| Date post: | 27-Mar-2015 |
| Category: |
Documents |
| Upload: | justin-moss |
| View: | 214 times |
| Download: | 2 times |
Slide 1
FastFactsFeature Presentation
February 28th, 2008
We are using audio during this session, so please dial in to our conference line…
Phone number: 877-322-9648 Participant code: 182500
Slide 2
We’ll be taking a look at…Basic Navigation in BWLabor Reports in BW
Today’s Topic
Slide 3
Today’s Presenter
Josh OleszczukController’s Office Staff Accountant
Accountant for JHH and BMCJHHS Business Warehouse (BW) TrainerPrior SAP experience with Diageo, FI/CO,MM Modules
Slide 4
Session Segments
PresentationJosh will show us how to log-in to BW, navigate within the system, and labor reporting. During his presentation, your phone will be muted.
Q&AAfter his presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Josh will answer as many of your questions as time allows.
Slide 5
Contact Us
If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected] can also send us an instant message!
GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]
Slide 6
Survey
SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
Slide 7
Navigating BW and Labor Reports in BW
Slide 8
Agenda
BW NavigationFinance Admin Labor Reports
Slide 9
What Won’t Be Covered
R/3 Labor ReportsOther BW Reporting
For a JHHS focus on Revenue and Expense BW reporting, please sign up for a hands-on instructor led course with JHHS Training. Contact Anna Scheinberg at [email protected] a JHU focus, use the FITT Website at training.jhu.edu
Slide 10
Intended Audience
Geared more toward the monthly activity of JHHS or SOM financial analysts, department admins, etc.JHU can use this presentation, but may deal with examples that are unfamiliar.
Slide 11
Business Warehouse (BW)
Business Warehouse is a program used for reporting that runs on top of R/3.Business Warehouse is also referred to as BW.When you work in BW, your information is not Real Time. There is no interface from BW to R/3, so nothing in BW affects R/3.
Slide 12
Business Warehouse (BW)
Limited to information that has been uploaded from SAP.Requires Enduser Role:
Most employees that deal with financial analysis in some way have this role.Technical Role name: ZU_ENDUSER_ROLE
Requires additional roles depending on what reports you want to run.
Slide 13
When to Use BW
BW is used by people who do not have access to R/3.Excellent resource for searching for high level details and identifying people that have created transactions. Best used to look at a lot of data at once (i.e., a group of cost centers or an entire business area).
Slide 14
Accessing BW
You access BW from your portal.Click on the BW Enterprise tab.Then click here to open BW.
Slide 15
Accessing BW
BW Report Screen
Slide 16
Navigating BW
Role Menu This arrow minimizes the Role Menu. If you minimize the menu by accident, useto maximize the menu.The Role Menu is split into two sections: Favorites and JH - Report Library. Under the JH - Report Library, there are 4 main sections.
Slide 17
Navigating BW
BW Menu
The Search window is at the bottom of the Role Menu. With this, you can search for reports.
Search Window
The BW Menu is on the upper right-hand side of the BW Report Screen. This allows you to return to the Home Screen, Manage Favorites, and offers Help.
Slide 18
BW News
Navigating BW
In the middle of the BW Report Screen is BW News. Look here for helpful updates.
Slide 19
Labor Distribution – Total Dollars by Occupation
Navigating BW
To access a report, keep clicking on the folders to open them until you get the report you want or you can use the search feature.
Slide 20
Labor Distribution Report
The security role for this report is ZBHR_FA_R_FAV_CCIO_SASP. This report is secured at the Cost Center, Internal Order, or Sponsored Project level.
Slide 21
Tools in Labor Distribution
FilteringLayoutsExporting
Slide 22
Main Screen
Slide 23
First Step – Select Time Frame
Here, you type the time frame you want to view.Example: 01/2008 to 07/2008We use a fiscal year so that means July is Period 1 and June is Period 12. The fiscal year is the year end June 30. In this case, our current fiscal year is 2008.
Is there another way I can input the date?
Slide 24
Selecting Date
Click on this button to bring up a search menu.
On the search menu, click on a date and it will be entered for you.
Slide 25
Second Step – Business Area
Now that we have our date range setup, we need to enter a business area.
By clicking here, you can pull up more options for entering values into the field.
Slide 26
Business Area By default, you can enter one business area. But when you pull down the menu, you see other options.
Each of these options will let you choose more than one business area.
Slide 27
Business Area You can also exclude items by clicking on this arrow.
Or you can add rows by clicking the Insert Row button. These buttons are found at the far right hand side of the screen, so you may have to scroll over.
Slide 28
Our Screen So Far…
From here you can click Check to verify your values or Execute to run the report. We will click Execute.
Slide 29
Query ResultsHere is the result of our query.This is the default view of the data.This view can be modified.
Slide 30
By clicking this you can remove the characteristic from showing.
By clicking this you can add the characteristic to the rows.
By clicking this you can add the characteristic to the columns.
By clicking this you can select a filter.
Other ToolsUsing the Navigation Block, you can change the results you see.
Slide 31
Filter
When you click the Filter button, you’ll see a typical Filter screen.You can click on the box to the left of the value you want.You have a search capability.You also have the ability to enter ranges of information.
Slide 32
Editing the Report
After removing the Cost Center and adding Employee, we can edit the report further.
Note that the report has 17 columns, but only columns 8 though 17 are shown. By clicking and choosing “All,” this will allow you to scroll through all the columns on the screen instead of having to keep using the arrows.
Slide 33
We want this report to only show Total Hours and Dollar. We can do this by clicking the filter button next to Key Figures. This Filter screen will appear.
Editing the Report
Click the Deselect button to uncheck everything.Then click Total Dollar and Total Hours.Then click the Transfer button.
Slide 34
Report
Here is what the report now looks like.
Can I send this report to someone?The answer is yes, you can email the report, you can export the report to Excel, and you can print the report using the following menu options:
We’ve discussed No. of Rows and No. of Columns. Let’s look at some of the other options.
Slide 35
Emailing
You can email this report to a person. (The person who is receiving the email needs to have the same access as you or else he or she will not be able to run the report.)
Click Email.
Enter the Recipient’s email address and click Send.
Slide 36
Exporting
You can export this report to Excel.
Click Printing.
Then select Print to Excel > then either Open or Save.
Slide 37
PrintingYou can print this report.
Click Printing.
Select a print setting and a print preview screen will appear. Then you can print from there.
Slide 38
Click to save your report and re-run it in the future. All the filters and layout will stay the same. You can change the variables when you re-run the report.
Click to go back to the variables you entered when you first ran the report.
Click to make the Navigation Block disappear. Click it again to make it reappear.
Additional ButtonsYou can remove the Navigation Block from the report to make the view larger.
Slide 39
Q&AWe’re going to open the phone lines now!There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.We’ll be answering questions in the order that we receive them.We’ll also be answering the questions that were emailed to us during the presentation.If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.
Slide 40
Thank You!
Thank you for participating!We would love to hear from you.
Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]
Slide 41
Survey
Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connectpro28579135.acrobat.com/fastfactssurvey/
Thanks again!
