1. In the ribbon, select External Data. From the left side import & link, select New Data Source. From that drop-down, select From Other Sources, then from the secondary drop-down click ODBC Database.
   
2. A window will pop-up entitled, Get External Data – ODBC Database. Select “Link to the data source . . .” (It is VERY IMPORTANT TO LINK instead of import).
   
3. At the Select Data Source pop-up, select Machine Data Source, then StateDW.
   
4. At the Logon pop-up enter a password to access the State Data Warehouse. Enter the password exactly as it is represented here: DW1234. 
5. After successful logon, the Link Tables pop-up appears allowing you to select as many tables as you need for your query. If you don't want to enter credentials every time you run a query, check the box Save Password. Select the table or tables you want to import and press OK. Use the Ctrl key to select multiple tables, if desired.
   
6. Before importing the tables, Access will ask you to select a Unique Record Identifier (URI) for each table. For our purposes, this is unnecessary—simply press OK or Cancel without making a selection.
   
7. The tables that you selected should now appear on the left side of your Access window. Do not double click on that table. Attempting to display all of the records from a very large table may cause your computer to become unresponsive. 
8. The main table that we work with in State Data Warehouse (also referred to as FINET Data Warehouse) is the Accounting Journal table. This table contains the most financial information of all the tables. This table contains a long list of fields that you can use to narrow your search. 

Note: Many of the fields within the Accounting Journal table are taken from other tables. For example, the Account_Type field in the Accounting Journal is taken from the Account Type table which actually provides a description of each account type.

1. From the ribbon, select Create, then select Query Design.
2. The Query Design Menu display will update, displaying query specific menu selections.
   
3. Add Tables to your Query. On the right side of your screen the linked tables are displayed. Ensure you are looking at the tables listed under the ‘Links’ section. Select which tables, and click Add Selected Tables.
4. Double click or click and drag the fields to be used for query. Once you add a field to your query, you can also specify a criterion or filter if you want. In the example below, we selected four fields: Amount,  Account_Type, Fiscal_Year, and Department_Unit. More fields could be added depending on what you decide to view.  (There is an example provided in the QRG document linked to this instruction
   
5. Once you have selected the fields you desire and the criteria for those fields, the next thing to do is Run the Query.
   
6. Review the query results to determine if it generated the desired results and save your query before exiting. Query results can be reviewed in Access, exported or copied and pasted into Excel, or imported into IDEA for further analysis or manipulation.
   

1. Oftentimes with FINET tables, the Amount field can be hard to read because of missing commas. The format for this field can be changed by selecting the Amount field in design view. Right click and select  properties. Select the "Format" drop-down box and change the format to either Currency or Standard.