Load Budget Spreadsheets

Loading your Budgets into DDI Connect (FW25)

The DDI Connect system allows you to upload budgets that can be used to track against income and expenditures within the FundWriter/GL system. To upload your budget, you must first put it in the correct format. To do so:

• Open your original spreadsheet:

• Create a new worksheet
• Select the entire original worksheet
• Copy the worksheet
• In the newly created blank worksheet, click Edit and select "Paste Special"
  • When the pop up appears, select "Values and number formats"
• When the funding source is included in the spreadsheet, it needs to be joined into the same column as the GL number:

• Insert a new column before the the G/L code
• In the above example, this is column B
• Using the example above, click in the cell B:8
• In the function bar, type in =C8&"-"&D8
• Click on the ‘fill handle” in the cell where you just typed in =C8&"-"&D8
• Drag down to the bottom of the data
• Insert a new column after this column, resulting in a blank Column C
• Highlight column B (with the ‘filled’ values)
• Copy column B (with the ‘filled’ values)
• Highlight Column C
• In the menu bar, click on Edit, and then click on ‘Paste Special’
• In the paste special popup, choose ‘Values and number formats’
• Delete Column B (with the ‘filled’ values), leaving the column without the formula
  • The result is shown above
• Insert a row right above grid with the budgets containing a number that corresponds with the column, if desired
  • This may help when loading the budgets, in the following steps
• Save the file using the sylk format:

Now you are ready to upload into the DDI Connect system. To do so:

• From the DDI Connect main menu, double-click FundWriter
• Double-click Administrative Tasks
• Double-click Load Budget Spreadsheets. You will see this screen: