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CSiStrategyThursday, September 29th

4:10 to 5:00Room: Estes A

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Today’s EpisodesEpisode 1 – The Mystery of the Disappearing

BudgetEpisode 2 – The Case of the Missing PaymentEpisode 3 – The Angry Mob Episode 4 – The Case of the Dismembered

Budget

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Episode 1 - DescriptionThere has been a mysterious disappearance

of budget. The crime scene suggests that the problem is widespread. However, determine if one area is suffering worse than others.

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Episode 1 - SolutionBegin with Expenditures by DepartmentShow Only on BudgetNest Budget Reference in ColumnsShow Only 10,11 & 12 BudgetsExport to ExcelReturn to Report -- Graph and ChartPivot ChartVariations – individual department level (Leaf

Descendents)

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Episode 2 - DescriptionAn angry vendor calls accusing you of not

paying your bills. They threaten bodily harm …. Initial investigation suggests they have been paid … PROVE IT!

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Episode 2 - SolutionSolve 2 ways --- first by Vendor,

Top 50 Vendor by SpendShow Only on SCW, Drill to Detail, Show ability to

“Drill Down To” Invoice NumberIf Vendor not displayed in Report – Search

“Blankenship” from Data Layout, Edit on Vendor, Search

By Account (Know $3300 for Printing, Blankenship)Printing account, Drill Enhanced JournalSort by Amount (could search), click AP Details

Variations - Could begin with Department Report

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Episode 3 - DescriptionA mob of students has surrounded the Admin

Building. They are demanding money for Student Assistants. The crime scene shows signs of payments already made to the students.

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Episode 3 - SolutionRecognize the mob is from Campus Life Dept Expenditures by Account, Expand PS, * Drill

Down Mode - Non-Faculty, Show Only on Student Assistants

Drill Enhanced Journal on Actuals, Show Accounting, Search on Dept 3710000, scroll to payroll details, note they were recently paid.

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Episode 4 - DescriptionOne of our own investigators secretly wants to

dismember a budget … they want to cut it into tiny pieces by fund, program, class, account …..

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Episode 4 - SolutionBegin with Expenditures by FundShow Only on E&GDrill Down to by DepartmentTake Academic Affairs and Drill Down to by AccountTake Personal Services and Drill Down to by ClassTake General and Drill Down to by ProgramClick on Information Icon to see drill path

Alternative Approach – Nesting (Fund and Class)

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Tune in Next Week for Case of the Missing Employees ….

The “Producers” are threatening to cancel the Jason and Kurt Show because CSiStrategy didn’t get high enough ratings! … use the session evaluations to make sure this doesn’t happen!

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Thank you!Please send comments or questions to:

Vikki.Williamson@usg.edu Debra.Lasher@usg.edu Jason.Beitzel@usg.edu Kurt.Collins@usg.edu