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COGNOS USER GROUP February 27th, 2019
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Page 1: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

COGNOS USER

GROUPFebruary 27th, 2019

Page 2: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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

Page 3: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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

Page 4: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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

Page 5: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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

Page 6: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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

Page 7: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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 [email protected] 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:

Page 8: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

HCM Reporting

Demo of HCM Report

Prompt page - tab format

Page 9: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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

Page 10: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

WHO DO I CONTACT?

Boiler

Insight

Data Questions/Issues:

Data-related questions/issues should first be

directed to your supervisor.

Email:

[email protected]

Student Data Questions/Issues:

Data-related questions/issues should first be

directed to your supervisor.

Email:

[email protected]

BICC Reporting Tool Questions/Issues:

Cognos tool issues - error messages,

unexpected behavior, etc.

Email:

[email protected]

Page 11: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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

Page 12: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

ACCOUNTS PAYABLE (AP) DATA AND REPORTINGJennifer Littlefield

February 2019

Page 13: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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

13

Circumstances

Page 14: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

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

Page 15: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

DATA MODELING

Map out how

your data is

related

15

Know your data and the relationships

Page 16: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

DATASETS

Datasets are a way

to group a

customized

collection of items

from Boiler Insight

Package or other

Data Modules

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Page 17: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

DATASETS

17

Page 18: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

UPLOADED FILES

18

Uploaded Files for this report are APReference and

HeldCheck both are files from SAP

Page 19: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

DATA MODULES AND DATA SOURCES

19

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.

Page 20: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

DATA MODULES AND JOINS

20

Joins in Data Modules

allow standard

relationships to be

established

Page 21: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

QUERIES

21

Joins in the data module are being

used so they don’t need to be added

to the queries in the report itself.

Page 22: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

HELD CHECK REPORT

22

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.

Page 23: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

23

Contact Information:JENNIFER LITTLEFIELD

Accounting Services, Purdue University

Office telephone (765) 494-0986

[email protected]

Page 24: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

New Features

Questions

Upload File, Data Module, Story,

Dashboard, & Data Set

Page 25: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

Schedule Demo

Page 26: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

Community

Feedback Questions?

Page 27: COGNOS USER GROUP - Purdue University...Cognos Resources Cognos Resources Page Upcoming Cognos Tool Trainings COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 COG 101 - Cognos Analytics

THANK YOUSue Wilder

Monique Rawles

Leslie Rody

Sabrina Tanner

Fiona Guo

Katie Hendryx

Kelsie Newberry


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