Connect to a Vision Data Cube for the First Time in Excel 2007

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:

1. Open Microsoft Excel 2007 and click the Data tab. Enter the result of your step here (optional).
2. In the Get External Data group, click From Other Sources, and then click From Analysis Services.
3. 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.
4. Enter the appropriate logon credentials and click Next.
5. 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

6. Select the Connect to a specific cube or table check box.
7. Select a Vision data cube from the list (Project OLAP Cube or General Ledger OLAP Cube) and click Next.
8. On the Save Data Connection File and Finish dialog box, enter an easy-to-remember name for this connection and then click Finish.
9. 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.