Financial Reporting Overview
description
Transcript of Financial Reporting Overview
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Financial Reporting Overview
CSU East BayJune 2014
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All campuses have access to the CSU Data Warehouse
CSU is using the ORACLE OBIEE reporting tool◦ Summarized reports by all ChartFields with drill
down◦ Open PO’s with drill down◦ Transactions by “posted date”◦ Department Hierarchy
Report by Division, by College, by Department Can select by one and report at lower level
◦ Data is one day old
CSU Data Warehouse
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How do you Login to the CSU Data Warehouse?
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Select East Bay from the CSU Portal
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Enter your CSU East Bay Net ID and Password
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Select “CFS Data Warehouse Login – 11G”
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Login Demo
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Dashboards Pages Report Filters = Selection Criteria
◦ Prompt◦ Multi-select
Column Selectors Page Options Download & Print
Some OBIEE Basics:
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Select the Dashboard You’d Like to Use
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Manage My Budget “Dashboard” has 10 Tabs (Reports) You Can Choose From
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Department Report
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Department Report – Filters
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Department Report – 3 Column - Column Selectors
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Department Report – Saving Reports
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Department Report – Download
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Demo Basic Locations
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Set Your Home PageTo
EBCMP(EBFDN or EBEDF)
and choose “Standard Budget”
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Report Filters
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Multi Select Report Criteria
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Multi Select Report Criteria
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Demo Multi-Select vs. Prompt select
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Dashboards are interactive◦ Users can choose the information they want to
see by using the column selectors◦ The number of column selectors in any given
report is identified in its name
Column Selectors
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Account Account Category Fund Class Program Project DeptID Account Type CSU Fund FIRMS Object Code
The “Department” Page on the “Manage My Budget” Dashboard Column Selectors
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Dept by Fund Fund by Account Account by Program Dept by Account Project by Program Fund by Dept Dept by Project
◦ The user can also choose a 3 or 4 column report◦ Report possibilities are endless
Sample: 2 Column Report
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Set Your Home PageTo
EBCMP(EBFDN or EBEDF)
and choose “Standard Budget
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Demo Column Selectors
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To view pre-encumbrances in your reports, select “Summarized with Pre-Enc”◦ For example - requisitions
Pre-Encumbrance Reports
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Review/Any Questions?
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CSU Training Materials https://
csyou.calstate.edu/Divisions-Orgs/bus-fin/it/BI-DW/CFSDW/Pages/BI-DW-User-Documentation.aspx◦ Refer to the 11G Guides
Resources
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Overall Demonstration
and hands-on