1

iStrategy: Deep Water Drilling

Wednesday September 22nd

9:55 to 10:45Room Oglethorpe D

2

AgendaData in iStrategy

Type of DataData HierarchiesOrganization of DataSource of Data

New Drill Capabilities (Demo)Coming Attractions

3

Data AvailableFY 2006 through 2011

*PERS_SERV_BOR 2011 onlyControlled Budgets, Commitment Control, GL

Journals, AP Detail, PO Detail, Vendors, and now Payroll Detail (PERS_SERV_BOR).

Use of Trees and Hierarchies Descriptions from related tables (Account,

Department, Fund etc.).

4

Data HierarchiesAccount – centralFund – centralProgram, Class - centralDepartment – institution

XXX_BI_DEPARTMENT

Project - institutionAlternative Reporting

5

Organization of Data in iStrategyPerspectives

Budget Management, Accounts Payable, PO, Payroll, Position (Currently all reports based on Budget Management)

DimensionsFund, Account, Program, Class, Department, Budget Ref,

Project, Fiscal Period --- also Vendor, Position Facts

Journals, Vouchers, PERS_SERV_BOR, POs – something with a dollar amount attached

MeasuresBudget, Actuals, Encumbered Amt, Remaining Budget,

YTD Actual, PYTD Actual, % Budget Utilized

6

Source of Data in iStrategy

HierarchyFrom departmentTree in PSoft

KK_ACTIVITY_LOGLedger = APPROP_BD

Calculated Field = Budget - Open Enc - Actual

Calculated Field = (Actual + Open Enc)/Budget

JRNL_HEADER and JRNL_LN, Header Status = P, UKK_AMOUNT_TYPE = 1, 7Ledger = ACTUALS

KK_ACTIVITY_LOGLedger = DETAIL_EN

7

New Drill CapabilitiesBase vs. Enhanced Drill ActionsSSRS Reporting Tool

Secondary DrillSearch / “Find” CapabilitySortingShow AccountingModify Report to Lower Level DetailExcel ExportPrinting

8

New Drill Capabilities (Demo)Base Drill Actions Enhanced Drill

ActionsReport Data

Drill JournalEntry Lines

Drill Voucher

Lines

Report Data

JournalData

Sub-Ledger DataAP Vouchers,

PERS_SERV_BOR

9

New Drill Capabilities (Demo)

10

New Drill Capabilities (Demo)

Payroll Detail Screen Print removed from presentation

11

Coming AttractionsPositions by DepartmentTop 100 Vendors by Spend

12

Coming AttractionsPeopleSoft Panel for Managing Dept Level

Security

13

Thank you!Please send comments or questions to:

Debra.Lasher@usg.eduJason.Beitzel@usg.edu Kurt.Collins@usg.edu