budget management report instructions - eiucastle.eiu.edu/reporting/docs/...management_report... ·...

BudgetManagementReportInstructions

TheBudgetManagementReportisanOLAP(OnlineAnalyticalProcessing)report.AlthoughOLAPisanexcellenttoolforbudgetingandforecasting,it’smuchdifferentthanthestandardreportingweareusedto.TheseinstructionsexplainhowtoruntheBudgetManagementReport.

ThelinktotheBudgetManagementReportis:http://castle.eiu.edu/~reporting/report_detail.php?num=255&menu=Budget

Click“Launch”tolaunchthereport.

Onceloggedin,youwillbetakentotheMainMenu

Simplyselectoneormorehistoricalfiscalyearsthatyouwouldliketocomparetothecurrentfiscalyear.Youwillnoticetheabsenceofthecurrentfiscalyear.Thisisbecausethereportautomaticallyselectsthisforyou.

Onceyouhavechosenyourhistoricalfiscalyears,chooseoneormoreOrgstodisplay.DependingonwhatlevelofsecurityyouhavetoanOrg,youmayseeoneormanyOrgsinthelistbox.

AfterselectingthehistoricalyearsandtheOrgstodisplay,simplyclickthe“Run”buttontolaunchtheprogram.Thereportshouldreturnresultsquickly,howeverifseveralOrgsareselectedtogether,itwilltakemoretime.

Belowisthedefaultviewofthereportoncethereporthasreturnedresults.

Atthispoint,youcanseetheoverallnumbersforeachOrg.Todrilldowntoseeindividualaccounts,simplyclickthe“Expand”buttontotheleftoftheOrg#toexpand.

ThiswillexpandtheOrgtoshowthenameoftheorg.

IfyouselecttheexpandbuttonnexttotheOrgname,ittakesyoutotheaccounttypes.

Youcancontinuetoexpandanddrilldownthroughtheavailablefields.However,noticethereisa“MasterExpand”buttonlocatedinthemaincolumndescription.

TheMasterExpandbuttonsimplyexpandsallfieldsinitscategory.Forexample,ifIweretochoosemultipleOrgsinmyselectioncriteria,Imightgetresultslikethese:

IfIusethesingleexpandbutton,IcanexpandtheindividualOrgs.

However,ifIusethemasterexpandbutton,itexpandseverythinginthatcategory.

Ifatanypointyouwishtosavetheresultsofyourreport,youcandosobyrightclickinganywhereinthereportresultsandselecting“ExporttoExcel”.ThiswillimporttheexactlookofthereportintoExcelasitisonyourscreen.Belowisanexample:

ThesearethebasicprinciplesinnavigatinganOLAPreportinArgos.Therearemoreadvancedtoolsandtechniquesavailablethatareoutsidethescopeofthisdocument.

Ifyouhavequestionsorcomments,pleaseemailJimToneratjqtoner@eiu.eduorcallat581‐5023.