1. Introduction to Web Intelligence (AFRS Financial Queries)Training
ENTERPRISE REPORTING
Introduction to Web Intelligence (AFRS Financial Queries)Training

2. Class Objectives
At the conclusion of class participants should have an understanding of the tool’s basic features:
System overview
Logon
Create queries
Save queries
Run Queries
Modify queries
Create simple calculations
Export data/print reports
Logoff

3. Introduction Your name? Your agency? Any experience with AFRS?
Any experience with Enterprise Reporting (ER) Financial Reports?
How do you expect to use ER Web Intelligence?

4. Inventory of Training Materials
General Ledger Crosswalk
ER Web Intelligence – Values for Dimensions in Time Class
ER Intro to Web Intelligence (AFRS Financial Queries) training exercises
Course evaluation: please use this to note any issues or suggestions; this provides helpful feedback for improving future classes.
Online Resources
Web Intelligence Training Manual
ER Ad Hoc Tool Quick Reference Guide
Show online resources: or WebI\Help\Web Intelligence\Users Guides

5. ER WebI Overview ER System - Financial Reports
Pre-defined reports on financial data (AFRS)
Report scheduling and viewing application
Accessible through state Intranet or Internet (for those outside of firewall)
ER System – Web Intelligence
Self service reporting
For querying, organizing, and analyzing data
Accessible through state Intranet or Internet (for those outside of firewall)
Ask question, “How many know what AFRS means”. Agency Financial Reporting System . The ER standard reports are the starting foundation in accessing financial data. Pre-defined reports were created to meet most of your business needs. ER Web Intelligence provides mean for you to build your own reports.
(AFRS). Provide definition from web site: “AFRS is the state-owned accounting system used by all state agencies and higher-education institutions in the state of Washington.  AFRS is a legacy mainframe financial system that has been in production for over 20 years. The system performs all aspects of the accounting process: the general ledger, accounts receivable, accounts payable, balance sheets, etc.  Accounting information is updated daily by most users of the system.  In addition to current data on-line, reports can be generated from this system.”
Enterprise Reporting Financial Report is a report scheduling and viewing application accessible thru the state Intranet or thru Internet (for those outside of firewall).
 Uses Crystal Enterprise reporting software and Microsoft SQL Server database. It is a reporting only system, which displays AFRS, budget, and travel voucher system’s data.
 ER: R
Enterprise Reporting Web Intelligence
Querying
Analyzing data
Reports

6. ER WebI Overview (cont..)
ER Hours of Operation
24/7 for viewing reports
Daily system update from 8pm – Midnight - New reports cannot be generated
Patches – Between 3:00am and 7:30am on the Last Wednesday of every month
Getting Support
8:00 a.m. to 5:00 p.m. Monday through Friday
(AFRS helpdesk)
Note the new patch period – Last Wednesday of every month

7. ER WebI Web access (via OFM website)
Enter web address:
Click on [INFORMATION SERVICES] tab

8. ER WebI Web access (via OFM website)
Click “Access from within the State Intranet” or “ Access from outside the State Intranet”
Select “Web Intelligence”

9. ER WebI Web access (via Standard Reports website)
Click “Click here to access the Web Intelligence Tool”

10. ER WebI Logon Screen

11. Forgot Password/User Name?
Use this feature if
You’ve forgotten your password,
Forgotten your User name, or
Your account has been disabled…..
The system will you the requested information

12. Logon to ER WebI - User name
Step 1 – Type User name
User Name is not case sensitive

13. Logon to ER WebI - Password
Step 2 – Type Password
Password is case sensitive

14. Logon to ER WebI – Log On button
Step 3 – Click Log On

15. You have logged in to WebI..

16. Creating new query
Click “Document List”

17. Creating new query
Click [New]
Click “Web Intelligence Document”

18. Start with a Universe.. What is a Universe? a collection of data
AFRS #### - a collection of AFRS biennial data (our state of Washington reporting period).
Other universes? You may have access to other universes.
For this exercise, select “AFRS 2011”
SYSTEM is looking for JAVA – Which is the longest delay in reporting

19. Potential security warning message
You may receive security warning message
Click “No” on the security warning
“Yes” will suppress data – give you funky colors.
This is only recommended for Web Intelligence.
Download Java Applet – remember – no Java, no Web Intelligence.
Click “No” on the security warning – Business Object (the software’s owner) is aware of the problem.

20. Query Builder Template
The Java Report Panel is your development screen
Data (on the left side)
Result Objects (output) – what you want to see displayed on your report
Query Filters – What you will input to obtain your piece of the pie. (note: minimum filter is agency)
Data Elements are displayed on this page – Remember each folder is a class
Open Agency Class – Blue Box = Dimension Green Diamond = Title (AS STORED IN AFRS)
Time Class – Gold Funnel = Time Filter – Prebuilt filter
Measures Class – Ruler = Amount or GL Amount

21. When Creating new query, What are your options in selecting data?
You can drag and drop – Objects will line up in order you drop
You can double click on the data (available for the Result Objects only)

22. Establishing Data Results (Display)– Step 1
Result Objects = data displayed on report
Select from [Data]
Fiscal Month
GL Account
GL Account Title
Account
Program
Amount
Right click to delete a field – You can always use the little X in the upper right corner and delete all elements and start over again.
Place into [Result Objects]

23. Establishing Query Input (filter) – Step 2
Query Filters = Data Limitation
Select from [Data]
Agency
Fiscal Month
GL Account
Place into [Query Filters]

24. Query Input Filter– “Equal To”
From the Agency dimension object, click on drop down box of Agency object
Select “Equal To” operator
These little drop down boxes have a name called operators

25. Query Input Filter – Agency dimension
Enter your 3 digit agency number

26. Query Input Filter – “In List”
From the Fiscal Month object, click on the creating queries drop down box
Click “Value(s) from list”

27. Query Input Filter – “List of Values” In the Fiscal Month
Highlight a value in the Fiscal Month box
Type “1”
The system will navigate to the first instance of “1” in the list.

28. Query Input Filter (Cont…)
Use the arrow down to locate “12”
Select Fiscal Month “12”
Click the arrow right
Click OK

29. Query Input Filter – “Matches Pattern”
From the GL Account dimension object, click on drop down box of GL Account object
Select “Matches Pattern”
Question: What do you think % mean? Wildcard – if type 6505, it will find % will give 65xx

30. Query Input Filter– “Matches Pattern” and % sign
We use percent sign as the special characters to matches pattern like 65%
Enter “65%”
Question: What do you think % mean? Wildcard – if type 6505, it will find % will give 65xx

31. Run Query – Step 3
Click [Run Query]

32. Data Results
System will return data results in [Edit Report]

33. Saving query – Step 1
Click [Save As]

34. Saving query – Step 2 Save dialogue will display
Enter your query title in the Name field
Click on [Advanced] to Enter Description (Optional)
Click on the plus sign of your [My Favorites] folder
Note: The Save window may open behind the active window.

35. Saving query – Step 3
Click [OK]

36. Exercise 1– Creating basic queries
Do exercise 1
Take break ………..

37. Modifying query –
Click on “My Favorites” title

38. Modifying query – Locate your query in your [My Favorites] folder
Right click

39. Modifying query –
Select “Modify”

40. Potential security warning message
You may receive security warning message
Click “No” on the security warning
“Yes” will suppress data – give you funky colors.
This is only recommended for Web Intelligence.
Download Java Applet – remember – no Java, no Web Intelligence.

41. Modifying query –
Select [Edit Query]

42. Query Input Filter – Fiscal Month
To add another Fiscal Month object,
Click on Fiscal Month object from the Data panel
Drag
Drop in [Query Filters] right below the other Fiscal Month object

43. Query Input Filter ––
Two Fiscal Month objects should now be displayed

44. Query Input Filter – “Between”
To change “In list” to “Between” for the second Fiscal Month object
Click on “In list” drop down
Select “Between”

45. Query Input Filter – Combining Filters
Create a data range using “And” with “Between”.
Enter “01” next to Between
Enter “12” next to And

46. Query Input Filter ––
Enter “99” in the first Fiscal Month object

47. Query Input Filter –– Align filters
Align first Fiscal Month with second Fiscal Month filter

48. Query Input Filter ––“And” versus “Or”
Double click on the “And” for the first Fiscal Month and second Fiscal Month objects
Note: “And” results in displaying transactions that exist in fiscal month 01 through 12 and 99.

49. Query Input Filter –
An “Or” for the Fiscal Month “99” filter and “01” through “12” filter should be displayed
Note: “Or” results in displaying transactions that exist only in a month within fiscal months 01 through 12 or 99.

50. Run Query
Click [Run Query]

51. Results You should now have data for FM 01 through 12 and 99
Use the navigation arrows to navigate through the report’s pages

52. Exercise 2 – Modifying and Edit Queries
Do exercise 2
Take break ………..

53. Working with Web intelligence Reports
Click on “My Favorites” title

54. Working with Web intelligence Reports
Locate your query in your “My Favorites” folder
Right click

55. Working with Web intelligence Reports
Select “Modify”

56. Working with Web intelligence Reports
You may receive security warning message
Click “No” on the security warning
“Yes” will suppress data – give you funky colors.
This is only recommended for Web Intelligence.
Download Java Applet – remember – no Java, no Web Intelligence.

57. Simple Calculations – Sum
Highlight the data in the Amount column
data set should turn grey

58. Simple Calculations –
Click Sum symbol

59. Simple Calculations –
Navigate to last page of report to see your total

60. Simple Calculations –
Arrow to the bottom of report to see total

61. Exercise 3– Working with report and simple calculation
Do exercise 3

62. Export Report - Click on disk Click on “Save to my computer as”
Pick “Excel” ,“PDF”, CSV, or CSV (with options)….

63. Print Reports – We recommend you use “Save to my computer as”
Then print from Excel or PDF
Reason? Web Intelligence documents print where there are page breaks, and page breaks are unpredictable.

64. Logoff

65. Course Evaluation
Review Course Objectives
Course Evaluation

66. Questions? 360-407-8182 (AFRS helpdesk) AFRShelpdesk@ofm.wa.gov
Thank you!