

M9_Practice
Presentation
•
Professional Development
•
Professional Development
•
Hard
Brianna Saville-Reynolds
Used 2+ times
FREE Resource
8 Slides • 6 Questions
1
Understanding Microstrategy
Subscribing to the History List & Creating a Personal View

2
Activity Directions
On the next slides, you will watch a small portion of a Microstrategy tutorial. After you have watch the video, click the arrow at the bottom of the screen and answer the following question.
3
4
Multiple Choice
In the video, Matt selects Account Group for Prompt and chooses OD: Operating Expenditures.
By selecting Account Group for Prompt, the report will ...
only pull over the data for the specific expenditure group chosen.
pull over all the data from the Department
make your report very confusing
5
6
Multiple Choice
A Rule Code in Banner Finance, defines the exact nature of a transaction. For example, expenditures, encumbrances, or budgets in detailed categories. In the video, Matt chose to keep which rule code that began with B?
BBO- One Time Budget Transfer
B05- Permanent Adopted Budget
BINC- Spon. Programs Increase Award
BHO: Overhead Special Agreement
7
8
Multiple Select
How can you remove items from the Grid?
(Select all that apply)
right click and select remove from grid
drag and drop the column to report options
left click to automatically delete
9
10
Multiple Choice
You want to run a report on a monthly basis, but you do not want to have to format the grid each time. You also want this report to automatically run each month and to be emailed to you or your department's principle investigator's. What Microstrategy tool can you use?
Subscribe to History List
Personal View
Report Options
Filter
11
12
Poll
One of the main difference between a personal view and subscribing to a history list is that personal view is as needed and the history list is scheduled.
Which of these options do you feel you will use in the future?
History List
My Subscriptions
Both
13
14
Open Ended
Before you move on, take a moment to reflect on your learning.
What did you find most valuable about this video?
How can you apply this to your daily role?
Understanding Microstrategy
Subscribing to the History List & Creating a Personal View

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