Page 19 - Loading Closed Period Data in Power BI

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

1. Open a new (blank) Excel spreadsheet. Ensure you are logged into Salesforce through XL-Connector.

2. Place your cursor in the first cell and from the XL-Connector tab click Get Data. Select the object Compass_Actuals__c
from the dropdown (see screenshot below).

3. In the query box copy and paste the query, replacing “XXXX” in the “WHERE Fiscal_Year__c = ‘XXXX’” phrase with the
new fiscal year for which are you creating a file. You can copy the XL-Connector query string from the query file stored
in the same folder as the actuals.

4. Click Execute to load the data.

5. Rename the tab where the data is loaded from “Sheet1” (or whatever similar way it is named) to “FY XX Actuals”
(where “XX represents the last 2 digits of the 4-digit fiscal year, e.g., fiscal year 2022 would be “FY 22 Actuals”).

6. Format the data as a table (from the Home tab click Format as Table – see screenshot below). Tables for the Finance
data have typically been formatted as a Medium, Blue 2 style (see red box in screenshot below), but they can be
formatted with any color option as long as the data is converted to a table. Power BI utilizes the Excel table to properly
load the data in the data model.

7. Ensure your cursor is in the table you created in step 6 above. From the Table Design tab, rename the table to
“FYXXActuals” (where “XX” represents the last 2 digits of the 4-digit fiscal year).

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 8.28.21 18