FAQ: Troubleshooting Finance Insights Modules

Most issues can be solved by checking the following things:

Check if your dataset is private and follow this link for additional information on private datasets.

Check the schema documents for your Finance Insights modules:
Open Budget: Expense and Revenue
Open Budget: Capital Budget
Open Checkbook
Open Payroll

Make sure that your dataset columns are mapped properly and that each column is only mapped to one field.

Blank cells will cause errors in the module. Please ensure your datasets are filled out by following the specific schema.

Your module should reflect the new data after you have successfully:

Updated your Data & Insights dataset

(If applicable)Updated the current fiscal year in the Financial Transparency Admin Panel. Be sure to clear your browser cache or do a “hard refresh” to make sure you are seeing the updated module.

One of the datasets powering your module may be set to private or there is a misconfiguration within your dataset mappings.

Data & Insights may be experiencing a service outage, please see status.socrata.com.

The module only reads API-field names, not the columns' names. To make name changes for the module, please modify the name via the field mapping sections of the administration panel.

The likely culprit is the data type for a particular column does not match the schema.

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