BUSINESS OBJECTS

Beginner’s Lab Session
(Basic)
BUSINESS OBJECTS_BegLab 2.ppt

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Welcome and Introduction
 Welcome:
We would like to take this opportunity to welcome you to the University of
Michigan – Flint, Beginners (Basic) Business Objects Learning Session. This
was created to give you a basic understanding of the essentials to get
you started using this reporting tool – hope you enjoy the session.

 Introduction

Business Objects (BusObj) is a Web-based tool used for ad hoc querying and
reporting against relational databases.

 It provides multiple ways to retrieve, analyze and report on data
 It is used only to retrieve data not to change it (read-only)
 Saving & printing using BusObj are performed similarly to Microsoft
products
 It is a point-and-click environment
 Tremendous flexibility in the way that data can be managed, retrieved,
and reported on
 Take advantage of predefined reports or choose to create your own

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Examples of What You Can Get From BusObj:  Budget Data (Carry forward. etc. etc.)  Revenue & Expense Data (line by line detail or high level summaries. tenure status. project/grant.)  Human Resources (appointment data. purchase order. union information. Budget Transfers. etc.)  Basic Information (department id. etc. department. project/grants. programs. Base Budget. account. etc. etc.)  Payroll (salary & fringe benefits by person. voucher information.)  Procurement (PCard.) 3 .

DATA WAREHOUSE  There are multiple UNIVERSES within BusObj – which is where our University data is stored (Warehoused)  Frequently Used Examples of these are:  FN01 Rev Exp Act and Endow (Financials)  FN06 Procurement  PR01 Payroll  HR01 Human Resource  The Financial Services & Budget Office has up-to-date lists of employee access (training courses are needed for access).  M-1 Forms must be completed and submitted to the Flint Financial Services and Budget Office in order to gain access. 4 .

Getting Started …  Logon to Wolverine Access (http://wolverineaccess. you need to call the MAIS Helpdesk at (734) 936-7000 and follow the prompts.  Confidentiality Statement:  Some of the data is confidential. Kerboros password. the first time you logon you will be required to enter your Business Objects password at the Citrix prompt. so care must be exercised in determining which data is distributed and to whom.  If you had access to the previous version of Business Objects.umich.edu)  University Business  Reporting  UM-Data Warehouse  You will need to enter your UniqName.  If you do not remember your password. 5 . and MToken.

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Retrieving Business Objects Query  A query is a program for retrieving data from a database and presenting the results as a report • Most of you will be running UM-Maintained (Corporate) queries. These queries are maintained by MAIS. 7 . • To access these queries open Public Folders then UM-Maintained.

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Most of the time you will be either working out of the Financials or Payroll Universe. Click the plus (+) sign next to Financials. 9 .

Additional pages can be accessed by clicking on the arrow next to the page number on the right top corner. CLICK HERE FOR ADDITIONAL PAGES 10 .Selecting and Refreshing a Query  Select the FN01 Rev Exp Act and Endow.  The number of queries that will be displayed will depend on your level of access.

)  Complete information in the various prompt boxes on the left side.)  Double Click on the title CMB Flint GF Department Reconciler Report.  Click “Run” when all of the boxes are filled in. Choose a query with known access. You will need access to all of the listed universes.BusObj Query (cont. (Below the query name there is a description of the universes the query accesses. 11 .

Currently the AR/Billing will not refresh. Click OK. 12 . Review the list.Next a prompt will appear listing the various queries contained within the report that did not refresh.

2.Select View on the toolbar. Select PDF 13 .Printing 1.

14 .Printing Continued  Select the Print Icon to print all or  Select from the menu on the left  Select “View in HTML format to return to previous screen.

2. 15 . Select Document from the toolbar. Select either Open or Save. 3. Select Excel or PDF 4.Saving the file to Excel or PDF 1. Save to my computer as.

Select Save report to my computer as 4. Select Document from the toolbar 3. Select a Report from tabs on the Query 2. Click the “X” in the upper right corner to exit query 16 . Select either Excel or PDF 5 2 1 5.Selecting one Report to Save 1.

Interim Unit-Maintained 3. Click on Flint 17 . Select Public Folders 2. Additional Available Queries 1.

They will arrive in your Inbox. These queries can be sent to you by another user.Retrieving a sent Query  Sometimes you may need a query that is not a UM-Maintained query.  Click on the Inbox  Select the query and Refresh. 18 .

19 .Leaving Business Objects Click on Log Out to exit Business Objects.

umich.  The Website is : https://maislinc.Business Objects Training…  MAISLINC website offers a variety of eLearning (online courses) and instructor lead courses.  In order to gain access to the Payroll Data Warehouse.edu The site also has many Business Objects references in PDF format that are printable. you need to do the eLearning course first (contact the Flint Accounting Office if you need assistance)  For Human Resources Data Warehouse access you will need to inquire with the Flint Accounting Office and Human Resources Department (due to increased confidentiality issues) 20 .

Thank You ! We hope you enjoyed this Beginner’s Session (and learned a little something along the way)  21 .