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Data Wa rehouse

Learn how to navigate the university budget office's data warehouse, set up reports, verify balances, and export data to Excel. Access the most popular reports, including financial summaries and fund balance reports.

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Data Wa rehouse

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  1. Data Warehouse University Budget Office • Navigation • Functionality • Setting up Reports • Verifying Balances • Exporting Data to Excel

  2. Home Page

  3. Most Popular Reports • Financial Summary As of Period • Fund Balance Report

  4. Navigation- Run Reports Business Unit: SMCMP Fiscal Year: 2018 Accounting Period: 6 (December) Account Type: 60- Expenditures Budget Ledger: Standard Budget Dept: Your Department Click “Apply Filters”

  5. Navigation- Run Reports

  6. Navigation- Run Reports Column 1: Dept Fdescr Column 2: Fund Fdescr Column 3: Acct Cat Fdescr Column 4: Acct Fdescr Select Report View: Summarized with Pre-Enc Click “OK”

  7. Navigation – Saving Reports Can save or utilize (apply) saved reports using the bullet point icon in upper right Saved reports and defaults are called “customizations”

  8. Navigation- Download Report

  9. Navigation – Fund Balance Report Fund Summary Only

  10. Pivot Table Instructions Questions?

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