Bit Raining Manual

2011
SAPBusinessIntelligence(BI)
ReportingTraining
CreatedbytheBudgetOffice
MillersvilleUniversityofPA
6/1/2011
ContactInformation
Please contact the following with any questions, for assistance
or to set up training:
BUDGET OFFICE:
Jennifer Mariacher
jennifer.mariacher@millersville.edu
x3436
Gladys LaPorte-Rodriguez
gladys.laporte@millersville.edu
x2077
Kerri Stark
kerri.stark@millersville.edu
x3745
ACCOUNTING OFFICE:
Janine Bailey
janine.bailey@millersville.edu
x3636
Theresa DiPaula
theresa.dipaula@millersville.edu
x3731
Johanne Shutter
johanne.shutter@millersville.edu
x3878
For assistance with logons or if the Business Intelligence tab

does not appear in your ESS account, please contact:
Help Desk
x2371
INDEX
Section
Page
VariableEntryScreen
TabLayout
QueryDescriptionandLastUpdate
GlobalViews
ToolBarButtonIcons
OpenSavedUserDefinedViews
SaveUserDefinedViews
Back
BacktoStart
Variables
FilterValues
ExporttoExcel
CreateAdobe.pdfDocument
Properties
FastFilters
NavigationPane
FilterPane
FullWindow
ManageSavedViews
CreatinganewFavoritesFolder
HowtoDeleteaFavoritesFolder
BIJumpFunctionality
APPENDIXABIReportIndex
APPENDIXBQuickReferenceofBIToolbarIcons
APPENDIXCQuickReferenceofBINavigationalTipsandCautions
2
3
4
5
6
8
8
8
8
9
9
10
10
11
11
11
12
12
13
14
14
15
16
18
19
20
20
21
Overview
RequestingBIReportAccess
HyperionontheWebSAPQueriestoBIReportingCrosswalk
InternetExplorerInitialSetupforBI
HowtologontoBI
BINavigation
23
40
41
SAPBusinessIntelligence(BI)Reports
Inanefforttoprovidefinancialmanagerswiththemostuptodatebudgetinformationpossible,theBudgetOffice
hascreatedanarrayofSAPbudgetreports,usingSAPBI.ThesereportscanbeaccessedondemandusingtheSAP
ESSportal.Thereportsareuserfriendly,easytorunandwillprovideseveralkeyimprovementsoverourprevious
SAPSQLreportingenvironment.
TheSAPBIbudgetreportsarerunfromthedatabaseknownastheBusinessWarehouse(BW).Itisimportantto
notethattheBWisrefreshedoncedailyeachmorning.Theupdateisgenerallycompletedby8:00a.m.Therefore,
thereisnolongeraneedtowaituntiltheafternoontorunyourbudgetreportsandreceivethemostuptodate
data.Thismeansthereportswillincludenotransactionsfromthedaythereportisphysicallyprocessed.
Inordertoassistwithyourfinancialreportingneeds,eachuserhasbeensetupwiththeirownunique
personalization.Theintentofthepersonalizationisthatauserwillactuallyneedtoenternovariablesexceptthe
fiscalyearorperiodwhenprocessingreportsunlessinterestedinaspecificfundscenter.TheBudgetand
AccountingOfficeshavecreatedavarietyofreportstoassistusersintheirfinancialtrackingandmonitoring.See
AppendixAforacompletelistingofallBIreportsandabriefdescriptionofeachincludingthetabsandviewsthat
havebeencreated.
TheBIreportingtooloffersanumberofaddedbenefitsforourusers:
1. TherearenolongernumerousUserIDsandpasswordstorememberBIreportsareaccessedusingtheSAP
ESSportal.Becauseoftheintegratedsignon,theonlyuserIDandpasswordnecessaryisyourMillersville
Domainlogonandpassword.
2. BIisrefreshedoncedailyeachmorning.Generallythisiscompletedby8:00a.m.soitisnolongernecessary
towaituntiltheafternoontorunyourfinancialreports.
3. BIreportsaretabularinnaturesomostofyourfinancialdatacanberetrievedbyrunningonesinglereport.
4. BIoffersuserstheabilitytojumpintothedetailforthefinancialdatabeingviewed.
BusinessIntelligence(BI)TrainingManual
June,2011
Page2
RequestingBIReportAccess
InordertoaccessBIreports,
usersmusthaveanEmployee
SelfServiceaccountandbe
grantedthepropersecurity
access.
Usingthelink
http://www.millersville.edu/inf
otech/forms/account
request.php
1. Completetheformas
required.Besureto
selectSAPunder
Additional
Applications
2. SelectBothunder
SAPFinanceModules
3. ClickSubmitRequest
Usingthelink
http://www.millersville.edu/acc
ounting/forms.php
1. ClickonSAPSecurity
Form(Excel)
2. Completeformas
requiredandsubmitto
AccountingOfficefor
processing
3. AllappropriateuserIDs
YouwillreceiveanemailfromtheAccountingOfficeadvisingthatyour
willbecreatedand
profilehasbeencreatedandprovidingacompletelistofuserIDsand
securitywillbeassigned
passwords.
PleasecontacttheBudgetOfficeaftertheemailisreceivedtoschedule
training.
June,2011
Page3
HyperionontheWebSAPQueriestoBIReportingCrosswalk
SAPSQLReport
Bud1Asummarypool
bdgtoperandrev
Bud1Bpoolbdgt
lineitemtransactions
NewBIReport
DepartmentBudget
Report
DepartmentBudget
Report
Bud2Asummaryline
itembdgtoperandrev
Bud2Blinebdgtline
itemtransactions
DepartmentBudget
Report
DepartmentBudget
Report
Bud3Astuwage
transbydept
DepartmentBudget
Report
Bud4Asaprestricted
fundbalance
RestrictedFundBalance ForFundBalancechoose
Report
Summarytab
ForTransactionschoose:
Revenuetabfor
revenuetransactions
Transferstabfor
transfertransactions
Expensestabfor
expensetransactions
Commitmentstabfor
opencommitments
detail
InternalOrderReport
Summary
Budsaporderno
summary
Budsaporderno
transactions
InternalOrderReport
Tab
Summary
View
Bud1APoolBudget
BudgetTransforbudget
transactions;Actualsw/oSt
EmpTransforactual
transactions
Summary
Defaultviewforbothtabs
BudgetTransforbudget
transactions;Actualsw/oSt
EmpTransforactual
transactions
Forsummaryinformation
choosesummarytab
Fortransactions
Budgettransactions
BudgetTrans
ActualsStudentEmpTrans
Defaultviewforbothtabs
Transactions
Bud2ALineItemBudget
Forsummaryinformation
chooseStudentEmployment
Summary
Fortransactions
Budgettransactionselect
StudentEmploymentBudget
Transview
ActualsUsedefaultview
ForFundBalanceUse
defaultview
ForTransactionsUsedefault
views
DefaultView
DefaultView
June,2011
Page4
InternetExplorerInitialSetupforBI
Inorderforuserstobeable
toexporttoExcelorAdobe,
someinitialsetupneedsto
takeplaceonyourPC.NOTE:
InformationResourcesis
workingonaresolutionso
thisactiondoesnotneedto
beperformedoneveryPC.
OpenInternetExplorer
1. SelectToolsfromthe
internettoolbar
2. SelectInternet
Options
3. SelecttheSecurity
tab
4. HighlightLocal
Intranet
5. ClickSites
6. ClickAdvanced
7. Enter
https://*.passhe.edu
MakesuretheRequire
serververification(https:)
forallsitesinthiszoneis
NOTchecked
8. ClickAdd
9. ClickClosethenOK
10. OntheSecuritytab,
highlightTrusted
Sites
11. ClickSites
12. Enter*.passhe.edu
MakesuretheRequire
serververification(https:)
forallsitesinthiszoneis
NOTchecked
13. ClickAdd
14. ClickClosethenOK
Youhavenowcompletedthe
initialsetupforBIreporting!
June,2011
Page5
HowtologontoBI
UserswilllogontoBIinthesamemanneras
theydo,currently,toaccesstheirpay
statementsandenterleaverequests.BIwill
appearasanewtabwhenloggedintothe
PASSHEportal.
1. GototheMillersvilleUniversity
homepageatwww.millersville.edu
andselectESSontheleftpane.
ThiswilltakeyoutotheHuman
Resourceswebpage.
2. SelectLogin
3. EnteryourUniversitydomainuserID
(FirstName.LastName@millersville.
edu)andpassword
4. YouwillnowseeaBItabasoneof
youroptions.
June,2011
Page6
OntheBusinessIntelligence
tab,eachuserwillhavetwo
subtabsUserReportsand
ManageSavedViews.
TheUserReportstabwill
containthereportswhichare
availablecampuswide.Allof
yourfinancialmonitoring
reportswillresideinthe
FinancialReportsfolder.You
willneedtoclickontheblack
arrowtoopenthefolderand
displaythereports.Youcan
hoveroverthereporttogeta
briefdescriptionofthereport
andwhatitisusedfor.There
arecurrentlynoreports
publishedtotheProcurement
andPayrollfolders.Reports
maybeaddedtothesefolders
atalatertime.
TheManageSavedViewstab
willbeusedfortwopurposes.
Itwillenableausertodirectly
accessapersonalviewthey
havecreated.Theseviewswill
appearintheFavorites
folder(Theprocedurefor
creatingpersonalviewsis
explainedbeginningonpage
10.)Thistabwillalsobeused
toaccesscustomviewscreated
foryoubytheAccountingor
BudgetOffices.
NowthatyouarefamiliarwiththeBIReportingPortal,letsopenareportandget
familiarwithnavigatingaBIreport!
Toopenareport,simplyclickonthedesiredreport!
June,2011
Page7
BINavigation
VariableEntryScreen
Youcanusethe
toverifyvariablesarevalid!
Afterclickingonthereportlink,a
VariableEntryscreenwillappear
beforethereportruns.
Youwillnotneedtochangeanyof
thesevalues.SimplyclicktheOK
buttontoexecuteyourreport.
AfterclickingOK,a
turningwheelwill
indicatethereportis
running.
TabLayout
BIreportsaretabularinnature.Eachreportwillcontainatleastonetabandmayhavemanytabs.Thetabshave
beencreatedtocategorizedataforfinancialmanagersandenablethemtomeettheirreportingneeds.Tonavigate
fromtabtotab,clickontheappropriatetabs.Pleasenotethatausershouldclickonetimeonly.BIwilldisplaya
processingwheeluntilprocessingiscomplete.AcompletelistingoftheBIFinancialreportshasbeencreatedfor
yourreferenceandappearsinAppendixA.
QueryDescriptionandLastUpdate
A. Foreachtabselected,thedescriptionofthequerywilldisplay.
B. TheLastDataUpdatedateandtimewillalsodisplay.ThisisthedayandtimetheSAPBIreportswerelast
updatedwithSAPdata.Typically,yourreportscontainallthepriordayinformationby8:00a.m.each
morning.
June,2011
Page8

GlobalViews
Eachtabmaycontainmultipleviewsina
dropdownlist.Simplyclickonthedropdown
arrowtodisplayalistofviewsbuiltonthe
query.Clickonthedesiredviewandwaitfor
thescreentorefreshwiththenewview.
RefertoAppendixAforadescriptionofviews
foreachreportandtab.
ToolbarButtonIcons
A. OPENAccessandopenanypreviouslysaveduseddefinedviews.
B. SAVESaveauserdefinedViewafterimplementingformattingandcriteriachanges.
C. UNDOUndolastnavigationchange.Eachclickwillbackoutanotherstep/change.Allowtimeforeach
screenrefresh.NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONA
SOLUTION.
D. RESETThiswillundoallusernavigationandfilterchangesandreturntheviewtothewayitwasdelivered.
NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONASOLUTION.
E. VARIABLESCREENThiswillreturntheusertotheInitialVariableScreentochangeyourselections.
F. DISPLAYThiswillshowallvariableandfilterselectionsthatarecurrentlyineffect.
G. FITLERVALUESHide/DisplayVariable(reportwide)andDynamic(tabonly)FilterValues.Thereport
defaultstodisplayvariableandfiltervalues.
H. EXCELThiswillallowyoutoexportthecurrentviewtoExcelforfurtherprocessing.
I. PDFPRINTThiswillconvertthecurrentviewtoapdfformattoallowyoutoeitherprintthevieworsave
thepdffile.
J. PROPERTIESThiswilldisplaythepropertiesofthecurrentview.Toggleon/off.
K. FASTFILTERANDNAVIGATIONDisplayFastFilterDropdowns,FastMenus,andFastNavigationButtons.
Thereportdefaultstodisplayfastfilterdropdownsandmenus.
L. NAVIGATIONPANEThiswillallowyoufullaccesstothebuildingblocksofthecurrentview.Toggleon/off.
M. FILTERPANEThiswillallowyoufullaccesstoapply/removefiltersonthedata.Toggleon/off.
N. EXCEPTIONSAddoredittheformattingofcellsbasedonreportvaluesi.e.cellsinredwhendollaramount
isnegative.
O. CONDITIONSLimitdisplayofdatathatmeetsparticularuserdefinedcriteria.
P. FULLWINDOWVIEWOpenthereportdetailorchartinafullwindowtoaidscrolling.
Q. DOCUMENTATIONAccessthereportdocumentationand/ortabspecificnotes.
June,2011
Page9

OpenSavedUserDefinedViews
ClickontheOpenUserDefinedViewsicononthe
toolbar
toopentheviewsyouhadpreviously
saved.
A. Makecertainyouareonthefavoritestab.This
iswhereallyouruserdefinedviewsshouldbe
saved.
B. Clickontheviewyouwanttoopen
C. Youwillnoticeafterclickingontheviewthe
namewillappear.Verifyyouhavethecorrect
viewselected.
D. ClicktheOKbuttontoopentheview.
AfterclickingOK,youmaybepromptedtoenter
variables.Yourcurrentreportwillbereplacedwiththe
userdefinedviewyouopened.
SaveUserDefinedViews
Aftermakingnavigationalorfilterchangestoareport,
youmaywishtosavethosechangesforfuture
reference.SavedViewscansaveconsiderabletime.
ClickontheSaveUserDefinedViews
tocreatea
newuserdefinedview.
A. TheSaveVariableValueswillbecheckedby
default.Uncheckthisboxbeforesaving.
B. OntheFavoritestab
C. Youwillnoticealltheviewsyouhavesaved.
Youcanclickononetooverwriteit(withthe
samename)ordoubleclickonafolderto
saveinafolder.
D. TypetheDescriptionofyourview.
E. AftertypingtheDescription,clickOKtosave
theuserdefinedview.
Folderscanbecreatedtoorganizeyour
Favoriteviews.GototheManage
SavedViewstabunderBusiness
Intelligenceontheportal.
June,2011
Page10

Back
ClickontheBackicon
toundoyourlastnavigationorfilter.EachtimeyouclicktheBackbuttonyouwillundo
onestep.Youcanclickmultipletimestoundomultiplestepsbutyoumustwaitforthescreentorefreshaftereach
click.
BrowserBackButton
DONOTuseyourbrowsersbackbuttonoryour
browserscontextmenubackbutton.
BrowserContextMenu
BIToolbarButton
BIContextMenu
BacktoStart
ClickingtheBacktoStart
buttonwillremoveallnavigationstepsandreturnthereporttotheoriginal
navigationalstate.Itwillalsoremoveanydynamicfiltersthatweaddedsincethereportwasexecuted.
Variables
UsetheVariablesIcontoquickly
reprocessthereportwithnew
values.
A. ClickontheVariablesicon
tocallthevariable
screentochangevariable
values.
B. Thevariabledialogboxwill
open.
C. Changethevariablevalues.
D. ClickOK
IfyouchangethevariablevaluesafterrunningthereportwiththeVariablesbutton,youcurrentnavigationstate
anddynamicfiltersarepreservedwhenthenewvariablevaluesarereturned.Ifyousimplyrunthereportfromthe
originallinkagain,yournavigationalstateislost.
June,2011
Page11

FilterValues
A. VariableFilters:Thiswilldisplaythevariablevaluesenteredwhenyouranthereport.
B. DynamicFilters:Thiswilldisplayanyfilteringdoneonthecurrenttab.Dynamicfiltersonlyapplytothetab
youareviewingwhileVariableFiltersarethesameforalltabs.
C. TohidethedisplayoftheVariableandDynamicfilters,clickonthe
icon.
ExporttoExcel
TheExporttoExcel
buttoncanbeusedto
easilyexportthedatatabletoMicrosoftExcel.
A. ClickontheExporttoExceliconbutton.
B. Anewdialogboxwillopen.Youcan
eithersavethefileoropenit.(Note:This
dialogboxwillvarydependingonthe
webbrowseryouuse.
C. IfyouOpenthefile,youmaybe
promptedtoallowthefiletoopen
dependingonyourversionofExceland
securitysettings.ClickonYesbutton
indicatingyoutrustthefile.
June,2011
Page12

CreateAdobe.pdfDocument
A. ClickontheExportto.pdf
buttontoopenthe
B. ExportDialogbox.
C. Makeanydesiredsettings
changes.Youcanchange
fromBlackandWhiteto
color,changeorientation
(landscapeorportrait),
changemargins,andeven
addtexttotheheaderor
footer.
D. ClickOKtocompleteexport.
Adobe.pdfDocument
AfterexportingtoAdobe.pdf,youwillbeabletoPrintorSavethedocumentforfuturereference.Oneofthenew
improvementsto.pdfprintingisthatcolumnsand/orrowsheadingswillrepeatforallpages.
June,2011
Page13

Properties
Usershavetheabilityto
changethepropertiesofmany
reportingobjectsbyactivating
thepropertiespane.Clickon
thePropertiesbutton
to
openthepropertiespane.
(ClickonPropertiesbutton
againtohidetheproperties
pane)
YoucanmodifyTable,Chart,
AllDataCells,andQuery
properties.
Forexample,youmaywantto
displaytextoneveryline,
regardlessifitisrepeating.
A. ClickontheProperties
icon/buttononthe
toolbar.
B. OntheTabletab,
C. ChecktheDisplayRepeatingTextcheckbox
D. Noticethateveryrowwillnowdisplaytext,evenifthattextisthesameastherowabove.
FastFilters
Eachtabmaycontainafilterdropdownswithalistofvalues.Forexample,ifyourunthereportformultiplefunds
centersyoucansimplyselectasinglefundscenterfromthedropdown.Aftermakingafilterselection,thescreen
willrefreshtodisplaydataforthesinglefiltervalue.Thedropdowntitlesalsocontaincommonfunctionality.
June,2011
Page14

NavigationPane
Clickingonthisiconwillopenamenuboxto
theleftofyourreportdisplay.Usethe
NavigationPanetoadd,remove,orreplace
characteristicsorkeyfiguresinrowsor
columns.
Toswap(replace)onecharacteristicwith
anotherone,singleclickonthecharacteristic
youwant(CommitmentIteminthisexample)
anddraganddropitontopofthe
characteristicyouwanttoreplace.
YoucandragfromtheNavigationPanetothe
table,fromthetabletotheNavigationPane,
orevenmovecharacteristicswithinthetable
ornavigationpane.
NavigationPaneTabAddDrilldowninRows
ToAddaDrilldowntorows,clickonthedesired
characteristictoaddfromthelistofFree
Characteristics,draguntiladarklineappears.
Thelinewillindicatethenewlocationofthe
characteristictobeadded.Releaseandwaitfor
thescreentorefresh.
Thenewfreecharacteristicwillbeaddedtothe
rows.
Youcanremovecharacteristicsby
clickingonthecharacteristicyou
wanttoremoveanddraggingitto
thefreecharacteristicsectionofthe
navigationpane.
June,2011
Page15

FilterPane
DialogSelection
TheFilterPaneprovidesfunctionalitytofilter
characteristicsandkeyfiguresbyusingadialog
boxorutilizingthedraganddropfunctionality.
ClickingonthefilterPaneiconwillopenafilter
windowtotheleftofyourreportdata.
IfyouhavetheNavigationPane
displayed,thefilterpanewillbe
displayedbelowit.
1. TheFilterPanewilldisplaytothe
leftofthedatatablewithall
availablecharacteristicsandkey
figures.
2. Tofilteronacharacteristic
(CommitmentIteminthis
example)selectEditfromthe
dropdownbox.
3. Anewdialogwindowwillopen
forthecharacteristicselected.
4. Findthevalue(s)youwantto
includeorexcludeinyourfilter
andselectthevalue(s)by
clickingontheblocktotheleft.
5. Aftermakingyourselections,
clickontheAddbuttontomove
valuestotheSelectionstableontheright.
6. AfterclickingtheAddbutton,theaddedvalues
willdisplayontheSelectionstable.
7. Youcanalsoexcludevaluesbyselectingthe
valueandclickingtheredsquaretoexcludethe
value.
8. Whencomplete,clicktheOKbuttontotransfer
thefilter.
9. AfterclickingtheOKbuttontotransferthefilter
values,thedropdownwilldisplaythefiltered
value.A!beforethevalueindicatesthevalueisexcluded.
June,2011
Page16

FilterPaneDragandDrop
Insteadofusingthefilterdialogboxtoselectfilter
values,youcanalsodraganddropvaluestoincludeor
excludethemfromtheresults.
Tofiltertoasinglevalue,clickonthevalueanddrag
anddropitontotheFilterPane.TheFilterPanewill
highlightintealwhenyouhoveroveritwiththe
selectedvalue.
DroponFilterPaneandwaitforscreentorefresh.
AfterdroppingthevalueontotheFilterPane,youwill
noticethedatatablewilldisplayonlythesinglevalue
andtheFilterDropdownontheFilterPanewillalsoindicatethereisafilter.
TheFilterstabwillalwaysdisplayany
filtervalues.
ToExcludeavaluefromthedata,clickonthevalue
anddraganddropitinthegreyfilterpanesection
Dragfromtableanddropitemshereto
remove/excludefiltervalue(s).A!beforethe
valueindicatesthevalueisexcluded.
Ifyoufindyourselfcompletinganyoftheabovenavigationonaregularbasis,youcansaveyourselftimeby
savingthelayoutasapersonalview.SeePage10forsavingapersonalview.Notethatsavingapersonalview
savesallthetabsofthereportinthelayouttheyareinwhentheviewissavedsomakesuretheentirereportis
exactlyasyouwantit.
June,2011
Page17

FullWindow
Ifyoudatalistisverylong,youmaywishtoopenthedatatableinafullwindow.Youwillstillhavetheabilitytouse
theBIContextMenubuttheotherwebitemswillberemovedfromthefullwindowview.SimplyclickontheFull
Windowbutton
toopenanewwindow.
Thereareseveraltoolsthatwillhelpmaximizethedisplayareaandassistwithscrollingwhilelockingthecolumn
androwheadings.
A. Youcanadjustthedisplayareabyenteringthenumberofrowsandcolumnstodisplayatonetime.Simply
enteranumberandpressEnteronyourkeyboard.Youcansettherowsandcolumnstoadisplayareathat
bestfitsyourcomputersscreensizeandresolution.
B. Usethescrollbuttonstoscrollthroughthedata.Columnandrowheadingswilldisplaywitheachstep.
C. Youcanalsousethescrollbarontherightand/orbottomofthescreentoscrollthroughpages.
ToExitaBIreportsimplyclicktheblackXintheupperrighthandcorneroftheReport.
June,2011
Page18

ManageSavedViews
TheManageSavedViewstabontheBusiness
Intelligencemenuwillbeusedfortwo
purposes.Itwillenableausertodirectlyaccess
apersonalviewtheyhavecreated.Theseviews
willappearintheFavoritesfolder(The
procedureforcreatingpersonalviewsis
explainedbeginningonpage10).
Thistabwillalsobeusedtoaccesscustom
viewscreatedforyoubytheAccountingor
BudgetOffices.Thesecustomviewswillin
somecasereplacethecustomreportsthat
werecreatedforyouinHyperion.Thecustom
viewswillappearinthePortfoliofolder.
OntheManageSavedViewstab,itisimportant
tonote:
1. Noonewillbeabletoseeyourpersonal
viewsexceptyousofeelfreetocreate
asmanyasnecessarytomeetyour
financialneeds
2. Whensavingapersonalview,make
sureeachtabinthereportisinthe
formatyoulike.Savingaviewas
personalwillsavetheentirereportin
theformatitappearsaswhenyou
savedit
NOTE:CurrentlythePortfoliofolderdoesnot
appearbydefault.Programmersareworkingon
aresolution.Intheinterim,youcannavigateto
yourportfolioby:
1. ClickontheContextMenunextto
Favorites
2. SelectGoTothenselectPublicFolders
3. ClickontheMillersvillefoldertodisplay
customreportsassignedtoyou
NOTE:Thisfolderiscurrentlyempty.The
BudgetandAccountingOfficeswillbeworking
withusersinthecomingmonthstoensureall
customviewarecreatedasneededandthat
yourfinancialreportingneedsaremet.
June,2011
Page19

ManageSavedViewsCreatingaNewFavoritesFolder
1. Clickonthe
ContextMenu
nexttoFavorites
2. SelectNewthen
selectFolder
3. NameyourNew
Folder
4. Giveitabrief
description
5. ClickSave
6. Youwillseea
messagesaying
Folderhasbeen
createdbackat
theManage
SavedViews
HowtoDeleteaFavoritesFolder
1. ClickonContext
Menunextto
theFolder
2. SelectDelete
3. Youwillreceive
aconfirmation
message
confirmingyou
wanttodelete.
ClickYes
4. Youwillreceive
confirmation
thatfolderhas
beendeleted
backatManage
SavedViews
June,2011
Page20
BIJumpFunctionality
BIprovidesuserstheabilitytojumpintothedetailswhichmakeupamountsdisplayedonreports.Onthe
summarytaboftheDepartmentbudgetreport,ausercandrillintoalloftheamountsdisplayed.
Summaryamountswillallowtheusertojumpintothedetailedtransactions.Detailedtransactionswillallowusers
tojumpintotheactualaccountingdocumentssuchasthePurchaseOrder,JournalEntry,BudgetDocumentand
PaymentDetails.Directionsforjumpingintothedetailsareincludedbelow.Becausetheoptionsforjumpingvary
dependingwhereyouarelocatedonthereport,aflowchartisincludedtohelpusersnavigate.
1. OntheActualAmountoftheSummarytab,rightclickandselectGoto
2. BecauseyouwereontheActualAmount,youwillselectActualsDetailLines
3. Anewwindowwillopenanddisplayallofthetransaction.TheOverallResultwillbethesameasthe
amountyouoriginallyclickedon
EachtimeyouselectGototojumpintothedetails,anewwindowwillopen.Toexitthejumpwindow,
usetheXintheupperrightcornerofthejumpwindowthatwasopenedtoclosethejumpwindow.The
activewindowshouldbehighlighted.
BecarefulwhichwindowyouareclosingoryouwillcloseyourBIreportorInternetBrowser!
June,2011
Page21
Ifona
Summary
Tabwithina
BIReport
Whenclicking
onthedollar
amountinthe
column
Select
BudgetDetail
Lines(BCS
Only)
Budget
SUMMARY
Actuals
Commitments
Select
Select
Actuals
DetailLines
Select
Commitment
DetailLines
June,2011
IfonaTransactionsTabwithinaBIReport,youdonotneedto
selectthetypeofDetailLines.Navigatedirectlytotheapplicable
transaction.
FMEDD DisplayBudget
Document
Usedifdetaillineisabudgetamount
SAPME23N Display
PurchaseOrder
UsedifthedetaillinecontainsanumberinthePurchaseOrder
column
SAPFB03 Display
AccountingDocument
UsedifthereisnoPO#listedandnoDP,TV,TR,orPOreferenced
inthetextcolumn
PaymentDetailLines
UsedifthereisnoPO#listedandnoDP,TV,TR,orPOreferenced
inthetextcolumn
PurchaseOrderDetail
Lines
column
SAPME23N Display
PurchaseOrder
column
SAPFMX3 Display
FundsReservation
Usedifthedetaillineisincommitmentitem615100Travel
SAPME53N Display
PurchaseRequisition
column
Page22
APPENDIXA
BIREPORTINDEX
BIReportName
DepartmentBudget
Report
TabName
Summary
View
*Fund>FundsCenter
DepartmentBudget
Report
Summary
Bud1APoolBudget
DepartmentBudget
Report
Summary
Bud2ALineItemBudget
DepartmentBudget
Report
Summary
FundHierarchy
June,2011
Description
DefaultViewDisplays
Budgetamount,Actual
Expenditures,Open
Commitments,Balance
Remainingand%
Remainingbyfundthen
byfundscenterfor
variableselection
ReportreplacesHyperion
Bud1Areport.Provides
summarybyfundscenter
bycommitmentitem
budgetamount,actual
expenditures,remaining
balance,andremaining%.
Usershouldlooktothe
totalin3
OPERATING_CAPITALto
determinetheirbalance
availableandtheoverall
resulttodeterminethe
balanceavailable
includingreserves
ReportreplacesHyperion
Bud2Areport.Provides
summarybyfundscenter
bycommitmentitem
budgetamount,actual
balance,andremaining%
forthosedepartments
thatbudgetatthe3digit
level.Usershouldlookto
thetotalin3
OPERATING_CAPITALto
determinetheirbalance
availableandtheoverall
resulttodeterminethe
balanceavailable
includingreserves
Providessummaryby
fundhierarchybyfund
Page23

BIReportName
TabName
View
DepartmentBudget
Report
Summary
Fund>FundsCenter>CI
LineItemHierarchy
DepartmentBudget
Report
Summary
FundsCenterOnly
DepartmentBudget
Report
Summary
Lessthan10%Remaining
(NonPersonnel)
DepartmentBudget
Report
Summary
Lessthan10%Remaining
(StudentEmployment)
DepartmentBudget
Report
Summary
RevenueSummary
June,2011
Description
budgetamount,actual
Providessummaryby
fundbyfundscenterby
commitmentitem
categorybudgetamount,
actualexpenditures,
remainingbalance,and
remaining%
Providessummaryby
fundscenterbudget
amount,actual
Reportwilldisplaya
summarybyfundby
fundscenterbudget
amount,actual
forallfundscenterwith
lessthan10%oftheir
operatingbudget
remaining.Fundscenters
currentlyinadeficitwill
behighlightedinred
Reportwilldisplaya
summarybyfundby
fundscenterbudget
amount,actual
lessthan10%oftheir
studentemployment
budgetremaining.Funds
centerscurrentlyina
deficitwillbehighlighted
inred
Providessummaryby
fundbyfundscenterby
commitmentitembudget
amount,actual
forallrevenue
Page24

BIReportName
TabName
View
DepartmentBudget
Report
Summary
StudentEmployment
Summary
DepartmentBudget
Report
BudgetTrans
*Fund>Funds
Center>Commitment
Item
Ifyouhavequestions
regardinganybudget
transactions,please
contacttheBudget
Officeandhaveready
thedocumentnumber
ornotetheRefDoc#.
DepartmentBudget
Report
BudgetTrans
StudentEmployment
BudgetTrans
DepartmentBudget
Report
BudgetTrans
TransactionDate
(Descending)
June,2011
Description
commitmentitems
Providessummaryby
fundbyfundscenterby
commitmentitembudget
amount,actual
forstudentemployment
DefaultViewProvides
detailofallbudget
transactionsbyfundby
fundscenterby
commitmentitem
includingdocumentdate,
documentnumber,
referencenumber,
description,andamount.
Willprovidedetailasto
whetherthetransaction
wasanoriginalbudget
posting,acarryforwardof
budgetfromtheprevious
yearforanyopen
commitments,abudget
transfer,onetime
supplement,orbudget
reduction
Providesdetailofall
studentwagebudget
fundscenterby
commitmentitem
documentnumber,
referencenumber,
wasanoriginalbudget
posting,abudget
transfer,onetime
supplement,orbudget
reduction
Providesdetailofall
budgettransactionsby
dateindescendingorder
byfundbyfundscenter
Page25

BIReportName
TabName
View
DepartmentBudget
Report
Actualsw/oStEmplTrans *Fund>Funds
Center>Commitment
Item
DepartmentBudget
Report
Actualsw/oStEmplTrans FundsCenter>CILine
ExpensesbyPeriod
DepartmentBudget
Report
Actualsw/oStEmplTrans PODoc#Sort
DepartmentBudget
Report
Actualsw/oStEmplTrans PostingDate(Descending)
June,2011
Description
bycommitmentitem
documentnumber,
referencenumber,
wasanoriginalbudget
posting,acarryforwardof
budgetfromtheprevious
yearforanyopen
commitments,abudget
transfer,onetime
supplement,orbudget
reduction
DefaultViewProvides
detailofallactual
fundscenterby
commitmentitemby
postingdate,PO
documentnumber(if
available),Finance
documentnumber,
description,vendor(if
applicable)andamount
Providesasummaryofall
actualamountsbyfund
byfundscenterby
commitmentitemby
fiscalperiod
Providesdetailsby
PurchaseOrdernumber
includingfund,funds
center,commitmentitem,
postingdate,Finance
documentnumber,
description,vendorand
amount
Providesdetailsby
Postingdatein
descendingdateincluding
fund,fundscenter,
commitmentitem,
purchaseordernumber(if
applicable),Finance
documentnumber,
Page26

BIReportName
TabName
View
DepartmentBudget
Report
Actualsw/oStEmplTrans Revenues
DepartmentBudget
Report
Actualsw/oStEmplTrans VendorDetail
DepartmentBudget
Report
CommitmentsTrans
*FundsCenterw/Detail
DepartmentBudget
Report
CommitmentsTrans
PostingDate(Sort
Ascending/Oldest)
June,2011
Description
description,vendor(if
applicable),andamount
Providesdetailofall
revenuetransactionsby
fundbyfundscenterby
commitmentitemby
postingdate,PO
documentnumber(if
available),Finance
documentnumber,
description,andamount
Providesdetailbyvendor
includingfund,funds
center,commitmentitem,
postingdate,PO
documentnumber(if
available),Finance
documentnumber,
DefaultViewProvides
detailofopen
commitmentsbyfundby
fundscenterby
commitmentitem
includingvendor,
Requisitionnumber,PO#,
Lineitemnumber,
Description,Dateand
amount.Detailedamount
includestheOriginaland
Carryforwardamount,
anyReductionsor
Adjustmentsand
remainingopenbalance
andpercentageremaining
Providesdetailofopen
commitmentsin
Ascendingorderbyfund
byfundscenterby
commitmentitem
includingvendor,
Lineitemnumber,
Description,Dateand
includestheOriginalor
Carryforwardamount,
Page27

BIReportName
TabName
View
DepartmentBudget
Report
StudentEmpTrans
*Funds>Funds
Center>Commitment
Item
DepartmentBudget
Report
StudentEmpTrans
PostingDateSort
(Descending)
DepartmentBudget
Report
Travel
*Funds>Funds
Center>Commitment
Item
DepartmentBudget
Report
Travel
CommitmentItem>Funds
Center
DepartmentBudget
Report
Travel
EmployeeswithDetail
DepartmentBudget
Report
Travel
FundHierarchy
DepartmentBudget
Report
Travel
FundsCenterGroups
June,2011
Description
anyReductionsor
Adjustmentsand
DefaultViewProvides
detailofallStudentWage
fundscenterbyposting
date,Financedocument
number,description,and
amount
Providesdetailofall
StudentWage
transactionsbyposting
dateindescendingorder
byfundbyfundscenter
includingFinance
documentnumber,
DefaultViewProvides
detailofactualpaidand
opencommitmentsfor
Travelexpenseaccount
(615100)byfundbyfunds
center
Providesdetailofactual
paidandopen
commitmentsforTravel
expenseaccount(615100)
byfundbyfundscenter
paidandopen
byemployeebyfundby
fundscenterbyposting
date(indescending
order)including
description
paidandopen
byfundgroup
paidandopen
Page28

BIReportName
TabName
DepartmentBudget
Report
PriorYear
DepartmentBudget
Report
PriorYear
DepartmentBudget
Report
PriorYear
DepartmentBudget
Report
PriorYear
DepartmentBudget
Report
PriorYear
DepartmentBudget
Report
PriorYear
DepartmentBudget
Report
PriorYear
DepartmentBudget
PriorYear
June,2011
View
Description
byfundcentergroup
*Fund>FundsCenter
DefaultViewDisplays
PriorYeartoDateto
CurrentYeartoDate
includingdollarand
percentagevarianceby
fundbyfundscenter
Bud1APoolBudget
DisplaysPriorYearto
DatetoCurrentYearto
Dateincludingdollarand
fundbyfundscenterby
commitmentitem
Bud2ALineItemBudget DisplaysPriorYearto
DatetoCurrentYearto
fundbyfundscenterby
commitmentitematthe
rolluplevel
FunctionalAreaHierarchy DisplaysPriorYearto
DatetoCurrentYearto
functionalarea
FundHierarchy
DisplaysPriorYearto
DatetoCurrentYearto
fundhierarchy
Fund>FundsCenter>CI
DisplaysPriorYearto
LineItemHierarchy
DatetoCurrentYearto
fundbyfundscenterby
commitmentitem
hierarchy(Personnelfor
studentwagesand
Operating/Capital)
Fund>Funds
DisplaysPriorYearto
Center>Period
DatetoCurrentYearto
fundbyfundscenterby
fiscalperiod
FundsCenterHierarchy
DisplaysPriorYearto
Page29

BIReportName
Report
TabName
DepartmentBudget
Report
PriorYear
DepartmentBudget
Report
PriorYear
DepartmentBudget
Report
PriorYear
DepartmentBudget
Report
Trend
DepartmentBudget
Report
Trend
DepartmentBudget
Report
Trend
DepartmentBudget
Report
Trend
June,2011
View
Description
DatetoCurrentYearto
fundscenterhierarchy
Morethan10%Increase DisplaysPriorYearto
NonPersonnel
DatetoCurrentYearto
percentagevariancefor
allfundscenterwith
morethan10%increase
intheirnonpersonnel
expenditures
Morethan10%Increase DisplaysPriorYearto
StudentEmployment
DatetoCurrentYearto
allfundscenterwith
morethan10%increase
intheirstudentwage
expenditures
VendorbyAccountGroup DisplaysPriorYearto
DatetoCurrentYearto
paymentssplitbyaccount
payable,purchasing,etc.
*Fund>FundsCenter
DefaultViewDisplays
Fiveyeartrendofactual
expendituresincluding
twoyeardollarand
fundbyfundscenter
Bud1APoolBudget
DisplaysFiveyeartrendof
actualexpenditures
includingtwoyeardollar
andpercentagevariance
byfundbyfundscenter
bycommitmentitem
Bud2ALineItemBudget DisplaysFiveyeartrendof
actualexpenditures
byfundbyfundscenter
bycommitmentitemat
therolluplevel
FunctionalAreaHierarchy DisplaysFiveyeartrendof
actualexpenditures
Page30

BIReportName
TabName
DepartmentBudget
Report
Trend
DepartmentBudget
Report
Trend
DepartmentBudget
Report
Trend
DepartmentBudget
Report
Trend
DepartmentBudget
Report
Trend
DepartmentBudget
Report
Trend
DepartmentBudget
Report
Trend
June,2011
View
Description
byfunctionalarea
FundHierarchy
actualexpenditures
byfundhierarchy
Fund>FundsCenter>CI
LineItemHierarchy
actualexpenditures
byfundbyfundscenter
bycommitmentitem
hierarchy(Personnelfor
studentwagesand
Operating/Capital)
Fund>Funds
Center>Period
actualexpenditures
byfundbyfundscenter
byfiscalperiod
FundsCenterHierarchy
actualexpenditures
byfundscenterhierarchy
Morethan10%Increase DisplaysFiveyeartrendof
NonPersonnel
actualexpenditures
morethan10%increase
intheirnonpersonnel
expenditures
Morethan10%Increase DisplaysFiveyeartrendof
StudentEmployment
actualexpenditures
morethan10%increase
intheirstudentwage
expenditures
VendorbyAccountGroup DisplaysFiveyeartrendof
actualexpenditures
Page31

BIReportName
TabName
View
DepartmentBudget
Report
Payments
*DateSort(Descending)
DepartmentBudget
Report
Payments
VendorSort
DepartmentBudget
Report
Charts
N/A
June,2011
Description
forpaymentssplitby
accountpayable,
purchasing,etc.
DefaultViewDisplaysall
paymentdetailsby
postingdatein
descendingorder
includinginvoicedate,
vendor,finance
documentnumber,
Referencenumber,
paymentmethod,
paymentdate,check
number,checkcleared
dateandinvoiceamount.
Pleasenotethatthe
invoiceamountmaydiffer
fromthecheckamountif
additionalinvoicesfrom
otherfundscentersare
includedinthecheck
amount
Displaysallpayment
detailsbyVendorby
postingdatein
descendingorder
financedocument
number,Reference
number,payment
method,paymentdate,
checknumber,check
cleareddateandinvoice
amount.Pleasenotethat
theinvoiceamountmay
differfromthecheck
amountifadditional
invoicesfromotherfunds
centersareincludedin
thecheckamount
Providesgraphical
representationsof
dashboards,graphsby
periodsandcommitment
items
Page32

BIReportName
DepartmentBudget
Report
TabName
OtherFundsTHISTAB
CANBEUSEDFOR
GRANTS,AUXILIARIES
ANDOTHERRESTRICTED
FUNDSTHATARE
RESPONSIBLEFORTHEIR
PERSONNEL
EXPENDITURES
View
*Fund>FundsCenter
DepartmentBudget
Report
OtherFundsTHISTAB
CANBEUSEDFOR
GRANTS,AUXILIARIES
ANDOTHERRESTRICTED
FUNDSTHATARE
RESPONSIBLEFORTHEIR
PERSONNEL
EXPENDITURES
ActualsDetail(posting
DateSort)
DepartmentBudget
Report
SummarybyFund
FundBalanceReport
OtherFundsTHISTAB
CANBEUSEDFOR
GRANTS,AUXILIARIES
ANDOTHERRESTRICTED
FUNDSTHATARE
RESPONSIBLEFORTHEIR
PERSONNEL
EXPENDITURES
OtherFundsTHISTAB
CANBEUSEDFOR
GRANTS,AUXILIARIES
ANDOTHERRESTRICTED
FUNDSTHATARE
RESPONSIBLEFORTHEIR
PERSONNEL
EXPENDITURES
Summary
FundBalanceReport
Summary
PlantFundSummary
DepartmentBudget
Report
June,2011
SummarybyFund>Funds
Center
*Fund/FundsCenter
Description
DefaultViewDisplays
Budgetamount,Actual
Expenditures,Open
Commitments,Balance
Remainingand%
Remainingbyfundthen
byfundscenterfor
variableselection
includingallpersonnel
expenditures
Displaysactual
transactionsbyposting
datebyfundbyfunds
centerbycommitment
itemcategoryby
commitmentitem
includingfinance
documentnumber,PO#,
descriptionandamount
DisplaysBudgetamount,
ActualExpenditures,
OpenCommitments,
BalanceRemainingby
fundbycommitmentitem
categorybycommitment
item
DisplaysBudgetamount,
ActualExpenditures,
OpenCommitments,
BalanceRemainingby
fundbyfundscenterby
commitmentitem
categorybycommitment
item
DefaultViewDisplays
Beginningfundbalance,
Revenuecollected,
Transfersmade,Expenses
paid,CurrentFund
Balance,Commitments
andFundBalanceless
Commitmentsbyfund
andfundscenter
Containsthesame
informationasthedefault
Page33

BIReportName
TabName
View
FundBalanceReport
Summary
PlantFundSummarywith
NIP
FundBalanceReport
Revenue
*Fund/FundsCenter/CI
FundBalanceReport
Transfers
FundBalanceReport
Expenses
FundBalanceReport
Commitments
June,2011
Description
viewbutusedforprojects
only
Containsthesame
informationasthedefault
viewbutusedforprojects
only(includesNet
InvestmentinPlant)
DefaultViewDisplays
transactionsforall
revenuecommitment
itemsbyfundbyfunds
centerbycommitment
itembypostingdate(in
descendingorder)
includingfinance
documentnumber,
documenttextand
transactionamount
DefaultViewDisplays
transactionsforall
transfercommitment
itemsbyfundbyfunds
centerbycommitment
descendingorder)
includingPO#(if
applicable),finance
documentnumber,
documenttext,vendor(if
applicable)and
transactionamount
DefaultViewDisplays
transactionsforall
expensecommitment
itemsbyfundbyfunds
centerbycommitment
descendingorder)
includingPO#(if
applicable),finance
documentnumber,
documenttext,vendor(if
applicable)and
transactionamount
DefaultViewDisplays
detailsforallopen
commitmentitemsby
Page34

BIReportName
TabName
View
FundBalanceReport
BudgetSummary
*Fund/FundsCenter
MultiYearforFunds
603X609X
Summary
*FundsCenter>CIPool
Hierarchy
MultiYearforFunds
603X609X
MultiYearforFunds
603X609X
Summary
FundsCenterActualsby
FiscalYear
FY>FundsCenter>CIPool
Hierarchy
MultiYearforFunds
603X609X
BudgetTrans
*Funds
Center>Commitment
Item
MultiYearforFunds
603X609X
BudgetTrans
FY>Funds
Center>Commitment
Item
Summary
June,2011
Description
fundbyfundscenterby
commitmentitemby
vendorincluding
requisitionnumber,PO#,
Lineitemnumber,
documenttext,date,and
transactionamount
Displaysoriginalbudget
amount,adjustedbudget,
actuals,open
commitments,Balance
Remainingand%
Remainingbyfundthen
byfundscenter
DefaultViewDisplays
Actuals,Commitments
andRemainingBalanceby
fundcenterby
commitmentitem
hierarchyasatotalforall
fiscalyears
Displaysoverallactualsby
fundscenterbyfiscalyear
DisplaysActuals,
Commitmentsand
RemainingBalanceby
fiscalyearbyfundcenter
bycommitmentitem
hierarchy
DefaultViewProvides
detailofallbudget
transactionsbyfunds
centerbycommitment
itemincludingdocument
date,documentnumber,
referencenumber,
forallfiscalyears
Providesdetailofall
fiscalyearbyfundscenter
bycommitmentitem
documentnumber,
referencenumber,
Page35

BIReportName
MultiYearforFunds
603X609X
TabName
BudgetTrans
View
TransactionDate
(Descending)
MultiYearforFunds
603X609X
ActualsTrans
*Funds
Center>Commitment
Item
MultiYearforFunds
603X609X
ActualsTrans
FY>Funds
Center>Commitment
Item
MultiYearforFunds
603X609X
ActualsTrans
TransactionDate
(Descending)
MultiYearforFunds
603X609X
CommitmentsTrans
June,2011
Description
Providesdetailofall
transactiondatein
descendingorder
documentnumber,
referencenumber,
forallfiscalyears
DefaultViewProvides
detailofallactual
transactionsbyfunds
centerbycommitment
itemincludingposting
date,PO#,finance
documentnumber,
description,vendor,and
amountforallfiscalyears
Providesdetailofall
actualtransactionsby
fiscalyearbyfundscenter
bycommitmentitem
includingpostingdate,
PO#,financedocument
number,description,
vendor,andamount
Providesdetailofall
actualtransactions
transactiondatein
descendingorderby
fundscenterby
commitmentitem
includingPO#,finance
documentnumber,
description,vendor,and
amountforallfiscalyears
DefaultViewProvides
detailofopen
commitmentsbyfundby
fundscenterby
commitmentitem
includingvendor,
Lineitemnumber,
Description,Dateand
includestheOriginaland
Page36

BIReportName
TabName
MultiYearforFunds
603X609X
CommitmentsTrans
MultiYearforFunds
603X609X
FundBalance
MultiYearforFunds
603X609X
FundBalance
MultiYearforFunds
603X609X
Payments
June,2011
View
Description
Carryforwardamount,
anyReductionsor
Adjustmentsand
DocDate(Ascending/Not Providesdetailofopen
Complete)
commitmentsin
Ascendingorderbyfund
byfundscenterby
commitmentitem
includingvendor,
Lineitemnumber,
Description,Dateand
includestheOriginalor
Carryforwardamount,
anyReductionsor
Adjustmentsand
*Fund>FiscalYear
DefaultViewDisplays
Beginningfundbalance,
Revenuecollected,
Transfersmade,Expenses
paid,CurrentFund
Balance,Commitments
andFundBalanceless
Commitmentsbyfundby
fiscalyear
Fund>FundsCenter>Fiscal DisplaysBeginningfund
Year
balance,Revenue
collected,Transfersmade,
Expensespaid,Current
FundBalance,
CommitmentsandFund
Balanceless
Commitmentsbyfundby
fundscenterbyfiscalyear
*PaymentDetails
DefaultViewDisplaysall
paymentdetailsincluding
invoicedate,vendor,
financedocument
number,Reference
number,payment
method,paymentdate,
checknumber,check
Page37

BIReportName
TabName
View
MultiYearforFunds
603X609X
Payments
VendorSort
MultiYearforFunds
603X609X
Charts
N/A
InternalOrderReport
Summary
*SummarybyOrder
Number
InternalOrderReport
Summary
ExpensesinExcessof
Revenue
June,2011
Description
theinvoiceamountmay
differfromthecheck
amountifadditional
thecheckamount
Displaysallpayment
detailsbyVendorby
postingdatein
descendingorder
financedocument
number,Reference
number,payment
method,paymentdate,
checknumber,check
theinvoiceamountmay
differfromthecheck
amountifadditional
thecheckamount
Providesgraphical
representationsof
dashboards,graphsby
periodsandcommitment
items
Providessummaryby
Ordernumberincluding
Estimatedcost,Revenue,
Nonpersonnel
expenditures,Other
Expenditures,Netamount
(Revenuelessnon
personnellessOther)and
Balance(Estimatedcost
lessNetamount)
Providessummaryby
FundsCenterbyorder
numberincluding
Revenue,Nonpersonnel
Page38

BIReportName
TabName
View
InternalOrderReport
Summary
SummarybyOrder
NumberbyAccount
InternalOrderReport
Transactions
*DetailbyOrderNumber
InternalOrderReport
Transactions
DetailbyAccountCode
InternalOrderReport
Transactions
DetailbyPostingDate
(Descending)
Description
expenditures,Other
Expenditures,Netamount
(Revenuelessnon
personnellessOther)
Providessummaryby
Ordernumberbyaccount
codeincludingEstimated
cost,Revenue,Non
personnelexpenditures,
OtherExpenditures,Net
amount(Revenueless
nonpersonnellessOther)
andBalance(Estimated
costlessNetamount)
postingsbyordernumber
bycommitmentitem
includingpostingdate,
financedocument
number,descriptionand
amount
postingsbycommitment
itembypostingdatein
ascendingorderincluding
financedocument
number,description,
ordernumber(if
applicable),andamount
postingsbypostingdate
indescendingorderby
ordernumberby
commitmentitem
includingfinance
documentnumber,
descriptionandamount
June,2011
Page39
APPENDIXB
QUICKREFERENCEOFBITOOLBARICONS
A. OPENAccessandopenanypreviouslysaveduseddefinedviews.
B. SAVESaveauserdefinedViewafterimplementingformattingandcriteriachanges.
C. UNDOUndolastnavigationchange.Eachclickwillbackoutanotherstep/change.Allowtimeforeach
screenrefresh.NOTE:THISACTIONMAYTAKESEVERALMINUTES.WEARECURRENTLYWORKINGONA
SOLUTION.
D. RESETThiswillundoallusernavigationandfilterchangesandreturntheviewtothewayitwasdelivered.
E. VARIABLESCREENThiswillreturntheusertotheInitialVariableScreentochangeyourselections.
F. DISPLAYThiswillshowallvariableandfilterselectionsthatarecurrentlyineffect.
G. FITLERVALUESHide/DisplayVariable(reportwide)andDynamic(tabonly)FilterValues.Thereport
defaultstodisplayvariableandfiltervalues.
H. EXCELThiswillallowyoutoexportthecurrentviewtoExcelforfurtherprocessing.
I. PDFPRINTThiswillconvertthecurrentviewtoapdfformattoallowyoutoeitherprintthevieworsave
thepdffile.
J. PROPERTIESThiswilldisplaythepropertiesofthecurrentview.Toggleon/off.
K. FASTFILTERANDNAVIGATIONDisplayFastFilterDropdowns,FastMenus,andFastNavigationButtons.
Thereportdefaultstodisplayfastfilterdropdownsandmenus.
L. NAVIGATIONPANEThiswillallowyoufullaccesstothebuildingblocksofthecurrentview.Toggleon/off.
M. FILTERPANEThiswillallowyoufullaccesstoapply/removefiltersonthedata.Toggleon/off.
N. EXCEPTIONSAddoredittheformattingofcellsbasedonreportvaluesi.e.cellsinredwhendollaramount
isnegative.
O. CONDITIONSLimitdisplayofdatathatmeetsparticularuserdefinedcriteria.
P. FULLWINDOWVIEWOpenthereportdetailorchartinafullwindowtoaidscrolling.
Q. DOCUMENTATIONAccessthereportdocumentationand/ortabspecificnotes.
June,2011
Page40
APPENDIXC
QUICKREFERENCEOFBINAVIGATIONALTIPSANDCAUTIONS
Youcanusethe
toverifyvariablesarevalid!
Page8
FolderscanbecreatedtoorganizeyourFavoriteviews.GototheManageSavedViews
tabunderBusinessIntelligenceontheportal.
Page10
IfyouchangethevariablevaluesafterrunningthereportwiththeVariablesbutton,youcurrent
navigationstateanddynamicfiltersarepreservedwhenthenewvariablevaluesarereturned.If
yousimplyrunthereportfromtheoriginallinkagain,yournavigationalstateislost.
Page11
IfyouhavetheNavigationPanedisplayed,theFilterPanewillbedisplayedbelowit.
Page16
Thefilterstabwillalwaysdisplayanyfiltervalues.
Page17
EachtimeyouselectGototojumpintothedetails,anewwindowwillopen.Toexit
thejumpwindow,usetheXintheupperrightcornerofthejumpwindowthatwas
openedtoclosethejumpwindow.Theactivewindowshouldbehighlighted.
Page21
BecarefulwhichwindowyouareclosingoryouwillcloseyourBIreportorInternet
Browser!
Ifyouhavequestionsregardinganybudgettransactions,pleasecontacttheBudgetOffice
andhavereadythedocumentnumberornotetheRefDoc#.
Page25
IftheBusinessIntelligencetabisnotdisplayedonyourESSaccount,pleasecontactthe
HelpDeskatextension2371.
Page6
DONOTuseyourbrowsersbackbuttonoryourbrowserscontextmenubackbutton.
Page11
June,2011
Page41
NOTES
June,2011
Page42
NOTES
June,2011
Page43

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