[FAB] Fwd: Obtaining Current Year MTDC Info from the IR MTDC Actuals Multi Year Report in FAB / UI

Reta Kubler reta at ucar.edu
Tue Sep 23 08:16:46 MDT 2014


Here this is again, a quick and flexible way to see your MTDC information
in FAB.   This is also on the FAB Drupal Page,
https://fabr.ucar.edu/node/318


---------- Forwarded message ----------
From: Reta Kubler <reta at mail.ucar.edu>
Date: Mon, Feb 10, 2014 at 5:50 PM
Subject: Obtaining Current Year MTDC Info from the IR MTDC Actuals Multi
Year Report in FAB / UI
To: cpmparticipants at ucar.edu


 If you are not using the FAB / UI, you can ignore this message.

If you are using FAB / UI and working with MTDC estimates, this may be
quite useful - there is quite a bit more information you can obtain from
this FAB / UI Grid - IR MTDC Actuals Multi Year Report with the following
changes in Dimension Filters (and saving your new filters), adding account
attributes and utilizing Grouping and Filtering within the grid.

This FAB /UI report defaults to a very useful multi-year historical view
with MTDC Actuals for FY10, FY11, FY12 and FY13.  To see your lab,
division(s) or program(s), changes the DIVISION Filter under "Rows".   Save
and Name the Filter.

You can further refine sorting and grouping by adding account attributes to
the grid - *Rate Type, Facility Code, Subfacility Code*.  Recall these show
up on the right and you can move them.  Don't forget to select "View" "Save
Grid Layout and Options" to keep these new columns on your grid.  Recall
these show up on the right and you can move them.  SEE EXAMPLE BELOW

To see your group's *MTDC info only for **FY14*, change the year from
"2010;2011;2012;2013" to "2014". Save and name the new filter.  SEE EXAMPLE
BELOW

NCAR - To see your MTDC by *Normalized Fund Source*, change Fund Source
from "Level 0" to "CSC, All Indirect, NSF Base, NSF_Spec and Non NSF" under
"NCAR ABR" selecting each type with the ctrl key.  Also UNCHECK the Include
Descendants of Consolidated Members box.  Save and name the new filter. SEE
EXAMPLE BELOW

To see the* MTDC by each Month*, change from "All Months" to "October,
November, December, January, February, March, April, May, June, July,
August, September from under "All Months", opening each quarter to see the
months listed and select the months with the ctrl key.  Save and name the
new filter.  SEE EXAMPLE BELOW

To see *MTDC by Running Total for each month*, change "All Months" to "Oct
YTD, Nov YTD, Dec YTD and so on" under "All YTD" selecting each with the
ctrl key.  Save and name the new filter.  SEE EXAMPLE BELOW

You can further refine sorting and grouping by adding  account attributes
to the grid - *Rate Type, Facility Code, Subfacility Code*.  SEE EXAMPLE
BELOW

Thank you Karl, for knowing to UNCHECK the Include Descendants of
Consolidated Members box to NOT see all the detail within each Normalized
Fund Source.  There really is so much we can do within these grids alone.
If you have questions trying to set these up, please let me know.

Reta








-- 
------------------------------------------------------------------
Reta Lorenz Kubler
Business Intelligence Analyst, Operations
NCAR Budget and Planning Office  / UCP Budget Office
National Center for Atmospheric Research / UCAR Community Programs
P.O. Box 3000, Boulder, CO  80307
v - (303) 497-1105
c - (303) 817-9745reta at ucar.edu

"Life is not about waiting for the storm to pass,
it's learning to dance in the rain."
--------------------------------------------------------------------




-- 

Reta Lorenz Kubler
Business Intelligence Analyst, Operations
NCAR Budget and Planning Office  / UCP Budget Office
National Center for Atmospheric Research / UCAR Community Programs
P.O. Box 3000, Boulder, CO  80307
v - (303) 497-1105
c - (303) 817-9745reta at ucar.edu
*"Life is not about waiting for the storm to pass, it's learning to
dance in the rain."*
-------------- next part --------------
An HTML attachment was scrubbed...
URL: http://mailman.ucar.edu/pipermail/fab/attachments/20140923/a58e9ef6/attachment-0001.html 
-------------- next part --------------
A non-text attachment was scrubbed...
Name: cbaggcbf.png
Type: image/png
Size: 64373 bytes
Desc: not available
Url : http://mailman.ucar.edu/pipermail/fab/attachments/20140923/a58e9ef6/attachment-0004.png 
-------------- next part --------------
A non-text attachment was scrubbed...
Name: hjbegjca.png
Type: image/png
Size: 48520 bytes
Desc: not available
Url : http://mailman.ucar.edu/pipermail/fab/attachments/20140923/a58e9ef6/attachment-0005.png 
-------------- next part --------------
A non-text attachment was scrubbed...
Name: gfaaffea.png
Type: image/png
Size: 61503 bytes
Desc: not available
Url : http://mailman.ucar.edu/pipermail/fab/attachments/20140923/a58e9ef6/attachment-0006.png 
-------------- next part --------------
A non-text attachment was scrubbed...
Name: jhchhbcd.png
Type: image/png
Size: 58594 bytes
Desc: not available
Url : http://mailman.ucar.edu/pipermail/fab/attachments/20140923/a58e9ef6/attachment-0007.png 


More information about the FAB mailing list