Those who have an administrator role on their Finance Insights modules can manage, update, and customize the settings for their Open Budget module through admin.finance.socrata.com. Below we will outline the administrative panel:
Note: If you are unable to log in, or do not see the site you are attempting to edit upon logging in, you may not have admin permissions on the site -- contact email@example.com for site access.
Dataset Mapping: This tab displays the location for the budget datasets. This is also where you will configure the information from within the dataset so that it renders correctly on your site.
There are 5 dataset IDs you will need to input:
Revenues, Expenses, Capital Budget, Capital Project Details, and Capital Project Phases
(Note: Capital Project Phases is an optional dataset)
If red flags appear in the top right corner, something is wrong with the datasets you have input, and you should check the following:
- Have I input the correct 4x4 value?
- Are there no null values in required columns of my datasets?
- Is my dataset set to public?
- If I am using a private dataset, have I shared the dataset with firstname.lastname@example.org
If none of these resolve your issue, contact email@example.com for more in-depth troubleshooting.
Data Mappings: The drop down columns on this page will allow you to map the column headers in your dataset to the content presented in the site. Some will auto-populate depending on how closely you followed the schema document.
Chart of Accounts
The Chart of Accounts will most likely not auto-populate because of how flexible and customizable it is. First, you will want to choose how many levels of hierarchy you are using from the drop-down menu. Next, choose the API Field Name (aka the column header) that corresponds to each level of your desired hierarchy, then manually update the display name singular/plural text boxes.
These fields define how the site joins the two separate datasets to look up corresponding project details and budget amounts. Therefore, it is important that you have assigned the corresponding unique column headers to the “Project ID” field for both the budget dataset and the Project Details section.
In the Project Details section, you only need to match fields to columns for columns you have information for. If you do not have information in your underlying Project Details dataset, feel free to leave them blank.
Be sure to click “Save Changes” once you have completed the mapping process.
you can set the “Capital: Default Fiscal Year” to match the other modules of your site or, if you prefer, you can set it to “All Years” to represent the composite spending over all years data you’ve input.
Branding: Under this tab, you can customize many of the headers, links, and images on your home page.
You can customize the title, logo, and color of the header bar, and you may add up to five links in the header bar. Make sure to take advantage of the descriptions and suggestions next to each field.
Under the Home Page section lies the Jumbotron. This is the catch-all for what is displayed on your homepage you can also add a hero image (this is the background image that shows up behind your Open Payroll module Title and Introduction). To add a hero image, you will need to upload the image to a file storage service, such as your organization’s content management system or upload to your Data & Insights open data portal as a “non-data file.” Once uploaded, you can paste the image URL into the Hero Image URL box. Darker images work best, as the text on top of the image is white. The Hero Image Tint dropdown allows you to darken your image so that the text is more readable.
Note: All cards that allow for HTML text will display "Formatting your content in HTML is allowed here."
Annotations: This tab allows for adding an annotation to denote partial or incomplete years of data which will display on the site. Field Annotations provide context on specific items in the hierarchy/chart of accounts, which will show up through the drill-down exploration views.
Other Settings: Configuration options can be found under this tab. For example, administrators can add a site password or a Google Analytics Code. Drill down configurations are also found here as well.
Colors: Administrators can update the color palette of the site under this tab using Hex Color Codes or the color templates provided to you.
Related Content: Annotations are brief explanatory statements you can add to the top of sections of your expenditure drill down to give context to the information shown. Related content is available for revenue, expenses, and capital components of the app.
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