Financial Data Warehouse Overview & Demo - Feb “Some day, on the corporate balance sheet, there will be an entry which reads "Information"; for in most cases, the information is more valuable than the hardware which processes it.” - Grace Murray Hopper

Background What is it?  Central warehouse for financial, personnel, etc  Does not replace existing systems  Unlimited report building capabilities How did we get here?  Student data warehouse completed in 1998  Requested by college finance officers  Entire/natural connection downloading

Flow of Data ACCOUNT BALANCES FACTS HEPPS (Phase II) Endowment PBL (Coming Soon) PAPR (Phase III) P-Card/CTA (Phase III) WSU ORG FINANCIAL DATA WAREHOUSE END USER (YOU) Employment Data

Sources of Financial Data FACTS - Financial Accounting System Complete Account Information Codes, picklists, descriptions, etc. Account BALANCES System Accounting Transaction Detail WSU ORG Endowment System PBL - Permanent Budget Level

Sources of Employment Data HEPPS - Personnel & Employee System Employee Position Appointment Funding

Sources of Purchasing Data PAPR - Purchasing, Accounts Payable, Receiving System Vendor Information Purchase Order Line Item Detail Cost Distribution Vendor Name Purchasing Card/CTA Card Vendor Information Purchase Description Cost Distribution

Financial Data Warehouse Goals I.Retrieve Different Types of Data from One Source II.Flexibility to Create & Customize Reports III.Retrieve New data (PBL, Endowment information, Purchasing card, Corporate Travel card) IV.Self Service Data Access V.Lessen the Need/Importance of Shadow Bookkeeping Systems

Advantages Centralized Data Increased Reporting Capabilities Summarize Outstanding Encumbrances Access to New & Existing Data Sources (e.g. Endowment,PBL, P-Card, PI Expenditures) Could Eliminate Need for Entire Connection Ability to Automate & Schedule/Send Reports Additional Retention of History Detail & Summary Information

Demo Budget Statement get activity/balances for prior periods Outstanding Encumbrances finding money Endowment Report new data PI Expenditures

Software Options (Refer to Product Guide) Area Office Distributes Reports InfoView BusinessQuery - Excel BusinessObjects - Full Version

Area Office Distributes Reports Have Reports and/or Data Delivered to you via.pdf or text files Have to Rely on Someone Else No Initial Cost No Annual Maintenance Costs

InfoView Refresh Pre-defined Reports Cannot Create Ad-Hoc Queries Cannot Create Reports Low-Range Initial Cost Annual Maintenance Cost

BusinessQuery (Stand Alone) Build Ad-Hoc Data Queries for Data Retrieval Use Data Stored in an Excel Spreadsheet as Input to your Data Query Not a Report builder Mid-Range Initial Cost Annual Maintenance Cost

BusinessObjects - Full Version Create Custom Reports Build Ad-Hoc Data Queries Refresh Pre-Defined Reports Schedule Reports to be ed to yourself, a server, or another person who does not have Business Objects. Includes BusinessQuery, InfoView, Reporter & Explorer Highest Initial Cost Annual Maintenance Cost

Purchasing Software Discuss Options with Area Finance Officer Send an IRI to IT - Zip 1222 You will be contacted by IT Complete Data Warehouse Access form Download & Install Software Register by Name

Types of Training BusinessObjects “Getting Started” BusinessObjects “Quick Tour” BusinessObjects “User Guide” BusinessObjects Training CD HRS Training User Group Sessions

Questions Will I still get my Budget Statements? Is BALANCES going away? Other Questions? More Information on Data Warehouse web page: