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Financial Data Warehouse Overview & Demo - Feb. 2002

“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?

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Financial Data Warehouse Overview & Demo - Feb. 2002

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  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

  2. 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

  3. Flow of Data P-Card/CTA (Phase III) END USER (YOU) PAPR (Phase III) HEPPS (Phase II) Employment Data FINANCIAL DATA WAREHOUSE PBL (Coming Soon) WSU ORG Endowment FACTS ACCOUNT BALANCES

  4. 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

  5. Sources of Employment Data • HEPPS - Personnel & Employee System • Employee • Position • Appointment • Funding

  6. 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

  7. 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

  8. 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

  9. Demo • Budget Statement • get activity/balances for prior periods • Outstanding Encumbrances • finding money • Endowment Report • new data • PI Expenditures

  10. Software Options(Refer to Product Guide) • Area Office Distributes Reports • InfoView • BusinessQuery - Excel • BusinessObjects - Full Version

  11. 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

  12. InfoView • Refresh Pre-defined Reports • Cannot Create Ad-Hoc Queries • Cannot Create Reports • Low-Range Initial Cost • Annual Maintenance Cost

  13. 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

  14. 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

  15. 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

  16. Types of Training • BusinessObjects “Getting Started” • BusinessObjects “Quick Tour” • BusinessObjects “User Guide” • BusinessObjects Training CD • HRS Training • User Group Sessions

  17. 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/

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