DATA WAREHOUSE 11G TIPS & TRICKS LIVE DEMO

Transcription

1 DATA WAREHOUSE 11G TIPS & TRICKS LIVE DEMO Amy Ahearn, Data Warehouse Kelly Cox, Accounting CSU 4/1/2015 1

2 DATA WAREHOUSE 11G CHANGES Look & Feel Navigation Change in nomenclature Added Functionality & Tools 4/1/2015 2

3 LOOK & FEEL Recent shows the last 6 reports run in clockwise order - set your home page 4/1/2015 3

4 NAVIGATION Navigation is now a drop down menu 4/1/2015 4

5 NOMENCLATURE Nomenclature Apply has replaced Go on each of the pages Reset will reset to last applied values, default values or will clear all values 4/1/2015 5

6 NOMENCLATURE - CONTINUED Customization replaces Default 4/1/2015 6

7 BREADCRUMB NAVIGATIONS Go back using the breadcrumb navigation 4/1/2015 7

8 ADDED FUNCTIONALITY & TOOLS Can sort any column in reports and drill downs Report 4/1/2015 8

9 ADDED FUNCTIONALITY & TOOLS CONT. Sort on drill downs 4/1/2015 9

10 ADDED FUNCTIONALITY & TOOLS CONT. Enhance Search functionality uncheck Match Case for more flexibility Use Contains to enhance your search 4/1/

11 ADDED FUNCTIONALITY & TOOLS CONT. Enhanced search functionality 4/1/

12 ADDED FUNCTIONALITY & TOOLS COLUMNS Users have the ability to create pivots in reports & drill downs Report right click - you can Move Column, Include column or Exclude column 4/1/

13 ADDED FUNCTIONALITY & TOOLS INCLUDE COLUMN Users have the ability to include columns into reports & drill downs Right Click to & select column(s) to include *there are some limitations i.e. you cannot add in calculated fields available in other views on the same report. Static fields (i.e. CF, Jrnl ID s, etc) work well 4/1/

14 ADDED FUNCTIONALITY & TOOLS EXCLUDE COLUMN Users have the ability to exclude columns on reports & drill downs Users can save reports that have included/excluded columns Drill downs cannot be saved as defaults as they are dynamic Included columns can be used as pivots/sections & saved Drill downs cannot save pivots/sections 4/1/

15 ADDED FUNCTIONALITY & TOOLS CONT. Include column Will add a column Exclude Column will remove column 4/1/

16 ADDED FUNCTIONALITY & TOOLS - PIVOTS Creating pivots right click & move To Prompts Or right click & drag above to Pivot Table Prompts 4/1/

17 ADDED FUNCTIONALITY & TOOLS - SECTIONS Creating Sections right click & more To Sections Or drag & drop above to where it says Sections 4/1/

18 ADDED FUNCTIONALITY & TOOLS DRILL DOWNS Create Prompts in drill downs by right clicking or drag & drop 4/1/

19 ADDED FUNCTIONALITY & TOOLS DRILL DOWNS Create Sections in drill downs by right clicking or drag & drop 4/1/

20 ADDED FUNCTIONALITY & TOOLS DRILL DOWNS Exclude columns in drill downs 4/1/

21 LEGAL LEDGER DASHBOARDS XXCMP Manage by Budget Department Class Program Project (chartfield) Trial Balance Organization Open PO/Req Operations Ledger Reporting Organizations Trial balance Project (inception to date) Cash Fund Balance Transactions Actuals, Budget, PO Open PO/Req *Based on Finance DW Phase 2 project plan, the dashboard presentation will be redesigned. The new layout will be viewable July and required by November /1/

22 FIRMS/GAAP DASHBOARD- GAAP LEDGER XXGAP GAAP Summary GAAP Summary by Class GAAP Summary By Net Asset Category GAAP Summary BY GAAP Balance GAAP Summary By PERIOD GAAP Summary By Fiscal Year GAAP Summary by Fiscal Year Comparative Analysis GAAP Actuals Raw GAAP data All with data export with drilling capabilities to XXCSU and XXCMP 4/1/

23 FIRMS/GAAP DASHBOARD- LEGAL LEDGER XXCSU FIRMS Summary Standard Budget, Enc, P0, YTD Actuals, FTE BBA By Period Actuals only FIRMS Summary by Fiscal year Same reports as above Both with data export with drilling capabilities to XXCMP 4/1/

24 MANAGEMENT REPORTING DASHBOARD- AUXILIARY LEDGERS Fund Attribute Report Actuals by Month Board Summary Performance Report *Based on Finance DW Phase 2 project plan, the dashboard presentation will be redesigned. The new layout will be viewable July and required by November /1/

25 SPONSORED PROGRAMS DASHBOARD Admin: Provides financial information, including budget, actual, encumbrance and balance data Management: Similar to the Admin page but with fewer filters for ease of reporting. Also includes a report of direct/indirect cost balance and effective indirect cost rate. PI: Similar to the Admin page but defaulted to expenditures only, and fewer filters for ease of reporting. Billing: Provides info to determine awards that require billing to the sponsor. Awards Report: Includes the CFS SP mod, with the ability to view awards received in a particular FY and by status of award. Attribute Reports: Provides the majority of the attributes from CFS SP mod to download Excel. *Based on Finance DW Phase 2 project plan, the dashboard presentation will be redesigned. The new layout will be viewable July and required by November /1/

26 LIVE DEMO 4/1/