Transcript Grants: Birds of a Feather - University System of Georgia

Wednesday September 22nd
9:55 to 10:45
Room Oglethorpe D
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Agenda
 Data in iStrategy
 Type of Data
 Data Hierarchies
 Organization of Data
 Source of Data
 New Drill Capabilities (Demo)
 Coming Attractions
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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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New Drill Capabilities
 Base vs. Enhanced Drill Actions
 SSRS Reporting Tool
 Secondary Drill
 Search / “Find” Capability
 Sorting
 Show Accounting
 Modify Report to Lower Level Detail
 Excel Export
 Printing
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New Drill Capabilities (Demo)
 Base Drill Actions
Report Data
Drill
Journal
Entry Lines
Drill
Voucher
Lines
Enhanced Drill Actions
Report Data
Journal
Data
Sub-Ledger Data
AP Vouchers,
PERS_SERV_BOR
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New Drill Capabilities (Demo)
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New Drill Capabilities (Demo)
 Payroll Detail Screen Print removed from
presentation
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Coming Attractions
 Positions by Department
 Top 100 Vendors by Spend
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Coming Attractions
 PeopleSoft Panel for Managing Dept Level Security
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Please send comments or questions to:
[email protected]
[email protected]
[email protected]
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