Worksheet Details

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

The Worksheet Details page allows you to monitor and search through worksheets that are created in the Budget feature. Depending on your permissions, you can submit, approve, or deny worksheets. You can view the details of the selected worksheet, rearrange columns, download to excel, and search.

Worksheet Summary

The Worksheet Summary section will provide a high-level review of the worksheet details, including:

Budget Revenue
Actual Revenue
Revenue Variance
Budget Expense
Actual Expense
Expense Variance

How To

View Child Worksheets

When you open a worksheet that has sub-worksheets, or child worksheets, associated with it, you will see a View child worksheets button at the top of the Worksheet Details page.

Add Comments and Attachments

Click the Comments icon .
From the Comment popup, you can read the existing comments, mark them all as read, and add your own comments.
Click New comment and enter your text.
If you want to upload an attachment, click Attach, locate the file, then click Open.
Click Add to save your text and/or attachment.

Use the Column Selector

If historical budget information exists, this feature can be used to add or remove columns with historical budget information.

Tip

Reviewing historical information can aid in determining what caused spending to be over or under budget in previous years, what a budget should be in a future year, or whether to approve a current year budget.

Click the Column Selector icon above the worksheet.
Select the checkboxes of the columns to be added. The columns are automatically added window.
You can remove columns by deselecting the checkboxes next to the columns you wish to remove.
When you are finished, you can click the X button to close the Column Selector menu.

Download to Excel

Select the checkboxes next to the rows you want to export.
From the Options drop-down, select Download to Excel. The Download to Excel pop-up opens.
Select options for the Excel format and data columns.
sidebar. Download to Excel Options
Workbook Creation Options: This option lets you choose how you want the data to be organized when it's exported. If you are exporting a large number of rows, you may want to separate the data into different worksheets or even workbooks. Once you select this option, the Separate (Sheets or Workbooks) By drop-down becomes available so you can choose the groupings for each worksheet or workbook.
Separate (Sheets or Workbooks) By: This field becomes available when you choose to organize your export into multiple worksheets or workbooks. In general, you'll have the option to separate the data based on the columns. You will only see options for the visible columns.
Notice
For example, if you are exporting a set of definitions, you might choose to organize the data into two workbooks: one for active definitions, and one for inactive definitions. Do this by selecting the "Active" column in this drop-down. All of your rows designated as active will be in one workbook, and the inactive ones in a separate workbook.
Workbook Format: This section lets you set some Excel display options for your data. For more information about each of these features, consult Microsoft Excel help.
Autofit columns: Fits column width to the data so that fields are not truncated.
Turn on filtering: Turns on the AutoFilter feature, which allows you to show only rows that meet your selected criteria.
Freeze Top Row: Your worksheet displays the column title in the first row by default. Selecting this option keeps the top row at the top so that as you scroll down through your data, the column headings remain displayed.
Show totals for numeric columns: This option will include the sum of a column of numbers at the bottom of that column.
Columns to Include: These options are specific to the page you are viewing, so they will vary. You will only see options for columns that you can see on the page. All of the columns are selected by default, but you can deselect any of the columns you don't want to include.
Click Download. Your .xlsx or .zip file is saved in the file location that you have set in your browser settings.

FAQ

Why are some worksheets links on the worksheet's details spreadsheet?

If there are worksheets within a worksheet (known as child worksheets), the Worksheet Name column will be a link that will take you to the detail page for the other worksheet.