Transcript BUSINESS OBJECTS - University of Michigan–Flint

BUSINESS OBJECTS
Beginner’s Lab Session
(Basic)
BUSINESS OBJECTS_BegLab 2.ppt
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Welcome and Introduction
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Welcome:
We would like to take this opportunity to welcome you to the University of
Michigan – Flint, Beginners (Basic) Business Objects Learning Session. This
was created to give you a basic understanding of the essentials to get
you started using this reporting tool – hope you enjoy the session.
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Introduction
Business Objects (BusObj) is a Web-based tool used for ad hoc querying and
reporting against relational databases.
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It provides multiple ways to retrieve, analyze and report on data
It is used only to retrieve data not to change it (read-only)
Saving & printing using BusObj are performed similarly to Microsoft
products
It is a point-and-click environment
Tremendous flexibility in the way that data can be managed, retrieved,
and reported on
Take advantage of predefined reports or choose to create your own
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Examples of What You Can Get From BusObj:
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Budget Data (Carry forward, Base Budget, Budget Transfers, etc.)
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Revenue & Expense Data (line by line detail or high level summaries, etc.)
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Payroll (salary & fringe benefits by person, department, project/grant, etc.)
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Human Resources (appointment data, union information, tenure status, etc.)
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Procurement (PCard, purchase order, voucher information, etc.)
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Basic Information (department id, programs, project/grants, account, etc.)
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DATA WAREHOUSE
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There are multiple UNIVERSES within BusObj – which is where
our University data is stored (Warehoused)
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Frequently Used Examples of these are:
 FN01
Rev Exp Act and Endow (Financials)
 FN06
Procurement
 PR01
Payroll
 HR01
Human Resource
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The Financial Services & Budget Office has up-to-date lists of
employee access (training courses are needed for access).
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M-1 Forms must be completed and submitted to the Flint
Financial Services and Budget Office in order to gain access.
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Getting Started …
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Logon to Wolverine Access (http://wolverineaccess.umich.edu)
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You will need to enter your UniqName, Kerboros password, and
MToken.
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University Business
Reporting
UM-Data Warehouse
If you had access to the previous version of Business Objects; the first time you
logon you will be required to enter your Business Objects password at the Citrix
prompt.
If you do not remember your password, you need to call the MAIS
Helpdesk at (734) 936-7000 and follow the prompts.
Confidentiality Statement:
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Some of the data is confidential, so care must be exercised in determining
which data is distributed and to whom.
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Retrieving Business Objects Query
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A query is a program for retrieving data from
a database and presenting the results as a
report
• Most of you will be running UM-Maintained
(Corporate) queries. These queries are maintained
by MAIS.
• To access these queries open Public Folders then
UM-Maintained.
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Most of the time you will be either working out of the Financials or Payroll
Universe. Click the plus (+) sign next to Financials.
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Selecting and Refreshing a Query
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Select the FN01 Rev Exp Act and Endow.
The number of queries that will be displayed will depend on your
level of access. Additional pages can be accessed by clicking on
the arrow next to the page number on the right top corner.
CLICK HERE
FOR
ADDITIONAL
PAGES
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BusObj Query (cont.)
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Double Click on the title CMB Flint GF Department Reconciler
Report. (Below the query name there is a description of the universes the
query accesses. You will need access to all of the listed universes. Choose a
query with known access.)
Complete information in the various prompt boxes on the left side.
Click “Run” when all of the boxes are filled in.
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Next a prompt will appear listing the various queries contained within
the report that did not refresh. Review the list. Currently the AR/Billing
will not refresh. Click OK.
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Printing
1.Select View on the toolbar.
2. Select PDF
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Printing Continued
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Select the Print Icon to print all or
Select from the menu on the left
Select “View in HTML format to return to previous screen.
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Saving the file to Excel or PDF
1. Select Document from the toolbar.
2. Save to my computer as.
3. Select Excel or PDF
4. Select either Open or Save.
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Selecting one Report to Save
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Select a Report from tabs on the Query
Select Document from the toolbar
Select Save report to my computer as
Select either Excel or PDF
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5. Click the “X” in the upper right corner to exit query
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Additional Available Queries
Select Public Folders
Interim Unit-Maintained
Click on Flint
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Retrieving a sent Query
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Sometimes you may need a query that is not a UM-Maintained query.
These queries can be sent to you by another user. They will arrive in your
Inbox.
Click on the Inbox
Select the query and Refresh.
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Leaving Business Objects
Click on Log Out to exit Business Objects.
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Business Objects Training…
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MAISLINC website offers a variety of eLearning (online courses)
and instructor lead courses.
The Website is : https://maislinc.umich.edu
The site also has many Business Objects references in PDF
format that are printable.
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In order to gain access to the Payroll Data Warehouse, you
need to do the eLearning course first (contact the Flint
Accounting Office if you need assistance)
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For Human Resources Data Warehouse access you will need
to inquire with the Flint Accounting Office and Human
Resources Department (due to increased confidentiality
issues)
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Thank You !
We hope you enjoyed this Beginner’s Session (and learned a
little something along the way) 
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