Search Tags: UMS05, facilities, bi tool
JIRA Reference:
DM-179
-
NJH UM FY15 Facilities Budget Analysis Detail
Closed
Report Purpose
This report is for budget analysis for the UM Facilities Office. It provides total YTD amounts for 5 years, and monthly actuals for the current year, by department.
Since this report replaces one containing subtotals, the query will be flagged for replacement when a new BI tool is available. In the meantime, please use the subtotal function in Excel. Additional instructions for creating pivot tables is here.
Report Location
MyCampus > MaineStreet > Enterprise Applications > Financials > Main Menu > Reporting Tools > Query > Query Manager or Query Viewer
Report Name
UMS_DTS_FAC_BUD_ANLY_BY_DEPT
Report Type
Query
Prompts Required
For information on field values to enter, click the name of the prompt.
- Fiscal Year (5 years)
Data Fields Generated
| DEPT | ACCT_GRP_D | SPECIAL_SUBTOTAL | ACCT_CAT_D | ACCT_SUBCAT_D | ACCOUNT | ACCT_DESCR | CLASS_FLD | BASE_BUDGET | CURRENT_BUDGET | ENCUMBRANCE | JULY_ACTUAL | AUG_ACTUAL | SEP_ACTUAL | OCT_ACTUAL | NOV_ACTUAL | DEC_ACTUAL | JAN_ACTUAL | FEB_ACTUAL | MAR_ACTUAL | APR_ACTUAL | MAY_ACTUAL | JUN_ACTUAL | YTD_TOTAL_FY1 | YTD_TOTAL_FY2 | YTD_TOTAL_FY3 | YTD_TOTAL_FY4 | YTD_TOTAL_FY5 |
|---|
Tables Used
Criteria Used
- FUND_CODE in list ('00','03')
- ACCOUNT between 40000 AND 89999
- BUSINESS_UNIT = UMS05
- DEPTID in ('5745103', '5745104', '5935100', '5935102', '5935103', '5750100', '5750101') AND (DEPTID between 5750103 and 5751999) AND (DEPTID between 5752100 and 5752103) AND (DEPTID between 5753000 and 5753999)
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