Page 20 - Loading Closed Period Data in Power BI

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

8. Save the file in the Budget Reporting Actuals folder, naming it consistent with the naming convention for other fiscal
year files (i.e., “FY XX Actuals” where “XX” represents the last two digits of the fiscal year).

ADDING THE FISCAL YEAR TO THE POWER BI DATA MODEL

To add the fiscal year to the Power BI data model:

1. Click on the Transform button in the Queries section (see screenshot below). The Power Query Editor will launch.

2. Click on the Recent Sources button. In the Most Recent list, the first item listed should be the ADV Finance Team
Sharepoint site (see screenshot below). Select the ADV Finance Team SharePoint site (second red box in the
screenshot below).

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 8.28.21 19