Summary

The Data page is the landing page for engagements, and houses the different analyses you can run in MindBridge.

Learn about the Data page and how it is used in MindBridge, and follow the links to learn more.

Overview

On the Data page you can import, export, interact with, and view details of the various files in each analysis.

From the Data page, you can:

1. Search for an analysis in the engagement
2. Hide or show archived analyses in the engagement
3. Sort the analyses on the page
4. Create a new analysis, roll an analysis forward, or connect to a data source
5. Collapse and expand an analysis
6. Rename, delete, and archive analyses, view account mappings, and reveal the import checklist
7. Adjust analysis periods, and add and delete prior periods
8. Import a general ledger into the analysis
9. Import an opening balance and a closing balance into the analysis
10. Import adjustments, reclassifications, and eliminations into the analysis
11. Import a chart of accounts and other additional data into the analysis
12. Verify account mappings and make adjustments as necessary
13. View details about each imported file, export files from the analysis, restart the import process, replace a file from your computer or from the file manager, and delete files
14. Run an analysis

Search

Search for analyses in the engagement.

1. Enter the analysis name* into the Search field.
2. Press enter/return on your keyboard, or select the magnifying glass icon.

Hide/Show archived analyses

Control visibility of analyses that were archived within the engagement.

1. Open the menu to the right of the search field at the top of the Data page.
2. Select whether you want to:
   • Hide Archived — Archived analyses are hidden from view.
   • Show Archived — Archived analyses appear at the bottom of the page.

Archived analyses are hidden by default.

Sort

Control the order in which the analyses on the page appear.

1. Open the Sort: menu.
2. Select the way you want the analyses to be arranged:
   • Analysis type (MindBridge supports several analysis types)
   • Last updated
   • Alphabetical (a-z)
   • Alphabetical (z-a)

Analyses are sorted by analysis type by default.

Collapse and expand analyses

Use the chevron icon ( ) to the left of the analysis name to collapse and expand the analyses on this page.

Reveal the import checklist

Keep tabs on what files you need to import to access the different capabilities available in MindBridge.

1. Open the more actions menu ( ) in line with the desired analysis name.
2. Select View checklist.

Use the import checklist

Expand each section of the checklist with the chevron icon ( ) to reveal details about the different capabilities, as well as required files.

MindBridge will track the files you import and update the import checklist as you go, providing helpful guidance for next steps.

Once the analysis has been run, you can use the import checklist to quickly navigate to key dashboards in the analysis.

View file details

1. Open the more actions menu ( ) in line with any file that has been imported into an analysis.
2. Select View details.
   A snapshot of the data appears:
   • General information — Provides high-level information about the data and whether or not it has been modified
   • Column mapping — Displays the MindBridge columns and how they are mapped to the imported data
   • Analysis period — Displays the number of entries within the period and any conflicts with the periods
   • Integrity checks — Outlines the integrity of the imported data
     
     

File management

Export a file

Create a copy of the file on your computer.

1. Open the more actions menu ( ) in line with the desired file.
2. Select one of the following:
   • Export original file — The original version of the file
   • Export modified file — A file that contains changes made within MindBridge

Restart the import process

You can restart the import process any time before the analysis has been run.

1. Open the more actions menu ( ) in line with the desired file.
2. Select Restart import.
   MindBridge will confirm that you want to restart the import process.
3. When you are ready, Confirm your decision.

Replace a file with one from your computer

You can replace a file any time before the analysis has been run.

1. Open the more actions menu ( ) in line with the desired file.
2. Select Replace file from computer.
3. Find and select the file you want to import from your computer.
   MindBridge will confirm that you want to delete the original file and replace it with this new file.
4. When you are ready, Delete the original file.
   MindBridge will remove the original file and load the new file*.
5. Once the new file has loaded, select Continue import.
   You will go to the first step in the import process.

Replace a file with one from the file manager

You can replace a file any time before the analysis has been run.

1. Open the more actions menu ( ) in line with the desired file.
2. Select Replace file from file manager.
3. Find and select the file you want to import from the file manager.
4. When you are ready, Replace the original file.
   MindBridge will remove the original file and load the new file.
5. Once the new file has loaded, select Continue import.
   You will go to the first step in the import process.

Delete a file

Permanently remove a file from the analysis.

1. Open the more actions menu ( ) in line with the desired file.
2. Select Delete file.
   MindBridge will confirm that you want to remove the file from the analysis.
3. When you are ready, Delete the file.

Anything else on your mind? Chat with us or submit a request for further assistance.