Updating the Connection Settings for the Budget & Project Status Cubes

Summary

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

Body

   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

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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

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Follow the system prompts to open the cube.

3. Step 3

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

4. Step 4

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

5. Step 5

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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

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

7. Step 7

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The Connection Properties popup window is displayed.

Click the Definition tab.

8. Step 8

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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

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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

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

11. Step 11

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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

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

13. Step 13

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Leave the Connection name:  field information as displayed.

14. Step 14

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

Example shown here: " Production ".

15. Step 15

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

16. Step 16

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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

 

Details

Details

Article ID: 151509
Created
Sun 9/25/22 10:10 AM
Modified
Tue 3/12/24 11:05 AM