DATA WAREHOUSE 11g Report Setup Guide

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Shavonne Parker
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1 DATA WAREHOUSE 11g Report Setup Guide Data Warehouse is updated nightly Key Changes: Home page has a Recent area showing reports recently run. Open to quickly run that report. Default Dashboard Se ngs for Manage My Budget and Opera ons These two se ngs only need to be updated and saved once. In the upper right area, click on the Dashboard drop down and choose Manage my Budget or Opera ons (remember you will need to setup both areas). Navigation uses a drop down menu to go to the Dashboards. Breadcrumbs are located at the bottom of pages. Search function has been enhanced. Pivot tables allow results to be viewed in different ways. Ability to sort by a column is available. Contents: Primary Business Unit: LACMP Primary Budget Ledger: Budgets Ledg Grp CMS Original Budget Scenario: RAP To save your se ng, click on and choose Save Current Customiza on. Enter a name and check the default box, then click OK Dashboard Settings 1 Summary Report 1 Detail Report 4 Open PO s 5 PO Transactions 6 Summary Report Organiza on Between Fiscal Periods 5 Columns In the upper right hand corner, click on the Dashboards drop down and choose Manage My Budget. MANAGE MY BUDGET Summary Report Trust Funds 7 Last Updated: January 15, 2015

In the upper right area, click on the Dashboard drop down and choose Manage my Budget or Opera ons (remember you will need to setup both areas).

2 Summary Report Organiza on Between Fiscal Periods 5 Columns Page 2 This report is used for General Fund and any fund that DOES NOT have a rollover. The example here will run a summary report as of last night for all funds within the chosen dep ds. Choose the 5 Column link. You can choose any number of columns but this guide will only focus on the 5 column report. Fiscal Year/Period: enter begin period, must be 1 or greater (1=July), and end period. Entering period 12 will give all informa on as of last night. Fund: to run all your funds, the field must show Select Value, specific funds enter the fund values by clicking the drop down. More/Search to open the Search Box: If there are any funds in the right hand side, click on Remove All to move them back to the le and leave the box blank, click on OK. There is a new Match Case check box, uncheck to not match case. NOTE: if you need to run a report on a specific fund(s), move the fund over to the right side. Department click on the drop down and choose the dep ds

You can choose any number of columns but this guide will only focus on the 5 column report. Fiscal Year/Period: enter begin period, must be 1 or greater (1=July), and end period.

3 Summary Report Organiza on Between Fiscal Periods 5 Columns Page 3 Columns update in this order: Select Report View Standard with Original Budget Column 1 Dept Fdescr Column 2 Fund Fdescr Column 3 Prog Fdescr Column 4 Acct Cat Fdescr Column 5 Acct Fdescr To save your se ng, click on and choose Save Current Customiza on. Enter a report name and check default, then click on OK At the bo om of the page, export the report to Excel Excel Excel OPERATIONS Detail Report, Open PO s, PO Transac ons, Summary Report for Trust Accounts In the upper right hand corner, click on the Dashboards drop down and choose Opera ons. First Time Login: Set your Default Dashboard se ngs and save. See page 1 for instruc ons.

Enter a report name and check default, then click on OK At the bo om of the page, export the report to Excel Excel Excel 2007+ OPERATIONS Detail Report, Open PO s, PO Transac

4 OPERATIONS Detail Report, Open PO s, PO Transac ons, Summary Report for Trust Accounts Page 4 Detail Report Actuals Transac ons Fiscal Year/Period begin period must be 1 or greater (1=July) Fund to run all funds show Select Value, to run specific funds enter those funds Acct Type choose 30, 50, 60 Department click on the drop down and choose the dep ds To save your se ng, click on and choose Save Current Customiza on. Enter a name and check default, then click on OK. At the bo om of the page, export the report to Excel Excel Excel 2007+

Acct Type choose 30, 50, 60 Department click on the drop down and choose the dep ds To save your se ng, click on and choose Save

5 Open PO s Report same in Manage My Budget and Opera ons but to run in both areas, you must set them up separately. Page 5 Fiscal Year/Period (as of) Department click on the drop down and choose the dep d(s) Column 1 Dept Fdescr Column 2 Fund Fdescr Column 3 Prog Fdescr Column 4 Acct Fdescr Column 5 Vendor Fdescr Column 6 Document Line Descr To save your se ng, click on and choose Save Current Customiza on. Enter a name and check default, then click on OK At the bo om of the page, export the report to Excel Excel Excel 2007+

Fdescr Column 3 Prog Fdescr Column 4 Acct Fdescr Column 5 Vendor Fdescr Column 6 Document Line Descr To save your se ng, click on

6 PO Transac ons for open and closed POs Page 6 Fiscal Year/Period (as of) Department click on the drop down and choose the dep d(s) To save your se ng, click on and choose Save Current Customiza on. Enter a name and check default, then click on OK At the bo om of the page, export the report to Excel Excel Excel 2007+

click on and choose Save Current Customiza on.

7 Ledger Repor ng Summary Report for Accounts with Rollover Funds (includes Period 0) Page 7 Fiscal Year/Period 0 xx Acct Type move 30, 50, 60 over to the right Fund click on the drop down and choose the fund or click on More/Search to look up the fund. IMPORTANT: DO NOT ENTER DEPTID. ROLLOVER FUNDS HAVE NO DEPTID ASSIGNED SO IF YOU USE DEPITD, YOU WILL NOT SEE THE ROLLOVER TRANSACTION. Column 1 Fund Fdescr Column 2 Acct Fdescr Select Report View Standard with Original Budget * Remember to save your se ngs under

Finding Information about your Purchase Orders (POs) and Requisitions

Finding Information about your Purchase Orders (POs) and Requisitions There are two main sources for information regarding your POs and requisitions. 1. The Purchasing System Inquiry: Choose the Purchasing