Bit Raining Manual

2011
SAPBusinessIntelligence(BI) ReportingTraining
CreatedbytheBudgetOffice MillersvilleUniversityofPA 6/1/2011
ContactInformation
Please contact the following with any questions, for assistance or to set up training: BUDGET OFFICE: Jennifer Mariacher jennifer.mariacher@millersville.edu Gladys LaPorte-Rodriguez gladys.laporte@millersville.edu Kerri Stark kerri.stark@millersville.edu x3436
x2077
x3745
ACCOUNTING OFFICE: Janine Bailey janine.bailey@millersville.edu Theresa DiPaula theresa.dipaula@millersville.edu Johanne Shutter johanne.shutter@millersville.edu x3636
x3731
x3878
For assistance with logons or if the Business Intelligence tab does not appear in your ESS account, please contact: Help Desk x2371
INDEX
Section
Overview RequestingBIReportAccess HyperionontheWebSAPQueriestoBIReportingCrosswalk InternetExplorerInitialSetupforBI HowtologontoBI BINavigation
Page
2 3 4 5 6 8 8 8 8 9 9 10 10 11 11 11 12 12 13 14 14 15 16 18 19 20 20 21 23 40 41
VariableEntryScreen TabLayout QueryDescriptionandLastUpdate GlobalViews ToolBarButtonIcons OpenSavedUserDefinedViews SaveUserDefinedViews Back BacktoStart Variables FilterValues ExporttoExcel CreateAdobe.pdfDocument Properties FastFilters NavigationPane FilterPane FullWindow ManageSavedViews CreatinganewFavoritesFolder HowtoDeleteaFavoritesFolder BIJumpFunctionality APPENDIXABIReportIndex APPENDIXBQuickReferenceofBIToolbarIcons APPENDIXCQuickReferenceofBINavigationalTipsandCautions
SAPBusinessIntelligence(BI)Reports
Inanefforttoprovidefinancialmanagerswiththemostuptodatebudgetinformationpossible,theBudgetOffice hascreatedanarrayofSAPbudgetreports,usingSAPBI.ThesereportscanbeaccessedondemandusingtheSAP ESSportal.Thereportsareuserfriendly,easytorunandwillprovideseveralkeyimprovementsoverourprevious SAPSQLreportingenvironment. TheSAPBIbudgetreportsarerunfromthedatabaseknownastheBusinessWarehouse(BW).Itisimportantto notethattheBWisrefreshedoncedailyeachmorning.Theupdateisgenerallycompletedby8:00a.m.Therefore, thereisnolongeraneedtowaituntiltheafternoontorunyourbudgetreportsandreceivethemostuptodate data.Thismeansthereportswillincludenotransactionsfromthedaythereportisphysicallyprocessed. Inordertoassistwithyourfinancialreportingneeds,eachuserhasbeensetupwiththeirownunique personalization.Theintentofthepersonalizationisthatauserwillactuallyneedtoenternovariablesexceptthe fiscalyearorperiodwhenprocessingreportsunlessinterestedinaspecificfundscenter.TheBudgetand AccountingOfficeshavecreatedavarietyofreportstoassistusersintheirfinancialtrackingandmonitoring.See AppendixAforacompletelistingofallBIreportsandabriefdescriptionofeachincludingthetabsandviewsthat havebeencreated. TheBIreportingtooloffersanumberofaddedbenefitsforourusers: 1. TherearenolongernumerousUserIDsandpasswordstorememberBIreportsareaccessedusingtheSAP ESSportal.Becauseoftheintegratedsignon,theonlyuserIDandpasswordnecessaryisyourMillersville Domainlogonandpassword. 2. BIisrefreshedoncedailyeachmorning.Generallythisiscompletedby8:00a.m.soitisnolongernecessary towaituntiltheafternoontorunyourfinancialreports. 3. BIreportsaretabularinnaturesomostofyourfinancialdatacanberetrievedbyrunningonesinglereport. 4. BIoffersuserstheabilitytojumpintothedetailforthefinancialdatabeingviewed.
BusinessIntelligence(BI)TrainingManual June,2011 Page2
RequestingBIReportAccess
InordertoaccessBIreports, usersmusthaveanEmployee SelfServiceaccountandbe grantedthepropersecurity access. Usingthelink http://www.millersville.edu/inf otech/forms/account request.php 1. Completetheformas required.Besureto selectSAPunder Additional Applications 2. SelectBothunder SAPFinanceModules 3. ClickSubmitRequest Usingthelink http://www.millersville.edu/acc ounting/forms.php 1. ClickonSAPSecurity Form(Excel) 2. Completeformas requiredandsubmitto AccountingOfficefor processing 3. AllappropriateuserIDs YouwillreceiveanemailfromtheAccountingOfficeadvisingthatyour willbecreatedand profilehasbeencreatedandprovidingacompletelistofuserIDsand securitywillbeassigned passwords. PleasecontacttheBudgetOfficeaftertheemailisreceivedtoschedule training.
BusinessIntelligence(BI)TrainingManual June,2011
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HyperionontheWebSAPQueriestoBIReportingCrosswalk
SAPSQLReport Bud1Asummarypool bdgtoperandrev Bud1Bpoolbdgt lineitemtransactions NewBIReport DepartmentBudget Report DepartmentBudget Report Tab Summary BudgetTransforbudget transactions;Actualsw/oSt EmpTransforactual transactions Summary BudgetTransforbudget transactions;Actualsw/oSt EmpTransforactual transactions Forsummaryinformation choosesummarytab Fortransactions Budgettransactions BudgetTrans ActualsStudentEmpTrans View Bud1APoolBudget Defaultviewforbothtabs
Bud2Asummaryline itembdgtoperandrev Bud2Blinebdgtline itemtransactions
DepartmentBudget Report DepartmentBudget Report
Bud2ALineItemBudget Defaultviewforbothtabs
Bud3Astuwage transbydept
DepartmentBudget Report
Bud4Asaprestricted fundbalance
Budsaporderno summary Budsaporderno transactions
RestrictedFundBalance ForFundBalancechoose Report Summarytab ForTransactionschoose: Revenuetabfor revenuetransactions Transferstabfor transfertransactions Expensestabfor expensetransactions Commitmentstabfor opencommitments detail InternalOrderReport Summary InternalOrderReport Transactions
Forsummaryinformation chooseStudentEmployment Summary Fortransactions Budgettransactionselect StudentEmploymentBudget Transview ActualsUsedefaultview ForFundBalanceUse defaultview ForTransactionsUsedefault views
DefaultView DefaultView
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InternetExplorerInitialSetupforBI
Inorderforuserstobeable toexporttoExcelorAdobe, someinitialsetupneedsto takeplaceonyourPC.NOTE: InformationResourcesis workingonaresolutionso thisactiondoesnotneedto beperformedoneveryPC. OpenInternetExplorer 1. SelectToolsfromthe internettoolbar 2. SelectInternet Options 3. SelecttheSecurity tab 4. HighlightLocal Intranet 5. ClickSites 6. ClickAdvanced 7. Enter https://*.passhe.edu MakesuretheRequire serververification(https:) forallsitesinthiszoneis NOTchecked 8. ClickAdd 9. ClickClosethenOK 10. OntheSecuritytab, highlightTrusted Sites 11. ClickSites 12. Enter*.passhe.edu MakesuretheRequire serververification(https:) forallsitesinthiszoneis NOTchecked 13. ClickAdd 14. ClickClosethenOK Youhavenowcompletedthe initialsetupforBIreporting!
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HowtologontoBI
UserswilllogontoBIinthesamemanneras theydo,currently,toaccesstheirpay statementsandenterleaverequests.BIwill appearasanewtabwhenloggedintothe PASSHEportal. 1. GototheMillersvilleUniversity homepageatwww.millersville.edu andselectESSontheleftpane. ThiswilltakeyoutotheHuman Resourceswebpage. 2. SelectLogin 3. EnteryourUniversitydomainuserID (FirstName.LastName@millersville. edu)andpassword 4. YouwillnowseeaBItabasoneof youroptions.
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OntheBusinessIntelligence tab,eachuserwillhavetwo subtabsUserReportsand ManageSavedViews. TheUserReportstabwill containthereportswhichare availablecampuswide.Allof yourfinancialmonitoring reportswillresideinthe FinancialReportsfolder.You willneedtoclickontheblack arrowtoopenthefolderand displaythereports.Youcan hoveroverthereporttogeta briefdescriptionofthereport andwhatitisusedfor.There arecurrentlynoreports publishedtotheProcurement andPayrollfolders.Reports maybeaddedtothesefolders atalatertime. TheManageSavedViewstab willbeusedfortwopurposes. Itwillenableausertodirectly accessapersonalviewthey havecreated.Theseviewswill appearintheFavorites folder(Theprocedurefor creatingpersonalviewsis explainedbeginningonpage 10.)Thistabwillalsobeused toaccesscustomviewscreated foryoubytheAccountingor BudgetOffices.

NowthatyouarefamiliarwiththeBIReportingPortal,letsopenareportandget familiarwithnavigatingaBIreport! Toopenareport,simplyclickonthedesiredreport!
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BINavigation
VariableEntryScreen Afterclickingonthereportlink,a VariableEntryscreenwillappear beforethereportruns. Youwillnotneedtochangeanyof thesevalues.SimplyclicktheOK buttontoexecuteyourreport. AfterclickingOK,a turningwheelwill indicatethereportis running.
Youcanusethe
toverifyvariablesarevalid!
TabLayout
BIreportsaretabularinnature.Eachreportwillcontainatleastonetabandmayhavemanytabs.Thetabshave beencreatedtocategorizedataforfinancialmanagersandenablethemtomeettheirreportingneeds.Tonavigate fromtabtotab,clickontheappropriatetabs.Pleasenotethatausershouldclickonetimeonly.BIwilldisplaya processingwheeluntilprocessingiscomplete.AcompletelistingoftheBIFinancialreportshasbeencreatedfor yourreferenceandappearsinAppendixA.
QueryDescriptionandLastUpdate A. Foreachtabselected,thedescriptionofthequerywilldisplay. B. TheLastDataUpdatedateandtimewillalsodisplay.ThisisthedayandtimetheSAPBIreportswerelast updatedwithSAPdata.Typically,yourreportscontainallthepriordayinformationby8:00a.m.each morning.
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GlobalViews Eachtabmaycontainmultipleviewsina dropdownlist.Simplyclickonthedropdown arrowtodisplayalistofviewsbuiltonthe query.Clickonthedesiredviewandwaitfor thescreentorefreshwiththenewview. RefertoAppendixAforadescriptionofviews foreachreportandtab. ToolbarButtonIcons
A. OPENAccessandopenanypreviouslysaveduseddefinedviews. B. SAVESaveauserdefinedViewafterimplementingformattingandcriteriachanges. C. UNDOUndolastnavigationchange.Eachclickwillbackoutanotherstep/change.Allowtimeforeach screenrefresh.NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONA SOLUTION. D. RESETThiswillundoallusernavigationandfilterchangesandreturntheviewtothewayitwasdelivered. NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONASOLUTION. E. VARIABLESCREENThiswillreturntheusertotheInitialVariableScreentochangeyourselections. F. DISPLAYThiswillshowallvariableandfilterselectionsthatarecurrentlyineffect. G. FITLERVALUESHide/DisplayVariable(reportwide)andDynamic(tabonly)FilterValues.Thereport defaultstodisplayvariableandfiltervalues. H. EXCELThiswillallowyoutoexportthecurrentviewtoExcelforfurtherprocessing. I. PDFPRINTThiswillconvertthecurrentviewtoapdfformattoallowyoutoeitherprintthevieworsave thepdffile. J. PROPERTIESThiswilldisplaythepropertiesofthecurrentview.Toggleon/off. K. FASTFILTERANDNAVIGATIONDisplayFastFilterDropdowns,FastMenus,andFastNavigationButtons. Thereportdefaultstodisplayfastfilterdropdownsandmenus. L. NAVIGATIONPANEThiswillallowyoufullaccesstothebuildingblocksofthecurrentview.Toggleon/off. M. FILTERPANEThiswillallowyoufullaccesstoapply/removefiltersonthedata.Toggleon/off. N. EXCEPTIONSAddoredittheformattingofcellsbasedonreportvaluesi.e.cellsinredwhendollaramount isnegative. O. CONDITIONSLimitdisplayofdatathatmeetsparticularuserdefinedcriteria. P. FULLWINDOWVIEWOpenthereportdetailorchartinafullwindowtoaidscrolling. Q. DOCUMENTATIONAccessthereportdocumentationand/ortabspecificnotes.
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OpenSavedUserDefinedViews
ClickontheOpenUserDefinedViewsicononthe toolbar toopentheviewsyouhadpreviously saved. A. Makecertainyouareonthefavoritestab.This iswhereallyouruserdefinedviewsshouldbe saved. B. Clickontheviewyouwanttoopen C. Youwillnoticeafterclickingontheviewthe namewillappear.Verifyyouhavethecorrect viewselected. D. ClicktheOKbuttontoopentheview. AfterclickingOK,youmaybepromptedtoenter variables.Yourcurrentreportwillbereplacedwiththe userdefinedviewyouopened.
SaveUserDefinedViews
Aftermakingnavigationalorfilterchangestoareport, youmaywishtosavethosechangesforfuture reference.SavedViewscansaveconsiderabletime. ClickontheSaveUserDefinedViews tocreatea newuserdefinedview. A. TheSaveVariableValueswillbecheckedby default.Uncheckthisboxbeforesaving. B. OntheFavoritestab C. Youwillnoticealltheviewsyouhavesaved. Youcanclickononetooverwriteit(withthe samename)ordoubleclickonafolderto saveinafolder. D. TypetheDescriptionofyourview. E. AftertypingtheDescription,clickOKtosave theuserdefinedview. Folderscanbecreatedtoorganizeyour Favoriteviews.GototheManage SavedViewstabunderBusiness Intelligenceontheportal.
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Back
NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONASOLUTION. ClickontheBackicon toundoyourlastnavigationorfilter.EachtimeyouclicktheBackbuttonyouwillundo onestep.Youcanclickmultipletimestoundomultiplestepsbutyoumustwaitforthescreentorefreshaftereach click. DONOTuseyourbrowsersbackbuttonoryour browserscontextmenubackbutton. BrowserContextMenu
BrowserBackButton
BIToolbarButton
BIContextMenu
BacktoStart
NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONASOLUTION. ClickingtheBacktoStart buttonwillremoveallnavigationstepsandreturnthereporttotheoriginal navigationalstate.Itwillalsoremoveanydynamicfiltersthatweaddedsincethereportwasexecuted. Variables
UsetheVariablesIcontoquickly reprocessthereportwithnew values. A. ClickontheVariablesicon tocallthevariable screentochangevariable values. B. Thevariabledialogboxwill open. C. Changethevariablevalues. D. ClickOK
IfyouchangethevariablevaluesafterrunningthereportwiththeVariablesbutton,youcurrentnavigationstate anddynamicfiltersarepreservedwhenthenewvariablevaluesarereturned.Ifyousimplyrunthereportfromthe originallinkagain,yournavigationalstateislost.
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FilterValues A. VariableFilters:Thiswilldisplaythevariablevaluesenteredwhenyouranthereport. B. DynamicFilters:Thiswilldisplayanyfilteringdoneonthecurrenttab.Dynamicfiltersonlyapplytothetab youareviewingwhileVariableFiltersarethesameforalltabs. C. TohidethedisplayoftheVariableandDynamicfilters,clickonthe icon.
ExporttoExcel
TheExporttoExcel buttoncanbeusedto easilyexportthedatatabletoMicrosoftExcel. A. ClickontheExporttoExceliconbutton. B. Anewdialogboxwillopen.Youcan eithersavethefileoropenit.(Note:This dialogboxwillvarydependingonthe webbrowseryouuse. C. IfyouOpenthefile,youmaybe promptedtoallowthefiletoopen dependingonyourversionofExceland securitysettings.ClickonYesbutton indicatingyoutrustthefile.
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CreateAdobe.pdfDocument A. ClickontheExportto.pdf buttontoopenthe B. ExportDialogbox. C. Makeanydesiredsettings changes.Youcanchange fromBlackandWhiteto color,changeorientation (landscapeorportrait), changemargins,andeven addtexttotheheaderor footer. D. ClickOKtocompleteexport. Adobe.pdfDocument AfterexportingtoAdobe.pdf,youwillbeabletoPrintorSavethedocumentforfuturereference.Oneofthenew improvementsto.pdfprintingisthatcolumnsand/orrowsheadingswillrepeatforallpages.
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Properties Usershavetheabilityto changethepropertiesofmany reportingobjectsbyactivating thepropertiespane.Clickon thePropertiesbutton to openthepropertiespane. (ClickonPropertiesbutton againtohidetheproperties pane) YoucanmodifyTable,Chart, AllDataCells,andQuery properties. Forexample,youmaywantto displaytextoneveryline, regardlessifitisrepeating. A. ClickontheProperties icon/buttononthe toolbar. B. OntheTabletab, C. ChecktheDisplayRepeatingTextcheckbox D. Noticethateveryrowwillnowdisplaytext,evenifthattextisthesameastherowabove. FastFilters Eachtabmaycontainafilterdropdownswithalistofvalues.Forexample,ifyourunthereportformultiplefunds centersyoucansimplyselectasinglefundscenterfromthedropdown.Aftermakingafilterselection,thescreen willrefreshtodisplaydataforthesinglefiltervalue.Thedropdowntitlesalsocontaincommonfunctionality.
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NavigationPane
Clickingonthisiconwillopenamenuboxto theleftofyourreportdisplay.Usethe NavigationPanetoadd,remove,orreplace characteristicsorkeyfiguresinrowsor columns. Toswap(replace)onecharacteristicwith anotherone,singleclickonthecharacteristic youwant(CommitmentIteminthisexample) anddraganddropitontopofthe characteristicyouwanttoreplace.
YoucandragfromtheNavigationPanetothe table,fromthetabletotheNavigationPane, orevenmovecharacteristicswithinthetable ornavigationpane.
NavigationPaneTabAddDrilldowninRows ToAddaDrilldowntorows,clickonthedesired characteristictoaddfromthelistofFree Characteristics,draguntiladarklineappears. Thelinewillindicatethenewlocationofthe characteristictobeadded.Releaseandwaitfor thescreentorefresh. Thenewfreecharacteristicwillbeaddedtothe rows. Youcanremovecharacteristicsby clickingonthecharacteristicyou wanttoremoveanddraggingitto thefreecharacteristicsectionofthe navigationpane.
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FilterPane DialogSelection
TheFilterPaneprovidesfunctionalitytofilter characteristicsandkeyfiguresbyusingadialog boxorutilizingthedraganddropfunctionality. ClickingonthefilterPaneiconwillopenafilter windowtotheleftofyourreportdata. IfyouhavetheNavigationPane displayed,thefilterpanewillbe displayedbelowit. 1. TheFilterPanewilldisplaytothe leftofthedatatablewithall availablecharacteristicsandkey figures. 2. Tofilteronacharacteristic (CommitmentIteminthis example)selectEditfromthe dropdownbox. 3. Anewdialogwindowwillopen forthecharacteristicselected. 4. Findthevalue(s)youwantto includeorexcludeinyourfilter andselectthevalue(s)by clickingontheblocktotheleft. 5. Aftermakingyourselections, clickontheAddbuttontomove valuestotheSelectionstableontheright. 6. AfterclickingtheAddbutton,theaddedvalues willdisplayontheSelectionstable. 7. Youcanalsoexcludevaluesbyselectingthe valueandclickingtheredsquaretoexcludethe value. 8. Whencomplete,clicktheOKbuttontotransfer thefilter. 9. AfterclickingtheOKbuttontotransferthefilter values,thedropdownwilldisplaythefiltered value.A!beforethevalueindicatesthevalueisexcluded.
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FilterPaneDragandDrop Insteadofusingthefilterdialogboxtoselectfilter values,youcanalsodraganddropvaluestoincludeor excludethemfromtheresults. Tofiltertoasinglevalue,clickonthevalueanddrag anddropitontotheFilterPane.TheFilterPanewill highlightintealwhenyouhoveroveritwiththe selectedvalue. DroponFilterPaneandwaitforscreentorefresh. AfterdroppingthevalueontotheFilterPane,youwill noticethedatatablewilldisplayonlythesinglevalue andtheFilterDropdownontheFilterPanewillalsoindicatethereisafilter. TheFilterstabwillalwaysdisplayany filtervalues. ToExcludeavaluefromthedata,clickonthevalue anddraganddropitinthegreyfilterpanesection Dragfromtableanddropitemshereto remove/excludefiltervalue(s).A!beforethe valueindicatesthevalueisexcluded.
Ifyoufindyourselfcompletinganyoftheabovenavigationonaregularbasis,youcansaveyourselftimeby savingthelayoutasapersonalview.SeePage10forsavingapersonalview.Notethatsavingapersonalview savesallthetabsofthereportinthelayouttheyareinwhentheviewissavedsomakesuretheentirereportis exactlyasyouwantit.
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FullWindow
Ifyoudatalistisverylong,youmaywishtoopenthedatatableinafullwindow.Youwillstillhavetheabilitytouse theBIContextMenubuttheotherwebitemswillberemovedfromthefullwindowview.SimplyclickontheFull Windowbutton toopenanewwindow. Thereareseveraltoolsthatwillhelpmaximizethedisplayareaandassistwithscrollingwhilelockingthecolumn androwheadings. A. Youcanadjustthedisplayareabyenteringthenumberofrowsandcolumnstodisplayatonetime.Simply enteranumberandpressEnteronyourkeyboard.Youcansettherowsandcolumnstoadisplayareathat bestfitsyourcomputersscreensizeandresolution. B. Usethescrollbuttonstoscrollthroughthedata.Columnandrowheadingswilldisplaywitheachstep. C. Youcanalsousethescrollbarontherightand/orbottomofthescreentoscrollthroughpages.
ToExitaBIreportsimplyclicktheblackXintheupperrighthandcorneroftheReport. BusinessIntelligence(BI)TrainingManual June,2011
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ManageSavedViews TheManageSavedViewstabontheBusiness Intelligencemenuwillbeusedfortwo purposes.Itwillenableausertodirectlyaccess apersonalviewtheyhavecreated.Theseviews willappearintheFavoritesfolder(The procedureforcreatingpersonalviewsis explainedbeginningonpage10). Thistabwillalsobeusedtoaccesscustom viewscreatedforyoubytheAccountingor BudgetOffices.Thesecustomviewswillin somecasereplacethecustomreportsthat werecreatedforyouinHyperion.Thecustom viewswillappearinthePortfoliofolder. OntheManageSavedViewstab,itisimportant tonote: 1. Noonewillbeabletoseeyourpersonal viewsexceptyousofeelfreetocreate asmanyasnecessarytomeetyour financialneeds 2. Whensavingapersonalview,make sureeachtabinthereportisinthe formatyoulike.Savingaviewas personalwillsavetheentirereportin theformatitappearsaswhenyou savedit NOTE:CurrentlythePortfoliofolderdoesnot appearbydefault.Programmersareworkingon aresolution.Intheinterim,youcannavigateto yourportfolioby: 1. ClickontheContextMenunextto Favorites 2. SelectGoTothenselectPublicFolders 3. ClickontheMillersvillefoldertodisplay customreportsassignedtoyou

NOTE:Thisfolderiscurrentlyempty.The BudgetandAccountingOfficeswillbeworking withusersinthecomingmonthstoensureall customviewarecreatedasneededandthat yourfinancialreportingneedsaremet.
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ManageSavedViewsCreatingaNewFavoritesFolder 1. Clickonthe ContextMenu nexttoFavorites 2. SelectNewthen selectFolder 3. NameyourNew Folder 4. Giveitabrief description 5. ClickSave 6. Youwillseea messagesaying Folderhasbeen createdbackat theManage SavedViews
HowtoDeleteaFavoritesFolder 1. ClickonContext Menunextto theFolder 2. SelectDelete 3. Youwillreceive aconfirmation message confirmingyou wanttodelete. ClickYes 4. Youwillreceive confirmation thatfolderhas beendeleted backatManage SavedViews
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BIJumpFunctionality
BIprovidesuserstheabilitytojumpintothedetailswhichmakeupamountsdisplayedonreports.Onthe summarytaboftheDepartmentbudgetreport,ausercandrillintoalloftheamountsdisplayed. Summaryamountswillallowtheusertojumpintothedetailedtransactions.Detailedtransactionswillallowusers tojumpintotheactualaccountingdocumentssuchasthePurchaseOrder,JournalEntry,BudgetDocumentand PaymentDetails.Directionsforjumpingintothedetailsareincludedbelow.Becausetheoptionsforjumpingvary dependingwhereyouarelocatedonthereport,aflowchartisincludedtohelpusersnavigate. 1. OntheActualAmountoftheSummarytab,rightclickandselectGoto 2. BecauseyouwereontheActualAmount,youwillselectActualsDetailLines 3. Anewwindowwillopenanddisplayallofthetransaction.TheOverallResultwillbethesameasthe amountyouoriginallyclickedon
EachtimeyouselectGototojumpintothedetails,anewwindowwillopen.Toexitthejumpwindow, usetheXintheupperrightcornerofthejumpwindowthatwasopenedtoclosethejumpwindow.The activewindowshouldbehighlighted.
BecarefulwhichwindowyouareclosingoryouwillcloseyourBIreportorInternetBrowser!
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Ifona Summary Tabwithina BIReport
Whenclicking onthedollar amountinthe column Budget
Select
IfonaTransactionsTabwithinaBIReport,youdonotneedto selectthetypeofDetailLines.Navigatedirectlytotheapplicable transaction.

Usedifdetaillineisabudgetamount
Select BudgetDetail Lines(BCS Only)
FMEDD DisplayBudget Document
SAPME23N Display PurchaseOrder SAPFB03 Display AccountingDocument
UsedifthedetaillinecontainsanumberinthePurchaseOrder column UsedifthereisnoPO#listedandnoDP,TV,TR,orPOreferenced inthetextcolumn UsedifthereisnoPO#listedandnoDP,TV,TR,orPOreferenced inthetextcolumn UsedifthedetaillinecontainsanumberinthePurchaseOrder column
SUMMARY
Actuals
Select Actuals DetailLines
PaymentDetailLines PurchaseOrderDetail Lines
Commitments
SAPME23N Display PurchaseOrder
UsedifthedetaillinecontainsanumberinthePurchaseOrder column Usedifthedetaillineisincommitmentitem615100Travel
Select Commitment DetailLines
SAPFMX3 Display FundsReservation SAPME53N Display PurchaseRequisition
UsedifthedetaillinecontainsanumberinthePurchaseOrder column
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APPENDIXA BIREPORTINDEX
BIReportName DepartmentBudget Report TabName Summary View *Fund>FundsCenter Description DefaultViewDisplays Budgetamount,Actual Expenditures,Open Commitments,Balance Remainingand% Remainingbyfundthen byfundscenterfor variableselection ReportreplacesHyperion Bud1Areport.Provides summarybyfundscenter bycommitmentitem budgetamount,actual expenditures,remaining balance,andremaining%. Usershouldlooktothe totalin3 OPERATING_CAPITALto determinetheirbalance availableandtheoverall resulttodeterminethe balanceavailable includingreserves ReportreplacesHyperion Bud2Areport.Provides summarybyfundscenter bycommitmentitem budgetamount,actual expenditures,remaining balance,andremaining% forthosedepartments thatbudgetatthe3digit level.Usershouldlookto thetotalin3 OPERATING_CAPITALto determinetheirbalance availableandtheoverall resulttodeterminethe balanceavailable includingreserves Providessummaryby fundhierarchybyfund Page23
Summary
Bud1APoolBudget
Summary
Bud2ALineItemBudget
Summary
FundHierarchy
BIReportName
TabName
View
Summary
Fund>FundsCenter>CI LineItemHierarchy
Summary
FundsCenterOnly
Summary
Lessthan10%Remaining (NonPersonnel)
Summary
Lessthan10%Remaining (StudentEmployment)
Summary
RevenueSummary
Description budgetamount,actual expenditures,remaining balance,andremaining% Providessummaryby fundbyfundscenterby commitmentitem categorybudgetamount, actualexpenditures, remainingbalance,and remaining% Providessummaryby fundscenterbudget amount,actual expenditures,remaining balance,andremaining% Reportwilldisplaya summarybyfundby fundscenterbudget amount,actual expenditures,remaining balance,andremaining% forallfundscenterwith lessthan10%oftheir operatingbudget remaining.Fundscenters currentlyinadeficitwill behighlightedinred Reportwilldisplaya summarybyfundby fundscenterbudget amount,actual expenditures,remaining balance,andremaining% forallfundscenterwith lessthan10%oftheir studentemployment budgetremaining.Funds centerscurrentlyina deficitwillbehighlighted inred Providessummaryby fundbyfundscenterby commitmentitembudget amount,actual expenditures,remaining balance,andremaining% forallrevenue Page24
BIReportName DepartmentBudget Report
TabName Summary
View StudentEmployment Summary
BudgetTrans
*Fund>Funds Center>Commitment Item
Ifyouhavequestions regardinganybudget transactions,please contacttheBudget Officeandhaveready thedocumentnumber ornotetheRefDoc#. DepartmentBudget Report BudgetTrans StudentEmployment BudgetTrans
BudgetTrans
TransactionDate (Descending)
Description commitmentitems Providessummaryby fundbyfundscenterby commitmentitembudget amount,actual expenditures,remaining balance,andremaining% forstudentemployment DefaultViewProvides detailofallbudget transactionsbyfundby fundscenterby commitmentitem includingdocumentdate, documentnumber, referencenumber, description,andamount. Willprovidedetailasto whetherthetransaction wasanoriginalbudget posting,acarryforwardof budgetfromtheprevious yearforanyopen commitments,abudget transfer,onetime supplement,orbudget reduction Providesdetailofall studentwagebudget transactionsbyfundby fundscenterby commitmentitem includingdocumentdate, documentnumber, referencenumber, description,andamount. Willprovidedetailasto whetherthetransaction wasanoriginalbudget posting,abudget transfer,onetime supplement,orbudget reduction Providesdetailofall budgettransactionsby dateindescendingorder byfundbyfundscenter
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BIReportName
TabName
View
Actualsw/oStEmplTrans *Fund>Funds Center>Commitment Item
Actualsw/oStEmplTrans FundsCenter>CILine ExpensesbyPeriod
Actualsw/oStEmplTrans PODoc#Sort
Actualsw/oStEmplTrans PostingDate(Descending)
Description bycommitmentitem includingdocumentdate, documentnumber, referencenumber, description,andamount. Willprovidedetailasto whetherthetransaction wasanoriginalbudget posting,acarryforwardof budgetfromtheprevious yearforanyopen commitments,abudget transfer,onetime supplement,orbudget reduction DefaultViewProvides detailofallactual transactionsbyfundby fundscenterby commitmentitemby postingdate,PO documentnumber(if available),Finance documentnumber, description,vendor(if applicable)andamount Providesasummaryofall actualamountsbyfund byfundscenterby commitmentitemby fiscalperiod Providesdetailsby PurchaseOrdernumber includingfund,funds center,commitmentitem, postingdate,Finance documentnumber, description,vendorand amount Providesdetailsby Postingdatein descendingdateincluding fund,fundscenter, commitmentitem, purchaseordernumber(if applicable),Finance documentnumber,
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BIReportName
TabName
View
Actualsw/oStEmplTrans Revenues
Actualsw/oStEmplTrans VendorDetail
CommitmentsTrans
*FundsCenterw/Detail
CommitmentsTrans
PostingDate(Sort Ascending/Oldest)
Description description,vendor(if applicable),andamount Providesdetailofall revenuetransactionsby fundbyfundscenterby commitmentitemby postingdate,PO documentnumber(if available),Finance documentnumber, description,andamount Providesdetailbyvendor includingfund,funds center,commitmentitem, postingdate,PO documentnumber(if available),Finance documentnumber, description,andamount DefaultViewProvides detailofopen commitmentsbyfundby fundscenterby commitmentitem includingvendor, Requisitionnumber,PO#, Lineitemnumber, Description,Dateand amount.Detailedamount includestheOriginaland Carryforwardamount, anyReductionsor Adjustmentsand remainingopenbalance andpercentageremaining Providesdetailofopen commitmentsin Ascendingorderbyfund byfundscenterby commitmentitem includingvendor, Requisitionnumber,PO#, Lineitemnumber, Description,Dateand amount.Detailedamount includestheOriginalor Carryforwardamount,
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BIReportName
TabName
View
StudentEmpTrans
*Funds>Funds Center>Commitment Item
StudentEmpTrans
PostingDateSort (Descending)
Travel
*Funds>Funds Center>Commitment Item
Travel
CommitmentItem>Funds Center
Travel
EmployeeswithDetail
Travel
FundHierarchy
Travel
FundsCenterGroups
Description anyReductionsor Adjustmentsand remainingopenbalance andpercentageremaining DefaultViewProvides detailofallStudentWage transactionsbyfundby fundscenterbyposting date,Financedocument number,description,and amount Providesdetailofall StudentWage transactionsbyposting dateindescendingorder byfundbyfundscenter includingFinance documentnumber, description,andamount DefaultViewProvides detailofactualpaidand opencommitmentsfor Travelexpenseaccount (615100)byfundbyfunds center Providesdetailofactual paidandopen commitmentsforTravel expenseaccount(615100) byfundbyfundscenter Providesdetailofactual paidandopen commitmentsforTravel expenseaccount(615100) byemployeebyfundby fundscenterbyposting date(indescending order)including description Providesdetailofactual paidandopen commitmentsforTravel expenseaccount(615100) byfundgroup Providesdetailofactual paidandopen commitmentsforTravel Page28
BIReportName
TabName
View
PriorYear
PriorYear
PriorYear
PriorYear
PriorYear
PriorYear
PriorYear
DepartmentBudget
PriorYear
Description expenseaccount(615100) byfundcentergroup *Fund>FundsCenter DefaultViewDisplays PriorYeartoDateto CurrentYeartoDate includingdollarand percentagevarianceby fundbyfundscenter Bud1APoolBudget DisplaysPriorYearto DatetoCurrentYearto Dateincludingdollarand percentagevarianceby fundbyfundscenterby commitmentitem Bud2ALineItemBudget DisplaysPriorYearto DatetoCurrentYearto Dateincludingdollarand percentagevarianceby fundbyfundscenterby commitmentitematthe rolluplevel FunctionalAreaHierarchy DisplaysPriorYearto DatetoCurrentYearto Dateincludingdollarand percentagevarianceby functionalarea FundHierarchy DisplaysPriorYearto DatetoCurrentYearto Dateincludingdollarand percentagevarianceby fundhierarchy Fund>FundsCenter>CI DisplaysPriorYearto LineItemHierarchy DatetoCurrentYearto Dateincludingdollarand percentagevarianceby fundbyfundscenterby commitmentitem hierarchy(Personnelfor studentwagesand Operating/Capital) Fund>Funds DisplaysPriorYearto Center>Period DatetoCurrentYearto Dateincludingdollarand percentagevarianceby fundbyfundscenterby fiscalperiod FundsCenterHierarchy DisplaysPriorYearto Page29
BIReportName Report
TabName
View
PriorYear
PriorYear
PriorYear
Trend
Trend
Trend
Trend
Description DatetoCurrentYearto Dateincludingdollarand percentagevarianceby fundscenterhierarchy Morethan10%Increase DisplaysPriorYearto NonPersonnel DatetoCurrentYearto Dateincludingdollarand percentagevariancefor allfundscenterwith morethan10%increase intheirnonpersonnel expenditures Morethan10%Increase DisplaysPriorYearto StudentEmployment DatetoCurrentYearto Dateincludingdollarand percentagevariancefor allfundscenterwith morethan10%increase intheirstudentwage expenditures VendorbyAccountGroup DisplaysPriorYearto DatetoCurrentYearto Dateincludingdollarand percentagevariancefor paymentssplitbyaccount payable,purchasing,etc. *Fund>FundsCenter DefaultViewDisplays Fiveyeartrendofactual expendituresincluding twoyeardollarand percentagevarianceby fundbyfundscenter Bud1APoolBudget DisplaysFiveyeartrendof actualexpenditures includingtwoyeardollar andpercentagevariance byfundbyfundscenter bycommitmentitem Bud2ALineItemBudget DisplaysFiveyeartrendof actualexpenditures includingtwoyeardollar andpercentagevariance byfundbyfundscenter bycommitmentitemat therolluplevel FunctionalAreaHierarchy DisplaysFiveyeartrendof actualexpenditures Page30
BIReportName
TabName
View
Trend
Trend
Trend
Trend
Trend
Trend
Trend
Description includingtwoyeardollar andpercentagevariance byfunctionalarea FundHierarchy DisplaysFiveyeartrendof actualexpenditures includingtwoyeardollar andpercentagevariance byfundhierarchy Fund>FundsCenter>CI DisplaysFiveyeartrendof LineItemHierarchy actualexpenditures includingtwoyeardollar andpercentagevariance byfundbyfundscenter bycommitmentitem hierarchy(Personnelfor studentwagesand Operating/Capital) Fund>Funds DisplaysFiveyeartrendof Center>Period actualexpenditures includingtwoyeardollar andpercentagevariance byfundbyfundscenter byfiscalperiod FundsCenterHierarchy DisplaysFiveyeartrendof actualexpenditures includingtwoyeardollar andpercentagevariance byfundscenterhierarchy Morethan10%Increase DisplaysFiveyeartrendof NonPersonnel actualexpenditures includingtwoyeardollar andpercentagevariance forallfundscenterwith morethan10%increase intheirnonpersonnel expenditures Morethan10%Increase DisplaysFiveyeartrendof StudentEmployment actualexpenditures includingtwoyeardollar andpercentagevariance forallfundscenterwith morethan10%increase intheirstudentwage expenditures VendorbyAccountGroup DisplaysFiveyeartrendof actualexpenditures includingtwoyeardollar Page31
BIReportName
TabName
View
Payments
*DateSort(Descending)
Payments
VendorSort
Charts
N/A
Description andpercentagevariance forpaymentssplitby accountpayable, purchasing,etc. DefaultViewDisplaysall paymentdetailsby postingdatein descendingorder includinginvoicedate, vendor,finance documentnumber, Referencenumber, paymentmethod, paymentdate,check number,checkcleared dateandinvoiceamount. Pleasenotethatthe invoiceamountmaydiffer fromthecheckamountif additionalinvoicesfrom otherfundscentersare includedinthecheck amount Displaysallpayment detailsbyVendorby postingdatein descendingorder includinginvoicedate, financedocument number,Reference number,payment method,paymentdate, checknumber,check cleareddateandinvoice amount.Pleasenotethat theinvoiceamountmay differfromthecheck amountifadditional invoicesfromotherfunds centersareincludedin thecheckamount Providesgraphical representationsof expendituresincluding dashboards,graphsby periodsandcommitment items
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BIReportName DepartmentBudget Report
TabName OtherFundsTHISTAB CANBEUSEDFOR GRANTS,AUXILIARIES ANDOTHERRESTRICTED FUNDSTHATARE RESPONSIBLEFORTHEIR PERSONNEL EXPENDITURES
View *Fund>FundsCenter
OtherFundsTHISTAB CANBEUSEDFOR GRANTS,AUXILIARIES ANDOTHERRESTRICTED FUNDSTHATARE RESPONSIBLEFORTHEIR PERSONNEL EXPENDITURES OtherFundsTHISTAB CANBEUSEDFOR GRANTS,AUXILIARIES ANDOTHERRESTRICTED FUNDSTHATARE RESPONSIBLEFORTHEIR PERSONNEL EXPENDITURES OtherFundsTHISTAB CANBEUSEDFOR GRANTS,AUXILIARIES ANDOTHERRESTRICTED FUNDSTHATARE RESPONSIBLEFORTHEIR PERSONNEL EXPENDITURES Summary
ActualsDetail(posting DateSort)
SummarybyFund
Description DefaultViewDisplays Budgetamount,Actual Expenditures,Open Commitments,Balance Remainingand% Remainingbyfundthen byfundscenterfor variableselection includingallpersonnel expenditures Displaysactual transactionsbyposting datebyfundbyfunds centerbycommitment itemcategoryby commitmentitem includingfinance documentnumber,PO#, descriptionandamount DisplaysBudgetamount, ActualExpenditures, OpenCommitments, BalanceRemainingby fundbycommitmentitem categorybycommitment item DisplaysBudgetamount, ActualExpenditures, OpenCommitments, BalanceRemainingby fundbyfundscenterby commitmentitem categorybycommitment item DefaultViewDisplays Beginningfundbalance, Revenuecollected, Transfersmade,Expenses paid,CurrentFund Balance,Commitments andFundBalanceless Commitmentsbyfund andfundscenter Containsthesame informationasthedefault Page33
SummarybyFund>Funds Center
FundBalanceReport
*Fund/FundsCenter
FundBalanceReport
Summary
PlantFundSummary
BIReportName
TabName
View
FundBalanceReport
Summary
PlantFundSummarywith NIP
FundBalanceReport
Revenue
*Fund/FundsCenter/CI
FundBalanceReport
Transfers
FundBalanceReport
Expenses
FundBalanceReport
Commitments
Description viewbutusedforprojects only Containsthesame informationasthedefault viewbutusedforprojects only(includesNet InvestmentinPlant) DefaultViewDisplays transactionsforall revenuecommitment itemsbyfundbyfunds centerbycommitment itembypostingdate(in descendingorder) includingfinance documentnumber, documenttextand transactionamount DefaultViewDisplays transactionsforall transfercommitment itemsbyfundbyfunds centerbycommitment itembypostingdate(in descendingorder) includingPO#(if applicable),finance documentnumber, documenttext,vendor(if applicable)and transactionamount DefaultViewDisplays transactionsforall expensecommitment itemsbyfundbyfunds centerbycommitment itembypostingdate(in descendingorder) includingPO#(if applicable),finance documentnumber, documenttext,vendor(if applicable)and transactionamount DefaultViewDisplays detailsforallopen commitmentitemsby Page34
BIReportName
TabName
View
FundBalanceReport
BudgetSummary
*Fund/FundsCenter
MultiYearforFunds 603X609X
Summary
*FundsCenter>CIPool Hierarchy
MultiYearforFunds 603X609X MultiYearforFunds 603X609X
Summary Summary
FundsCenterActualsby FiscalYear FY>FundsCenter>CIPool Hierarchy
BudgetTrans
*Funds Center>Commitment Item
BudgetTrans
FY>Funds Center>Commitment Item
Description fundbyfundscenterby commitmentitemby vendorincluding requisitionnumber,PO#, Lineitemnumber, documenttext,date,and transactionamount Displaysoriginalbudget amount,adjustedbudget, actuals,open commitments,Balance Remainingand% Remainingbyfundthen byfundscenter DefaultViewDisplays Actuals,Commitments andRemainingBalanceby fundcenterby commitmentitem hierarchyasatotalforall fiscalyears Displaysoverallactualsby fundscenterbyfiscalyear DisplaysActuals, Commitmentsand RemainingBalanceby fiscalyearbyfundcenter bycommitmentitem hierarchy DefaultViewProvides detailofallbudget transactionsbyfunds centerbycommitment itemincludingdocument date,documentnumber, referencenumber, description,andamount forallfiscalyears Providesdetailofall budgettransactionsby fiscalyearbyfundscenter bycommitmentitem includingdocumentdate, documentnumber, referencenumber, description,andamount Page35
BIReportName MultiYearforFunds 603X609X
TabName BudgetTrans
View TransactionDate (Descending)
ActualsTrans
*Funds Center>Commitment Item
ActualsTrans
FY>Funds Center>Commitment Item
ActualsTrans
TransactionDate (Descending)
CommitmentsTrans
Description Providesdetailofall budgettransactionsby transactiondatein descendingorder includingdocumentdate, documentnumber, referencenumber, description,andamount forallfiscalyears DefaultViewProvides detailofallactual transactionsbyfunds centerbycommitment itemincludingposting date,PO#,finance documentnumber, description,vendor,and amountforallfiscalyears Providesdetailofall actualtransactionsby fiscalyearbyfundscenter bycommitmentitem includingpostingdate, PO#,financedocument number,description, vendor,andamount Providesdetailofall actualtransactions transactiondatein descendingorderby fundscenterby commitmentitem includingPO#,finance documentnumber, description,vendor,and amountforallfiscalyears DefaultViewProvides detailofopen commitmentsbyfundby fundscenterby commitmentitem includingvendor, Requisitionnumber,PO#, Lineitemnumber, Description,Dateand amount.Detailedamount includestheOriginaland
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BIReportName
TabName
View
CommitmentsTrans
FundBalance
FundBalance
Payments
Description Carryforwardamount, anyReductionsor Adjustmentsand remainingopenbalance andpercentageremaining DocDate(Ascending/Not Providesdetailofopen Complete) commitmentsin Ascendingorderbyfund byfundscenterby commitmentitem includingvendor, Requisitionnumber,PO#, Lineitemnumber, Description,Dateand amount.Detailedamount includestheOriginalor Carryforwardamount, anyReductionsor Adjustmentsand remainingopenbalance andpercentageremaining *Fund>FiscalYear DefaultViewDisplays Beginningfundbalance, Revenuecollected, Transfersmade,Expenses paid,CurrentFund Balance,Commitments andFundBalanceless Commitmentsbyfundby fiscalyear Fund>FundsCenter>Fiscal DisplaysBeginningfund Year balance,Revenue collected,Transfersmade, Expensespaid,Current FundBalance, CommitmentsandFund Balanceless Commitmentsbyfundby fundscenterbyfiscalyear *PaymentDetails DefaultViewDisplaysall paymentdetailsincluding invoicedate,vendor, financedocument number,Reference number,payment method,paymentdate, checknumber,check
Page37
BIReportName
TabName
View
Payments
VendorSort
Charts
N/A
InternalOrderReport
Summary
*SummarybyOrder Number
InternalOrderReport
Summary
ExpensesinExcessof Revenue
Description cleareddateandinvoice amount.Pleasenotethat theinvoiceamountmay differfromthecheck amountifadditional invoicesfromotherfunds centersareincludedin thecheckamount Displaysallpayment detailsbyVendorby postingdatein descendingorder includinginvoicedate, financedocument number,Reference number,payment method,paymentdate, checknumber,check cleareddateandinvoice amount.Pleasenotethat theinvoiceamountmay differfromthecheck amountifadditional invoicesfromotherfunds centersareincludedin thecheckamount Providesgraphical representationsof expendituresincluding dashboards,graphsby periodsandcommitment items Providessummaryby Ordernumberincluding Estimatedcost,Revenue, Nonpersonnel expenditures,Other Expenditures,Netamount (Revenuelessnon personnellessOther)and Balance(Estimatedcost lessNetamount) Providessummaryby FundsCenterbyorder numberincluding Revenue,Nonpersonnel Page38
BIReportName
TabName
View
InternalOrderReport
Summary
SummarybyOrder NumberbyAccount
InternalOrderReport
Transactions
*DetailbyOrderNumber
InternalOrderReport
Transactions
DetailbyAccountCode
InternalOrderReport
Transactions
DetailbyPostingDate (Descending)
Description expenditures,Other Expenditures,Netamount (Revenuelessnon personnellessOther) Providessummaryby Ordernumberbyaccount codeincludingEstimated cost,Revenue,Non personnelexpenditures, OtherExpenditures,Net amount(Revenueless nonpersonnellessOther) andBalance(Estimated costlessNetamount) Providesdetailofactual postingsbyordernumber bycommitmentitem includingpostingdate, financedocument number,descriptionand amount Providesdetailofactual postingsbycommitment itembypostingdatein ascendingorderincluding financedocument number,description, ordernumber(if applicable),andamount Providesdetailofactual postingsbypostingdate indescendingorderby ordernumberby commitmentitem includingfinance documentnumber, descriptionandamount
Page39
APPENDIXB QUICKREFERENCEOFBITOOLBARICONS
A. OPENAccessandopenanypreviouslysaveduseddefinedviews. B. SAVESaveauserdefinedViewafterimplementingformattingandcriteriachanges. C. UNDOUndolastnavigationchange.Eachclickwillbackoutanotherstep/change.Allowtimeforeach screenrefresh.NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONA SOLUTION. D. RESETThiswillundoallusernavigationandfilterchangesandreturntheviewtothewayitwasdelivered. NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONASOLUTION. E. VARIABLESCREENThiswillreturntheusertotheInitialVariableScreentochangeyourselections. F. DISPLAYThiswillshowallvariableandfilterselectionsthatarecurrentlyineffect. G. FITLERVALUESHide/DisplayVariable(reportwide)andDynamic(tabonly)FilterValues.Thereport defaultstodisplayvariableandfiltervalues. H. EXCELThiswillallowyoutoexportthecurrentviewtoExcelforfurtherprocessing. I. PDFPRINTThiswillconvertthecurrentviewtoapdfformattoallowyoutoeitherprintthevieworsave thepdffile. J. PROPERTIESThiswilldisplaythepropertiesofthecurrentview.Toggleon/off. K. FASTFILTERANDNAVIGATIONDisplayFastFilterDropdowns,FastMenus,andFastNavigationButtons. Thereportdefaultstodisplayfastfilterdropdownsandmenus. L. NAVIGATIONPANEThiswillallowyoufullaccesstothebuildingblocksofthecurrentview.Toggleon/off. M. FILTERPANEThiswillallowyoufullaccesstoapply/removefiltersonthedata.Toggleon/off. N. EXCEPTIONSAddoredittheformattingofcellsbasedonreportvaluesi.e.cellsinredwhendollaramount isnegative. O. CONDITIONSLimitdisplayofdatathatmeetsparticularuserdefinedcriteria. P. FULLWINDOWVIEWOpenthereportdetailorchartinafullwindowtoaidscrolling. Q. DOCUMENTATIONAccessthereportdocumentationand/ortabspecificnotes.
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APPENDIXC QUICKREFERENCEOFBINAVIGATIONALTIPSANDCAUTIONS
Youcanusethe FolderscanbecreatedtoorganizeyourFavoriteviews.GototheManageSavedViews tabunderBusinessIntelligenceontheportal.
IfyouchangethevariablevaluesafterrunningthereportwiththeVariablesbutton,youcurrent navigationstateanddynamicfiltersarepreservedwhenthenewvariablevaluesarereturned.If yousimplyrunthereportfromtheoriginallinkagain,yournavigationalstateislost.
toverifyvariablesarevalid!
Page8 Page10 Page11 Page16 Page17 Page21
IfyouhavetheNavigationPanedisplayed,theFilterPanewillbedisplayedbelowit. Thefilterstabwillalwaysdisplayanyfiltervalues. EachtimeyouselectGototojumpintothedetails,anewwindowwillopen.Toexit thejumpwindow,usetheXintheupperrightcornerofthejumpwindowthatwas openedtoclosethejumpwindow.Theactivewindowshouldbehighlighted.
BecarefulwhichwindowyouareclosingoryouwillcloseyourBIreportorInternet Browser! Ifyouhavequestionsregardinganybudgettransactions,pleasecontacttheBudgetOffice andhavereadythedocumentnumberornotetheRefDoc#. IftheBusinessIntelligencetabisnotdisplayedonyourESSaccount,pleasecontactthe HelpDeskatextension2371. DONOTuseyourbrowsersbackbuttonoryourbrowserscontextmenubackbutton.
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NOTES
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NOTES
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2011

CreatedbytheBudgetOffice MillersvilleUniversityofPA 6/1/2011

BusinessIntelligence(BI)TrainingManual June,2011 Page2

Bud2Asummaryline itembdgtoperandrev Bud2Blinebdgtline itemtransactions

DepartmentBudget Report DepartmentBudget Report

Budsaporderno summary Budsaporderno transactions

NowthatyouarefamiliarwiththeBIReportingPortal,letsopenareportandget familiarwithnavigatingaBIreport! Toopenareport,simplyclickonthedesiredreport!

QueryDescriptionandLastUpdate A. Foreachtabselected,thedescriptionofthequerywilldisplay. B. TheLastDataUpdatedateandtimewillalsodisplay.ThisisthedayandtimetheSAPBIreportswerelast updatedwithSAPdata.Typically,yourreportscontainallthepriordayinformationby8:00a.m.each morning.

GlobalViews Eachtabmaycontainmultipleviewsina dropdownlist.Simplyclickonthedropdown arrowtodisplayalistofviewsbuiltonthe query.Clickonthedesiredviewandwaitfor thescreentorefreshwiththenewview. RefertoAppendixAforadescriptionofviews foreachreportandtab. ToolbarButtonIcons

NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONASOLUTION. ClickingtheBacktoStart buttonwillremoveallnavigationstepsandreturnthereporttotheoriginal navigationalstate.Itwillalsoremoveanydynamicfiltersthatweaddedsincethereportwasexecuted. Variables

YoucandragfromtheNavigationPanetothe table,fromthetabletotheNavigationPane, orevenmovecharacteristicswithinthetable ornavigationpane.

Ifyoufindyourselfcompletinganyoftheabovenavigationonaregularbasis,youcansaveyourselftimeby savingthelayoutasapersonalview.SeePage10forsavingapersonalview.Notethatsavingapersonalview savesallthetabsofthereportinthelayouttheyareinwhentheviewissavedsomakesuretheentirereportis exactlyasyouwantit.

ToExitaBIreportsimplyclicktheblackXintheupperrighthandcorneroftheReport. BusinessIntelligence(BI)TrainingManual June,2011

EachtimeyouselectGototojumpintothedetails,anewwindowwillopen.Toexitthejumpwindow, usetheXintheupperrightcornerofthejumpwindowthatwasopenedtoclosethejumpwindow.The activewindowshouldbehighlighted.

Ifona Summary Tabwithina BIReport

Whenclicking onthedollar amountinthe column Budget

IfonaTransactionsTabwithinaBIReport,youdonotneedto selectthetypeofDetailLines.Navigatedirectlytotheapplicable transaction.

Select BudgetDetail Lines(BCS Only)

FMEDD DisplayBudget Document

SAPME23N Display PurchaseOrder SAPFB03 Display AccountingDocument

UsedifthedetaillinecontainsanumberinthePurchaseOrder column UsedifthereisnoPO#listedandnoDP,TV,TR,orPOreferenced inthetextcolumn UsedifthereisnoPO#listedandnoDP,TV,TR,orPOreferenced inthetextcolumn UsedifthedetaillinecontainsanumberinthePurchaseOrder column

Select Actuals DetailLines

PaymentDetailLines PurchaseOrderDetail Lines

SAPME23N Display PurchaseOrder

UsedifthedetaillinecontainsanumberinthePurchaseOrder column Usedifthedetaillineisincommitmentitem615100Travel

Select Commitment DetailLines

SAPFMX3 Display FundsReservation SAPME53N Display PurchaseRequisition

BIReportName DepartmentBudget Report

View StudentEmployment Summary

*Fund>Funds Center>Commitment Item

Actualsw/oStEmplTrans *Fund>Funds Center>Commitment Item

Actualsw/oStEmplTrans FundsCenter>CILine ExpensesbyPeriod

*Funds>Funds Center>Commitment Item

*Funds>Funds Center>Commitment Item

BIReportName DepartmentBudget Report

TabName OtherFundsTHISTAB CANBEUSEDFOR GRANTS,AUXILIARIES ANDOTHERRESTRICTED FUNDSTHATARE RESPONSIBLEFORTHEIR PERSONNEL EXPENDITURES

MultiYearforFunds 603X609X MultiYearforFunds 603X609X

FundsCenterActualsby FiscalYear FY>FundsCenter>CIPool Hierarchy

*Funds Center>Commitment Item

FY>Funds Center>Commitment Item

BIReportName MultiYearforFunds 603X609X

View TransactionDate (Descending)

*Funds Center>Commitment Item

FY>Funds Center>Commitment Item

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