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- In the toolbar, click the Main Menu icon ( ).
- From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab. - Click Change next to Change Working Dataset in the task list.
The Change Dataset dialog box appears. - Select the Year of the Dataset.
- Select the Type of the Dataset.
- Click OK.
The dialog box closes and your changes are applied.