This article demonstrates how to rebuild the default view of the Project Status Cube in Excel.
In this article, you will learn how to setup the default 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.
NOTE: Cell A1 should be selected.
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 Exising 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 will need to select the appropriate PivotTable Fields.
Click and drag the Project Budget Amount option in the PivotTable Fields menu into the Values box.
The Project Budget 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 Project Remaining Balance option in the PivotTable Fields menu into the Values box.
The Project Remaining Balance column is displayed.
Click and drag the UGAACCTREE option in the PivotTable Fields menu into the Rows box.
The UGAACCTREE: Row Labels column is displayed.
Click and drag the Project ID Descr - Activity ID Descr option in the PivotTable Fields menu into the Filters box.
Project ID Descr - Activity ID Descr drop-down menu is displayed.
Click and drag the PM Name option in the PivotTable Fields menu into the Filters box.
Click the UGAACCTREE: Row Labels drop-down menu.
The UGAACCTTREE drop-down menu is displayed.
Click the (Select All) option.
Click the 000000 - Accounts tree item.
The selected Accounts information is displayed.
Click the 000000 - Accounts link.
Right-click the 000000 - Accounts cell.
The 000000 - Accounts cell context menu is displayed.
Click the Field Settings... link.
The Field Settings menu is displayed.
Click the Layout & Print tab.
Click the Show item labels in tabular form option.
The UGAACCTTREE Level02 column is displayed.
Click the Personal Services Expense cell.
Right-click the 50000 - Personal Services Expense cell.
The 50000 - Personal Services Expense context menu is displayed.
Click the Field Settings... menu.
Click a cell outside the table to deselect.
NOTE: If neccessary, zoom out to show all the columns.
The Project Status Cube default view is displayed.