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DataForge 2

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Table of Contents

Extractors Generate

  • AZAPPER

  • PDF

  • Wiretap

  • RetroActivities

System Requirements

Windows 10 or 11

Microsoft Excel 2021, 2024, or 365

MacOS Compatibility Coming Soon

Installation

Automatic Setup

Setup Wizard for quick installation Creates Desktop Shortcut *Admin Privledges required!

1. Download the most recent version below:

https://drive.google.com/file/d/1auBBG3eg79sjW5WW1963CM89LWyme_kP/view?usp=drive_link

2. When prompted, select "Download Anyway"

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3. After Downloading has completed; Right Click and "Extract All" to new folder

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4. From newly created folder; Run the "DF2setup.exe"

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5. When Prompted Select "More Info"

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6. Then Select "Run Anyway"

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7. This will bring up the Installation Wizard.

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8. Proceed with through the installation prompts until you reach the "Finish" Button.

Manual Setup

Works on any system regardless of Admin Privileges

1. Download the most recent version below:

https://drive.google.com/file/d/1ZUoLoq665H9JT_DKihTSFNb1W1lon_xG/view?usp=sharing

2. Extract files to new folder

3. Run DATAFORGE2.exe from that folder

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Utilities

MS Tools

DataForge2 features assesiblity shortcut buttons to 4 built-in Microsoft Applications essential for any task!

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Snipping Tool Scisors

Activates Windows Snipping Tool

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Calculator calcicon2

Opens of an instance of the Calculator App

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Clipboard clipboard

Activates your systems Clipboard

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Expand xpand

Activates the Task View for your system

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Stapler Stapler

Combines Multiple spreadsheets

1. Open DataForge2

2. Click the Stapler Button

  • This will open a blank Workbook in Excel, and launch a File Selection Dialog

3. Select all of the Workbooks you wish to combine

QuickFormat quik

Formats WRS P1 spreadsheets into uniform format for closeouts and basic reconciliations

1. Download your P1 Report to Excel

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  • After You Download your file do not make changes to it! QuikFormat only works on unaltered XLS filetypes.
  • DO NOT select any of the other optional display option buttons that "Show/Hide". Doing so will cause your quickformat to produce unintended results.

2. Click the Load Button to import your WRS report into DataForge2

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  • Make sure your file is closed in Excel before proceeding
  • QuickFormat only transforms raw files still in 'XLS' format.
  • Once loaded properly, "Unformatted" will visible in the display pane

3. Press the QuickFormat button quik

  • While Running, you will see your spreadsheet flash open.
  • After the process has completed, you will see a message that states "Your Report has been generated succesfully!"
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  • Once Processed, P1 reports will display in the preview window, as well as the Sponsor Name and Project ID
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View Project Details (Optional)

Once formatted, the details button will populate to the right of the information bar

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4. Close DataForge

5. Open your Report and verify your results!

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Reports Generate

AutoDraw (USDA NIFA)

Reconciles LOC drawsheet for drawdown in ASAP.

1. Download your LOC Report

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  • DO NOT MAKE ANY CHANGES TO YOUR LOC REPORT *

  • ANY Manual Changes made prior to processing may result in unintended results *

2. Load your LOC Report into Dataforge2

3. Click The Generate Button to bring up the Process Menu

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4. Select "Autodraw - USDA NIFA"

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AutoDraw (NSF)

Formats LOC drawsheet for NSF accounts in Research.gov.

1. Download your LOC

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  • DO NOT MAKE ANY CHANGES TO YOUR LOC REPORT *

  • ANY Manual Changes made prior to processing may result in unintended results *

2. Load your LOC Report into Datforge2

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3. Click The Generate Button to bring up the Process Menu

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4. Select "Autodraw - NSF" from the dropdown menu

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5. Press the Start Button and wait for the process to complete

  • While running, your report will open up and begin to format itself
  • DO NOT MAKE ANY CHANGES UNTIL THE PROCESS COMPLETES
  • Interupting this process will cause your run to fail
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6. Review your report for accuracy

7. Close DataForge2 and Save your Report in Excel

Results

Result Type Description Sheet Name Location
Link Account This account is what allows the program to link your Project ID to the Finaincial information from Research.gov. It is based on the highest numerical project ID in a cluster. For single projects it will be the prime ID, but for project's with mulitple accounts this may not always be the case. Sheet1 Column D
Project End Date The program will associate the Project End Date with project ID of the Link Account. If the link account is inactive but the prime is, then the autodraw process will assume the project has ended. Sheet1
Overspent Active Accounts Max Draw Budget Balance Greater less than 0 [Overspent] (Column G), and Today is less than 120 days after the budget end date (Column F), the draw will equal the remaining Draw Balance (Column N) Sheet1
Regular Draws & Active Refunds If there is an avaialbe Draw Balance (Column N), & Today is less than 120 days after the budget end date( Column I), Then the draw amount will equal the cash balance (Column K) Sheet1
Draw Summary List of All Link Accounts, Cash Balances, and Draw Amounts from Sheet1 Draw Summary
Positibe Cash Report All Projects with positive cash Draw Summary
Terminal Refunds Positive Cash Projects with an end date before Today Draw Summary
Active Refunds Positive Cash Projects with an end date after Today Draw Summary
Unavailable Funding Reports Projects that need cash / overspent, but have an expired project end date Draw Summary
Overspent Accounts Active Project, fully drawn down with a negative Budget Balance (Overspent) Draw Summary
Max Draw Difference Active Projects, overbudget but with an availabe draw balance. This is the difference that is not able to be recouped. Draw Summary
LOC Coversheet Reconciliation of total draw and all adjustments which include: - Terminal Refunds - Unavailabe Funding - Overspent Accounts - Max Draw Difference Accounts. All accounts are listed out and represent the sum of all logical adjustments needed

AutoDraw (NIH)

Recompiles LOC drawsheet for NIH accounts.

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Extractors Generate

RetroActivity

Converts INVALID RETROACTIVE DISTRIBUTION ACCT_CD REPORT to Excel Format

1. Load your Report into DataForge2

2. Click the "Generate" Button to bring up the Process Menu

3. Set your export location

  • The defualt location will be "Documents"

WireTap

Extracts invoice numbers, dollar amounts, and Vendor Info from Wells Fargo PDF to CSV.

AZAPPER

Coverts USDA NIFA ASAP balance PDF into Excel Worksheet.

1. Print off your ASAP Balances from ASAP.gov

2. Combine sheets into a single PDF

3. Load your newly created PDF into DataForge2

4. Click the "Generate" Button to bring up the Process Menu

5. Set your export location

P4

Composite report for WRS P3 spreadsheets *Draws Formatted via AutoDraw can be imported directly into AZAPPED balance sheet

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FAQ

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Devoloper Notes

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About

Toolkit for research admin task at NCSU; Compatible with WRS reports

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