Transcript Document

FY16 Budget Process:
Hyperion Brio Queries
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Location of Hyperion Brio Dashboard reports
Note: Most users will not see all the directories or files listed here.
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1-Budget vs. Actuals Dashboard
Sign-in should be the same as Banner INB (not BannerWeb). Unless the user
is working with Breadloaf, Language Schools, or Summer Language
Programs, first two check boxes on the right can be ignored. Check the third
if you want to review revenue as well.
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1-Budget vs. Actuals Dashboard (contd.)
• Can only be used for one fund and org combination at a time.
• Year must be entered as four digits
• User can choose only a specific account code or activity code, but “All” is the
best default.
• Display will bring it up on screen, export will send it to excel, but note that a
different report option must be chosen in the drop-down on the bottom left
for that option.
• Click “process”.
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1-Budget vs. Actuals Dashboard (contd.)
• Will display totals by account for Budget, YTD activity, and remaining balance
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2-Account Activity Dashboard
• Process for accessing is identical, screen by screen, to the Budget vs. Actuals
dashboard.
• Results display, by account, the details of what items have posted to YTD
Actuals for the chosen fund and org combination.
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3-Budget to Actual 2 Year Comparison Dashboard
• It may also be useful to use dashboard #3, which compares two years of data
for a chosen fund/org combination.
• For this dashboard, on the report Parameters page, in the first drop-down a
user must choose a two year range for which fiscal years to compare.
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3-Budget to Actual 2 Year Comparison Dashboard (cont.)
• Once processed, this dashboard will display Budget and YTD totals for both
chosen fiscal years.
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Questions? Please contact the Budget Office – we are happy to assist you!
Elissa Morton: Those budgets that fall under Ron Liebowitz or Patrick Norton (with the
exception of Drew Macan, Tom Corbin, and Norm Cushman)
Sue Lalumiere: Those budgets that fall under Tom Corbin, Bill Burger, Michael Geisler, or
Jim Keyes
Sarah Larocque: Those budgets that fall under Katy Smith Abbott, Drew Macan, or Norm
Cushman
Chris West: Those budgets that fall under Susan Baldridge, Andi Lloyd, and Tim Spears
Sonja Aldisert: Those budgets that fall under MIIS
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Thank you!
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