Cubes

Overview:

  • MUNIS Cubes, similar to Excel Pivot Tables, allow users to sort, aggregate and display data in tables. The data can then be used to create charts, graphs, and reports.
  • None of the work done in Excel transfers back into MUNIS. Data are pulled from MUNIS, not pushed into MUNIS.
  • Contact the IT Call Center to have MUNIS Data Connections established in Excel.
 

Instructions:

  1. Open Excel and click on the Data Tab > Existing Connections.

  2. A window pops up displaying all existing connections. Choose the Connection to use and click “Open.” Connection names that start with “mu_test_” are data pulled from MUNIS Test. Connection names that end with “LIVE” are data pulled from the MUNIS Live. Other standard Excel Connections may be listed as well.

  3. A pop-up window asks where to import data. Choose “Existing Worksheet” or “New Worksheet” and click “OK.”

  4. The Cube loads as a Pivot Table in Excel.

  5. To add fields to the Pivot Table, select and drag categories from the column list into one of the four boxes below the list. Or click in the box next to the field option to add it to the table.

  6. Continue dragging, clicking, and moving fields until the desired table is built.

  7. Use this table to create reports, graphs, visuals, etc.



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Details

Article ID: 54119
Created
Thu 5/17/18 1:13 PM
Modified
Thu 12/27/18 1:49 PM