YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 ASSET MANAGEMENT DASHBOARD FINANCE DATA WAREHOUSE Rhina Badia-Barrientos - Financial Services May 23, 2018 Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse The Asset Management (AM) dashboard provides reporting functionality using the Asset Management tables from the CFS transaction system. The AM Dashboard is designed primarily for Department Property Custodians Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Select the Asset Management Dashboard 1. From the data warehouse main Home page, choose the Dashboards drop down menu to display a list of available dashboards. 2. Click on Asset Management to go to the Asset Management dashboard Home page. 3. From the Asset Management dashboard Home page, select a campus business unit or units. 4. Click Apply to apply the dashboard filters. Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Save Dashboard Settings as a Default Customization Using Save Customizations, you can store the dashboard settings as a default so that you do not have to reset them every time you log into the data warehouse. 1. From the Page Options menu, choose Save Current Customization. 2. Enter a descriptive customization name. 3. Choose Make this my default for this page. 4. Click OK. This setting will now apply to all reports within the active dashboard. Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Custodian Report The Custodian Report provides information from the Asset, Cost, Asset Acquisition Detail, Location and Physical Inventory tables for the asset custodian(s) to review. There are two reports on the Custodian Report page: Custodian Report: Displays total count of Asset ID by custodian department Custodian Report All Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Report Elements Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Custodian Report by Custodian Department The Custodian Report has a report view and a filters view. Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Custodian Report by Department User-selected columns plus: Asset ID Tag Number Asset Description Manufacturer Model Serial ID Current Custodian Name Current Custodian Dept Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Custodian Report - All Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Custodian Report - All User-selected columns plus: Asset ID Tag Number Asset Description Manufacturer Model Serial ID Production Version Production Dt Current Custodian Name Current Custodian Dept Asset Count Current Location Acquisition Dt Acquisition Fund Acquisition Dept Acquisition Project Asset Status Checked Out Offsite Last Inventory Dt Cost Amount Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Custodian Report – Scenarios Scenario Example 1: Custodians / Property Office / Departments Scenario Example 2: Executive - All assets for a division. Sonoma State University – Financial Services - Rhina Badia-Barrientos REPORT FILTERS EXAMPLE Business Unit SOCMP Asset Status I – In Service Custodian Dept Fdescr 3062 REPORT FILTERS EXAMPLE Business Unit SOCMP Asset Status I – In Service Dept Tree Name SO_DW_DEPT_ROLLUP_JUL2015 Dept Level 3 F02 - Athletics Sonoma State University - Financial Services - Rhina Badia-Barrientos
Asset Management Dashboard – Data Warehouse YEAR-END LEGAL TRAINING May 2017 Asset Management Dashboard – Data Warehouse APRIL 2017 Asset Management Dashboard – Data Warehouse Sonoma State University – Financial Services - Rhina Badia-Barrientos Sonoma State University - Financial Services - Rhina Badia-Barrientos