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

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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

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The report is displayed.

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

3. Step 3

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

4. Step 4

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

5. Step 5

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The requested data is displayed in an Excel file.

Click the Enable Editing button to work with the data.

6. Step 6

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Click the Class ID column.

7. Step 7

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Click the Home tab.

8. Step 8

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Click the Sort & Filter drop-down button.

9. Step 9

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Click the Filter menu item.

10. Step 10

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

11. Step 11

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Enter appropriate information into the Class ID search field.

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

12. Step 12

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Click the OK button.

13. Step 13

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The filter is applied and the requested data is displayed.