Modifying an Existing Analysis (Funds Expenditure)

Shared Folders / Harvard University / _Training / Exercise 1: Acquisitions - Flexible - Expenditure Transactions (Purchases)

Preview the Analysis

1. From the Catalog, click Open link under the Title and Description of the analysis

2. Fill in Prompts 

   1. POL Owner Code: ACQ31

   2. Fund: 000001

   3. Reporting Code: 7031

   4. Budget Year: 2020

3. Click OK

Copy the Analysis

1. From the Catalog, click Edit link under the Title and Description of the analysis

2. From Criteria tab, click on Save As

3. Click on My Folders to select the location where you want to save the analysis

4. Change the Name to Expenditure Transactions ACQ31

5. Enter a brief description in the box for Description

6. Click OK

Modify the Analysis

1. Create Filter (POL Owner Code is equal to / is in ACQ31)

2. Create Filter (Fund is equal to / is in 000001)

3. Create Filter (Reporting Code is equal to / is in 7031)

4. Create Filter (Budget Year is equal to / is in 2020)

5. Click on Results tab

6. When results appear, go to Views pane (lower left), click Table and click Pencil icon for Edit View.

7. Delete the TUB field

8. Exclude the ORG field

9. Delete or Exclude the ACTIVITY, SUB-ACTIVITY, and ROOT fields

10. Add Fund Ledger name field

Click on Save icon to save analysis

1. Rename Fund Ledger Name column and Bold Data:

   1. Click on the document-with-arrow icon next to the Fund Ledger Name field

   2. Click on Column Properties

   3. Go to the Column Format tab

   4. Click on the Custom Headings check box

   5. Change name in Column Heading box to "Fund Name"

   6. Click on the Style tab

   7. Select Bold from Font Style dropdown list

   8. Click on OK button to save formatting

Click on Save icon to save analysis

1. Change Data Type Characteristics:

   1. Click on the document-with-arrow icon next to the Transaction Amount field

   2. Click on Column Properties

   3. G

      o to the Data Format tab

   4. Change the number of decimal places from 2 to 0

   5. Click on OK button to save formatting

Click on Save icon to save analysis

1. Drag and drop the PO Line Reference field before the MMS ID

2. Add Totals:

   1. Click on Sigma symbol Σ icon at top of table section

   2. Change value from None to After

3. Click on the Done button at top of page to close Editing mode.

Click on Save icon to save analysis