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Frequently Asked Questions

Datawarehouse using MS Access

  1. What is the wild card character to be used in a select query?
    Use the "*" sign in the wild card position.
  2. I used the "*" wild card place holder, but my query result came back blank when I was fully expecting records to be returned. What could have gone wrong?
    Check to use the word "LIKE" instead of "=" in your selection criteria for it to work.
  3. What are the essential key characters to build a parameter query?
    A pair of square brackets ("[ ]") with your choice of words within it, to be entered in the criteria box.
  4. What if I only know part of a name that I want to search on in a query?
    Use Like * & "Phone" & * in your criteria box.
  5. I have set up my Access .mdb file to link to a number of tables that I selected before; how do I find out what new tables in the Finance Datawarehouse are open for my access?
    Open your Access .mdb file and follow the table linking instructions under Tab 2 of the training documentation; there may have been some new tables now open for your access that were not previously available.

Datawarehouse using MS Excel

  1.  In using the HistBal090 OLAP cubes, the dollar amounts for an account displayed when only fiscal years (no months) were shown appeared much larger than expected; was there a problem?
    In using the Proc_Month dimension, displaying only a fiscal year without a selected month(s) actually shows the sum of all 12 months in that fiscal year. If all 12 months are displayed in a drilldown, turn the 12-month sub-total off by selecting this sub-total label, right mouse-click to select Format Settings, then select None and click OK. If you save this cube locally after these adjustments, these settings are retained on re-opening of this saved cube.
  2. How do I get the final year-end balance at the end of a fiscal year in the HistBal090 cubes?
    Select to display only the month of July for any selected fiscal years.
  3. I selected an account from a HistBal090 cube, but only one fiscal year was displayed; what happened to the other four years in this history cube?
    Chances are this was a relatively new account and it did not exist in preivious years. Check account creation date, or check Fiscal Year drop-down box to ensure desired years are selected with check marks.
  4. When I clicked on the "+" sign in front of a drilldown object (e.g. Resp_Rollup or Proc_Month) and I wanted to select all its children, is there a short cut to doing this rather than checking the individual children's checkbox?
    Simply double-check the checkbox of the drilldown object; all its children would get selected with a check mark automatically. You can likewise de-select all children at their parent level.
  5. I've lost my Pivot Table toolbar, how do I get it back?
    Click anywhere inside your pivot table, then under the View Menu, point to Toolbars, then Pivot Table and select it.
  6. How do I drag a field off a Pivot table?
    If its a column or row:
        Select the grey field name cell and drag it to the Pivot Table toolbar and release your
        mouse drag when you see a X-mark appearing.
    If it is a measure (dollar value):
        Select the drow down box under the value column and uncheck the field you do not want to
        see.
  7. Can I have my Excel Pivot Table refresh with this mornings data whenever I open it?
    Right click inside the pivot table area, Select Table options from the shortcut menu, Place a check mark in the Refresh on Open dialog box, Click the OK button
  8. In my HistBal090_Lxxx cubes, how can I display sub-totals by Revenue & Expense dimension?
    To display Revenue & Expense sub-totals, the Proc_Month dimension (displays as Fiscal Year & Month) must be placed as a column heading instead of row heading - place your cursor over Fiscal Year (or Proc Month if selecting from the Pivot Table template) and drag to drop it in the cell titled Data, then make appropriate selection of fiscal year and month values.