Updating the Connection Settings for the Budget & Project Status Cubes

   Overview   

The Budget and Project Status cubes both populate data based on information from the DataWarehouse.  To properly configure the new cubes, the data source should be changed to be "Data Source=wp-edw-ssas01.msmyid.uga.edu\dwas".

This article shows how to enter the correct information within Excel.

 

In this article, you will learn the steps to configure the connection settings for the Budget and Project Status Cubes in Microsoft Excel.

1. Step 1

Office of Institutional Research Operational Reports page displayed with the OIR URL and the Budget Status Cube link highlighted

First, log into Office of Institutional Research

From the Office of Institutional Research Operational Reports page (https://oir.uga.edu/data/oper/), 

Click the Budget Status Cube link.

2. Step 2

File popup window displayed with the OK button highlighted

Follow the system prompts to open the cube.

3. Step 3

Budget Status Cube Excel file displayed with the Enable button highlighted

To begin using the cube, click the Enable Editing button.

4. Step 4

Budget Status Cube Excel file displayed with the Data tab highlighted

Click the Data tab at the top of the Excel menu ribbon.

5. Step 5

Budget Status Cube Excel file displayed with the Analyze and Design tabs highlighted

To activate the cube, click any cell within the PivotTable.

Note : You will know you have selected the cube when the Analyze and Design tabs are visible in the menu ribbon.

6. Step 6

Budget Status Cube Excel file displayed with the Properties button highlighted

In the Connections section of the Data tab, click the  Properties  button

7. Step 7

Connection Properties popup window displayed with the Definition tab highlighted

The Connection Properties popup window is displayed.

Click the Definition tab.

8. Step 8

Connection Properties popup window displayed with the Connections string: field highlighted

The Definition tab is displayed. Locate the Connection string field. This field sets parameters for the source data that populates the cube.

9. Step 9

Connection Properties popup window displayed with the "Data Source=dw-as-qa1.msmyid.uga.edu/dwas" phrase highlighted

Each phrase of the string is separated by a semi colon [;] .

Locate the phrase: "Data Source=dw-as-qa1.msmyid.uga.edu/dwas".

10. Step 10

Connection Properties popup window displayed with the "Data Source=dw-as-qa1.msmyid.uga.edu/dwas" phrase highlighted

Selectdw-as-qa1.msmyid.uga.edu/dwas.

11. Step 11

Connection Properties popup window displayed with the "Data Source=dw-as-qa1.msmyid.uga.edu/dwas" phrase highlighted

The selected text needs to be replaced with the correct information.

Enter wp-edw-ssas01.msmyid.uga.edu\dwas

Note:   You can delete the entire Connection string and paste in Provider=MSOLAP.5;Integrated Security=SSPI;Persist Security Info=True;Initial Catalog=PS_Financials;Data Source=wp-edw-ssas01.msmyid.uga.edu\dwas;MDX Compatibility=1;Safety Options=2;MDX Missing Member Mode=Error;Update Isolation Level=2

12. Step 12

Connection Properties popup window displayed with the Connections string: field highlighted

Verify that the Connection string contains the new information Data Source=wp-edw-ssas01.msmyid.uga.edu\dwas

13. Step 13

Connection Properties popup window displayed with the Connections name: field highlighted

Leave the Connection name:  field information as displayed.

14. Step 14

Connection Properties popup window displayed with the Description field highlighted

Enter appropriate information into the  Description:  field to provide further clarification.

Example shown here: " Production ".

15. Step 15

Connection Properties popup window displayed with the OK button highlighted

Once all changes have been made, click the OK button.

16. Step 16

Confirmation popup displayed with the Yes button highlighted

A confirmation popup is displayed.

Click the Yes button.

Additional Information:

Alternately the entire Connection String can be deleted and the following pasted (Ctrl+V) in:

Provider=MSOLAP.5;Integrated Security=SSPI;Persist Security Info=True;Initial Catalog=PS_Financials;Data Source=wp-edw-ssas01.msmyid.uga.edu\dwas;MDX Compatibility=1;Safety Options=2;MDX Missing Member Mode=Error;Update Isolation Level=2