Tips:

Viewing Budget Performance with Budget Overview

How do you search for expense and revenue information in NUFinancials (both budget and actuals)? The Budget Overview search is helpful for looking up the budget, pre-encumbrances, encumbrances, expense, revenue estimate, or recognized revenue for a specific chart string. You can search on a range of values such as multiple funds, projects, and departments. You can also export the data to Excel.

Contents

What purposes does this search serve?

Navigate to the NUFinancials Budget Overview

Step 1: Name your search

For example: this search is named RTV_STUDY because it will be used to find all non-grant expense chart strings associated with the Radio TV & Film Studies department.

Step 2: Select a ledger group

  1. Enter a description of your search. This shows up next to the inquiry name for future use.
  2. Click and select a Ledger Group.

Step 3: Select a calendar type (choose option A or B)

Select Detail Budget Period to view the budget for the whole fiscal year, or select Detail Accounting Period to limit the budget results to a specific accounting period or range of accounting periods.

Option A: Detail Accounting Period

Select this to customize the date range of the search.

  1. Select Detail Accounting Period from the menu.
  2. Leave this box checked. Enter a date range using fiscal year and accounting period (months). % pulls all years.

Option B: Detail Budget Period

Select this to pull all data for fiscal year indicated.

  1. Select Detail Budget Period from the menu
  2. Leave these boxes checked. For grants, this area is blank; a fiscal year is not needed. For non-grants searches, don t change the budget period unless you want to pull data for a different fiscal year.

Step 4: Enter your chart string values

  1. Enter the range of ChartField values that you want to pull data for. (% pulls all values).
  2. Click Save. This saves your search criteria for next time.
  3. Click Search.

Step 5: View the results

If a More rows are available warning box appears, click OK, and then type a larger number in the Max Rows box. Click Search to pull up-to-date results. You must pull in all available rows to get accurate totals in the Ledger Totals area. These are the combined totals for the results shown below.


Step 6: Drill to source transactions

Step 7: View the results

Step 8: Export the data to Excel

Most browsers present dialogs guiding you through the download. Internet Explorer (IE), for example, opens a new tab or window and presents the sequence below.

A dialog asks, What do you want to do with ps.xls?

When you click Open, for example, a message says the file is downloading (below).

A cautionary message asks, Do you want to open the file now? Click Yes. Result: the Excel file opens in a new application window. You can manipulate the spreadsheet as you would any Excel file.


Summary