Tuesday, March 15 th 10:00 am to 3:00 pm Clayton State University 1

Agenda Introductions and Course Objectives User Ids, Login Compatibility Mode Executive Course Data Mapping and Organization Slides Department Level Security Lunch Power User Course Report Development Methodology Q&A 2

URL and Login Information Compatibility Mode 3

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Data Available FY 2006 through 2011 *PERS_SERV_BOR 2011 only Controlled Budgets, Commitment Control, GL Journals, AP Detail, PO Detail, Vendors, and now Payroll Detail (PERS_SERV_BOR). Use of Trees and Hierarchies Descriptions from related tables (Account, Department, Fund etc.). 5

Data Hierarchies 6 Account – central Fund – central Program, Class - central Department – institution XXX_BI_DEPARTMENT Project - institution Alternative Reporting

Organization of Data in iStrategy Perspectives Budget Management, Accounts Payable, PO, Payroll, Position (Currently all reports based on Budget Management) Dimensions Fund, Account, Program, Class, Department, Budget Ref, Project, Fiscal Period --- also Vendor, Position Facts Journals, Vouchers, PERS_SERV_BOR, POs – something with a dollar amount attached Measures Budget, Actuals, Encumbered Amt, Remaining Budget, YTD Actual, PYTD Actual, % Budget Utilized 7

Source of Data in iStrategy 8 Hierarchy From department Tree in PSoft KK_ACTIVITY_LOG Ledger = APPROP_BD Calculated Field = Budget - Open Enc - Actual Calculated Field = (Actual + Open Enc)/ Budget JRNL_HEADER and JRNL_LN, Header Status = P, U KK_AMOUNT_TYPE = 1, 7 Ledger = ACTUALS KK_ACTIVITY_LOG Ledger = DETAIL_EN

Department Level Security PeopleSoft Panel for Managing Dept Level Security 9

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Report Building Methodology 1. What is the primary data type (i.e. journals, vouchers, payroll detail etc.)? 2. Identify the existing report that most closely matches the desired report (organized by account, by fund etc.) 3. Approach Report by Rows, Columns, and Background Information a) Define data elements in Rows and Columns b) Define additional criteria in Background c) Add detail to each item – i.e. which accounts, which budget periods? 11

Modifying an Existing Report 12 Step 2 – Define Rows – Account, Step 2b -- Values for Account Step 1 – Choose report to use as template. Step 3 – Define Columns – Change measures to Budget Period Step 3b – include all Budget Periods Step 4 – Set Background Criteria. Step 5 – Refine Report – hide columns, filter zero rows

Report Building Methodology - cont Refine report with Filters, Sorting etc. 5. Consider “Nesting” of Dimensions to improve presentation of data 6. Tips and Techniques a) Click “Apply” after each change – build incrementally b) Use Leaf Descendents when a report includes all detail values – reduces keying c) Save final report as “My View” d) “My View” reports to others with appropriate security

Please send comments or questions to: 14