Page 18 - Loading Closed Period Data in Power BI

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

5. Once the dataset has been published and refreshed you will receive a confirmation dialog box. Click Got It to confirm
and close the dialog box.

If you have a Power BI report loaded in your web browser using the ADV Finance Data dataset, you will
need to click on the refresh button in that report to refresh the underlying data in your browser.

CREATING A FISCAL YEAR ACTUALS FILE FOR A NEW FISCAL

YEAR

NOTE: Drew is still working on this section 8/28/21

If this is the first closed period for a new fiscal year, you will need to create a new Excel file for this new fiscal year before you
can refresh the SharePoint Excel file with Salesforce records for the first closed period. You will also need to add the new fiscal
year to the data model.

CREATING A NEW FISCAL YEAR EXCEL FILE

To create a new fiscal year file:

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 8.28.21 17