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iStrategy: Deep Water Drilling

iStrategy: Deep Water Drilling. Wednesday September 22 nd 9:55 to 10:45 Room Oglethorpe D. Agenda. Data in iStrategy Type of Data Data Hierarchies Organization of Data Source of Data New Drill Capabilities (Demo) Coming Attractions. Data Available. FY 2006 through 2011

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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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