Working with schema transformations

A schema transformation is a set of rules that allows you to transform/translate one schema into another. This functionality enables you to create a budget in one schema and generate reports with another schema.
When generating budget analysis reports for projects, you can merge all budgets into one single schema using transformations.

A schema tranformation always refers to a source schema and a target schema. The transformation allows you to:

  • Define a one-on-one rule from a header of a 'source' schema to the header of a 'target' schema.
  • Define a one-to-many rule from a header of a 'source' schema to multiple headers of a 'target' schema.
  • When no rule is defined (or the target header is not found) the amounts of the header of the 'source' schema are defined as unassigned.

Writing transformation formulas

A transformation formula always refers to the code of the target schema. A formula can refer to multiple codes and can contain distribution percentages.
Use a semi-kolon to separate multiple codes and prefix the code with a decimal number to indicate the distribution percentage.

Example: refer to a target header with code "A1": A1
Note that you may optionally use square brackets to enclose the code too: [A1]

Example: refer to 2 target headers with codes "A1" and "A2" where 70% must be distributed on the first and the rest on the second: 0.7A1;0.3A2
To improve readability, you may use square brackets: 0.7[A1];0.3[A2]
If the target code is numeric, you have to use square brackets to make a distinction between the distribution percentage and the code itself.
Example: refer to 2 target headers with codes "1000" and "1001" where 70% must be distributed on the first and the rest on the second: 0.7[1000];0.3[1001]

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