Presentation is loading. Please wait.

Presentation is loading. Please wait.

Better Information, Better Decisions, Better Government Introduction to Web Intelligence (AFRS Financial Queries)Training 1 ENTERPRISE REPORTING.

Similar presentations


Presentation on theme: "Better Information, Better Decisions, Better Government Introduction to Web Intelligence (AFRS Financial Queries)Training 1 ENTERPRISE REPORTING."— Presentation transcript:

1 Better Information, Better Decisions, Better Government Introduction to Web Intelligence (AFRS Financial Queries)Training 1 ENTERPRISE REPORTING

2 Better Information, Better Decisions, Better Government Class Objectives 2 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 Better Information, Better Decisions, Better Government Introduction 3 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 Better Information, Better Decisions, Better Government Inventory of Training Materials 4 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

5 Better Information, Better Decisions, Better Government ER WebI Overview 5 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)

6 Better Information, Better Decisions, Better Government ER WebI Overview (cont..) 6 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)

7 Better Information, Better Decisions, Better Government ER WebI Web access (via OFM website) 7 Enter web address: Click on [INFORMATION SERVICES] tab

8 Better Information, Better Decisions, Better Government ER WebI Web access (via OFM website) 8 Click “Access from within the State Intranet” or “ Access from outside the State Intranet” Select “Web Intelligence”

9 Better Information, Better Decisions, Better Government ER WebI Web access (via Standard Reports website) 9 Click “Click here to access the Web Intelligence Tool”

10 Better Information, Better Decisions, Better Government ER WebI Logon Screen 10

11 Better Information, Better Decisions, Better Government Forgot Password/User Name? 11 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 Better Information, Better Decisions, Better Government Logon to ER WebI - User name 12 Step 1 – Type User name User Name is not case sensitive

13 Better Information, Better Decisions, Better Government Logon to ER WebI - Password 13 Step 2 – Type Password Password is case sensitive

14 Better Information, Better Decisions, Better Government Logon to ER WebI – Log On button 14 Step 3 – Click Log On

15 Better Information, Better Decisions, Better Government You have logged in to WebI.. 15

16 Better Information, Better Decisions, Better Government Creating new query 16 Click “Document List”

17 Better Information, Better Decisions, Better Government Creating new query 17 Click [New] Click “Web Intelligence Document”

18 Better Information, Better Decisions, Better Government Start with a Universe.. 18 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”

19 Better Information, Better Decisions, Better Government Potential security warning message 19 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.

20 Better Information, Better Decisions, Better Government Query Builder Template 20 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)

21 Better Information, Better Decisions, Better Government 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) 21

22 Better Information, Better Decisions, Better Government Establishing Data Results (Display)– Step 1 Result Objects = data displayed on report Place into [Result Objects] 22 Select from [Data] Fiscal Month GL Account GL Account Title Account Program Amount

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

24 Better Information, Better Decisions, Better Government Query Input Filter– “Equal To” 24 From the Agency dimension object, click on drop down box of Agency object Select “Equal To” operator

25 Better Information, Better Decisions, Better Government Query Input Filter – Agency dimension 25 Enter your 3 digit agency number

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

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

28 Better Information, Better Decisions, Better Government Query Input Filter (Cont…) 28 Use the arrow down to locate “12” Select Fiscal Month “12” Click the arrow right Click OK

29 Better Information, Better Decisions, Better Government Query Input Filter – “Matches Pattern” 29 From the GL Account dimension object, click on drop down box of GL Account object Select “Matches Pattern”

30 Better Information, Better Decisions, Better Government Query Input Filter– “Matches Pattern” and % sign 30 We use percent sign as the special characters to matches pattern like 65% Enter “65%”

31 Better Information, Better Decisions, Better Government Run Query – Step 3 31 Click [Run Query]

32 Better Information, Better Decisions, Better Government Data Results 32 System will return data results in [Edit Report]

33 Better Information, Better Decisions, Better Government Saving query – Step 1 33 Click [Save As]

34 Better Information, Better Decisions, Better Government Saving query – Step 2 34 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 Better Information, Better Decisions, Better Government Saving query – Step 3 35 Click [OK]

36 Better Information, Better Decisions, Better Government Exercise 1– Creating basic queries 36 Do exercise 1 Take break ………..

37 Better Information, Better Decisions, Better Government Modifying query – 37 Click on “My Favorites” title

38 Better Information, Better Decisions, Better Government Modifying query – 38 Locate your query in your [My Favorites] folder Right click

39 Better Information, Better Decisions, Better Government Modifying query – 39 Select “Modify”

40 Better Information, Better Decisions, Better Government Potential security warning message 40 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 Better Information, Better Decisions, Better Government Modifying query – 41 Select [Edit Query]

42 Better Information, Better Decisions, Better Government Query Input Filter – Fiscal Month 42 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 Better Information, Better Decisions, Better Government Query Input Filter –– 43 Two Fiscal Month objects should now be displayed

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

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

46 Better Information, Better Decisions, Better Government Query Input Filter –– 46 Enter “99” in the first Fiscal Month object

47 Better Information, Better Decisions, Better Government Query Input Filter –– Align filters 47 Align first Fiscal Month with second Fiscal Month filter

48 Better Information, Better Decisions, Better Government Query Input Filter ––“And” versus “Or” 48 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 Better Information, Better Decisions, Better Government Query Input Filter – 49 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 Better Information, Better Decisions, Better Government Run Query 50 Click [Run Query]

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

52 Better Information, Better Decisions, Better Government Exercise 2 – Modifying and Edit Queries 52 Do exercise 2 Take break ………..

53 Better Information, Better Decisions, Better Government Working with Web intelligence Reports 53 Click on “My Favorites” title

54 Better Information, Better Decisions, Better Government Working with Web intelligence Reports 54 Locate your query in your “My Favorites” folder Right click

55 Better Information, Better Decisions, Better Government Working with Web intelligence Reports 55 Select “Modify”

56 Better Information, Better Decisions, Better Government Working with Web intelligence Reports 56 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 Better Information, Better Decisions, Better Government Simple Calculations – Sum 57 Highlight the data in the Amount column data set should turn grey

58 Better Information, Better Decisions, Better Government Simple Calculations – 58 Click Sum symbol

59 Better Information, Better Decisions, Better Government Simple Calculations – 59 Navigate to last page of report to see your total

60 Better Information, Better Decisions, Better Government Simple Calculations – 60 Arrow to the bottom of report to see total

61 Better Information, Better Decisions, Better Government Exercise 3– Working with report and simple calculation 61 Do exercise 3

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

63 Better Information, Better Decisions, Better Government Print Reports – 63 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 Better Information, Better Decisions, Better Government Logoff 64

65 Better Information, Better Decisions, Better Government Course Evaluation 65 Review Course Objectives Course Evaluation

66 Better Information, Better Decisions, Better Government Questions? (AFRS helpdesk) Thank you!


Download ppt "Better Information, Better Decisions, Better Government Introduction to Web Intelligence (AFRS Financial Queries)Training 1 ENTERPRISE REPORTING."

Similar presentations


Ads by Google