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adding-a-new-division-of-revenue-bill.md

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This page describes the process of adding a new Division of Revenue bill to vulekamali

Adding a new Division of Revenue bill

Updating the division of revenue page data

Locating the Division of Revenue bill

It can be found on National Treasury's website under "Budget Information -> National -> {YEAR}"

Upload to CKAN

The Division of Revenue bill must be uploaded to the CKAN.

On the dataset in CKAN, there should be:

  • One DOR per financial year
  • One dataset per DOR
  • Resources
    • One for the full DOR PDF
    • Excel file(s) for the Schedules and Annexures
    • Excel file for the Alocation of Equitable Share - the resource title MUST be Allocation of Equitable Share and it MUST be an XLSX file.

Each year's Division of Revenue bill should be a separate dataset with:

  • One PDF resource (Division of Revenue bill)
  • One XLS resource (Annexes)
    • (in 2019-20 there were two excel files - Annexes and Schedules - we uploaded both.)
  • Financial Year set to the correct year

Use the naming convention from previous years.

Each DOR should be in the "Division of Revenue Bills" group.

Adding to vulekamali

After the dataset has been uploaded to CKAN, it should show up at https://vulekamali.gov.za/datasets/division-of-revenue-bills.

Format for the Allocation of Equitable Share for CKAN

This is a structured file that must be formatted precisely as specified for the charts using its data online to work properly.

  • Column headings must be precisely as follows, including capitalisation and underscores
  • Values must be precisely as per the options specified
  • Values should not have any additional spacing
Column name Value specification
sphere national, provincial, or local
parent_name Only provided for local and provincial spheres, the province for municipalities, or South Africa for provinces
municipality_type Only provided for local sphere: metro, local, or district
geo_code Country, province or municipal demarcation code.
geo_name Human-readable name of the location
amount_rand_thousand Integer amount allocation to that geography (or to the sphere for national)

{% file src="../../.gitbook/assets/equitable-share-allocations-2020-03-15t1130.xlsx" %} Example equitable share allocations {% endfile %}

Update the data in the spatial planning viewer (Wazimap)

Format for the Allocation of Equitable Share for Wazimap

On the Data Mapper

In the Rich Data view

Equitable Share to Provinces

Prepare the dataset

  1. Open the latest version of this dataset, e.g. by downloading the file uploaded to the latest version of this dataset on Wazimap in Excel
  2. Find the latest Division of Revenue Bill Schedules in Excel Format On the National Treasury website under Division of Revenue and Provincial and Municipal Budget Information
  3. Copy the provinces and tabled budget year columns from Schedule 2 - DETERMINATION OF EACH PROVINCE'S EQUITABLE SHARE OF THE PROVINCIAL SPHERE'S SHARE OF REVENUE RAISED NATIONALLY
  4. Paste these columns as new rows below the old ones
  5. Fill in the Financial Year values for the new rows.
  6. Ensure the formatting is consistent and save as CSV:
  • Use the same province codes
  • No decimal or thousand separator for amounts
  • Amounts in thousands of rands

Create the dataset in Wazimap (admin guide)

  1. name the dataset Equitable Share to Provinces up to 2022-23 (Updating to the correct latest year
  2. Choose Public permission
  3. Select 2016 demarcation version
  4. Upload the dataset created above
  5. Click through to the financial year group (admin guide)
  6. Un-check aggregatable and ensure the years are ordered, and save.

Create the Variable in Wazimap (admin guide)

  1. name the variable Equitable Share to Provinces up to 2022-23 (Updating to the correct latest year
  2. Select the dataset you just created.
  3. Select financial year as the group. This means these values will be the categories you can select from the menu.

Update the Profile indicator in Wazimap (admin guide)

  1. Open the Equitable Share to Provinces (thou. Rands) Profile Indicator to edit in Admin

  2. Change the variable to the one you just created.

  3. Ensure the choropleth method is "absolute_value"

  4. Ensure the profile indicator has the following configuration to format the numbers correctly:

    {
  "types": {
    "Value": {
      "formatting": ",.0f"
    }
  },
  "defaultType": "Value",
  "disableToggle": true
}

  5. Ensure the Profile Indicator has the following description:
    The allocation of the Provincial Sphere segment of equitable share to each province in thousands of rands.

Equitable Share to municipalities

In the Rich Data view

On the Data Mapper

Prepare the dataset

  1. Open the latest version of this dataset, e.g. by downloading the file uploaded to the latest version of this dataset on Wazimap in Excel
  2. Find the latest Division of Revenue Bill Schedules in Excel Format On the National Treasury website under Division of Revenue and Provincial and Municipal Budget Information
  3. Copy the provinces and tabled budget year columns from Schedule 3 - DETERMINATION OF EACH MUNICIPALITY'S EQUITABLE SHARE OF THE LOCAL GOVERNMENT SPHERE'S SHARE OF REVENUE RAISED NATIONALLY
  4. Paste these columns as new rows below the old ones
  5. Fill in the Financial Year values for the new rows.
  6. Ensure the formatting is consistent and save as CSV:
  • Use the same province codes
  • No decimal or thousand separator for amounts
  • Amounts in thousands of rands

Create the dataset in Wazimap (admin guide)

  1. name the dataset Equitable Share to Municipalities up to 2022-23 (Updating to the correct latest year
  2. Choose Public permission
  3. Select 2016 demarcation version
  4. Upload the dataset created above
  5. Click through to the financial year group (admin guide)
  6. Un-check Can aggregate and ensure the years are ordered, and save.

Create the Variable in Wazimap (admin guide)

  1. name the variable Equitable Share to Municipalities up to 2022-23 (Updating to the correct latest year
  2. Select the dataset you just created.
  3. Select financial year as the group. This means these values will be the categories you can select from the menu.

Update the Profile indicator in Wazimap (admin guide)

  1. Open the Equitable Share to Municipalities (thou. Rands) Profile Indicator to edit in Admin
  2. Change the variable to the one you just created.
  3. Ensure the choropleth method is "absolute_value"
  4. Ensure the profile indicator has the following configuration to format the numbers correctly:
{
  "types": {
    "Value": {
      "formatting": ",.0f"
    }
  },
  "defaultType": "Value",
  "disableToggle": true
}
  1. Ensure the Profile Indicator has the following description:
    The allocation of the Municipal Sphere segment of equitable share to each municipality in thousands of rands.