Transcript Slide 1

“Some day, on the
corporate balance sheet,
there will be an entry which
reads "Information"; for in
most cases, the
information is more
valuable than the hardware
which processes it.”
- Grace Murray Hopper
Financial Data Warehouse
Overview & Demo - Feb. 2002
Background
What is it?
 Central warehouse for financial, personnel, etc
 Does not replace existing systems
 Unlimited report building capabilities
How did we get here?
 Student data warehouse completed in 1998
 Requested by college finance officers
 Entire/natural connection downloading
Flow of Data
PAPR
(Phase III)
END USER
(YOU)
P-Card/CTA
(Phase III)
HEPPS
(Phase II)
FINANCIAL
DATA
WAREHOUSE
PBL
(Coming Soon)
WSU ORG
Endowment
FACTS
ACCOUNT
BALANCES
Sources of Financial Data
•FACTS - Financial Accounting System
•Complete Account Information
•Codes, picklists, descriptions, etc.
•Account BALANCES System
•Accounting Transaction Detail
•WSU ORG
•Endowment System
•PBL - Permanent Budget Level
Sources of Employment Data
•HEPPS - Personnel & Employee System
•Employee
•Position
•Appointment
•Funding
Sources of Purchasing Data
•PAPR - Purchasing, Accounts Payable,
Receiving System
•Vendor Information
•Purchase Order Line Item Detail
•Cost Distribution
•Vendor Name
•Purchasing Card/CTA Card
•Vendor Information
•Purchase Description
•Cost Distribution
Financial Data Warehouse Goals
I.
Retrieve Different Types of Data from One
Source
II.
Flexibility to Create & Customize Reports
III.
Retrieve New data (PBL, Endowment
information, Purchasing card,
Corporate Travel card)
IV.
Self Service Data Access
V.
Lessen the Need/Importance of Shadow
Bookkeeping Systems
Advantages
• Centralized Data
• Increased Reporting Capabilities
• Summarize Outstanding Encumbrances
• Access to New & Existing Data Sources
(e.g. Endowment,PBL, P-Card, PI
Expenditures)
• Could Eliminate Need for Entire Connection
• Ability to Automate & Schedule/Send
Reports
• Additional Retention of History Detail &
Summary Information
Demo
• Budget Statement
• get activity/balances for prior periods
• Outstanding Encumbrances
• finding money
• Endowment Report
• new data
• PI Expenditures
Software Options
(Refer to Product Guide)
•Area Office Distributes Reports
•InfoView
•BusinessQuery - Excel
•BusinessObjects - Full Version
Area Office Distributes Reports
• Have Reports and/or Data Delivered to you
via .pdf or text files
• Have to Rely on Someone Else
• No Initial Cost
• No Annual Maintenance Costs
InfoView
• Refresh Pre-defined Reports
• Cannot Create Ad-Hoc Queries
• Cannot Create Reports
• Low-Range Initial Cost
• Annual Maintenance Cost
BusinessQuery (Stand Alone)
• Build Ad-Hoc Data Queries for Data
Retrieval
• Use Data Stored in an Excel Spreadsheet
as Input to your Data Query
• Not a Report builder
• Mid-Range Initial Cost
• Annual Maintenance Cost
BusinessObjects - Full Version
• Create Custom Reports
• Build Ad-Hoc Data Queries
• Refresh Pre-Defined Reports
• Schedule Reports to be E-mailed to
yourself, a server, or another person
who does not have Business Objects.
• Includes BusinessQuery, InfoView,
Reporter & Explorer
• Highest Initial Cost
• Annual Maintenance Cost
Purchasing Software
• Discuss Options with Area Finance Officer
• Send an IRI to IT - Zip 1222
• You will be contacted by IT
• Complete Data Warehouse Access form
•http://www.wsu.edu/UAS/dw/
• Download & Install Software
• Register by Name
Types of Training
• BusinessObjects “Getting Started”
• BusinessObjects “Quick Tour”
• BusinessObjects “User Guide”
• BusinessObjects Training CD
• HRS Training
• User Group Sessions
Questions
• Will I still get my Budget Statements?
• Is BALANCES going away?
• Other Questions?
• More Information on Data Warehouse
web page: http://www.wsu.edu/UAS/dw/