Corporate Property Automated Information System (CPAIS) Macro Walkthrough Guide for Excel Version 2003

 Once you have logged into CPAIS select the “User Views” tab CPAIS Macro Walkthrough 1

 Select the module that you would like to run CPAIS Macro Walkthrough 2  Additional Modules can be found on the next page by selecting the “Next 5” Link

 Option 2 – If you only have access to your own data (or want the data output for multiple agencies) than Select “Execute Query”  Option 1 - If you have access to more than one agency’s data or need to specify a year then you will need to specify the agency and year that you want. Continue to the next slide for instruction on this. CPAIS Macro Walkthrough 3

 To specify your agency copy the example shown here  Agencies are listed as a number in CPAIS and not by name  To specify your agency and a year copy the example shown here  Use whichever data field pertains to your report (e.g. Annual Operating Cost Year instead of Facility Condition Year) CPAIS Macro Walkthrough 4

 Right click on the file and select “Save Target As” and continue on to the next slide CPAIS Macro Walkthrough 5

 Select the location that you would like the data downloaded to and click “Save” CPAIS Macro Walkthrough 6

Download the CPAIS Macro Workbook from It is recommended that you save the file on your computer’s desktop for easy access CPAIS Macro Walkthrough 7

 Open the CPAIS Macro Workbook. Choose the file that corresponds to your version of Excel (2003 or 2007). CPAIS Macro Walkthrough 8

 Upon first opening the Macro Workbook you will be required to change your Macro Security Settings and should see this pop-up box  Click “OK” then proceed to the next slide CPAIS Macro Walkthrough 9

 Step 1 Select “Tools”  Step 2 Select “Macro”  Step 3 Select “Security” then continue to the next slide CPAIS Macro Walkthrough 10

 Step 1 Change your security level to “Medium” then click “OK”  Step 2 Save your workbook  Step 3 Close the workbook  Step 4 Re-open your workbook and continue to the next slide CPAIS Macro Walkthrough 11

 Select “Enable Macros” then continue to the next slide CPAIS Macro Walkthrough 12

 Select the report you wish to run by clicking on the corresponding button  Continue to the next slide. CPAIS Macro Walkthrough 13

 Make sure you have downloaded the correct corresponding file from CPAIS  Click “OK” and move on to the next slide CPAIS Macro Walkthrough 14

 You will be asked to select the location of the previously downloaded CPAIS data file on the next screen  Select “OK” and continue on to the next slide CPAIS Macro Walkthrough 15

CPAIS Macro Walkthrough  Step 1 Select the correct file  Step 2 Select “Open” and continue on to the next slide 16

 Next you will be asked to choose where you would like your completed report to be saved. This will be a separate file from your original data sheet.  Select “OK” and continue on to the next slide CPAIS Macro Walkthrough 17

 Step 1 Select the correct spot where you would like your completed file to be placed  Step 2 Select “Save” and continue on to the next slide CPAIS Macro Walkthrough 18

 Your report has been completed and saved to your specified location  Click “OK” and move on to the next slide CPAIS Macro Walkthrough 19

 Navigate to the folder on your computer where you chose to save your report. The completed file will be there waiting for you.  Open the file and continue on to the next slide CPAIS Macro Walkthrough 20

 Notice that there are three different tabs in your report file. The first is the “Details” tab which contains the raw data. Some reports will color code certain data as seen here.  Click the “Legend” tab and move on to the next slide CPAIS Macro Walkthrough 21

CPAIS Macro Walkthrough  Not all reports include a “Legend” tab. This tab is where you will find the key for the color coding done on the “Details” tab.  Select the “Summary” tab and continue to the next slide 22

 The “Summary” tab has the rolled up data shown in a Pivot Table  Data can be filtered using the drop down boxes seen here  Totals will be updated in real time with the application of any filters CPAIS Macro Walkthrough 23