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Data Warehouse 11G
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Overview and Live Demo
Stephen Wren Senior Budget Analyst University Budget Office
FDW 11G - Objectives
- Navigation
- Functionality & Tools
- Live Demo
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Data Warehouse 11G Overview and Live Demo Stephen Wren Senior - - PowerPoint PPT Presentation
Data Warehouse 11G Overview and Live Demo Stephen Wren Senior - - PowerPoint PPT Presentation
Data Warehouse 11G Overview and Live Demo Stephen Wren Senior Budget Analyst University Budget Office 1 FDW 11G - Objectives Navigation Functionality & Tools Live Demo 2 Look & Feel Home page Recent shows the last
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- Home page
- Recent shows the last 6 reports that the user ran
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Look & Feel
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- Navigate using the dropdown “Dashboards”
menu
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Navigation
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Navigation - Consolidated Dashboards Two main dashboards used for reporting
- Financial Reporting
- Transaction Inquiry
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Navigation - Consolidated Dashboards
Financial Reporting
- Department reporting
- Fund reporting
- Trial balance
- Campus Program reporting
(SMFND, SMURS)
- “Financial Summary As of
Period” recommended Transaction Inquiry
- Open Purchase Order
reports
- Open Requisition reports
- Encumbrance reports
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Saved reports and defaults are called “customizations”
- Can save or utilize (apply) saved reports using the bullet
point icon in upper right
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Navigation – Saving Reports
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Business Units
- Can run reports with multiple business units
- Business units can be set up as default on homepage of each
dashboard
- Can change/add/subtract business units on report filters page –
- verrides default
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Homepage Report Filters
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Financial Reporting Dashboard
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- Wide range of report filters
- Standard and expandable “advanced filters”
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- Expanded search by clicking “more/search” in dropdown
- Enhance search functionality – uncheck “match case” for
more flexibility
- Use “contains” to enhance the search
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Functionality
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Functionality
- Use column selectors to filter data
- Fdescr (description) optional
- “Hide” an option for last four columns
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- Go back using the “return”
- r “breadcrumb”
navigation at the bottom
- f the page
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Functionality - Drilldowns
- “Drilldown” on any blue or
red linked number in a report to see detailed data by clicking on it
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- Sort on drill downs or report column headers
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Functionality - Sorting
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- The first two columns display subtotals
- Add a subtotal option to a third through sixth column by
selecting “show subtotal” after right clicking the yellow column header
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Subtotal
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- Pivoting or break data out into sections by right clicking on a
yellow column header and selecting “move column to prompts” or “to sections.”
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Functionality - Prompt Pivots and Sections
Prompt Pivots Sections
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- Right click on column header in report or drilldown
- Click on include or exclude column to add or remove
column
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Functionality – Including & Excluding Columns
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- Trees group chartfields that have common
characteristics.
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Trees
Example 1: Department with all funds within that department:
Example 2: Division (Dept Level 2) with all Subdivisions (Dept Level 3) Need to select SM_DEPARTMENT tree
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- Sponsored Project number selected from report
filters:
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Trees – Sponsored Projects
- SM_SP_PROJ_ACCT tree selected from advanced
filters:
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- Column 1: Project Fdescr
- Column 2: Acct Level 3 Fdescr
- Now able to see direct & indirect costs:
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Tr e e s – S p o n s o r e d P r o j e c t
Trees – Sponsored Projects
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Contacts
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- Training/report assistance:
budget@csusm.edu
- Instructions and Guidelines:
http://www.csusm.edu/budgetoffice/financedatawarehouse.html
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Live Demo
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