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iStrategy: Deep Water Drilling

Learn about data organization, drill capabilities, and upcoming attractions in iStrategy. Discover how to navigate through various data hierarchies and utilize different reporting tools. Don't miss the demo of new drill capabilities and explore the available data. Join us on Wednesday, September 22nd from 9:55 to 10:45 in Room Oglethorpe D.

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iStrategy: Deep Water Drilling

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  1. iStrategy: Deep Water Drilling Wednesday September 22nd 9:55 to 10:45 Room Oglethorpe D

  2. Agenda • Data in iStrategy • Type of Data • Data Hierarchies • Organization of Data • Source of Data • New Drill Capabilities (Demo) • Coming Attractions

  3. 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.).

  4. Data Hierarchies • Account – central • Fund – central • Program, Class - central • Department – institution • XXX_BI_DEPARTMENT • Project - institution • Alternative Reporting

  5. 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

  6. 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

  7. 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

  8. New Drill Capabilities (Demo) • Base Drill Actions Enhanced Drill Actions ReportData ReportData Drill Journal Entry Lines Drill Voucher Lines Journal Data Sub-Ledger Data AP Vouchers, PERS_SERV_BOR

  9. New Drill Capabilities (Demo)

  10. New Drill Capabilities (Demo) • Payroll Detail Screen Print removed from presentation

  11. Coming Attractions • Positions by Department • Top 100 Vendors by Spend

  12. Coming Attractions • PeopleSoft Panel for Managing Dept Level Security

  13. Thank you! Please send comments or questions to: Debra.Lasher@usg.edu Jason.Beitzel@usg.edu Kurt.Collins@usg.edu

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