3. Making Changes to the Daily Budget Report
Collection Management or the A & D department head may request other changes in the daily budget report, typically at the beginning of a new fiscal year. Edit the appropriate DBR SQL queries in the DPP Fund Statistics database that create the DBR tables in the database. If the DBR - State Money Query is updated, the DBR - Branch Fund Statistics Query should be updated with the same changes or it will be out of sync with the overview section of the the Daily Budget Report.
Database Error messages when running the daily reports :
-- Occasionally the names of fields in the PeopleSoft reports are changed (mostly following system upgrades) which causes some queries in the DPP Fund Statistics database to fail because they can’t find the previous field name in the new file. These parameter errors occur when attempting to run and export the daily budget report. To fix this, compare the new PeopleSoft report to the appropriate DBR query and update the SELECT portion of the query with references to the new field names. For example, with the PS Financials 9.2 upgrade in 2017, vendor data was relabeled as supplier data, so the DBR query to create a new PS voucher table was edited, where "name" was replaced with the new "Supplier" field, and "vendor" was renamed "Supplier1". Parameter errors may also occur if the top heading line in a spreadsheet exported from a PS query was not deleted.
-- Another error may occur after an upgrade if the Financials naming convention for an Excel sheet changes, as when sheet tab "1" is renamed "sheet1". If this happens, the five linked spreadsheets in the DPP Fund Stats database need to be re-linked to the source data in the Input Data folder. In the database, select External Data, import and link an Excel sheet, click the Link to the data source radio button, and choose the file path to the Input Data folder. Name the new table the same name as the original, e.g. PeopleSoftBudgetExcel, so that it replaces it. To ensure the file name is now correct, right click on the new table name, select Linked Table Manager, and check the file path. It should end with "\sheet1$" instead of "\1$". Repeat the process for the other four PS sheets (CurrentMonth, Encumbrances, P-cardTransactions, & Vouchers) that have been imported into the database.