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Master Document located at: W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx IR# 2733 R3‐07‐16 University Finance Finance Systems Work Instruction
1. Logon to Cognos http://www.cdu.edu.au/finance
There are two separate Contributor Portals
‐ Cognos Budget login
Planning (Budget) url is http://musvit/ibmcognosep/cgi‐bin/cognosisapi.dll
‐ Cognos Reports login
BI (Reports & Analysis) url is http://musvit/ibmcognos/cgi‐bin/cognosisapi.dll
2. The login Screen
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Master Document located at: W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx IR# 2733 R3‐07‐16 University Finance Work Instruction
3. Navigate to Budget Contributors Dashboard
4. Select the HR Model. Navigate to the cost centre you wish to work on, ‘Right click to Open Grid’ (area and activity ie 0207-1701)
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Master Document located at: W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx IR# 2733 R3‐07‐16 University Finance Work Instruction
Select the 0207-1701 – Administration and check the Existing Positions
When completed export data to excel and print. Users can Export their data into an Excel Spreadsheet by clicking on File – Export – Quick Export.
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Master Document located at: W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx IR# 2733 R3‐07‐16 University Finance Work Instruction
Update Employees detail
information
‐ Level ‐ Effective Increment Month ‐ Employment Type ‐ Employment Status ‐ Award ‐ Superfund (SSAU%) ‐ Start Month ‐ End Month ‐ Hours ‐ Allowance
Note: Absence of data in one of
these fields may result in incorrect
calculations
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Master Document located at: W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx IR# 2733 R3‐07‐16 University Finance Work Instruction
5. Navigate to the Revenue and Expenses (RE Model) Navigate to the cost centre you wish to work on
6. Import the data from HR Model
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Master Document located at: W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx IR# 2733 R3‐07‐16 University Finance Work Instruction
Click on “System Links” Tab. Highlight the “HR_MODEL” Link and click “Run”.
7. Enter expenses for the current budget year, guided by budget and actual from previous year updating prior spending patterns
Note: Expenses should be entered at the sub account level; the model will calculate the total expenditure at the natural account level
You can now complete the remainder of the data at an Account Level entering by Month / Quarter or Year utilising the Break Back option.
Important Note: **When using the option to ‘Break Back’ for the full year, amount must be divisible by 12 must not include any decimal values**
When all data has been entered into Revenue & Expenses application you may save
the data and then submit by clicking the Submit Icon .
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Master Document located at: W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx IR# 2733 R3‐07‐16 University Finance Work Instruction
8. Hints and Tips Short Cut Keys
K Enter the value in Thousands Type 3K (3000)
+ Adds a number to the cell value
Sub Subtracts a number from the cell value
Type sub8 (subtracts 8 from the cell value)
A minus sign (-) is not permitted for subtraction in contributor cells as it will display a negative value
Percent, per, % Mutiplies the cell values by a number added as a percentage
Type per5 (Gives 5% of the original cell value)
Increase, Inc Increases the cell value by a number added as a percentage
Inc5 (Increases the cell values by 5%)
> Copies value across all cells
< Copies value backwards by Quarters
: Copies value down all cells
^ Copies value up all cells
Hol Holds the cell value from breakback calculations
Rel Releases held cells
Zer Makes the cell values a Zero
Res Resets selected cell values to the last saved version
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Master Document located at: W:\fas\fas‐Quality Management System\Quality Management System\01 Quality System\02 WORK INSTRUCTIONS\4100‐4199 Business Systems\4112 Cognos Quick Guide.docx IR# 2733 R3‐07‐16 University Finance Work Instruction
Exporting Data File – Export – Quick Export
Your data should be displayed in excel format, save and use as required.