1. Wednesday September 22 nd 9:55 to 10:45 Room Oglethorpe D 1

2. Agenda Data in iStrategy Type of Data Data Hierarchies Organization of Data Source of Data New Drill Capabilities (Demo) Coming Attractions 2

3. 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.). 3

4. Data Hierarchies 4 Account – central Fund – central Program, Class - central Department – institution XXX_BI_DEPARTMENT Project - institution Alternative Reporting

5. 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 5

6. Source of Data in iStrategy 6 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

7. New Drill Capabilities Base vs. Enhanced Drill Actions SSRS Reporting Tool Secondary Drill Search / “Find” Capability Sorting Show Accounting Modify Report to Lower Level Detail Excel Export Printing 7

8. New Drill Capabilities (Demo) Base Drill ActionsEnhanced Drill Actions 8 Report Data Drill Journal Entry Lines Drill Voucher Lines Report Data Journal Data Sub-Ledger Data AP Vouchers, PERS_SERV_BOR

9. New Drill Capabilities (Demo) 9

10. 10 Payroll Detail Screen Print removed from presentation

11. Coming Attractions Positions by Department Top 100 Vendors by Spend 11

12. Coming Attractions PeopleSoft Panel for Managing Dept Level Security 12

13. Please send comments or questions to: Debra.Lasher@usg.edu Jason.Beitzel@usg.edu Kurt.Collins@usg.edu 13