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Better Information, Better Decisions, Better Government Introduction to Web Intelligence (AFRS Financial Queries)Training 1 ENTERPRISE REPORTING Slide 2 Better Information, Better Decisions, Better Government Class Objectives 2 At the conclusion of class participants should have an understanding of the tools basic features: System overview Logon Create queries Save queries Run Queries Modify queries Create simple calculations Export data/print reports Logoff Slide 3 Better Information, Better Decisions, Better Government Introduction 3 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? Slide 4 Better Information, Better Decisions, Better Government Inventory of Training Materials 4 General Ledger Crosswalk ER Web Intelligence Values for Dimensions in Time Class ER Intro to Web Intelligence (AFRS Financial Queries) training exercises Course evaluation: please use this to note any issues or suggestions; this provides helpful feedback for improving future classes. Online Resources Web Intelligence Training Manual ER Ad Hoc Tool Quick Reference Guide Slide 5 Better Information, Better Decisions, Better Government ER WebI Overview 5 ER System - Financial Reports Pre-defined reports on financial data (AFRS) Report scheduling and viewing application Accessible through state Intranet or Internet (for those outside of firewall) ER System Web Intelligence Self service reporting For querying, organizing, and analyzing data Accessible through state Intranet or Internet (for those outside of firewall) Slide 6 Better Information, Better Decisions, Better Government ER WebI Overview (cont..) 6 ER Hours of Operation 24/7 for viewing reports Daily system update from 8pm Midnight - New reports cannot be generated Patches Between 3:00am and 7:30am on the Last Wednesday of every month Getting Support 8:00 a.m. to 5:00 p.m. Monday through Friday 360-407-8182 (AFRS helpdesk) AFRShelpdesk@ofm.wa.gov Slide 7 Better Information, Better Decisions, Better Government ER WebI Web access (via OFM website) 7 Enter web address: http://ofm.wa.govhttp://ofm.wa.gov Click on [INFORMATION SERVICES] tab Slide 8 Better Information, Better Decisions, Better Government ER WebI Web access (via OFM website) 8 Click Access from within the State Intranet or Access from outside the State Intranet Select Web Intelligence Slide 9 Better Information, Better Decisions, Better Government ER WebI Web access (via Standard Reports website) 9 Click Click here to access the Web Intelligence Tool Slide 10 Better Information, Better Decisions, Better Government ER WebI Logon Screen 10 Slide 11 Better Information, Better Decisions, Better Government Forgot Password/User Name? 11 Use this feature if Youve forgotten your password, Forgotten your User name, or Your account has been disabled.. The system will e-mail you the requested information Slide 12 Better Information, Better Decisions, Better Government Logon to ER WebI - User name 12 Step 1 Type User name User Name is not case sensitive Slide 13 Better Information, Better Decisions, Better Government Logon to ER WebI - Password 13 Step 2 Type Password Password is case sensitive Slide 14 Better Information, Better Decisions, Better Government Logon to ER WebI Log On button 14 Step 3 Click Log On Slide 15 Better Information, Better Decisions, Better Government You have logged in to WebI.. 15 Slide 16 Better Information, Better Decisions, Better Government Creating new query 16 Click Document List Slide 17 Better Information, Better Decisions, Better Government Creating new query 17 Click [New] Click Web Intelligence Document Slide 18 Better Information, Better Decisions, Better Government Start with a Universe.. 18 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 Slide 19 Better Information, Better Decisions, Better Government Potential security warning message 19 You may receive security warning message Click 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. Slide 20 Better Information, Better Decisions, Better Government Query Builder Template 20 The Java Report Panel is your development screen Data (on the left side) Result Objects (output) what you want to see displayed on your report Query Filters What you will input to obtain your piece of the pie. (note: minimum filter is agency) Slide 21 Better Information, Better Decisions, Better Government When Creating new query, What are your options in selecting data? You can drag and drop Objects will line up in order you drop You can double click on the data (available for the Result Objects only) 21 Slide 22 Better Information, Better Decisions, Better Government Establishing Data Results (Display) Step 1 Result Objects = data displayed on report Place into [Result Objects] 22 Select from [Data] Fiscal Month GL Account GL Account Title Account Program Amount Slide 23 Better Information, Better Decisions, Better Government Establishing Query Input (filter) Step 2 Query Filters = Data Limitation Place into [Query Filters] 23 Select from [Data] Agency Fiscal Month GL Account Slide 24 Better Information, Better Decisions, Better Government Query Input Filter Equal To 24 From the Agency dimension object, click on drop down box of Agency object Select Equal To operator Slide 25 Better Information, Better Decisions, Better Government Query Input Filter Agency dimension 25 Enter your 3 digit agency number Slide 26 Better Information, Better Decisions, Better Government Query Input Filter In List 26 From the Fiscal Month object, click on the creating queries drop down box Click Value(s) from list Slide 27 Better Information, Better Decisions, Better Government Query Input Filter List of Values In the Fiscal Month 27 Highlight a value in the Fiscal Month box Type 1 The system will navigate to the first instance of 1 in the list. Slide 28 Better Information, Better Decisions, Better Government Query Input Filter (Cont) 28 Use the arrow down to locate 12 Select Fiscal Month 12 Click the arrow right Click OK Slide 29 Better Information, Better Decisions, Better Government Query Input Filter Matches Pattern 29 From the GL Account dimension object, click on drop down box of GL Account object Select Matches Pattern Slide 30 Better Information, Better Decisions, Better Government Query Input Filter Matches Pattern and % sign 30 We use percent sign as the special characters to matches pattern like 65% Enter 65% Slide 31 Better Information, Better Decisions, Better Government Run Query Step 3 31 Click [Run Query] Slide 32 Better Information, Better Decisions, Better Government Data Results 32 System will return data results in [Edit Report] Slide 33 Better Information, Better Decisions, Better Government Saving query Step 1 33 Click [Save As] Slide 34 Better Information, Better Decisions, Better Government Saving query Step 2 34 Save dialogue will display Enter your query title in the Name field Click on [Advanced] to Enter Description (Optional) Click on the plus sign of your [My Favorites] folder Note: The Save window may open behind the active window. Slide 35 Better Information, Better Decisions, Better Government Saving query Step 3 35 Click [OK] Slide 36 Better Information, Better Decisions, Better Government Exercise 1 Creating basic queries 36 Do exercise 1 Take break .. Slide 37 Better Information, Better Decisions, Better Government Modifying query 37 Click on My Favorites title Slide 38 Better Information, Better Decisions, Better Government Modifying query 38 Locate your query in your [My Favorites] folder Right click Slide 39 Better Information, Better Decisions, Better Government Modifying query 39 Select Modify Slide 40 Better Information, Better Decisions, Better Government Potential security warning message 40 You may receive security warning message Click 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. Slide 41 Better Information, Better Decisions, Better Government Modifying query 41 Select [Edit Query] Slide 42 Better Information, Better Decisions, Better Government Query Input Filter Fiscal Month 42 To add another Fiscal Month object, Click on Fiscal Month object from the Data panel Drag Drop in [Query Filters] right below the other Fiscal Month object Slide 43 Better Information, Better Decisions, Better Government Query Input Filter 43 Two Fiscal Month objects should now be displayed Slide 44 Better Information, Better Decisions, Better Government Query Input Filter Between 44 To change In list to Between for the second Fiscal Month object Click on In list drop down Select Between Slide 45 Better Information, Better Decisions, Better Government Query Input Filter Combining Filters 45 Create a data range using And with Between. Enter 01 next to Between Enter 12 next to And Slide 46 Better Information, Better Decisions, Better Government Query Input Filter 46 Enter 99 in the first Fiscal Month object Slide 47 Better Information, Better Decisions, Better Government Query Input Filter Align filters 47 Align first Fiscal Month with second Fiscal Month filter Slide 48 Better Information, Better Decisions, Better Government Query Input Filter And versus Or 48 Double click on the And for the first Fiscal Month and second Fiscal Month objects Note: And results in displaying transactions that exist in fiscal month 01 through 12 and 99. Slide 49 Better Information, Better Decisions, Better Government Query Input Filter 49 An Or for the Fiscal Month 99 filter and 01 through 12 filter should be displayed Note: Or results in displaying transactions that exist only in a month within fiscal months 01 through 12 or 99. Slide 50 Better Information, Better Decisions, Better Government Run Query 50 Click [Run Query] Slide 51 Better Information, Better Decisions, Better Government Results 51 You should now have data for FM 01 through 12 and 99 Use the navigation arrows to navigate through the reports pages Slide 52 Better Information, Better Decisions, Better Government Exercise 2 Modifying and Edit Queries 52 Do exercise 2 Take break .. Slide 53 Better Information, Better Decisions, Better Government Working with Web intelligence Reports 53 Click on My Favorites title Slide 54 Better Information, Better Decisions, Better Government Working with Web intelligence Reports 54 Locate your query in your My Favorites folder Right click Slide 55 Better Information, Better Decisions, Better Government Working with Web intelligence Reports 55 Select Modify Slide 56 Better Information, Better Decisions, Better Government Working with Web intelligence Reports 56 You may receive security warning message Click 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. Slide 57 Better Information, Better Decisions, Better Government Simple Calculations Sum 57 Highlight the data in the Amount column data set should turn grey Slide 58 Better Information, Better Decisions, Better Government Simple Calculations 58 Click Sum symbol Slide 59 Better Information, Better Decisions, Better Government Simple Calculations 59 Navigate to last page of report to see your total Slide 60 Better Information, Better Decisions, Better Government Simple Calculations 60 Arrow to the bottom of report to see total Slide 61 Better Information, Better Decisions, Better Government Exercise 3 Working with report and simple calculation 61 Do exercise 3 Slide 62 Better Information, Better Decisions, Better Government Export Report - 62 Click on disk Click on Save to my computer as Pick Excel,PDF, CSV, or CSV (with options). Slide 63 Better Information, Better Decisions, Better Government Print Reports 63 We recommend you use Save to my computer as Then print from Excel or PDF Reason? Web Intelligence documents print where there are page breaks, and page breaks are unpredictable. Slide 64 Better Information, Better Decisions, Better Government Logoff 64 Slide 65 Better Information, Better Decisions, Better Government Course Evaluation 65 Review Course Objectives Course Evaluation Slide 66 Better Information, Better Decisions, Better Government Questions? 66 360-407-8182 (AFRS helpdesk) AFRShelpdesk@ofm.wa.gov Thank you!