Step 1

Open default browser, login to Cardinal Station

Step 2

Save the budget sheet onto the computer.

Step 3

Open the budget sheet in Excel, select the cross section of Total and Actual Expended Amount for the line you would like to drill down (Travel in this case)

Step 4

Select ‘Add-Ins’ at the top of the Excel menu, click ‘nVisionDrill’ and then ‘Drill’

Step 5

A web page opens→ Set Type to ‘Web’, and click ‘Run Drilldown’ on the first line

Step 6

Drill Downs take even longer than budget sheets. Click Refresh until the Drill Down appears.