GROUP February 27th, 2019 Agenda HCM - Monique Rawles Reporting - - PowerPoint PPT Presentation

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GROUP February 27th, 2019 Agenda HCM - Monique Rawles Reporting - - PowerPoint PPT Presentation

Jul 05, 2023 207 likes •484 views

COGNOS USER GROUP February 27th, 2019 Agenda HCM - Monique Rawles Reporting Student - Role Playing Dimensions Mass Review/Change Requests BICC Updates - Kelsie Newberry Data Module/Data Set Demo - Jennifer

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COGNOS USER GROUP

February 27th, 2019

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Agenda

  • HCM - Monique Rawles

○ Reporting ○ Student - Role Playing Dimensions ○ Mass Review/Change Requests

  • BICC Updates - Kelsie Newberry
  • Data Module/Data Set Demo - Jennifer Littlefield
  • New Features Questions/Pain Points - BICC
  • Schedule Set Up Demo - Kelsie Newberry
  • Q&A
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HCM Reporting

Report Name Status Action Report Replaced with Date Change Report Average Hourly Salary Concurrent Employment Employee Profile Salary Listing Replaced with Employee Listing with Salary Details Cost Distribution Report Updated CUL Check FTE and Headcount Prior to CY 2019 folder Data Change Report New Employee Listing with Salary Details New Estimated Payout of Leaves Updated Faculty Contract Notice New Full Time Equivalency Check New replaces CUL Check Report Name Status IPEDS DataDigest Extract IPEDS DataDigest Extract (HR Level 2) Update by mid-year Position History Position Incumbents Vacant Positions Replaced with Position Report Position Report New Position Salary History TBD Projection of Salaries and Fringes Updated Quota Balances New Salary Distribution Updated Statement of Payroll Charges Updated Temporary Positions Updated Voluntary Early Partial Retirement (VEPR) Report Updated

Team content > Boiler Insight > Standard Content > HR and Payroll

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HCM Reporting

  • Major Changes to HCM Data:

a. Employee Leave and Employee Quotas Star - data thru 12/31/2018 b. Employee Time Account Balances and Employee Time Account Details Stars - new data starting 1/1/2019 c. Fields Renamed d. Fields no longer populated e. Fields with new values f. HCM Data Field Crosswalk g. Folders within dimensions have been created/updated for Employee, Job, Organization and Position

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HCM Reporting

Fields Renamed:

  • Organization Dimension

a. Organization Unit ID to Department Code b. Organizational Unit Long Name to Department Name

  • Employee Dimension

a. Employee Subgroup to Employment Type b. Employee Subgroup Code to Employment Type Code

  • Position Dimension

a. Position Employee Subgroup to Employment Type b. Position Employee Subgroup Code to Employment Type Code c. To Be Hired to To Be Hired Flag

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HCM Reporting

New Fields:

  • Employee, Position and Job Dimensions

a. Employee Class (new) to Employee Group (stop being populated) b. Employee Class Code (new) to Employee Group Code (stop being populated)

Same Field New Values:

  • Employment Status and Code

Code (OLD) Name Withdrawn 1 Inactive 3 Active Code (NEW) Name A Active P Paid Leave R Retired T Terminated U Unpaid Leave

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HCM Reporting

For mass review and/or changes to reports including use cases such as: ▪ Impact Analysis ▪ Review and Transfer Ownership of reports/schedules ▪ Find & Replace of Data Items Please send request to BICC@purdue.edu with the below included: Reason for Request: Cognos PROD or QA: If Applicable: Report Path: Data Mart: Star Name: Data Item (column) Current Name: Data Item (column) New Name:

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HCM Reporting

Demo of HCM Report Prompt page - tab format

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Cognos Resources

  • Cognos Resources Page
  • Upcoming Cognos Tool Trainings
  • COG 401 - Cognos Analytics Authoring - 3/12 & 3/13
  • COG 101 - Cognos Analytics Navigation - 4/1
  • COG 111 - Cognos Analytics Scheduler - 4/15
  • Cognos & Tableau Offboarding Checklist
  • To be used before (or after) a staff member departs

position

  • Not only beneficial for supervisors
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WHO DO I CONTACT?

Boiler Insight

Data Questions/Issues: Data-related questions/issues should first be directed to your supervisor. Email:

coereporting@purdue.edu

Student

Data Questions/Issues: Data-related questions/issues should first be directed to your supervisor. Email:

CognosStudentHelp@purdue.edu

BICC

Reporting Tool Questions/Issues: Cognos tool issues - error messages, unexpected behavior, etc. Email:

BICC@purdue.edu

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Cognos Upgrade

  • Upgrade to 11.0.13
  • Timeline

○ Upgrade QA - Wednesday, March 6th ○ Upgrade PROD - Saturday, March 16th

  • Highlights of upgrade forthcoming in March communication
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ACCOUNTS PAYABLE (AP) DATA AND REPORTING

Jennifer Littlefield

February 2019

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AP REPORTS

  • Currently an AP star is on the BICCs project list, so certain

fields are available in Cognos but relationships have not been established in the system

  • All the fields are available in SAP but some of the fields are not

accessible through a standard tcode

  • Both central and business offices would need access to

different reports

  • Reports were needed as soon as possible

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Circumstances

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REPORT REQUIREMENTS

  • Needs to be used by users in the

central and business offices

  • Must include fields from multiple

locations

  • User should be able to see the

data by fiscal period and year, vendor number and vendor name, as well as by check number

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AP Held Check

Field Desc To check no# Year Period Doc# Type Doc# Date Parked By Vendor Number Name of the payee Name of the payee1 Payment document no. (ClrngDocNo) FI Acctg Document Number PM (Payment Method) Payment Block HeldCheck (Pmt meth. supplement=01) Payment terms Check encashment date Pstng Date User Who Carried Out Printing Reference Document Header Text Line Item Text Balance sheet account Business Area Funded Program Check Amount Paid Invoice Amount

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DATA MODELING

Map out how your data is related

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Know your data and the relationships

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DATASETS

Datasets are a way to group a customized collection of items from Boiler Insight Package or other Data Modules

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DATASETS

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UPLOADED FILES

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Uploaded Files for this report are APReference and HeldCheck both are files from SAP

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DATA MODULES AND DATA SOURCES

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Data Modules are source

  • bjects that contain data from

data servers, uploaded files, or

  • ther data modules, and are

saved in My content or Team content.

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DATA MODULES AND JOINS

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Joins in Data Modules allow standard relationships to be established

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QUERIES

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Joins in the data module are being used so they don’t need to be added to the queries in the report itself.

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HELD CHECK REPORT

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A prompt page with the five filters from the requirements was added, as well as grouping on the vendor number so a reprompt could be added into the report itself.

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Contact Information:

JENNIFER LITTLEFIELD Accounting Services, Purdue University Office telephone (765) 494-0986 jlittlef@purdue.edu

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New Features Questions

Upload File, Data Module, Story, Dashboard, & Data Set

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Schedule Demo

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Community Feedback

Questions?

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THANK YOU

Sue Wilder Monique Rawles Leslie Rody Sabrina Tanner Fiona Guo Katie Hendryx Kelsie Newberry