The Project Status Cube can be set to view data based on the Principal Investigators(PI) responsible fo the project. This article demonstrates how to properly configure the cube to display based on PI.
In this article, you will learn how to set up the Principle Investigator view of the Project Status Cube in Excel.
With the Project Status Cube open in Excel,
click the New Sheet button.
A new sheet is displayed.
Click the Insert tab.
The Insert menu ribbon is displayed.
Click the PivotTable button.
The Create Pivot Table popup is displayed.
Click to select the Use an external data source option.
Click the Choose Connection... button.
The Existing Connections popup is displayed.
Note: To configure the KK_CUBE_CONNECTION, visit the Updating the Connection Setting for the Budget & Project Status Cubes article.
Click in the KK_STATUS_CUBE_CONNECTION link.
Click the Open button.
Click the OK button.
A blank PivotTable is inserted. To begin setting up the view you need to select the appropriate PivotTable Fields.
Click and drag the Project Budget Amount option in the PivotTable Fields menu to the Values box.
The Project Budget Amount column is displayed.
Click and drag the Encumbrance Amount option in the PivotTable Fields menu to the Values box.
The Encumbrance Amount column is displayed.
Click and drag the Actual Amount option in the PivotTable Fields menu to the Values box.
The Actual Amount column is displayed.
Click and drag the Project Remaining Balance option in the PivotTable Fields menu to the Values box.
The Project Remaining Balance column is displayed.
Click and drag the PM Name option in the PivotTable Fields menu to the Filters box.
Note: Scroll, if necessary, to view additional options.
PM Name menu is displayed.
Click the All drop-down menu.
Enter appropriate information into the PM Name search field.
The matching PM Name results are displayed.
Click the appropriate PM Name to select.
Example shown here: Wilcott,Payton (1888888) tree item.
The displayed data is updated to reflect information associated with the selected Principal Investigator.
Click and drag the Project ID Descr - Activity ID Descr option in the PivotTable Fields menu to the Rows box.
The Project ID Descr - Activity ID Descr column is displayed.
Click and drag the Fund Code Descr option in the PivotTable Fields menu to the Rows box.
Note: If the Fund Code Descr option is not visible, select the More Fields option under Fund > UGAFUND.
The PivotTable Field Fund Code Descr information is displayed. Click the More Fields option under ACCOUNT_GL > UGAACCTTREE menu.
Click and drag the GL Account ID Descr option to the Rows box.
The Principal Investigator view of the Project Status Cube is now displayed.
Note: The PivotTable Fields can be hidden by selecting a cell outside the PivotTable.