Articles (11)

Accessing the Budget Account Identifier

Accessing the Budget Account Identifier

Running the Project Status Cube

In this article, you will learn the steps to download and run the Project Status Cube in the Data Warehouse.

Subscribing/Unsubscribing from a View in a Tableau-Based Report

In this article, you will learn the steps to set up a view in a Tableau-based report, then save it and subscribe/ unsubscribe to it.

Using the Subtotal Option in Excel

In this article, you will learn how to use the Subtotal functionality in Microsoft Excel.

Viewing Grants Project Budget Balances

Viewing Grants Project Budget Balances

Viewing IDC Revenue (with PI)

In this article, you will learn the steps to run a query to view indirect cost (F&A) revenue and associated charges that also shows the associated Principal Investigator (PI).

Viewing Project Expenditure Details by Award

In this article, you will learn to run a detail expenditure query by award.

Viewing Project Expenditure Details by Department

In this article, you will learn the steps to run a query to view detail expenditures by project and department.

Viewing Project Expenditure Details by Project ID

In this article, you will learn the steps to run a project query for detail expenditures.

Viewing Project Spending Detail

In this article, you will learn the steps to run a query to view detail level project transactions with chartstrings.

Viewing Sponsored Expenditures for the Fiscal Year

In this article, you will learn the steps to run a query to view total sponsored expenditures for the fiscal year, with the ability to filter by financial department.