Setting up the Budget Status Cube - DSS or Net Income View

With the Budget Status Cube open in Excel,

click the New Sheet button.

Click the Insert tab.

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.

To begin setting up the view you will need to select the appropriate PivotTable Fields.

Click and drag the Recognized Revenue Amount option in the PivotTable Fields menu into the Values box.

The Recognized Revenue Amount column is displayed.

Click and drag the Encumbrance Amount option in the PivotTable Fields menu into the Values box.

The Encumbrance Amount column is displayed.

Click and drag the Actual Amount option in the PivotTable Fields menu into the Values box.

The Actual Amount column is displayed.

Click and drag the Net Income option in the PivotTable Fields menu into the Values box.

The Net Income column is displayed.

Click and drag the Budget Ref option in the PivotTable Fields menu into the Filters box.

The Budget Ref menu is displayed.

Click and drag the Fiscal Date option in the PivotTable Fields menu into the Filters box.

The Fiscal Date menu is displayed.

Click and drag the UGAFUND option in the PivotTable Fields menu into the Filters box.

The UGAFUND menu is displayed.

To select the appropriate fund information, click the UGAFUND: All drop-down.

Click the All tree item.

Click the  UGA_FUND - UGA_FUND  tree item.

The UGAFUND menu is displayed. You can enter the appropriate information in the search box or use the following navigation All > UGA_FUND - UGA_FUND to select the appropriate fund.

Example shown here: DSS - Departmental Sales and Service  link.

Click the OK button.

The selected UGAFUND information is displayed.

Click the Budget Ref: All drop-down to select the appropriate information.

Click the All tree item.

The Budget Ref menu is displayed. If necessary, use the [+]   All to view all options.

Select the appropriate option.

Example shown here: 2021  tree item.

Click the OK button.

The selected Budget Ref information is displayed.

Click the Fiscal Date to select the appropriate information.

Click the  All  tree item.

The Fiscal Date menu is displayed. If necessary, use the [+]   All to view all options.

Select the appropriate option.

Example shown here:  2021  tree item.

Click the OK button.

The selected Fiscal Date is displayed.

Click and drag the UGADEPT option in the PivotTable Fields menu into the Rows box.

The UGADEPTBUDRPT menu is displayed.

Click the Row Labels drop-down.

Click the (Select All) option.

The UGADEPTBUDGRPT menu is displayed. If necessary, use the select all option to deselect unneeded data.

Select the appropriate [+] year link to see available data.

Example shown here:  [+] 2021 - 2021  option.

Click the OK button.