1. Data Warehouse 11G Phase II 1

2. FDW 11G Phase II - Objectives Dashboard Consolidation Business Units Dashboard Enhancements Live Demonstration 2

3. FDW 11G Phase II – Consolidated Dashboards Manage My Budget, Operations, and Management Reporting consolidated into two dashboards Financial Reporting Transaction Inquiry 3 11g – Phase II 11G

4. FDW 11G Phase II – Consolidated Dashboards Financial Reporting Department reporting Fund reporting Trial balance Campus Program reporting (SMFND, SMURS) “Financial Summary As of Period” recommended Transaction Inquiry Open Purchase Order reports Open Requisition reports Encumbrance reports 4

5. FDW 11G Phase II – Business Units Business unit is now a filter on all pages Reports can be run with multiple business units Business units can be set up as default on homepage of each dashboard. Can change/add/subtract business units on report filters page – overrides default. 5 Homepage Report Filters

6. Dashboard Enhancements 6 Wider range of report filters Separated between standard and expandable “advanced filters”

7. Dashboard Enhancements Improved order of drill-down fields Additional column selectors Fdescr (description) now optional “Hide” now an option for last four columns 7

8. The first two columns in every report are formatted to display subtotals. Add a subtotal option to a third through sixth column by selecting “show subtotal” after right clicking the yellow column header. 8 Subtotal

9. Similar to 11G, pivoting or breaking data out into sections is made possible by right clicking on a yellow column header and selecting “move column to prompts” or “to sections.” 9 Prompt Pivots and Sections Prompt PivotsSections

10. Contact 10 datawarehouse@csusm.edu