Spreadsheet Modelling Best Practice - European Spreadsheet Risks
CAT FORM INSTRUCTIONS PS - San Diego County...
Transcript of CAT FORM INSTRUCTIONS PS - San Diego County...
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CAT FormSan Diego County Office of Education
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•Download and Open CAT Form ‐ SACS
Click and Open
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•DATA
•Populate Blue tabs with (2) PS Financials queries• BEGBAL- FAR_GL_ACTUALS_3_FD_RES_7OBJ - Fund, Resource Object•EXP- FAR_GL_ACTUALS_3_FD_RES_7OBJ - Fund, Resource Object•REV- FAR_GL_ACTUALS_3_FD_RES_7OBJ - Fund, Resource Object•REV BUD- FAR_BUDGET_DETAILS - Details in Budget Ledgers
Note: Parameters are different for each tab
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•GETTING THE DATA FOR BEGBAL1st Logon to PS FIN
2nd Go to Query Viewer
3rd Search and Click on:FAR_GL_ Actuals_3_FD_RES_7OBJ
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•GETTING THE DATA BEGBAL•Type in the parameters below•Click View Results
Type in District Number
Type Year
Click View Results
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•GETTING THE DATA BEGBAL•Download results in: Excel Spreadsheet•Copy data from spreadsheet and paste in CAT FORM- BEGBAL Tab
Paste data here- cell A1
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•GETTING THE DATA EXP•Type in the parameters below•Click View Results
Type in District Number
Type Year
Click View Results
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•GETTING THE DATA EXP•Download results in: Excel Spreadsheet•Copy data from spreadsheet and paste in CAT FORM- EXP Tab
Paste data here- cell A1
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•GETTING THE DATA REV•Type in the parameters below•Click View Results
Type in District Number
Type Year
Click View Results
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•GETTING THE DATA REV•Download results in: Excel Spreadsheet•Copy data from spreadsheet and paste in CAT FORM- REV Tab
Paste data here- cell A1
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•GETTING THE DATA FOR REV BUD
1st Go to Query Viewer
2nd Search and Click on:FAR_BUDGET_DETAILS
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•GETTING THE DATA REV BUD•Type in the parameters below•Click View Results
Type in District Number
Type Year
Click View Results
Type Year
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•GETTING THE DATA REV BUD•Download results in: Excel Spreadsheet•Copy data from spreadsheet and paste in CAT FORM- REV BUD Tab
Paste data here- cell A1
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•Entering Account Numbers
3rd Choose Y or N
2nd Enter Resource # & Sub-Resource
4th Enter the Revenue Object & Sub-Object with a “-” between. Must use this format.
1st Go to the correct tab in the CAT Form
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•Entering Account Numbers
2nd Fill in all cells that are shaded yellow if applicable
1st Formulas will populate all cells that are not shaded yellow
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Please send all feedback & suggestions to:Zandy [email protected]