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Configuring Budgets for Cubes

Note As of 2021 R1, budgets are no longer configured from the install screen. Instead, budgets can be configured at any time in the Budget for Finance Cube data model.

To configure a budget:

  1. Find and expand the OLAP Cube folder in the Data Models and Views menu.
  2. Expand the Budget for Finance Cube data model and open the Budget Configuration worksheet.
  3. Once you make changes, select Save Changes in the Settings menu, then click Save Data.
  4. Lastly, if your X3 Financial Cube is loaded, refresh it by selecting OLAP Manager and clicking Refresh from the Action dropdown.