CSU_DW_Improvements - Financial Officers` Association

Transcription

Finance Data Warehouse
Phase II
CSU Business Conference
Business Intelligence / Data Warehouse
April 7, 2015
Finance Data Warehouse Phase II
Finance Data Warehouse Phase II Project Goals
 To deliver the approved CFS Data Warehouse Phase II
functionality recommended by the FOA and SPA
Advisory Committees
 To build the Finance Data Warehouse on the
technology platform* which will integrate with the
future Human Resources Data Warehouse
*Oracle Business Intelligence Analytics (OBIA)
April 2015
2
Finance Data Warehouse Phase II (FDW P2) to Date
 June 2013 – Under the direction of CABO, an FOA
Subcommittee prioritizes FDW-P2 enhancements
 July 2014 – FDW-P2 project is funded
 Nov/Dec 2014 – FDW Campus Action Team (CAT)
meets to outline FDW-P2 design requirements
 February 2015 – Project update and design
requirements presented to FOA
 March 2015 – FDW-P2 development in progress
April 2015
3
Campus Action Team (CAT)

Chancellor’s Office
–
–
–
–
–
–
–
April 2015
Amy Ahearn
Debbie Brothwell
Kelly Cox
Sue DeRosa
Linda Horan
Cheryl Kwiatkowski
Andy Sydnor

Campus Reps
–
–
–
–
Elaine Kist (LB)
Sherry Pickering (EB)
Andrea Beechko (SB)
Norman Kwong (SAC)
4
Highlights of Changes
 Redesign dashboard presentation to support
standard approach
– Standardized column selectors
– Standardized transaction drills
– Consistent naming conventions
 Utilize OBIEE 11G functionality in dashboard design
April 2015
5
 Manage My Budget, Operations, and Management
Reporting dashboards consolidated into two
streamlined dashboards
– Financial Reporting
– Transaction Inquiry
April 2015
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 FIRMS/GAAP
– GAAP dashboard filters will now have Fdescrs
– Column selectors provide option to display
chartfield only or chartfield Fdescr
 Sponsored Programs dashboard enhanced to include
new CFS Sponsored Programs modification
attributes
April 2015
7
Streamlined Dashboards and Reports
– Removed 220 reports and streamlined report
structure
– OBIEE 11G functionality removes need for multiple
column reports (2 col, 3 col, 4 col, etc.)
April 2015
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Streamlined Dashboard and Reports
 New report design with six columns
 First three columns have values (default)
 Next three columns can be populated or hidden
April 2015
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 Hide column (default)
 Or choose a column value
April 2015
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 Totals appear on first two columns (default)
 Can add subtotals to additional columns
April 2015
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 Subtotal can be added before or after values
 Other totaling display options are available
April 2015
12
Enhanced Report Filters (Prompts)
 Report Filters separated into Basic and Advanced
sections
April 2015
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Enhanced Report Filters
 Expand the Advanced Filters section to display it
April 2015
14
Report on Multiple Business Units
 You can now report on multiple business units
 All business units that you have access to will display
April 2015
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More Report Filter Options
 NOT fields
– NOT Fund
– NOT Dept
– NOT Account . . .
April 2015
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More Report Filter Options - Advanced
 PeopleSoft chartfield attributes now available as
report filters / column selectors for the following
chartfields:
– Fund
– Account
– Project
April 2015
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More Report Filter Options - Advanced
 Enhanced tree functionality
 Support for multiple chartfield trees
– Department
– Fund
– Account
– Project
 Ability to filter on effective-dated trees
April 2015
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Tree Reporting
April 2015
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Cascading Report Prompts
 Example: Filter on a particular SCO Fund (0576)
 Tab over to CSU Fund and click the arrow
•
•
April 2015
Only CSU Funds related to 0576
will display (“cascade”)
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Financial Reporting Dashboard
 Dashboard Purpose: Intended to produce a variety of
financial reports
 Summarized analytics reports
April 2015
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 All chartfield report pages have been combined
 No separate pages for Department, Fund, Account …
April 2015
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 Manage My Budget as of Period is a page in the new
Financial Reporting dashboard
April 2015
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Financial Reporting Dashboard Pages/ Reports
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
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
Manage My Budget as of
Period
Financial Summary As of
Period
Financial Summary
Between Period
Financial Summary by Year
April 2015
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




Trial Balance
Inception to Date
Cash
Fund Balance
Board Report Summary
Performance Report as of
Period
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Transaction Inquiry Dashboard
 Dashboard Purpose: Lower level detail reporting
 Displays transactions that make up the financial
reports
April 2015
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Transaction Inquiry Dashboard Pages/ Reports

Actuals
– Actuals Transactions
– Actuals Reporting by
Attributes


Budget
– Budget Transactions
– Budget Reporting by
Attributes

– Open Purchase Orders
(Views)
– Open PO Detail Transactions
Open PO
Open Requisitions
– Open Requisitions (Column
Selectors)
– Open Requisitions (Views)


PO Transactions
Requisition Transactions
– Open Purchase Orders
(Column Selectors)
April 2015
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Standardized Drilldowns


New column order for Actuals,
Budgets, PO/Encumbrance, and
Req/Pre-Encumbrance drilldowns
To the extent possible, column
order is consistent across all
drilldowns
April 2015
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Security Roles
 Manage My Budget and Operations role will be
converted to show the new dashboards
 No change to FIRMS/GAAP or Sponsored Programs
security
April 2015
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FDW-P2 Project Documentation

Published on the CFS DW
Website
– CSYou > Tools & Services >
Financial Tools >
CFS Data Warehouse
April 2015
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Finance Data Warehouse Phase II Roadmap
April 2015
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FDW-P2 Timeline
 April – June 2015: Testing for P2.0
 July – November 2015: Campus rollout of P2.0;
parallel environments (legacy and P2.0)
 June – October 2015: Train-the-trainer sessions
 November 2015: P2.0 cutover
 Starting in September 2015: Incremental release of
P2.x modules
 Ongoing testing and training in conjunction with each
release
April 2015
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Release P2.0
 July 2015
– Finance Data Warehouse reengineering
– Tree reporting
– Chartfield attributes
– FIRMS/GAAP dashboard enhancements
– SP dashboard enhancements
April 2015
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Release P2.1, P2.2 . . .
 September 2015 and ongoing
– Fixed Assets*
– Payables*
– Billings & Receivables*
– CSU ProCard**
– Labor Cost Distribution Data**
– Student Financials**
* Delivered with the Oracle Financial Analytics
** CSU Custom Data
April 2015
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The Training Approach





Deliver train-the-trainer program via webinars
Multiple sessions scheduled between June and
November 2015
Provide a P2 User Guide which can be customized for
campus use
Provide a P2 Training Exercise Guide which can be
customized for campus use
Establish webinars to support campus trainers
and power users
April 2015
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Submit questions and feedback to:
[email protected]
Watch the FDW-P2 website for announcements:
https://csyou.calstate.edu/Divisions-Orgs/busfin/it/BI-DW/CFSDW/Pages/CFS-DW-Phase-II-.aspx
April 2015
35
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CSU_DW_Improvements - Financial Officers` Association

Transcription

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