MicroStrategy Quick Guide: Running the PI Report ITU Data Mart Support Group Go to reporting.gmu.edu and click on Login to Microstrategy

Transcription

1 MicroStrategy Quick Guide: Running the PI Report ITU Data Mart Support Group Go to reporting.gmu.edu and click on Login to Microstrategy ACTION Enter User name and Password. Keep default selection of LDAP Authentication. Click Login. MSTR Version File Last Updated: April 27, 2015

2 Open a Project and Navigate to a Report ACTION Click on Administrative ACTION Click on Shared Reports ACTION Click on PI MSTR Version File Last Updated: April 27, 2015

3 ACTION Click on PI Dashboard or PI Dashboard Admin (for filtered results helpful to users with master fund/org access). PI Dashboard Admin will have one extra step before the below result. The extra step allows users to select based on division, PI, grant or fund. RESULT ACTION Export Initial View to Excel by clicking on the button MSTR Version File Last Updated: April 27, 2015

4 ACTION Click Open or Save As when prompted. Excel will open with Initial View by Fund report. RESULT *Please note the default status is Active. The selectors (Status, Org, PI, and Agency) across the top may be used to select your award. MSTR Version File Last Updated: April 27, 2015

5 ACTION Click on a fund under the Fund column OR click in the search box for a specific grant or fund to see the Monthly Spending Graph and the Summary by Fund report. ACTION Click on a grant under the Grant column to see the pop-up screen for multiple funds under one grant. MSTR Version File Last Updated: April 27, 2015

6 ACTION GRAPH: Drag the bar under the Monthly Spending bar chart to adjust what you see across specific time frames. The red line on the graph is the average. NOTE: These graphs can be exported to PDF or Excel (see icons in upper left-hand corner of graph). BEFORE AFTER MSTR Version File Last Updated: April 27, 2015

7 ACTION To see the full detail of the fund without scrolling in the Summary by Fund section, click the Fund button for a quick view pop-up screen. Click anywhere outside the pop-up screen to leave it. NOTE: The pop-up screen can be exported to PDF or Excel (see icons when hovering in upper left-hand corner of pop-up). MSTR Version File Last Updated: April 27, 2015

8 ACTION Click OPTION 1: Do not select dates to see inception-to-date details. Click Run Document. OPTION 2: Select start month under Available. Click the or double-click to bring date over under Selected. Repeat these steps for 2. Choose End Month. Click Run Document. MSTR Version File Last Updated: April 27, 2015

9 RESULT MSTR Version File Last Updated: April 27, 2015

10 ACTION Click Labor Detail by Account tab for all labor by pooled category ACTION Click Acct Pooled Budget Level drop-down to select a specific labor category MSTR Version File Last Updated: April 27, 2015

11 ACTION Click Labor Detail by Employee tab for all labor by employee ACTION Click Employee Full Name drop-down to select a specific employee MSTR Version File Last Updated: April 27, 2015

12 ACTION Click Labor Commitments tab for all labor commitments through the end of the fiscal year. MSTR Version File Last Updated: April 27, 2015

13 ACTION Click Direct Expenses tab for detailed direct expense data MSTR Version File Last Updated: April 27, 2015

14 ACTION Click Acct Pooled Budget Level drop-down to select a specific category PRINTING a PI report ACTION Click the Print icon on the toolbar ACTION Click Current layout to print selected tab only. Click All Layouts to print all tabs. Click OK. MSTR Version File Last Updated: April 27, 2015

15 EXPORTING a PI report ACTION Click the Export icon from the toolbar and select the ouput format (Excel, PDF, etc.) ACTION Click Current Layout to export selected tab only. Click All Layouts to export all tabs. Click OK. ACTION Click PI Dashboard tab in your browser to return to dashboard and re-run to select new fund or new date ranges. MSTR Version File Last Updated: April 27, 2015

16 RECONCILIATION ACTION Click ACTION Select dates for specific start and end month and click Export MSTR Version File Last Updated: April 27, 2015

17 RESULT Summary by Fund tab (in Excel). See additional 3 tabs (Labor Detail by Account, Labor Commitments, and Direct Expenses for additional reconciliation detail). MSTR Version File Last Updated: April 27, 2015

18 Printing Reconcilation Reports ACTION Within Excel, Select File, Print. Select Landscape Orientation. Select Fit Sheet on One Page. MSTR Version File Last Updated: April 27, 2015

19 PI Dashboard Summary by Grant ACTION Select PI Dashboard Summary by Grant This dashboard has the same functionality and options as PI Dashboard Summary by Fund Initial View except at the grant level. Click on a grant under the Grant column OR click in the search box for a specific grant to see the Monthly Spending Graph and the Summary by Grant report. MSTR Version File Last Updated: April 27, 2015

20 Logging out of Microstrategy ACTION Click on the home icon in the upper left-hand corner of the PI Dashboard to go back to the in the upper left-hand corner. From the drop- reports screen. Then, click on the red starburst down menu, click Logout. MSTR Version File Last Updated: April 27, 2015