The CSU Office of the Chancellor Data Warehouse 11G Quick ... · PDF file10G Navigation was done using the links ... it to create a column in your report or ... The CSU Office of the

The CSU Office of the Chancellor

Data Warehouse 11G

Quick Reference Guide

Last updated: 3/13/2014 Page 1 of 21

Data Warehouse 11G – New Features

The Data Warehouse has been upgraded and now operates on Oracle 11G. With this upgrade there are some noteworthy new features. This guide identifies the key new features that will be helpful.

Key Changes – Home Page

NOTE: IE 11 is currently NOT certified with 11G. IE 10 & below, Firefox & Google Chrome are fine.

The home page is new and contains some features that are useful. The ‘Recent’ area shows reports that have been recently run.

You can set up the defaults for all of your favorite reports – apply the saved criteria as your ‘default’. These reports will show up in your ‘Recent’ queue. You can click on ‘Open’ and the report will run w/your saved/default criteria.

Hint: Save the thru period up to 12 – that way you will get the most recent data.

Key Changes – Navigation

10G Navigation was done using the links on the dashboard name to access desired dashboard


11G Navigation is now a drop down menu

Key Changes - Navigation (cont.) & Saving Customizations (Preferences)

Select the Dashboard you’d like to see. The dashboards look the same as 10G.

In 11G preferences are now called ‘Customizations’.

Also ‘Go’ is not ‘Apply’ .


There is also now a ‘Reset’ button.

This will allow you to ‘Reset to last applied values’, ‘Reset to default values’ or ‘Clear All’.

You will need to set the home page ‘Customizations’. Start by setting your primary business unit settings on each home page

click ‘Apply’ – click in the upper right hand corner – then ‘Save Current Customizations’

Name your ‘Customization’ – next time you can ‘Apply Saved Customization’


The search functionality has been enhanced in 11G. By unchecking the ‘Match Case’ & using ‘Contains’ – you can run a broader search – see below:

Criteria can be moved same way as 10G - by using arrows or

double clicking


Key Changes - ‘Breadcrumbs’

Key Changes – Column Sort

In 11G - the option to sort by column is now available. Hover on the desired column & click ‘Sort Ascending’ or ‘Sort Descending’. The column sort is one column – sorting column w/in a column sort is not available.

11G offers ‘Breadcrumbs’ which follow you through each step from

the report > drill. Use these to get back to original request. Click

on any hyperlink to go back a step or two.


Key Changes – Pivots on Reports & Drills

11G offers pivots within the report & drill results. This will allow users view results in many different ways.

On a report:

When a report has a built in ‘Pivot’ (see below) – you can hover over the ‘Pivot’ & move it to create a column in your report or create ‘Sections’ using the field.


3 Ledger Summary

Fiscal Year is equal to 2012

and CSU Fund Fdesa is eQUal to 496 Tf· MiscelLaneous Trust

and Period is between Oand 6

and Period Desa ls not equal to I is not in 999·0 osing PerKMI, 998·Adjusting Period

and Bus l.Xlit Fdesa is equal to COCSU · CSU Office of t he Chancellor

Show Column 1 : I Dept iJ Column 2: I Account Category

Seiect Report V-eew: I St.mmar~ Pivot :.:J Rev

Tot Actuals Budget

Dept ~ccount Category Tot Enc BBA o/oof Tot

BBA w{Pre.f.nc Budget P<e -fn<

204.77 0 .00 (204. 77) (204. 77) 4960 1 · GEN TRUST INDIRECT CLEARING 1f'1~08~·~ln~'°='~tmen=ls~-------t---+--~=+--~=-t--=="-t----t----'-\--~~~ l 201 - AccOtr1t Payable o.oo o.oo o.oo o.oo

J 2so -Other Current Liabilities -204.77 o.oo 204.77 204.77

- - - Total 0.00 0.00 (0.00) (0.00)

1079 -~AN RESOURCE SERVICES j 660 · Msc. Operating Expenses 0.00 0 .00 0 .00 0 .00

1079 - HUMAN RE.SOURCE SERVICES Total 0 .00 0.00 0.00 0.00

o.oo o.oo o.oo o.oo 1081 - FINANCIAL SERVICES· 1 6 12 - State Pro Rata Charges Group

ACCOOffiNG j 1081 - FINAHClAL SERVICES-ACCOUKTING Total 0.00 0.00 0.00 0.00

94614.59 0 .00 (94,614.59) (94,614. 59) 49603 -mTADMSYSENTERPRI~ INC. l~1_08_In_,._,_1men_1s ________ +---+----+----+-~~-"+----+-----i-~~-~ j 305 - Fund6alanc:eflletained Earnngs

49604 - CAL PERS INVESTING EARNINGS

49605 CSSA PROGRAM DEVElPMENT FL-""'

'iscal Year is equal to 2012

- - - Tota l

- - - Total

1047 · B&F-OFfICE OF EVC

1047 BAF-OFFJCE OF EVC Total

- - - Total

10 32 • co sn.JOENTS

103 2 - CO STUOEKTS Total

l 108 - Investments

j 305 - Fund Balanceflletained Earnngs

J sos Revenue from Investments

1 108 - Investments

l201-ACCOl.XltPayable

j 305 - Fund BalanceJRetained Earnngs

1 soa Revenue from Investments

j 606 -Travel

:su Fund Fdescr is equal to 49 6 - TF- Mi S<Jellaneous Trust

'eriod is between 0 and 6

'eriod De.scr is not equal to I is not in 999-Closing Period, 998-Adjusting Period

lus Unit Fdescr is equal to COCSU - CSU Office of the Chancellor

i: 11/13/ 2013 3:2.5:14 PM

-94614.59

o.oo 625598.8 1

-622507.60

3091.21

·3091.21

-3091.21

125248.64

-165.28

-132694.55

· 7611.19

-659.40

8270.59

7611.19

0 .00 94,614.59 94,614.59

o.oo o.oo o.oo 0.00 (625,598.81) (625,598.81)

0 .00 622, 507.60 622,507.60

0.00 (3,091.21) (3 ,091.21)

0 .00 3,091.21 3,091.21

0.00 3,091.21 3,091.21

0 .00 ( 125,248.64} (125,248.64}

0 .00 165.28 165.28

0 .00 132,694.55 132,694.55

0.00 7,611.19 7,611.19

o.oo 659.40 6 59.40

o.oo (8 ,270. 59) (8,270. 59)

0.00 (7,611.19} (7,611.19)

"~ F "le" <•"IA O .,"> •" < \ ,., , ..,'"" ' '"'" 0""'""'

'Pivot' can also be made into 'Sections'

~how Column 1: I Dept ::::J Column 2: I Account Category

I.ii Select Report V"iew: I Summary Pivot

1:1 149601 - GEN TRUST INDIRECT CLEARING 31 Dept Account Category Rev Budget TotAc:tlJals Tot Enc BBA %

--- 108 - Investments 2.04. 77 o.oo (2.04. 77)

2.0 1 - Account Payable o.oo o.oo o.oo 2.50 - Other Current Liabiibes -2.04,77 0,00 2.04,77

- - - Total o.oo o.oo o.oo 1079 - HUMAN RESOURCE SERVICES 660 - Misc. Operating Expenses o.oo o.oo o.oo t- .. 1079 - HUMAN RESOURa SERVICES Total 0.00 o.oo 0.00

1081 - FINANCIAL SERVICES-ACCOUNTING 612. - State Pro Rata Charges Group 0.00 0.00 0.00

1081 - FINAHCIAL SERVICES-A CCOUNTING Total 0 .00 o.oo o.oo Grand Tota l 0 .00 o.oo o.oo



This can be undone by grabbing the ‘Section’ & moving it back to ‘Pivot’ or ‘Column’.

This can be done on any of the column selector columns – the ‘yellow’ columns

Key Changes – Pivots on Reports & Drills (cont.)

When hovering over a column on any report & you see an icon like this

You can grab this column & move it – in this example I moved the ‘FUND’ Column up and made it a ‘Prompt’


NOTE: Columns can also be made to pivots by ‘right clicking’ on the desired

column & selecting ‘Move Column’ > ‘To Pivots’

Columns can also be made using this same method – by selecting ‘Move

Columns’ > ‘To Sections’

‘Sections’ will be covered in the next few pages


On reports – in 11G one can also move columns & create ‘Sections’


From here – you can move the pivot back as a column using this functionality

On a Drill:

On Drill downs – when hovering over a column on a drill down – you will see this icon

The ‘Jrnl Template’ is now a ‘Prompt’


11G also allows columns to be used as ‘Sections’

Can also be moved using the column functionality


Key Changes – Pivot on Reports & Drills (cont.)

On transactional reports – any column can be moved to a ‘Pivot’. Sections do not always work on these views as there is a web screen limitation.


Key Changes – Insert Column on Reports

11G allows the user to insert a column, remove a column or drag a column. We will focus on inserting a column here. Columns that can be inserted originate in a table – ex: dept levels come from trees not from the dept chartfield table. Also – if a calculation or amount is available in another view – it will not work as an ‘inserted’ column. An error message will be received - the user will start over from the ‘Home’ page.

On report results – right click on a column – a fly out window will appear with the following options:

- Sort Column

- Exclude Column

- Include Column


Fiscal Year Period Fund CSU Fund SCO Fund

"'1 2"-01"'3'----·~f Betweenrlo-----.~f-c=l6 _____ •~f I --Select Va.Ue-- • f I --Select Va.Ue-- • f lo9'18 - Calif State • f ~ Reset •

Translate Period to Month

0

Right Click on the column - choose a 'Include column' - select the field you'd

like to add

Show Column: I FIRMS Obj Cd Fdescr :.:J ~ Select Report Vie w: I Summary by SCO Fund Pivot :.:J

escr J 0948 · Calif State University Trust Fund :::J

103007 - Accounts Receivable-Other

103008 - Accrued Interest Receivable

lO"I007 - Alowance Uncolectible Accounts-A,ll. Other

lO"IO 15 - Alowance Uncolectible Accounts-Student Loans Receivabli

105001-Due fi'om General Fund

105010 - Due fi'om DormitDry Construction Fund 105015 -Due fi'om Public Building Construction Fund 105021- Due fi'om CSU Lottery Education Fund 105110 - Due fi'om DormitDry Construction Fund (Inter-agency)

107001 - Travel Advances

107002 - Salary Advances

107003 - Expenses Advances

0.00

5,997,576.8.S

730.20 1. 24

Acct Fdescr

Acct Cat Fdescr

FIRMS Obj Cd Fdescr

State GL Acct Fdescr

Fund Fdescr

CSU Fund

0.00

0.00

0.00

( 16.00)

1,784.8.3 3 16,720.7 1

- Move Column


NOTE: Do not remove the columns that are ‘Yellow’ – they are connected to the column selectors & will not insert back. If the ‘Columns Selector’ columns are accidently removed – do not save the report – that column will not return – but will re-appear next time you run the report.


To remove the column – right click on the column to be removed & choose ‘Exclude Column’


You can also take the new column into a ‘pivot’


Or into a ‘section’


Documents

The CSU Office of the Chancellor Data Warehouse 11G Quick ... · PDF file10G Navigation was done using the links ... it to create a column in your report or ... The CSU Office of the