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Pivot Macro Instructions
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Helpful tips for using a macro:
Once you have generated your report, save the pivot macro as something other than the original name to ensure that you do not experience issues using the macro in the future. It is recommended that you save the original download to your desktop or a folder that you access regularly and that you save the file with a different name when saving the report to keep the information that you need (e.g. save the file as AccountAnalysisPivot - OCI FY23).
If you want to download the macro to use on a regular basis (not recommended), DO NOT rename it.
You are able to upload new information into the macro if you have not renamed it. For example, if you want to generate a new pivot with updated AARs, as long as you have not changed the name, you can go to the 'Process' tab and select the button to import the new information.
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Begin by saving the AAR(s) you downloaded.
Download or locate the pivot table you will be working with. You can find links to available pivot files on the Job Aids & Resources page of the Bronco Hub Training Portal.
Open the pivot and confirm accuracy of the file name. Important Note: If you have a previously downloaded version of this pivot stored on your computer, the file will download with a 1 or another number at the end and this is incorrect. For example, rather than AccountAnalysisPivot the file may download with the name AccountAnalysisPivot(1). The pivot will not work if the file name is incorrect. To move forward, you must ensure the file has the correct naming convention.
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AccountAnalysisPivot
BudgetOfficePivot
DetailTransactionPivot
GrantAccountAnalysisPivot
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Navigate to the Process Tab of the pivot spreadsheet.
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Select the Report_Criteria_Information tab to view the accounting periods included in the report and the date the AAR was generated.
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Select the PvtTblRpt tab to view budget and actual expenses.
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You can use the filters to isolate key pieces of information like funding sources.
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For support with running this report (e.g. you received an error message) submit a Help Desk Self-Service ticket.
Visit Reporting at Boise State for more information about reporting support at the university.