Presentation on theme: "Introduction to Web Intelligence (AFRS Financial Queries)Training"— Presentation transcript:
1 Introduction to Web Intelligence (AFRS Financial Queries)Training ENTERPRISE REPORTINGIntroduction to Web Intelligence (AFRS Financial Queries)Training
2 Class ObjectivesAt the conclusion of class participants should have an understanding of the tool’s basic features:System overviewLogonCreate queriesSave queriesRun QueriesModify queriesCreate simple calculationsExport data/print reportsLogoff
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 CrosswalkER Web Intelligence – Values for Dimensions in Time ClassER Intro to Web Intelligence (AFRS Financial Queries) training exercisesCourse evaluation: please use this to note any issues or suggestions; this provides helpful feedback for improving future classes.Online ResourcesWeb Intelligence Training ManualER Ad Hoc Tool Quick Reference GuideShow 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 applicationAccessible through state Intranet or Internet (for those outside of firewall)ER System – Web IntelligenceSelf service reportingFor querying, organizing, and analyzing dataAccessible 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: REnterprise Reporting Web IntelligenceQueryingAnalyzing dataReports
6 ER WebI Overview (cont..) ER Hours of Operation24/7 for viewing reportsDaily system update from 8pm – Midnight - New reports cannot be generatedPatches – Between 3:00am and 7:30am on the Last Wednesday of every monthGetting Support8:00 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”
17 Creating new queryClick [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 messageClick “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 screenData (on the left side)Result Objects (output) – what you want to see displayed on your reportQuery 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 classOpen Agency Class – Blue Box = Dimension Green Diamond = Title (AS STORED IN AFRS)Time Class – Gold Funnel = Time Filter – Prebuilt filterMeasures 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 dropYou can double click on the data (available for the Result Objects only)
22 Establishing Data Results (Display)– Step 1 Result Objects = data displayed on reportSelect from [Data]Fiscal MonthGL AccountGL Account TitleAccountProgramAmountRight 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 LimitationSelect from [Data]AgencyFiscal MonthGL AccountPlace into [Query Filters]
24 Query Input Filter– “Equal To” From the Agency dimension object, click on drop down box of Agency objectSelect “Equal To” operatorThese 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 boxClick “Value(s) from list”
27 Query Input Filter – “List of Values” In the Fiscal Month Highlight a value in the Fiscal Month boxType “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 rightClick OK
29 Query Input Filter – “Matches Pattern” From the GL Account dimension object, click on drop down box of GL Account objectSelect “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
34 Saving query – Step 2 Save dialogue will display Enter your query title in the Name fieldClick on [Advanced] to Enter Description (Optional)Click on the plus sign of your [My Favorites] folderNote: The Save window may open behind the active window.
40 Potential security warning message You may receive security warning messageClick “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.
42 Query Input Filter – Fiscal Month To add another Fiscal Month object,Click on Fiscal Month object from the Data panelDragDrop 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 objectClick on “In list” drop downSelect “Between”
45 Query Input Filter – Combining Filters Create a data range using “And” with “Between”.Enter “01” next to BetweenEnter “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 objectsNote: “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 displayedNote: “Or” results in displaying transactions that exist only in a month within fiscal months 01 through 12 or 99.
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 2Take 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” folderRight click
55 Working with Web intelligence Reports Select “Modify”
56 Working with Web intelligence Reports You may receive security warning messageClick “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 columndata set should turn grey
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