|---|---|---|---|
|
Code |
The unique code associated with the Organization. |
Characters |
910 |
|
Fiscal Year |
The Fiscal Year this data refers to. |
Number |
2023 |
|
Total Amount |
Total Allocated Dollar Amount for this Organization for the Fiscal Year |
Number |
1234.56 |
|
Allocated FTEs |
Final Number of Allocated FTEs for this Fiscal Year. If this does not apply, enter 0. |
Number |
12.34 |
|
Total Enrollment |
Final Student Enrollment Count for this Fiscal Year. |
Number |
12.34 |
All fields in the provided template are required in the upload.
Upload Historical Data
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In Allocate, select Configuration.
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Choose Historical Data.
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Select Upload Historical Data.
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Select Download CSV Template.
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Customize and save your template.
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Upload your file.
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Select Upload.
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Map the fields in your file.
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Select Review and Confirm.
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Select Confirm and Save.
Delete Historical Data
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In Allocate, select Configuration.
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Select Historical Data.
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Choose the row that you would like to delete.
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Select the trash can icon.
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Select Delete to remove the Historical Data.