FSG tricks

7/30/2019 FSG tricks

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FSG Tips and Tricks

By Melanie Cameron


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About Melanie Cameron 14 years experience with EBS

Worked on every release since 10.6, oldestrelease was 9.x

20 years experience in Finance, includingbanking, mortgage, manufacturing,

SOX compliance and IPOs

5 year member of the AZOAUG

Board of Directors A Funcno Techno consultant who

Prefers knitting over palm pilots


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About MSS Technologies, Inc

Established in 1989

Located in Phoenix and Denver

Deliver business application solutions to the MidMarket:

- ERP, BI, Data Warehousing, ApplicationDevelopment Services, Strategic IT Planning

MSS Vision:- Innovate the way business management solutionsare delivered and eliminate the word failure from theinformation systems vocabulary.


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Tip #1

If it works..

Dont change it


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Anatomy of an FSG


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Account Override Options

On Report enter Segment Override

Add a Content Set When running, add Segment Override or

Content Set

On Column Set Add Override Value

Remember, a segment must be included at the

Lowest level to be Overridden at a Higher level!


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Row Sets


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Define Row Sets


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Account Assignments


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Calculations

Using Row Numbers:

Using Row Names:


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Row Tips

Number your Lines 10, 20, 30- Leave Room for growth

Skip and Page Break be consistent on Beforeand After

- Easier to create consistent looking reports

Row Names in Calculates are easier to see

what the calculation is doing- WARNING: sometimes this leads to inaccurateresults when adding Rows that have Calculations inthem


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Row Tips

Use Display Zero to add proofing rows or columns toyour report

- They display only when there is a problem Assets does notequal Liabilities plus Owners Equity, or a zero balance accountis not zero

Using ICM? If this is an audited Financial Statement, orone that is linked to your controls, you may want to use

Ranges instead of Parent accounts- ICM will not see all the Child accounts under a parent, only theParent Account, which is not the account being audited nor theone that relates to the control


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Column Sets


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Define Column Sets


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Budgets and Forecasts? Define Control Values on the Report and select them on

the Row and Column Sets to determine which budget

numbers are used on the Report


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What goes on a Column set vs

Row set?

Column Set

Company or Dept

assignments for columnbreakout

Column Calculations

Format Options

Level of Detail

Control Values

Offsets

Row Set

Row Titles

Account Assignments

Row Calculations

Format Options

Level of Detail


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Build Columns


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Column Tips

Make the Number formats at least one over thelargest current number

- Allows room for growth and formulas When creating columns, assign them all a width

of 10- Use the Build Columns, you can adjust the widths in

a graphical interface that gives a better visual image

Clicking on Build Column Set will override anyprevious column formats you had saved

- Not bad or good just something to be aware of


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Content Sets


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Content Set Tips

These are buggy! Sometimes they do notgive you the results you expect if

it works, leave it alone

If a copied set gives different

results, check the manual or

a white paper, and only change

the one that is wrong


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Row Order


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Row Order Tips

The Width on the row order sometimes

needs to be 1 wider then the actualsegment to display


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ADI

Did you know you can define FSGs in

ADI?


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ADIDefine Report


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ADIDefine Report


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ADIDefine Report


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ADIDefine Report


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Maintenance

Auto Copy- Will not copy over the

same name in the targetdatabase

Database Links- This requires the apps password if you setup a

new user name and password, ensure it has theproper Write access


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FSGs running slow

Remove any disabled companies from ContentSets

Ensure all segments of the Accounting KeyFlexfield are setup to be Indexed

Run Program> Optimizer- Gather Statistics

- Re-indexes the Segments, or Indexes them if it wasjust turned onWork with your DBA if this is the first time using this report

or turning on Indexing


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Hierarchy of Data

Request overrides everything

Report overrides Components

Content Set overrides Column

and Row Sets


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Row always overrides Column

Amount Type

Offset

Control Value

Format

Factor

Display Zero

Level of Detail


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Column always overrides Row

Calculation when check box is checked

Activity (DR, CR or Net)


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No Override Rules

Accounts uses intersecting from Row and

Column

Summary must be same as Row and Column

Currency must assign same currency for

intersecting columns and row, or will display 0

Change Sign (and on Variance) Defaults toNo, Yes anywhere will override


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Running and Publishing Reports

Options:- Concurrent Request

Formatting limited- ADIRuns as Excel or HTML

Control questionable because it has 100% of Excelfunctionality

Allows drill downs on lines that are Parent Accounts orAccount Ranges for analysis purposes

- XML PublisherLimits analysis available with ADI


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Concurrent Request


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ADI


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XML Publisher


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Differences?

ADI Can drill down

XML Can publish securely

Concurrent Manager Limited space and

formatting


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Whats coming in R12?

FSGs publish with Report Manager

Users are working with Oracle to haveADI like features available


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Questions?


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Contact Information

[email protected]

To Download a copy of theFSG Tips and Tricks White Paper:

www.MSSTech.comand click on FSG White Paper
mailto:[email protected]://www.msstech.com/http://www.msstech.com/mailto:[email protected]

Date post:	04-Apr-2018
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