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How to Use SFOpenBook - Budget

Table of Contents Site overview
Here is a step by step walk through of the design of the site.


Image-Choose filters for As of Fiscal Year; Revenue, Spending or FTE; or Time Span 
Select Filters. You can choose which Fiscal Year you’d like to view data from, how many years of data you’d like to view (1 Year or 5 Years), whether you’d like to view budgeted City Spending (money going out), budgeted City Revenue (money coming in), or budgeted FTEs (full-time equivalents). Click Go after you have made your selections.

The site defaults to the Current Fiscal Year, One Year, and Spending.

Choose tab-Organization, Type, Fund or Search 
Select a Tab. You can begin viewing data by Organization (this is where you will find Departments and Programs), Type (where you will find different kinds of spending such as Salaries or Materials & Supplies), or Fund (where you will find various funds such as the General Fund or Port of San Francisco Funds.) The job tab is only available if you have selected the Staffing (FTE) report type.

You can switch among the Tabs as you "drill down" in the data (instructions on how to "drill down" are in Step 3.)

Drilldown by clicking an option in the Data Table 
"Drill down" in the data by selecting one of the options in the Data Table. From the Organization Tab, you can select the "Culture & Recreation" Org Group to view the Departments within it, which include the Fine Arts Museum and Asian Art Museum, among others. See the Department List to find which Organization a Department belongs to, and the Examples section for some possible drill-downs.

Once you have made a selection, you can also switch to a different tab. For example, from Asian Art Museum you could select the Type tab to view the types of spending that occur in that Department, which include Salaries and Non-Personnel Services, among others.

The "breadcrumbs" on the top left will show you where you have drilled. To move backwards, select the next to the individual filter. To return to the very beginning, select the next to Clear All.

To export the data to a Microsoft Excel Workbook or PDF File, select the PDF or Excel icon next to "Export to." This will export the data table and pie graph on the tab that you are currently viewing.

For questions, select the "Help" link at any time.

To download all the data (at its lowest level of detail) used in this site, click "Get dataset from SF Data."

Diagram of site structure

There are three levels of detail for each tab. Clicking on the text in a data table will take you to the next level of detail. For example, clicking the Org Group "Public Protection" from the Organization tab will bring you a list of Departments that fall into that category, such as Police.

Please refer to the Glossary for definitions of these levels of detail.

How do I search for information on this site?
The Search function searches the data file that populates the Spending and Revenue report. The most effective way to find what you are looking for is to search one relevant or included word. For example, if searching for the department Children, Youth & their Families, type "children" into the Search field.

Should I use the back button while using the site?
No. To return to the SFOpenBook page simply close Spending and Revenue (it opens in its own window).

Don't use the Back button while drilling down through organization, department, program, fund, or type searches. Instead, use the on the left of each line of your filter history to move backward through the information that you have brought up.

Here is an example of filter history, which appears above the graph and data table:

For example, if you clicked the to the left of Public Protection in the example above, you would see Permanent Salaries-Uniform for all organizations.

How do I download the data I find on this site?
Information can be downloaded into a Microsoft Excel workbook or PDF file by clicking on the icon at the bottom of each page:

This will export the data on the tab that you are currently viewing.