Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and...
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Transcript of Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and...
Slide 1
FastFactsFeature Presentation
August 18, 2015
To dial in, use this phone number and participant code…
Phone number: 888-651-5908 Participant code: 182500
To participate via VoIP… You must have a sound card
You must have headphones or computer speakers
© 2014 The Johns Hopkins University. All rights reserved.
Slide 2
Today’s TopicWe’ll be taking a look at…
Analysis – Non Sponsored Financial Summary & Non
Sponsored YTD Transactional Detail
Slide 3
Today’s Presenter
Jim Wax Accounting ManagerQuality ControlContact: [email protected]
443-997-4750
Slide 4
Session Segments
PresentationIn this session, Jim Wax will demonstrate how to run and customize the Non Sponsored Financial Summary report and the Non Sponsored YTD Transactional Detail report, which are used to gain an overview of year-to-date/current period revenues and expenses.
During Jim’s presentation, your phone will be muted.Q&A
After the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Jim will answer as many of your questions as time allows.
Slide 5
Contact Us
If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected]
Slide 6
Survey
SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
Slide 7
How To View Full Screen
Click Here
Slide 8
Analysis - Non Sponsored Financial Summary & Non
Sponsored YTD Transactional Detail
Slide 9
Agenda
After today’s presentation you will be able to:
• Demonstrate how to run and customize the Non Sponsored Financial Summary report
• Demonstrate how to use the Goto feature to open a Detail report from the summary report
• Demonstrate how to run and customize the Non Sponsored YTD Transactional Detail report
• Export the report results to Excel
Slide 10
How to Access Analysis
Click Open Analysis from BW News page on the Enterprise
Reporting tab.
Slide 11
Non Sponsored – Financial Summary
Live Demo
Slide 12
Find an Analysis Workspace
Users can locate a workspace (report) by drilling down
through the folders under Enterprise SAP BW
Alternatively today, we will use the search function to
locate the Non Sponsored – Financial Summary Report
Slide 13
Search for an Analysis Workspace
Click the search drawer from the left hand side of the
screen
Type in all or part of the workspace name
This search is NOT case-sensitive
Slide 14
Search for an Analysis Workspace
Click the magnifying glass to run the search
A list of reports containing your key words will appear
Slide 15
Search for an Analysis Workspace
Find the workspace you are looking for and double-click it
For future reference, the location of the report is listed
below it
Slide 16
Open the Workspace
A new tab will open and a prompt screen will appear
Slide 17
Prompt Screen
Fill in all mandatory variables (designated by an asterisks)
Fill in any additional optional variables to retrieve just the
data you are looking for
You can either type in the value or select a value from the
member selector
Slide 18
Prompt Screen
Fiscal Period = 09/2013
Funded Program = 80030951 & 80030952
Check the box next to Save prompt values with
workspace
Slide 19
Workspace Panels
A workspace has 3 main sections
Data panel
Layout panel
Results panel
Each section can be closed to provide more space on the
screen
Sections can be re-opened at any time
Slide 20
Report Layout – Data Panel
The left hand section is the Data panel
It contains the free characteristics that can be added to the
report
Slide 21
Report Layout – Data Panel
The Data panel can be closed by
clicking the double arrows
It can be opened by clicking the
Data button
Clicking the Prompts button will
reopen the Prompt (variable)
screen
Slide 22
Report Layout – Layout Panel
The middle section is the Layout panel
It show the rows, columns and background filters displayed
on the report
Slide 23
Report Layout – Layout Panel
Close the Layout panel with the X in the upper right
corner
It can be opened by clicking the Layout button from
the toolbar
Slide 24
Resizing Panels
The panel can be resized by dragging the right hand
side
Slide 25
Report Layout – Results
The right section is the Results panel
It displays the resulting data from executing the report
Slide 26
Scrolling
Use the scrollbars at the bottom to view all the
characteristics and key figures
Slide 27
The scrollbar on the right is used to view all the data in the
report
Note: data is not broken into pages like BW Report Center
Scrolling
Slide 28
Adding Characteristics
Add Commitment item to the rows – drag and drop function
Slide 29
Characteristic Display
Right click in header
Display [commitment item] as Key : Text
Slide 30
Resize Columns
Resize the column to display all data
Slide 31
Filter Data
Filter the data to show specific items
Right-click the Commitment Item header
Select Filter By member…
Slide 32
Range Selection
Select Range Selection
Greater than 630000
Click Add Range
Click OK
Slide 33
View Detail
Some reports allow the user to jump to detail reports
Right-click the Commitment Item
Select Go To Non Sponsored Financial Detail (Link)
Slide 34
View Detail
The prompt screen will appear
Verify prompt values are correct and click OK
Slide 35
View Detail Report
The Detail report will display in the bottom pane
Slide 36
Close Detail Report
Close the detail report with the X in the right corner
Slide 37
Saving FavoritesClick the Prompt button to make sure the Save prompt
values with workspace box was checked
If not, check it and re-save the workspace
Slide 38
Save Report
You can save the report to your favorites
Click the down-facing arrow next to the save button and
select Save As…
Slide 39
Saving Favorites
Workspaces are saved under a user’s favorites folder
Give the workspace a meaningful name
Click Save
Slide 40
Retrieving FavoritesWorkspaces can be retrieved from a users favorites area
Go to the Documents tab My Documents My
Favorites
Double-click a workspace to open it
Workspaces can be further organized into sub-folders
Slide 41
Find an Analysis WorkspaceLocate a workspace (report) by drilling down through the
folders under Enterprise SAP BW
Slide 42
Find an Analysis WorkspaceThis workspace can be found under Finance Funds
Management
Double-click the workspace to open it
Slide 43
Open the Workspace
A new tab will open and a prompt screen will appear
Slide 44
Prompt Screen
Fill in all mandatory variables (designated by an asterisks)
Fill in any additional optional variables to retrieve just the data
you are looking for
You can either type in the value or select a value from the
member selector
Slide 45
Prompt ScreenEnter the values on the prompt screen
Check the box next to Save prompt values with
workspace
Slide 46
Filter Key FiguresRight-click Key Figures
Choose Filter By member…
Slide 47
Filter Key FiguresUncheck Revenues Expenditures
Click OK
Slide 48
Adding CharacteristicsTo add several characteristics at once, first click the Auto
Update button
The results area will turn gray
Your workspace will not refresh until you click it again
Slide 49
Adding CharacteristicsDrag all the desired characteristics into the workspace rows
Slide 50
Removing CharacteristicsDrag any unwanted characteristics back to the data panel
Slide 51
Adding CharacteristicsClick the Auto Update button again
The data in the workspace will refresh
Slide 52
Resize ColumnsResize any columns necessary
Drag the column header to resize
Slide 53
TotalsRight-click a header to add a sub-total for a characteristic
Choose Totals Show totals
Slide 54
TotalsSub-totals will appear for the characteristic
Slide 55
Save ReportSave the report to your favorites
Click the arrow next to the save button and choose Save
As…
Slide 56
Saving FavoritesWorkspaces are saved under a user’s favorites folder
Give the workspace a meaningful name
Click Save
Slide 57
Export to ExcelTo export the data to Excel, click the down arrow next to the
export button
Choose XLSX (Excel 2007 or later)
Slide 58
Export to ExcelCheck Repeat outer header members
Check Export Key and Text values as separate columns
Click OK
Slide 59
Export to ExcelYou will be presented with options to open or save the file
In this example, choose Open
Slide 60
Export to ExcelThe workspace data will be exported to Excel
Slide 61
Log Off
When you are finished with Analysis be sure to log off.
Click the log off link in the top right hand corner.
Slide 62
Non Sponsored – Financial Summary
End Live Demo
Slide 63
ResourcesThis page contains links to the various resources mentioned throughout this presentation. You can click on the links or copy and paste the links into your web browser.
JHU Finance Website:http://finance.jhu.edu/reports_guides/analysis/overview.html
JHU Finance:[email protected] or 410-516-3277
SAP at Hopkins:http://www.sapathopkins.org/
SAP Portal:http://sap.johnshopkins.edu/
Training [email protected]
Slide 64
We’re going to open the phone lines now!There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.We’ll be answering questions in the order that we receive them.We’ll also be answering the questions that were emailed to us during the presentation.If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.
Q&A
Slide 65
Thank You!
Thank you for participating!We would love to hear from you.
Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]
Slide 66
Survey
Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!