Viewing Foundation Account Information in the Budget Status Cube
Summary
In this article, you will learn the steps to navigate to the Budget Status Cube and create a Budget Status spreadsheet from the data you select.
Body
Overview
This article will walk you through the steps to access the Budget Status Cube and create a Budget Status spreadsheet from the data you select.
In this article, you will learn the steps to navigate to the Budget Status Cube and create a Budget Status spreadsheet from the data you select.
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From the UGA home page enter "reports.uga.edu" into the navigation field to navigate to the available reports page.
Note: CAS Login is required to access this page.
Click the Most Commonly Used menu.
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Click the Budget_Status_Cube link.
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On the Data Warehouse home page, click the All UGA Faculty and Staff Reports folder.
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Click the Financial folder.
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Click the Budget_Status_Cube.xlsx Excel Workbook to view the file.
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The Instructions tab is displayed. Once you have read through the instructions click in the Enable Content field to edit the Excel spreadsheet.
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To select the appropriate department, click the Dept ID Descr UGADEPTBUDRPT drop-down list.
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Click the drop-down button next to the Row Labels field.
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Click the Class ID Descr drop-down list.
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Click the Class ID Descr list item.
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Enter appropriate Class ID into the search field.
Example shown here: " 67* " in the search field.
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Click the (Select All Search Results) option to clear the selection.
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Click the appropriate Class ID. You can select multiple values.
Example shown here: 67071 - Arch Prof Public & Intrnl Aff tree item.
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Scoll down to pick the appropriate tree item.
Example shown here: 67072 - Gaa Professorship In Spia tree item.
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Example shown here: 6710W - Wildman Scholars In Middle Eas tree item.
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Example shown here: 6711V - Talarico Fund, Susette M. tree item.
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Once you have selected the Class IDs that you need click the OK button.
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To drill down to the transaction level for the Actual Amount column, right-click the appropriate cell to reveal the options menu.
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The options menu is revealed. Hover over the arrow next to the Additional Actions menu option to reveal a sub-menu.
Within the Additional Actions menu, click the Transactions Drillthrough menu item.
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A new sheet is generated displaying the requested information.
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You can scroll to the right of the page to see additional fields.
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You can save the new sheet for further analysis of the data.
Example shown here: right-click on the Sheet 1 tab to delete the sheet.
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Click the Delete link from the menu.
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A confirmation page is displayed.
Click the Delete button.
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Details
Details
Article ID:
149971
Created
Sat 9/24/22 11:29 PM
Modified
Thu 5/22/25 6:40 PM