1. FinancialLink & Excel/Pivot Tables
Adam DiProfio
Director of Budget and Planning
Jacobs School of Engineering
x44950,

2. Data Management FinancialLink is great for getting report summaries
Sometimes we need something more customized
Use Operating Ledger Detail Transaction or QueryLink to get more data

3. Operating Ledger Detail
Great for getting data without using QueryLink
Can run by account code or rule class
= office supplies
FE54 = High risk ENPETS
X = All Express Card Transactions
Good for downloading and using Excel AutoFilter or Pivot Tables

4. Example: Look at all High Risk ENPETs

5. If Data sets are larger, you can manipulate data in Excel

6. Example: Download a large amount of data to Excel

7. Download to Excel

8. Transfer file to Excel

9. Use Auto Filter to quickly sort data

10. Example: Look at Rule Class XCRD & XXCD for express card

11. Works for flat data. But what if we need something more?

12. What is a pivot table? A tool to quickly summarize data
A way to graphically change a table’s structure
Can allow cross tabs, summaries, totals, etc.

13. Use Pivot Tables to get more advanced reports

14. Drag and drop data into PivotTable fields

15. Example: Look at Travel Account Codes by Index

16. Double click on a cell to bring up detail

18. Other Examples of Pivot Tables
Group expenses by Fund, then index
Look at rule class XCRD & XXCD (express card transactions)

19. Drag and drop data into PivotTable fields

22. Other Examples of Pivot Tables
Check how many express cards transaction are being used on each index
Right click on data, change “Field Settings” to “Count”

23. Right click to change Field Settings

25. Pivot Tables in Excel 2007
Excel 2007 has a different interface for Pivot Tables
Easy to implement styles and themes

29. Conclusion
Questions?
Come practice at the Fiscal Café.
Thank you!