Post on 13-Mar-2020
transcript
COGNOS USER
GROUPFebruary 27th, 2019
Agenda
• HCM - Monique Rawles
○ Reporting
○ Student - Role Playing Dimensions
○ Mass Review/Change Requests
• BICC Updates - Kelsie Newberry
• Data Module/Data Set Demo - Jennifer Littlefield
• New Features Questions/Pain Points - BICC
• Schedule Set Up Demo - Kelsie Newberry
• Q&A
HCM Reporting
Report Name Status
Action Report Replaced with Date
Change Report
Average Hourly Salary
Concurrent Employment
Employee Profile
Salary Listing
Replaced with
Employee Listing with
Salary Details
Cost Distribution Report Updated
CUL Check
FTE and Headcount
Prior to CY 2019 folder
Data Change Report New
Employee Listing with Salary Details New
Estimated Payout of Leaves Updated
Faculty Contract Notice New
Full Time Equivalency Check New replaces CUL
Check
Report Name Status
IPEDS DataDigest Extract
IPEDS DataDigest Extract (HR Level 2)
Update by mid-year
Position History
Position Incumbents
Vacant Positions
Replaced with
Position Report
Position Report New
Position Salary History TBD
Projection of Salaries and Fringes Updated
Quota Balances New
Salary Distribution Updated
Statement of Payroll Charges Updated
Temporary Positions Updated
Voluntary Early Partial Retirement
(VEPR) Report
Updated
Team content > Boiler Insight > Standard Content > HR and Payroll
HCM Reporting
● Major Changes to HCM Data:
a. Employee Leave and Employee Quotas Star - data thru 12/31/2018
b. Employee Time Account Balances and Employee Time Account Details Stars -
new data starting 1/1/2019
c. Fields Renamed
d. Fields no longer populated
e. Fields with new values
f. HCM Data Field Crosswalk
g. Folders within dimensions have been created/updated for Employee, Job,
Organization and Position
HCM Reporting
Fields Renamed:
● Organization Dimension
a. Organization Unit ID to Department Code
b. Organizational Unit Long Name to Department Name
● Employee Dimension
a. Employee Subgroup to Employment Type
b. Employee Subgroup Code to Employment Type Code
● Position Dimension
a. Position Employee Subgroup to Employment Type
b. Position Employee Subgroup Code to Employment Type Code
c. To Be Hired to To Be Hired Flag
HCM Reporting
New Fields:● Employee, Position and Job Dimensions
a. Employee Class (new) to Employee Group (stop being populated)
b. Employee Class Code (new) to Employee Group Code (stop being populated)
Same Field New Values:● Employment Status and Code
Code (OLD) Name
0 Withdrawn
1 Inactive
3 Active
Code (NEW) Name
A Active
P Paid Leave
R Retired
T Terminated
U Unpaid Leave
HCM Reporting
For mass review and/or changes to reports including use cases such as:
▪ Impact Analysis
▪ Review and Transfer Ownership of reports/schedules
▪ Find & Replace of Data Items
Please send request to BICC@purdue.edu with the below included:
Reason for Request:
Cognos PROD or QA:
If Applicable:
Report Path:
Data Mart:
Star Name:
Data Item (column) Current Name:
Data Item (column) New Name:
HCM Reporting
Demo of HCM Report
Prompt page - tab format
Cognos Resources
● Cognos Resources Page
● Upcoming Cognos Tool Trainings
● COG 401 - Cognos Analytics Authoring - 3/12 & 3/13
● COG 101 - Cognos Analytics Navigation - 4/1
● COG 111 - Cognos Analytics Scheduler - 4/15
● Cognos & Tableau Offboarding Checklist
● To be used before (or after) a staff member departs
position
● Not only beneficial for supervisors
WHO DO I CONTACT?
Boiler
Insight
Data Questions/Issues:
Data-related questions/issues should first be
directed to your supervisor.
Email:
coereporting@purdue.edu
Student Data Questions/Issues:
Data-related questions/issues should first be
directed to your supervisor.
Email:
CognosStudentHelp@purdue.edu
BICC Reporting Tool Questions/Issues:
Cognos tool issues - error messages,
unexpected behavior, etc.
Email:
BICC@purdue.edu
Cognos Upgrade
● Upgrade to 11.0.13
● Timeline
○ Upgrade QA - Wednesday, March 6th
○ Upgrade PROD - Saturday, March 16th
● Highlights of upgrade forthcoming in March communication
ACCOUNTS PAYABLE (AP) DATA AND REPORTINGJennifer Littlefield
February 2019
AP REPORTS
Currently an AP star is on the BICCs project list, so certain
fields are available in Cognos but relationships have not been
established in the system
All the fields are available in SAP but some of the fields are not
accessible through a standard tcode
Both central and business offices would need access to
different reports
Reports were needed as soon as possible
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Circumstances
REPORT REQUIREMENTS
Needs to be used by users in the
central and business offices
Must include fields from multiple
locations
User should be able to see the
data by fiscal period and year,
vendor number and vendor name,
as well as by check number
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AP Held Check Field DescTo check no#YearPeriodDoc# TypeDoc# DateParked ByVendor NumberName of the payeeName of the payee1Payment document no. (ClrngDocNo)FI Acctg Document NumberPM (Payment Method)Payment BlockHeldCheck (Pmt meth. supplement=01)
Payment termsCheck encashment datePstng DateUser Who Carried Out PrintingReferenceDocument Header TextLine Item TextBalance sheet accountBusiness AreaFunded ProgramCheck Amount PaidInvoice Amount
DATA MODELING
Map out how
your data is
related
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Know your data and the relationships
DATASETS
Datasets are a way
to group a
customized
collection of items
from Boiler Insight
Package or other
Data Modules
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DATASETS
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UPLOADED FILES
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Uploaded Files for this report are APReference and
HeldCheck both are files from SAP
DATA MODULES AND DATA SOURCES
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Data Modules are source
objects that contain data from
data servers, uploaded files, or
other data modules, and are
saved in My content or Team
content.
DATA MODULES AND JOINS
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Joins in Data Modules
allow standard
relationships to be
established
QUERIES
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Joins in the data module are being
used so they don’t need to be added
to the queries in the report itself.
HELD CHECK REPORT
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A prompt page with the five filters from the requirements was
added, as well as grouping on the vendor number so a reprompt
could be added into the report itself.
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Contact Information:JENNIFER LITTLEFIELD
Accounting Services, Purdue University
Office telephone (765) 494-0986
jlittlef@purdue.edu
New Features
Questions
Upload File, Data Module, Story,
Dashboard, & Data Set
Schedule Demo
Community
Feedback Questions?
THANK YOUSue Wilder
Monique Rawles
Leslie Rody
Sabrina Tanner
Fiona Guo
Katie Hendryx
Kelsie Newberry