Transcript FastFacts Feature Presentation

Slide 1
FastFacts
Feature Presentation
December 4, 2014
To dial in, use this phone number and
participant code…
Phone number: 888-651-5908
Participant code: 182500
To participate via VoIP…
You must have a sound card
You must have headphones or
computer speakers
© 2014 The Johns Hopkins University. All rights reserved.
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Today’s Topic
We’ll be taking a look at…
Analysis – Non Sponsored
Financial Summary
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Today’s Presenter
Jim Wax
Accounting Manager
Quality Control
Contact: [email protected]
443-997-4750
Slide 4
Session Segments
Presentation
In this session, Jim Wax will demonstrate how to run and
customize the Non Sponsored Financial Summary report, which
is used to gain an overview of year-to-date/current period
revenues and expenses.
During Jim’s presentation, your phone will be muted.
Q&A
After the presentation, we’ll hold a Q&A session.
We’ll open up the phone lines, and you’ll be able to ask
questions.
Jim will answer as many of your questions as time allows.
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Contact Us
If you would like to submit a question during the presentation or if
you’re having technical difficulties, you can email us at:
[email protected]
Slide 6
Survey
Survey
At the end of this FastFacts session, we’ll ask you to complete a
short survey.
Your honest comments will help us to enhance and improve
future FastFacts sessions.
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How To View Full Screen
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Analysis - Non Sponsored
Financial Summary
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Agenda
After today’s presentation you will be able to:
• Demonstrate how to run and customize the Non Sponsored
Financial Summary report
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How to Access Analysis
Click Open Analysis from BW News page on the Enterprise
Reporting tab.
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Non Sponsored – Financial Summary
Live Demo
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Find an Analysis Workspace
Users can locate a workspace (report) by drilling down through the
folders under Enterprise SAP BW
Alternatively today, we will use the search function to locate the
Non Sponsored – Financial Summary Report
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Search for an Analysis Workspace
Click the search drawer from the left hand side of the screen
Type in all or part of the workspace name
This search is NOT case-sensitive
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Search for an Analysis Workspace
Click the magnifying glass to run the search
A list of reports containing your key words will appear
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Search for an Analysis Workspace
Find the workspace you are looking for and double-click it
For future reference, the location of the report is listed below it
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Open the Workspace
A new tab will open and a prompt screen will appear
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Prompt Screen
Fill in all mandatory variables (designated by an asterisks)
Fill in any additional optional variables to retrieve just the data you
are looking for
You can either type in the value or select a value from the member
selector
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Prompt Screen
Fiscal Period = 09/2013
Funded Program = 80030951 & 80030952
Check the box next to Save prompt values with workspace
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Workspace Panels
A workspace has 3 main sections
Data panel
Layout panel
Results panel
Each section can be closed to provide more space on the screen
Sections can be re-opened at any time
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Report Layout – Data Panel
The left hand section is the Data panel
It contains the free characteristics that can be added to the report
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Report Layout – Data Panel
The Data panel can be closed by
clicking the double arrows
It can be opened by clicking the Data
button
Clicking the Prompts button will
reopen the Prompt (variable) screen
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Report Layout – Layout Panel
The middle section is the Layout panel
It show the rows, columns and background filters displayed on the
report
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Report Layout – Layout Panel
Close the Layout panel with the X in the upper right corner
It can be opened by clicking the Layout button from the
toolbar
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Resizing Panels
The panel can be resized by dragging the right hand side
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Report Layout – Results
The right section is the Results panel
It displays the resulting data from executing the report
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Scrolling
Use the scrollbars at the bottom to view all the characteristics and key
figures
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Scrolling
The scrollbar on the right is used to view all the data in the report
Note: data is not broken into pages like BW Report Center
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Adding Characteristics
Add Commitment item to the rows – drag and drop function
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Characteristic Display
Right click in header
Display [commitment item] as  Key : Text
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Resize Columns
Resize the column to display all data
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Filter Data
Filter the data to show specific items
Right-click the Commitment Item header
Select Filter  By member…
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Range Selection
Select Range Selection
Greater than 630000
Click Add Range
Click OK
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View Detail
Some reports allow the user to jump to detail reports
Right-click the Commitment Item
Select Go To  Non Sponsored Financial Detail (Link)
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View Detail
The prompt screen will appear
Verify prompt values are correct and click OK
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View Detail Report
The Detail report will display in the bottom pane
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Close Detail Report
Close the detail report with the X in the right corner
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Saving Favorites
Click the Prompt button to make sure the Save prompt values with
workspace box was checked
If not, check it and re-save the workspace
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Save Report
You can save the report to your favorites
Click the down-facing arrow next to the save button and
select Save As…
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Saving Favorites
Workspaces are saved under a user’s favorites folder
Give the workspace a meaningful name
Click Save
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Retrieving Favorites
Workspaces can be retrieved from a users favorites area
Go to the Documents tab  My Documents  My Favorites
Double-click a workspace to open it
Workspaces can be further organized into sub-folders
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Log Off
When you are finished with Analysis be sure to log off.
Click the log off link in the top right hand corner.
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Non Sponsored – Financial Summary
End Live Demo
Slide 43
Resources
This page contains links to the various resources mentioned throughout this presentation.
You can click on the links or copy and paste the links into your web browser.
JHU Finance Website:
http://finance.jhu.edu/reports_guides/analysis/overview.html
JHU Finance:
[email protected] or 410-516-3277
SAP at Hopkins:
http://www.sapathopkins.org/
SAP Portal:
http://sap.johnshopkins.edu/
Training Questions
[email protected]
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Q&A
We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide
instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us
during the presentation.
If there’s a question that we can’t answer, we’ll do some research
after this session, and then email the answer to all participants.
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Thank You!
Thank you for participating!
We would love to hear from you.
Are there certain topics that you would like us to cover in future
FastFacts sessions?
Would you like to be a FastFacts presenter?
Please email us at: [email protected]
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Survey
Before we close, please take the time to complete a short survey.
Your feedback will help us as we plan future FastFacts sessions.
Click this link to access the survey…
http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!