Transcript Grants: Birds of a Feather

Wednesday, September 21st
9:30 am to 2:30 pm
Georgia Gwinnett College
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Agenda
 Introductions and Course Objectives
 User Ids, Login Compatibility Mode
 Executive Course
 Data Mapping and Organization Slides
 Department Level Security
 Lunch
 Power User Course
 Report Development Methodology
 Q&A
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URL and Login Information
 https://frweb.usg.edu/pas/
 Compatibility Mode
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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.).
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Data Hierarchies
 Account – central
 Fund – central
 Program, Class - central
 Department – institution
 XXX_BI_DEPARTMENT
 Project - institution
 Alternative Reporting
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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
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Source of Data in iStrategy
Calculated Field =
Budget - Open Enc Actual
Hierarchy
From department
Tree in PSoft
Calculated Field =
(Actual + Open Enc)/
Budget
KK_ACTIVITY_LOG
Ledger = APPROP_BD
KK_ACTIVITY_LOG
Ledger = DETAIL_EN
JRNL_HEADER and JRNL_LN,
Header Status = P, U
KK_AMOUNT_TYPE = 1, 7
Ledger = ACTUALS
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Department Level Security
 PeopleSoft Panel for Managing Dept Level Security
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Report Building Methodology
What is the primary data type (i.e. journals,
vouchers, payroll detail etc.)?
2. Identify the existing report that most closely
matches the desired report (organized by account, by
fund etc.)
3. Approach Report by Rows, Columns, and
Background Information
1.
a) Define data elements in Rows and Columns
b) Define additional criteria in Background
c) Add detail to each item – i.e. which accounts, which
budget periods?
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Modifying an Existing Report
Step 1 – Choose report
to use as template.
Step 2 – Define Rows –
Account,
Step 2b -- Values for
Account
Step 3 – Define
Columns – Change
measures to Budget
Period
Step 3b – include all
Budget Periods
Step 4 – Set
Background Criteria.
Step 5 – Refine Report
– hide columns, filter
zero rows
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Report Building Methodology - cont
4. Refine report with Filters, Sorting etc.
5. Consider “Nesting” of Dimensions to improve
presentation of data
6. Tips and Techniques
a) Click “Apply” after each change – build incrementally
b) Use Leaf Descendents when a report includes all
detail values – reduces keying
c) Save final report as “My View”
d) Email “My View” reports to others with appropriate
security
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Please send comments or questions to:
[email protected]
[email protected]
[email protected]
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