Viewing Class Codes in the Data Warehouse

   Overview   

In this article, you will learn to navigate to the CF_Class_CF_Current Excel file in the Data Warehouse.

1. Step 1

Data Warehouse Financial page displayed with the CF_Class_CF_Current report link highlighted

First, log into the Financial Management System

In the Data Warehouse Financial page, click the CF_Class_CF_Current  report under the PAGINATED REPORTS area.

2. Step 2

Report displayed with the drop-down button highlighted

The report is displayed.

Click the drop-down button to the right of the Save field.

3. Step 3

Report displayed with the Excel list item highlighted

Click the Excel list item to download the data into an Excel file.

4. Step 4

Report displayed with the CF_Class_CF_Current.xlsx button highlighted

Click the  CF_Class_CF_Current.xlsx  button to open the Excel file.

5. Step 5

Excel Spreadsheet displayed with the Enable Editing button highlighted

The requested data is displayed in an Excel file.

Click the Enable Editing button to work with the data.

6. Step 6

Excel Spreadsheet displayed with the Class ID column highlighted

Click the Class ID column.

7. Step 7

Excel Spreadsheet displayed with the Home tab highlighted

Click the Home tab.

8. Step 8

Excel Spreadsheet displayed with the Sort & Filter drop-down button highlighted

Click the Sort & Filter drop-down button.

9. Step 9

Excel Spreadsheet displayed with the Filter menu item highlighted

Click the Filter menu item.

10. Step 10

Excel Spreadsheet displayed with the drop-down button highlighted

Click the drop-down button to the right of the Class ID field.

11. Step 11

Excel Spreadsheet displayed with the Class ID field highlighted

Enter appropriate information into the Class ID search field.

Example shown here: " 67* " in the Class ID field.

12. Step 12

Excel Spreadsheet displayed with the OK button highlighted

Click the OK button.

13. Step 13

Excel Spreadsheet displayed with the generated data highlighted

The filter is applied and the requested data is displayed.