1. AFD Finance – Open Forum
July 11, 2008
2/22/2019

2. Agenda Finance 9.0 Finance Reporting Sample Reports Dashboard Demo
Time line
How will it look
Requisitions
Training
Finance Reporting
New Tool
Sample Reports
Dashboard Demo
2/22/2019

3. Finance 9.0 Upgrade Time Line
The Finance PeopleSoft application will be upgraded from 8.4 to 9.0 September 2nd thru September 10th
During this time the Finance system will not be accessible for Finance users beginning Tuesday, September 2nd , at 5:00 pm until completion
Version 9.0 upgrade will be completed by Wednesday, September 10th
2/22/2019

4. Finance 9.0 Upgrade Time Line
If there are any changes to the time line during the upgrade, you will be notified
We will let you know when the upgrade has been completed and the system is available for use
2/22/2019

5. How it will look
Functionality has not changed for Accounts Payable inquiry
Navigation for inquiry has changed from Review to Review Accounts Payable Info
Actual page names have dropped the word “inquiry”
2/22/2019

6. User Inquiry
2/22/2019

7. Requisitions
2/22/2019

8. 2/22/2019

9. BRIO and nVision
nVision has had severe performance problems as we accumulate more data each year
BRIO is an outdated version that can only be used thru Terminal Services
ITS is implementing a new query tool – ORACLE Business Intelligence Enterprise Edition or OBIEE
Targeting complete replacement by the end of this year calendar year
2/22/2019

10. Finance Reporting Plans
BRIO and nVision will be in place thru August month end
PeopleSoft 9.0 will go live September
No reporting available until October 15, 2008
Can call Finance staff for assistance with any data review during this window
OBIEE – Finance Dashboards go live October 15
2/22/2019

11. New Finance Reporting Goals
2/22/2019

12. EASY
Easy
2/22/2019

13. Project Design Team Project Manager – George Yelland
Finance Functional Lead – Debbie Brothwell
Data Warehouse Lead – Theresa May
Initial Design team:
ITS:
Melinda Rojo, Danny Grieb, Lori Silvestri, Peggy Rodriguez, Amy Stets, Kathy Kimball
Finance:
Victor Brancart, Denise Gibbons
2/22/2019

14. Some pitfalls we are trying to avoid
Common Design Mistakes that Undermine the Usefulness of Dashboards:
Exceeding the boundaries of a single screen
Supplying inadequate context for data
Displaying excessive detail or precision
Choosing a deficient measure
Using inappropriate or poorly designed display media
Introducing meaningless variety in the display media
Encoding quantitative data inaccurately
Visual Design Mistakes:
Laying out data poorly
Failing to effectively highlight important data
Adding useless visual clutter
Misusing color
Designing an unaesthetic visual display.
2/22/2019

15. Current Design My Revenue and Expense My Trial Balance
Summary Budget, Actual, Encumbrance and Balance by:
Whatever you want
Drill to detail
My Trial Balance
Drill to Detail
My Purchase Orders
Open Po’s by whatever you want
Drill to transactions
Won’t take a week to get results
2/22/2019

16. Current Design Continued
My Transactions
Current Month Transactions
By Document Source
By any chartfield
Any Transaction
By latest date
By year
By Accounting Period
2/22/2019

17. New Access Feature
Financial Reports will be filtered to only include the financial information each user is responsible for
Data will be filtered bases on campus organization
Example: College budget specialist will have access to all data within the college, whereas, the department will have access to just the department data
2/22/2019

18. Questions?
2/22/2019

19. Sample Dashboard
Pages
Page Filter
Column Selectors
View
2/22/2019

20. My Revenue and Expense
2/22/2019

21. Program and Account Type
2/22/2019

22. Department and Account Name
2/22/2019

23. Revenue Expense by CSU Fund
2/22/2019

24. Fund and Project
2/22/2019

25. My Purchase Orders
2/22/2019

26. Drill on PO # for Detail by Program
2/22/2019

27. Drill on PO # for Detail by Project
2/22/2019

28. My Trial Balance by Account Type
2/22/2019

29. Trial Balance by Account Type
2/22/2019

30. My Transactions
2/22/2019

31. Current Month by Date Posted
2/22/2019

32. Some Cool Stuff Every dashboard can be printed or Downloaded as: Excel
PowerPoint
Data
HTML
2/22/2019

33. My Dashboard Demonstration
2/22/2019