Embed Size (px)
Citation preview
MSTR Version 10.4 1 File Last Updated: March 11, 2019
MicroStrategy Quick Guide: Running the PI Report Office of Sponsored Programs
Logging on to MicroStrategy ACTION Go to reporting.gmu.edu and click ‘Login to MicroStrategy.’
ACTION Enter User name and Password. Keep default selection of ‘LDAP Authentication’. Click ‘Login’.
MSTR Version 10.4 2 File Last Updated: March 11, 2019
Open a Project and Navigate to a Report ACTION Click ‘Administrative’ project.
ACTION Click Shared Reports.
ACTION Click PI.
MSTR Version 10.4 3 File Last Updated: March 11, 2019
ACTION Click PI Dashboard Admin. Users will be prompted to select division, PI, grant or fund. These are not required prompts. If the user wants all output, ignore the prompts and click ‘Run Document’ (1). Otherwise, select desired data elements from the available prompts (2) by either double-clicking or clicking and then click ‘Run Document’ (1).
1
2
MSTR Version 10.4 4 File Last Updated: March 11, 2019
RESULT
ACTION Click ‘Export Initial View’ to export the summary data to Excel.
ACTION Click ‘Open’ or ‘Save File’ when prompted. Excel will open with ‘Initial View by Fund’ report. RESULT
MSTR Version 10.4 5 File Last Updated: March 11, 2019
*Please note on the dashboard the default status is ‘Active’. Other drop down choices are Closed, At Risk and All. The selectors (Status, Org, PI, Agency, Grant and Fund) across the top may be used to navigate for a specific award.
ACTION Click on a fund under the ‘Fund’ column (1) OR click in the search box for a fund (2) to see the Monthly Spending Graph and the Summary by Fund report. Tip in using the Fund drop down box: The cursor needs to be in the ‘Search’ section of the Fund box. If you click the drop down and start typing, it will not keystroke ahead and find the Fund.
1
2
MSTR Version 10.4 6 File Last Updated: March 11, 2019
ACTION Click on a grant under the ‘Grant’ column to see the pop-up screen for multiple funds under one grant.
ACTION GRAPH: Drag the bar under the Monthly Spending bar chart to adjust for specific time frames. The red line on the graph is the average. NOTE: These graphs can be exported to PDF or Excel (see icon drop-down in upper left-hand corner of graph). BEFORE AFTER
MSTR Version 10.4 7 File Last Updated: March 11, 2019
ACTION To see the full detail of the fund without scrolling in the ‘Summary by Fund’ section, click the ‘Fund’ button for a quick view pop-up screen. Click anywhere outside the pop-up screen to leave it.
Fund by Month Range
ACTION Click to see labor and direct expenditures for inception-to-date or specific months. OPTION 1: Do not select dates to see inception-to-date details. Click “Run Document.”
MSTR Version 10.4 8 File Last Updated: March 11, 2019
OPTION 2: Select start month under “Available”. Click the or double-click to bring date over under “Selected”. Repeat these steps for “ 2. Choose End Month”. Click “Run Document.”
RESULT Start Month and End Month are the months selected. If blank, then it is inception-to-date.
This is the
run date of
the report.
MSTR Version 10.4 9 File Last Updated: March 11, 2019
ACTION Click “Labor Detail by Account” tab for all labor by pooled category.
RESULT
ACTION Click “Acct Pooled Budget Level” drop-down to select a specific labor category.
ACTION Click “Labor Detail by Employee” tab for all labor by employee.
MSTR Version 10.4 10 File Last Updated: March 11, 2019
RESULT
ACTION Click “Employee Full Name” drop-down to select a specific employee.
ACTION Click “Labor Commitments” tab for all labor commitments through the end of the fiscal year.
RESULT
ACTION Click “Direct Expenses” tab for detailed direct expense data .
MSTR Version 10.4 11 File Last Updated: March 11, 2019
RESULT
ACTION Click “Acct Pooled Budget Level” drop-down to select a specific category.
MSTR Version 10.4 12 File Last Updated: March 11, 2019
Printing Fund by Month
ACTION Click the icon on the right side of the toolbar. Click ‘Print’.
RESULT There is a MicroStrategy glitch on the Fund by Month Range print feature. The End Month shows as MM/DD/1905. This will be resolved by late 2019.
The temporary workaround is to click on the Mason logo in the top left corner to export the Fund by Month Range to Excel.
MSTR Version 10.4 13 File Last Updated: March 11, 2019
ACTION Click the Mason Logo in the upper left-hand corner on the Fund Document by Month Range. It will prompt for start and end months. Select time range and click ‘Export’.
RESULT Fund Document by Month Range will open with all tabs (Summary, Labor Detail, Labor Commitments and Direct Expenses) in an Excel spreadsheet.
MSTR Version 10.4 14 File Last Updated: March 11, 2019
Exporting Fund by Month
ACTION Click the icon on the right side of the toolbar. Click ‘Export’ and select the ouput format (Excel, PDF or HTML). If Excel is selected, please select All Sheets or Current Sheet. Click OK.
RESULT Fund Document by Month Range will open with all tabs (Summary, Labor Detail, Labor Commitments and Direct Expenses) in an Excel spreadsheet.
Rerunning the PI Dashboard for different selections ACTION Click ‘PI Dashboard Admin’ tab in the browser to return to the dashboard and select new funds.
MSTR Version 10.4 15 File Last Updated: March 11, 2019
Reconciliation
ACTION Click
ACTION Under Choose Start Month, select start month under Available. Click the or double-click to bring date over under Selected. Repeat these steps for Choose End Month. Click Export.
MSTR Version 10.4 16 File Last Updated: March 11, 2019
RESULT Summary by Fund tab (in Excel). See additional 3 tabs (Labor Detail by Account, Labor Commitments, and Direct Expenses for additional reconciliation detail).
MSTR Version 10.4 17 File Last Updated: March 11, 2019
Printing Reconcilation ACTION In Excel, select File, Print. Select Landscape Orientation, Fit All Columns on One Page.
PI Dashboard – Summary by Grant ACTION Select “PI Dashboard – Summary by Grant”
This dashboard has similar data as ‘PI Dashboard – Summary by Fund’ Initial View except at the grant level. The drill down funcationality only exits on the ‘PI Dashboard – Summary by Fund’. ACTION Click on a grant under the ‘Grant’ column OR click in the search box for a specific grant to see the Monthly Spending Graph and the Summary by Grant report.
MSTR Version 10.4 18 File Last Updated: March 11, 2019
RESULT
Logging off Microstrategy
ACTION Click on the drop-down arrow icon next to the username in the upper right-hand corner. From the drop-down menu, click ‘Logout’.
