Exercise 4: Create an Ad Hoc Query
This exercise draws on all of the material that has been covered so far. Review the content as needed and email the completed exercise file to your instructor, Dara Efron, no later than two days prior to the scheduled online session.
1. Create a new Excel file and save it as Smart View Ad Hoc Session 1 – Your Name.xlsx
2. On Sheet1, connect to Essbase and the CalRptg database
3. Create an ad hoc query to answer the following question:
For the full year of FY23 what were the total expenses for your entity (Division, Department, or DeptID)?
4. On Sheet2, create another query to answer this question:
For the full year of FY24 what is the forecasted total revenue in Unrestricted Funds for your entity (Division, Department, or DeptID)?
5. Format the resulting report on Sheet1 as desired.
6. Adjust the Options as needed so that the formatting will be retained when the data is refreshed.
7. Save the file and email it to Dara.Efron@berkeley.edu no later than two days prior to the scheduled online session.
Return to the course: Stacked Dimensions