Page 12 - Loading Closed Period Data in Power BI

F IN A N C E R EF ER EN C E G UI D E

2. Edit the record for the fiscal period that needs to be closed and change the Status field to Closed. Click Save to save
your changes.

If the Fiscal Periods tab is not visible, click the waffle at the left of your tab bar and search for Fiscal
Periods.

REFRESHING THE FISCAL PERIOD EXCEL FILE ON SHAREPOINT

The Excel file on SharePoint containing fiscal periods needs to be updated using the XL-Connector to reflect the change to the
record you updated above. The fiscal periods Excel file is saved in a shared folder under the Finance Team O365 Budget
Reporting folder for actuals (Data Tables > Lookup Tables). See the folder location below.

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 8.28.21 11