GSA SmartPay Conference Citibank Custom Reporting System (CCRS) Exporting and File Management Aras Toker Analyst
Citibank Presents: Continue the Revolution Citibank Commercial Cards, Government Services The Ninth Annual GSA SmartPay Conference - Philadelphia, Pennsylvania
The Ninth Annual GSA SmartPay Conference Citibank Custom Reporting System (CCRS) Exporting and File Management Aras Toker August 21, 2007
Goals and Objectives To gain a better understanding of the process of exporting data from Citibank Custom Reporting System (CCRS) in to Microsoft Excel. To increase knowledge of Excel functionality to enhance data interpretation and analysis. 4 MM.DD.YY
Agenda Exporting from CCRS to Excel: Navigating the toolbar File format options Saving exported document Excel: Formatting Sorting Calculations Charting 5 MM.DD.YY
What is CCRS? Citibank Custom Reporting System (CCRS) is a robust, web-based reporting tool. CCRS provides Program Administrators with ability to access, navigate and explore relational data to make key business decisions and conduct program analysis. CCRS is an Internet-based tool that does not require installation of additional software. CCRS utilizes state-of-the-art data security. 6 MM.DD.YY
Key Features and Benefits of CCRS Over 650 data elements, including Level III and enhanced folio data, are available to create and customize reports. Pre-defined best-in-class report queries are available for the convenience of the client. Full ad-hoc reporting is available to enable the client to build their own report with their own selection of data elements, filters and sorting criteria. Reports available include Country Spending Report - lists all foreign charges in both US dollars and by foreign currency equivalent. Global, regional, and in-country reporting and drill down capability. Multi-language capabilities. 7 MM.DD.YY
CCRS Export Process
CCRS Toolbar Export Icon 9 MM.DD.YY
CCRS Export Menu Flexibility to select format that is most convenient for specific users Recommended format: Whole report Excel with formatting Export headers as text 10 MM.DD.YY
Excel with Plain Text Format 11 MM.DD.YY
Excel with Formatting 12 MM.DD.YY
Additional File Format Examples HTML Simple Text CVS
CCRS Export 14 MM.DD.YY Click to Export
Export Process CCRS screen will remain open Excel will open in a new window 15 MM.DD.YY
Saving Data Post-Export 1) Left click on File 2) Left mouse click on Save As 16 MM.DD.YY
Saving Data Post-Export (cont d) 3) Select Folder to save worksheet in 4) Name the file 5) Click Save in the lower right corner 17 MM.DD.YY
Excel Basics
Navigating the Excel Toolbar 19 MM.DD.YY
Formatting Resizing Selecting Font Fill color Hiding rows Freeze pane 20 MM.DD.YY
Formatting - Font Font Type Spell Check Alignment Fill Color Font Size Bold Italics Underline Font Color 21 MM.DD.YY
Hiding Rows and Freeze Pane 1. Select the row or column directly under or just to the right of the header row you would like frozen 2. Click on the Window Menu on the toolbar 3. Scroll down and highlight the Freeze Panes line 22 MM.DD.YY
Sorting Single sort applications Alphabetical Numerical Dual sort applications 23 MM.DD.YY
Steps to Sort 1. Highlight the information you would like sorted, including the headings you would like associated with that data 2. Click on the Data menu on the toolbar and select Sort 3. Determine the criteria by which you would like to sort the data and click OK 24 MM.DD.YY
Basic Calculations Sum Average Count % Change (Year-over-year Growth) = (x2-x1)/x1 25 MM.DD.YY
Steps to Perform Calculations 1) Select a blank cell 4) Type in function SUM 2) Insert the equal sign = 5) Select data range 3) Open parenthesis ( 6) Close parenthesis )
Overcoming Excel Pain Points Page set-up for printing Show formulas Find Tool Normalizing fonts/dates Select, copy, cut, and paste using keyboard rather than mouse Concatination Add page numbers Header and footer 27 MM.DD.YY
Page Set-Up 1) Click on the File menu on the toolbar and Select Page Set-up 2) Choose Portrait or Landscape 3) Fit to allows you to choose the number of pages you would like to see that data utilize 4) Print, Print Preview, or click OK to go back to normal view 28 MM.DD.YY
Concatenation 1) Select a blank cell 2) Enter the = sign 3) Type in CONCATENATE or use the function wizard 4) Open parthenthesis ( 5) In Text 1 field, select the first string 6) Click on Text 2 box and select second string 7) Closed parenthesis ) 8) Enter or click OK 29 MM.DD.YY
Find and Replace 1) Select a Column 2) Click Edit in the toolbar and select Replace 3) In the Find what field, type in the values you would like to locate 4) In the Replace with field, type in the new values you would like to see 5) Click Replace or Replace All 30 MM.DD.YY
Summary Covered the CCRS Export Process Reviewed how to save a new document Discussed formatting, calculations, and common pain point 31 MM.DD.YY
Questions? 32 MM.DD.YY
Reminders Thank you for attending this session! Visit the Citibank Welcome Center Room 104 A/B, 1 st Floor National Industries for the Blind will have a display of products Conference Slide Show come see yourself shine! Visit the Citibank Technical Demonstration Center Room 106 A, 1 st Floor Please take a moment to complete your GSA survey for this session! Citibank party is tonight! Convention Center, Great Hall, Level 3 at 7:00 PM! 33 MM.DD.YY
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