FDM Translator User Guide

Here is a Foundation Data Model (FDM) Translator step by step guide to capturing your department's budget-to-cost center hierarchy. 

Step 1

In the BI Portal homepage, search FDM and select and run: ‘FIN Org to FDM Translator’ (UW NetID log in required). 

You will see the entire University of Washington’s Budget-to-Cost Center Data crosswalk. 

Step 2 

Using the Org Dean Level filter dropdown menu on the left, uncheck ‘All’ box, and check only ‘254, COLL ARTS & SCIENCES’, and click ‘Apply’. 

Step 3

To find your specific department, using filter ‘Org Dept Level’; uncheck ‘All’ box, and check your department. In this example we are using ‘2540785, LAW SOC&JUSTICE PROG’, and click ‘Apply’. 

Step 4

Next, to download this report, click the ‘download’ symbol at the upper right side of the webpage, on the teal ribbon and select ‘Crosstab’ option.

Step 5

Select ‘csv’ control button, click ‘Download’. Once the file is downloaded and ready to open. It should open in Excel and is ready to save and rename. 

Pro Tip: Save this copy for your use but pull down a fresh copy weekly to ensure you are looking at current data.

Step 6

Right away, you can see the translation from current-state Budget to Cost Centers Level 5 and 7; required Cost Center, Fund, and Function Worktags, and relevant Resource, Gift, Grant, Stand-Alone, and Program worktags, specific to current-state Budget. 

Excel Tip: Select the Select All buttonat the top of the worksheet, to select all columns and rows. Then double-click any boundary (|) and all columns or rows will be resized to fit the data.