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Data Warehouse Training November 2013

Data Warehouse Training November 2013. Presented by: CI Financial Services Team. CI Financial Services Team - Presenter. Jennifer Schweisinger Accounting Supervisor. What is the Data Warehouse?. Online tool to pull financial reports for your department / division

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Data Warehouse Training November 2013

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  1. Data WarehouseTrainingNovember 2013 Presented by: CI Financial Services Team

  2. CI Financial Services Team - Presenter • Jennifer Schweisinger • Accounting Supervisor

  3. What is the Data Warehouse? Online tool to pull financial reports for your department / division View Actual and Budget transactions Drill-down on Actual transactions to show AP transactions, JETs, RETs, DDFs, Deposits, Invoicing, Billing, Accruals, Pre-Paid Expenses, and CPOs

  4. What is the Data Warehouse? Main Log-In Screen

  5. What is the Data Warehouse? Output / Data Screen

  6. How to Access the Data Warehouse Log into CI Financials

  7. How to Access the Data Warehouse Select Financial Reports

  8. How to Access the Data Warehouse Select Login

  9. How to Access the Data Warehouse • Set Default Settings

  10. How to Access the Data Warehouse • Set Default Settings • Business Unit = CICMP (or AUX Business Unit) • Budget Ledger = Operating Budget • Budget Scenario = ORIGINAL • Click “Go”

  11. Department Reports • Select Manage My Budget

  12. Department Reports • Select Department

  13. Department Reports • Select Number of Columns • 2 or 3 Columns is most useful

  14. Department Reports • Select Fiscal Year and Period

  15. Department Reports • Select Fund

  16. Department Reports • Select Fund (cont.)

  17. Department Reports • Select Fund (cont.) • Type in Fund (Example: GD901) • Click “Go”

  18. Department Reports • Select Fund (cont.) • Move over GD901 to Selected by clicking less than (<<) arrow

  19. Department Reports • Select Fund (cont.) • Click “OK”

  20. Department Reports • Select Department

  21. Department Reports • Select Department (cont.)

  22. Department Reports • Select Department (cont.) • Type in Department (Example: 220) • Click “Go”

  23. Department Reports • Select Department (cont.) • Move over 220 to Selected by clicking less than (<<) arrow

  24. Department Reports • Select Department (cont.) • Click “OK”

  25. Department Reports • Select Department (cont.) • Click “Go”

  26. Department Reports • Select Columns and Report View • Column 1 = Fund Fdescr • Column 2 = Acct Fdescr • Column 3 = Prog Fdescr • Report View = Summarized with Budget Detail

  27. Department Reports • Select Columns and Report View (cont.)

  28. Department Reports • Column Headings • MTD Budget = Month-To-Date Budget • MTD Actuals = Month-To-Date Actuals • Rev Budget = Year-To-Date Budget • YTD Actuals = Year-To-Date Actuals • FY Budget = Total Fiscal Year Budget • % Used FY = % of Budget Used Fiscal Year-To-Date

  29. Department Reports • Drill Down • Click on number to drill down for description

  30. Department Reports • Drill Down (cont.)

  31. Department Reports • Drill Down (cont.) • To go back to previous page and settings, click “Return”

  32. Other Helpful Reports • Organization Between Fiscal Periods Report • Can pull for specific periods • Must indicate Fund and Department

  33. Other Helpful Reports • Open PO Report • Can pull year-to-date status • Must indicate Fund and Department

  34. Other Helpful Reports • Sponsored Programs Reports • Contact Leo Cervantes for assistance • Operations Reports

  35. Questions? • Jennifer Schweisinger • X 3510 • Myrna StaAna • X 8489 • Accounts Payable • Michelle Hense • X 3143 • Accounts Receivable/RET • Phyllis Vicker • X 8578 • JET • Karina Cruz • X 8581 • ProCard • Leo Cervantes • X3175 • Grants

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