welcome to webi presentation v112
TRANSCRIPT
8/12/2019 Welcome to Webi Presentation v112
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WELCOME TO WEBI!!!An Introduction to Using and Loving the System
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AGENDA
Links to Know
The Possibilities
The First Steps
Public Reports: Saving andCustomization
Creating Your Own Reports
The Next Steps
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LINKS TO KNOW
Webi Main Page:
http://www.upenn.edu/computing/da/bo/webi/index.
html
Webi Login
Password Changer
Tips and FAQs
How To Reference Guides
Data Warehouse Training:
http://www.upenn.edu/computing/da/dw/training.html
Optional Knowledge Link courses
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THE POSSIBILITIES
Convenient
Fast
Customizable
Detailed
SO FUN!!
Budget vs. Actual
Monthly reconciliation
Wayward/ Suspense
charges
Salary management
Cash balances
Grants Year over year
Why use Webi? How to use Webi?
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T HE F I R S T
S T E P S
• Logging In
• Setting your
preferences
• Navigation
• Helpful
Hints
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SUGGESTED PREFERENCE SETTINGS
InfoView Start Page
Set the number ofobjects (max.) per page
Webi Intelligence- DefaultView Format
Webi Intelligence- DefaultCreation/Editing Tool
Favorites
100
Interactive
Advanced
Field Setting
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GETTING AROUND IN WEBI
Create
PublicFolders
New
Save
Favorites
Organize
Share
Inbox
Send To
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Public Folders: where you
can find reports that have
already been created.
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New: where you can create
new Webi reports and new
folders within your
favorites.
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My Favorites: where you
save all your Webi reports.
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Organize: allows you to cut,
paste, and delete reports.
This is how you can movereports from one folder to
another.
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Inbox: where reports come
that other people send you.
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Send To: how you send
reports to other people’s
Webi inboxes.
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THINGS NOT TO LEARN THE H ARD W AY…
Don’t be afraid of Webi – it won’t bite!
Use and remember filters!!
Be aware of multiple pages within a
document
When using “in list,” separate items with a
semi-colon
Hold down the Ctrl Key when exporting toexcel
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REPORTS THAT WILL M AKE
YOUR LIFE E ASIER
• 6-FYTD Act vs. Orig Bud Variance by RCM Row• Actuals FYTD with K ParentBudget
• Cash Balances by CREF, Fund 010701 or 010702
• Derived Cash Balances
• Endowment Cash Balances for Projections
CashBalances
• GL Detail
• Suspense Accounts
• ISC/FRES Billing ReportsDetail
• Payroll per Period
• PennWorks – Role Salary and Distribution Review• 1000 hours reportPayroll
• Org Summary
• FundsummaryGrants
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Report Name Where to Find It What it Does
6-FYTD Act vs. Orig Bud
Variance by RCM RowPublic Folders > General Ledger
Shows Budget FYTD vs. Actual FYTD for multiple years and orgs by fund group. You can add
in fund numbers, program numbers, etc. to get a more detailed look.
Actuals FYTD with K Parent Public Folders > General LedgerShow Budget, Actuals, and Encumbrances by object code and summarizes by category. You
can run for a specific org, fund, program, etc.
Cash Balances by CREF,Fund 010701 or 010702
Public Folders > Schools and Centers> Schools > Wharton
Shows Cash Balances per CREF for discretionary and DARTS funds.
Derived Cash Balances Public Folders > General Ledger Shows Cash Balances for all gift funds under a given RESP ORG.
Endowment Cash Balances
for Projections Public Folders > General Ledger
Shows current cash balances as well as encumbrances and estimated year end balances for
endowments. You will only be able to see endowments for which you are the RESP ORG.
Only run this report for closed accounting periods (i.e. for JUL-11 in AUG-11)
GL Detail Public Folders > General LedgerShows General Ledger detail for data as specified in prompts. Can be run for a very broad
or very specific set of data.
Suspense AccountsPublic Folders > General Ledger Shows suspense activity under a given org in a given fiscal year.
ISC Billing ReportsPublic Folders > ISC Billing
Shows the detail behind the ISC charges you see on your Ben reports (i.e. telecom, pennet,
umis).
MORE DETAIL ON REPORTS
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MORE DETAIL ON REPORTS CONT.
Report Name Where to Find It What it Does
FRES Billing Reports Public Folders > Facilities Shows the detail behind the FRES charges you see on your Ben reports.
Express Mail Shipment
DetailPublic Folders > Express Mail Shows the detail behind the Express Mail charges you see on your Ben reports.
Procard-Object Code 5249
Review Public Folders > General Ledger
Shows object code 5249 for a given fiscal year and org. Filtered to only pull transactions
with Manual, PROCARD_DEBITS, and PROCARD_CREDITS as the "Journal Source Name" and
02 Adj Prev Tx and Feeder as the "Journal Category." These filters can be adjusted to betterfit your needs.
Payroll per PeriodPublic Folders > Schools and Centers
> Schools > Wharton
Shows payroll data for a given fiscal year and org for one or all months. Multiple tabs show
detail by period, person summary, payroll per month, and detail by object code.
PennWorks – Role Salary
and Distribution ReviewPublic Folders > Payroll > Salary
Management
Shows any differences between distributions and entered role annual salaries for a given
Home ORG and fiscal year. Can be used to catch distribution input errors.
1000 hours report Public Folders > Payroll > Salary
Management
Shows hours and earnings for "TEMP EXTRA PERSON" earnings type. Can be used to
monitor hours of temporary employees and make sure they do not go over 1,000 hours per
year.
Org SummaryPublic Folders > General Ledger
Shows summary of grants under a given RESP ORG. Multiple tabs that show grants in
different ways, Highlights receivables and overdrafts.
Fundsummary Public Folders > Multiple Data
Sources
Shows summary of a specific funds. Multiple tabs that show grant in different ways. Can
see spending by CREF, Award History, Cash Received, and much more.
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S AVING REPORTS TO YOUR F AVORITES
Document Save As
Folders
PickFavoritesFolder
Categories
UncheckanyCorporateCategories
OK
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Click
Documentand then
Save as.
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Select your
favorites
folder.
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Uncheck
any
categories.
Click OK
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You will
then findyour copy
in your My
Favorites
folder.
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REPORT CUSTOMIZATION . . .
EVERYBODY LOVES UNDO!!
AddingResultObjects
ConsistencybetweenBalances
vs. GLDetail
Pop updescriptivewindows
ChangingQuery Filter
Objects
Descriptors
Optionalprompts
And vs. Or
IncorporatingNew Result
Objects
Data Tab
Drag andDrop
Follow onscreen hints
Formatting
Tool Bars
Filters
Breaks
Sum
Sorts
Sharing withOthers
Printing
Exporting toExcel
Saving as aPDF
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Click on
Edit to
make
changes to
the report.
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Click on
Edit Queryto make
changes to
the query.
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Drag overor double
click to
bring over
Coa Fund
(BAL).
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Drag Coa
Fund (BAL)into the
Query
Filters
section and
add a
condition.
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Click here
to add a
prompt.
Click here to
make the
prompt
optional.
Promptoptions pop
up box.
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Click to run
query.
CompletePrompts.
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Drag new data
object into place
within the
document.
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Export to Excel.
Don’t forget to
hold down the Ctrl
Key!!
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V E NT URI N G O UT ONY O UR OWN
• Creating
your own
reports from
scratch
• Makingthem look
pretty!
• Adding
variables
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CREATING REPORTS
New WebiDocument
Select DataUniverse
ChooseResultObjects
ApplyQueryFilters
Run Query
Format
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LET’S TRY!!!
SUM ActualAmount (GLDET)
Coa Org (GLDET)
Fiscal Year(GLDET)
Vendor Name(GLDET)
Whatresults
objects dowe need?
Question: What vendors did we use for current expenses inFY11?
Which expenses? Which org?
Which year? Which vendors?
Whatquery
filters dowe need?
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Create New Webi
Report
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Pick FINQUERYuniverse.
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1. Choose
result
objects.
2. Apply
query
filters.
3. Run
query.
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Complete
prompts.
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The
original
data.
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Added title
Section by
org.
Sorted indescending
order.
Changed to
crosstab.
Don’t forget
to save!!
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NEXT QUESTION…
Question: How much of my FY12 CE budget remains?
Whatvariable
do weneed?
Whatquery
filters dowe need?
What
resultsobjects dowe need?
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Create New Webi
Report
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Pick FINQUERYuniverse.
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1. Choose
result
objects.
2. Apply
query
filters.
3. Run
query.
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Pick Balance
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CompletePrompts.
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The
original
data.
D ’t f t
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Added title
Don’t forget
to save!!
Section
by FY
and Acct
Period
Break by
Fund.
Addedsums.
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Click here
for Variable
Editor.
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Drag in the
newly
created
variable.
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WHAT ELSE IS POSSIBLE?
SO MUCH!!
Graphs/Charts
Multiple queries
Other data universes
Salary Managment
Student
Space@Penn
Check out the
KnowledgeLink Training
Practice Exercises?
Follow up Session?
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Click here to
Add a query.
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Drag in to
change to
charts.
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Formatting
can be done
on the
Properties
tab.