Before you create a Vision custom report in Excel 2007, you must first connect to a Vision data cube.
To connect to a Vision data cube, complete the following steps:
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Open Microsoft Excel 2007 and click the Data tab.
Enter the result of your step here (optional).
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In the
Get External Data group, click
From Other Sources, and then click
From Analysis Services.
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On the Connect to Database Server page of the Data Connection Wizard, enter the name of the server on which your Vision databases are located.
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Enter the appropriate logon credentials and click
Next.
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On the Select Database and Table page, select your Deltek analysis database that contains the data cubes from the drop-down list in the
Select the database that contains the database you want field.
The database file naming convention: Deltek Vision Analysis - <your Vision database name>
If you purchased the Vision Multilingual module, the English International database file naming convention: Deltek Vision Analysis - <your Vision database name>_en-GB
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Select the
Connect to a specific cube or table check box.
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Select a Vision data cube from the list (Project OLAP Cube or
General Ledger OLAP Cube) and click
Next.
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On the Save Data Connection File and Finish dialog box, enter an easy-to-remember name for this connection and then click
Finish.
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On the Import Data dialog box, select the
PivotTable Report option and click
OK.
You now see a blank Excel worksheet. The report layout area is on the left side. The Pivot Table Field List that contains Vision fields to add to a report is on the right side. The connection that you make is automatically saved, so that you can easily reconnect the next time you open Excel.