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Efficient District Expense Management with HB200 Compliance Cubes

Learn about requirements for district expense management under HB200, compare expenses, reduce administrative costs, and maintain reserve funds. Excel Cubes offers a powerful reporting tool for Munis data. Connect to the cubes, follow steps, and submit accurate reports seamlessly.

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Efficient District Expense Management with HB200 Compliance Cubes

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  1. Requires Districtsto: • Provide all expenses charged to Instruction, Student Support Services, Instructional Staff Support Services, District Admin Support Services, School Admin Support Services and Business SupportServices • Provide a comparison to the previous fiscal year’s expenses of the samecodes • Provide an explanation of steps taken to reduce administrative expenditures • Provide a copy of the district’s policy for maintaining a reserve fund balance HB200 2

  2. Steve Lyles Division of District Support Steve.lyles@education.ky.gov 502.564.3930 ext. 4416 ChayRitter Division of District Support Chay.ritter@education.ky.gov 502.564.3930 ext4453 Contact 3

  3. HB 200& MUNIS ExcelCubes 17

  4. A cube allows you to extract the significance from a large, detailed dataset. Powerful way for an experienced Excel user to report on Munisdata. Ability to use a provided Excel template, no need to be an Excelexpert. More flexible reporting than creating a customized KY specific report inMunis. Every Munis customer has access to Cubes at no additionalcost! Cubes environment refreshed everynight. Excel Cubes (PivotTables) 5

  5. First Time Connecting to aCube

  6. Cube server name - MUNISASP/SaaS Supportcan provide. Enter User Name andPassword. Make sure to enter datacenter\ before your UserName. First Time Connecting to aCube

  7. Select CubeCategory: • Select General Ledger Cubes and thenselect GL Revenue and ExpenseCube. First Time Connecting to aCube

  8. First Time Connecting to aCube “Save password in file” option is not recommended as it will save your Munis login and password unencrypted on yourcomputer.

  9. Select OK onthe Import Data screen. Verify connection is working. Easily done by selecting the Amounts folder and selecting Actual. No data, contact Munis Support. First Time Connecting to aCube

  10. Download and open the HB 200 cube template. • If Excel displaysa • security warning, click EnableContent. • Select the Datatab. • SelectProperties. • Note, your mouse cursor must be on a cell in the cube template for the Properties box to beavailable. Connect to a Excel CubeTemplate

  11. Select theDefinition tab. SelectBrowse. Navigate to the GL Revenue and Expense Cube data connection file. This will typically be found under My Documents > My Data Sources. Connect to a Excel CubeTemplate

  12. Connect to a Excel CubeTemplate

  13. On the Definition tab, select“Always use connection file”. SelectOK. Click Yeswhen prompted to change the connection. Connect to a Excel CubeTemplate

  14. Cubes data is refreshednightly. Refresh template by selecting RefreshAll. ExcelCubes

  15. TransportLayer message • SelectOK • Multidimensional Connectionscreen • Enter User Nameand Possible Cube “Error”Messages Password. • Excel needs your Munis password since not saved on yourcomputer.

  16. After completing these steps, if the 2018 Actualcolumn still shows $0’s, something was skipped. Circle back and make sure allsteps were completed. Other PossibleProblems

  17. District administrative costdata: • Please name the fileDistrictName_HB200.xlsx • Example:AdairCounty_HB200.xlsx • Emailed to Christy Glass at the Legislative ResearchCommission • Christy.glass@lrc.ky.gov • Please copy KDE on theemail • hb200admincost@education.ky.gov Submitting theReport

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