WBSCM300 WBSCM Reports Basic Navigation - For USDA Employees - Lesson 1 What Is a Report?

Lesson Objectives Describe the purpose of reporting in WBSCM Identify the different types of reports available in WBSCM Explain the benefits of reports in WBSCM Describe the navigation paths of reports in the WBSCM Portal

Key TermDefinition OLTP (On-line Transaction Processing) One of two types of WBSCM reports (the other being BI, or Business Intelligence). OLTP reports provide real-time information. Since these reports provide query capabilities directly into the WBSCM system as it operates, it uses the system memory and may have an impact on its performance if there are too many reports run at the same time. Also, do not run a report without specifying selection criteria, as under such circumstances the report might run for a prohibitively long time. BI (Business Intelligence) The second type of WBSCM reports. BI reports provide near-real- time data, as the database in which BI information is stored is refreshed from OLTP on a nightly basis. The BI reporting functionality includes analytical tools for “slicing and dicing” of data and the publishing / export of results. One of the benefits of using BI as opposed to OLTP reports is that there is no impact on the system’s available memory, as BI information is stored in a separate database.

Two types of OLTP reports:  Standard OLTP  Custom OLTP

WBSCM reports are easy to manipulate Reduction in the need for paper reports  Printing still available if necessary Can export reports to Microsoft Excel

Reports are used in WBSCM when you need to display data for a specific purpose. One of the benefits of WBSCM reports is the ability to tailor them to reflect only the information you need.

Standard OLTP:  Out-of-the-box SAP functionality  Developed in accordance with industry and business best practices

Custom OLTP Reports:  Developed by WBSCM team according to USDA needs  Provides custom information, such as order status and shipment quantity for SDAs (State Distributing Agencies) and RAs (Recipient Agencies)

BI:  Data refreshed from OLTP nightly  Faster results due to independent database  Only as up-to-date as the last nightly refresh

Operational Reports

Analytical Reports

Auto Playback Tutorial: watch the simulation with no user input required

Standard Tutorial: guide yourself through the simulation by clicking certain areas when prompted

1.Analytical reports are found within which tab(s)? A.Analysis B.Reports C.functional D.Finance 2.The three types of WBSCM reports are Standard OLTP, _______________, and BI. A.Custom OLTP B.Real-time OLTP C.Custom BI D.Legacy

WBSCM300 WBSCM Reports Basic Navigation - For USDA Employees - Lesson 2 Using OLTP Report Filters

Lesson Objectives Describe how to use filter criteria to filter report results Determine which filter criteria to use Describe the feature of numerical ranges Explain use and benefits of the Dynamic Selections button

Key TermDefinition Filter Criteria / Filter Criteria Screen Filter Criteria are selection criteria fields used to establish parameters that influence the information contained in a report. A Filter Criteria Screen is the initial screen of an OLTP report on which its Filter Criteria fields are located. Range / Range of Exclusion A Range can be established for some Filter Criteria fields based on numerical data. Establishing a range will cause the report to include information related only to the numbers/codes that fall within the range. A Range of Exclusion behaves just like a Range, except that it causes the report to include information about all numbers/codes that fall outside the established range.

Two field boxes. Only one blank field box.

Range Fields

Dynamic Selections Buttons

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Standard Tutorial: guide yourself through the simulation by clicking certain areas when prompted

1.True or False: You can select as few or as many filter criteria radio buttons as you like simultaneously. A.True B.False 2.The _______________ is the initial screen of an OLTP report from which you can establish parameters that determine the information presented in a report. A.Reports Screen B.OLTP Parameters Screen C.Filter Criteria Screen D.Information Screen

WBSCM300 WBSCM Reports Basic Navigation - For USDA Employees - Lesson 3 Personalizing OLTP Reports

Lesson Objectives Describe the methods of customizing OLTP reports Explain the benefits of report customization Name the specific methods for customizing OLTP reports Learn how to print a report and/or export a report to Microsoft Excel

Key TermDefinition Data FilterA numeric data filter can be set up for specific columns within a report table. These filters are numeric ranges that specify the upper and lower limits for which the data in a column must fall. For example, if you establish a data filter for the Quantity column of 50 – 100, the Quantity column will only display quantities between 50 and 100. ExportIn the context of the WBSCM system, to export a report means to convert it to a file that can be edited and saved to your computer. Reports can be exported to Microsoft Excel files and PDF files (for printing purposes).

Organize report information in a manner that makes sense according to the purposes of your report Export a report to a Microsoft Excel file for easier manipulation and distribution Report printing available if necessary

Select User Settings after right-clicking a cell in the report table.

Hidden Columns Table

Lists columns selected to be sorted. Lists columns not currently sorted. These buttons move columns from the unsorted table to the sorted section.

These columns have been chosen to be filtered. Use this column to choose the columns to be filtered.

Calculation Tab Display Tab Print Version Tab

Subtotal

Sum

Print Button Export Button

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Standard Tutorial: guide yourself through the simulation by clicking certain areas when prompted

1.The screen from which you can access a number of the personalization options for OLTP reports is called the __________. A.User Settings Pop-up Screen B.Alteration Window C.Options Panel D.Editing Pane 2.Which of the following is NOT an option for customizing an OLTP report? A.filtering B.manipulating columns C.sorting D.exporting to a Microsoft Word file

WBSCM300 WBSCM Reports Basic Navigation - For USDA Employees - Lesson 4 Business Intelligence (BI) Reports

Lesson Objectives Understand the uses and benefits of BI reports Explain the key differences between BI and OLTP reports Identify the basic methods of personalizing a BI report

Key TermDefinition Drag and Drop The drag and drop functionality is unique to BI reports. It allows you to display, hide, and rearrange the columns and rows of a report table using nothing more than clicks of your mouse.

Automatic report generation, thus no use of selection criteria Great source of historical system data Quicker report generation than OLTP Drag and drop feature facilitates row / column manipulation

Key Differences: OLTP and BI Reports OLTP ReportsBI Reports Is it real-time? YesNo Does it provide the quickest access to historical data? NoYes Is the drag and drop feature available? NoYes Is the data it provides as up-to-date as possible? YesNo Does it use the same memory that is used to process system transactions? YesNo

Drag and Drop

Filter Link

Settings Link

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Standard Tutorial: guide yourself through the simulation by clicking certain areas when prompted

1.The Filter and Settings links are located on the left-hand side of a BI report. A.True B.False 2.BI reports contain the __________ feature, which allows you to display, hide, and rearrange rows and columns using only your mouse. A.manipulation B.ease-of-change C.drag and drop D.point and click

WBSCM300 WBSCM Reports Basic Navigation - For USDA Employees - Lesson 5 Personalizing BI Reports

Lesson Objectives Understand specific ways to personalize a BI report Save a personalized BI report as a variant Export a BI report to Excel

Key TermDefinition VariantVariant is the term given to a personalized report that has been saved for later use. By saving a personalized report, you are able to return to that report with your desired settings at any point without having to establish new settings each time.

Drag and drop: hide, display, and rearrange rows and columns using your mouse Filters: can be altered to determine the data that selected columns display Settings: any number of options for further report display personalization Filter and Settings links

Save As… button

Export to Excel button

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Standard Tutorial: guide yourself through the simulation by clicking certain areas when prompted

1.The drag and drop feature allows you to hide, display, and ___________ the rows and columns of a report table. A.enlarge B.color C.calculate D.rearrange 2.True or False: When a BI report is exported to a Microsoft Excel file, the Excel file cannot be edited. A.True B.False