The CSU Office of the Chancellor
Data Warehouse 11G
Quick Reference Guide
Last updated: 3/13/2014 Page 1 of 21
Data Warehouse 11G – New Features
The Data Warehouse has been upgraded and now operates on Oracle 11G. With this upgrade there are some noteworthy new features. This guide identifies the key new features that will be helpful.
Key Changes – Home Page
NOTE: IE 11 is currently NOT certified with 11G. IE 10 & below, Firefox & Google Chrome are fine.
The home page is new and contains some features that are useful. The ‘Recent’ area shows reports that have been recently run.
You can set up the defaults for all of your favorite reports – apply the saved criteria as your ‘default’. These reports will show up in your ‘Recent’ queue. You can click on ‘Open’ and the report will run w/your saved/default criteria.
Hint: Save the thru period up to 12 – that way you will get the most recent data.
Key Changes – Navigation
10G Navigation was done using the links on the dashboard name to access desired dashboard
Last updated: 3/13/2014 Page 2 of 21
11G Navigation is now a drop down menu
Key Changes - Navigation (cont.) & Saving Customizations (Preferences)
Select the Dashboard you’d like to see. The dashboards look the same as 10G.
In 11G preferences are now called ‘Customizations’.
Also ‘Go’ is not ‘Apply’ .
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There is also now a ‘Reset’ button.
This will allow you to ‘Reset to last applied values’, ‘Reset to default values’ or ‘Clear All’.
You will need to set the home page ‘Customizations’. Start by setting your primary business unit settings on each home page
click ‘Apply’ – click in the upper right hand corner – then ‘Save Current Customizations’
Name your ‘Customization’ – next time you can ‘Apply Saved Customization’
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The search functionality has been enhanced in 11G. By unchecking the ‘Match Case’ & using ‘Contains’ – you can run a broader search – see below:
Criteria can be moved same way as 10G - by using arrows or
double clicking
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Key Changes - ‘Breadcrumbs’
Key Changes – Column Sort
In 11G - the option to sort by column is now available. Hover on the desired column & click ‘Sort Ascending’ or ‘Sort Descending’. The column sort is one column – sorting column w/in a column sort is not available.
11G offers ‘Breadcrumbs’ which follow you through each step from
the report > drill. Use these to get back to original request. Click
on any hyperlink to go back a step or two.
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Key Changes – Pivots on Reports & Drills
11G offers pivots within the report & drill results. This will allow users view results in many different ways.
On a report:
When a report has a built in ‘Pivot’ (see below) – you can hover over the ‘Pivot’ & move it to create a column in your report or create ‘Sections’ using the field.
Last updated: 3/13/2014 Page 7 of 21
3 Ledger Summary
Fiscal Year is equal to 2012
and CSU Fund Fdesa is eQUal to 496 Tf· MiscelLaneous Trust
and Period is between Oand 6
and Period Desa ls not equal to I is not in 999·0 osing PerKMI, 998·Adjusting Period
and Bus l.Xlit Fdesa is equal to COCSU · CSU Office of t he Chancellor
Show Column 1 : I Dept iJ Column 2: I Account Category
Seiect Report V-eew: I St.mmar~ Pivot :.:J Rev
Tot Actuals Budget
Dept ~ccount Category Tot Enc BBA o/oof Tot
BBA w{Pre.f.nc Budget P<e -fn<
204.77 0 .00 (204. 77) (204. 77) 4960 1 · GEN TRUST INDIRECT CLEARING 1f'1~08~·~ln~'°='~tmen=ls~-------t---+--~=+--~=-t--=="-t----t----'-\--~~~ l 201 - AccOtr1t Payable o.oo o.oo o.oo o.oo
J 2so -Other Current Liabilities -204.77 o.oo 204.77 204.77
- - - Total 0.00 0.00 (0.00) (0.00)
1079 -~AN RESOURCE SERVICES j 660 · Msc. Operating Expenses 0.00 0 .00 0 .00 0 .00
1079 - HUMAN RE.SOURCE SERVICES Total 0 .00 0.00 0.00 0.00
o.oo o.oo o.oo o.oo 1081 - FINANCIAL SERVICES· 1 6 12 - State Pro Rata Charges Group
ACCOOffiNG j 1081 - FINAHClAL SERVICES-ACCOUKTING Total 0.00 0.00 0.00 0.00
94614.59 0 .00 (94,614.59) (94,614. 59) 49603 -mTADMSYSENTERPRI~ INC. l~1_08_In_,._,_1men_1s ________ +---+----+----+-~~-"+----+-----i-~~-~ j 305 - Fund6alanc:eflletained Earnngs
49604 - CAL PERS INVESTING EARNINGS
49605 CSSA PROGRAM DEVElPMENT FL-""'
'iscal Year is equal to 2012
- - - Tota l
- - - Total
1047 · B&F-OFfICE OF EVC
1047 BAF-OFFJCE OF EVC Total
- - - Total
10 32 • co sn.JOENTS
103 2 - CO STUOEKTS Total
l 108 - Investments
j 305 - Fund Balanceflletained Earnngs
J sos Revenue from Investments
1 108 - Investments
l201-ACCOl.XltPayable
j 305 - Fund BalanceJRetained Earnngs
1 soa Revenue from Investments
j 606 -Travel
:su Fund Fdescr is equal to 49 6 - TF- Mi S<Jellaneous Trust
'eriod is between 0 and 6
'eriod De.scr is not equal to I is not in 999-Closing Period, 998-Adjusting Period
lus Unit Fdescr is equal to COCSU - CSU Office of the Chancellor
i: 11/13/ 2013 3:2.5:14 PM
-94614.59
o.oo 625598.8 1
-622507.60
3091.21
·3091.21
-3091.21
125248.64
-165.28
-132694.55
· 7611.19
-659.40
8270.59
7611.19
0 .00 94,614.59 94,614.59
o.oo o.oo o.oo 0.00 (625,598.81) (625,598.81)
0 .00 622, 507.60 622,507.60
0.00 (3,091.21) (3 ,091.21)
0 .00 3,091.21 3,091.21
0.00 3,091.21 3,091.21
0 .00 ( 125,248.64} (125,248.64}
0 .00 165.28 165.28
0 .00 132,694.55 132,694.55
0.00 7,611.19 7,611.19
o.oo 659.40 6 59.40
o.oo (8 ,270. 59) (8,270. 59)
0.00 (7,611.19} (7,611.19)
"~ F "le" <•"IA O .,"> •" < \ ,., , ..,'"" ' '"'" 0""'""'
'Pivot' can also be made into 'Sections'
~how Column 1: I Dept ::::J Column 2: I Account Category
I.ii Select Report V"iew: I Summary Pivot
1:1 149601 - GEN TRUST INDIRECT CLEARING 31 Dept Account Category Rev Budget TotAc:tlJals Tot Enc BBA %
--- 108 - Investments 2.04. 77 o.oo (2.04. 77)
2.0 1 - Account Payable o.oo o.oo o.oo 2.50 - Other Current Liabiibes -2.04,77 0,00 2.04,77
- - - Total o.oo o.oo o.oo 1079 - HUMAN RESOURCE SERVICES 660 - Misc. Operating Expenses o.oo o.oo o.oo t- .. 1079 - HUMAN RESOURa SERVICES Total 0.00 o.oo 0.00
1081 - FINANCIAL SERVICES-ACCOUNTING 612. - State Pro Rata Charges Group 0.00 0.00 0.00
1081 - FINAHCIAL SERVICES-A CCOUNTING Total 0 .00 o.oo o.oo Grand Tota l 0 .00 o.oo o.oo
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Last updated: 3/13/2014 Page 9 of 21
This can be undone by grabbing the ‘Section’ & moving it back to ‘Pivot’ or ‘Column’.
This can be done on any of the column selector columns – the ‘yellow’ columns
Key Changes – Pivots on Reports & Drills (cont.)
When hovering over a column on any report & you see an icon like this
You can grab this column & move it – in this example I moved the ‘FUND’ Column up and made it a ‘Prompt’
Last updated: 3/13/2014 Page 10 of 21
NOTE: Columns can also be made to pivots by ‘right clicking’ on the desired
column & selecting ‘Move Column’ > ‘To Pivots’
Columns can also be made using this same method – by selecting ‘Move
Columns’ > ‘To Sections’
‘Sections’ will be covered in the next few pages
Last updated: 3/13/2014 Page 11 of 21
On reports – in 11G one can also move columns & create ‘Sections’
Last updated: 3/13/2014 Page 12 of 21
From here – you can move the pivot back as a column using this functionality
On a Drill:
On Drill downs – when hovering over a column on a drill down – you will see this icon
The ‘Jrnl Template’ is now a ‘Prompt’
Last updated: 3/13/2014 Page 13 of 21
11G also allows columns to be used as ‘Sections’
Can also be moved using the column functionality
Last updated: 3/13/2014 Page 14 of 21
Key Changes – Pivot on Reports & Drills (cont.)
On transactional reports – any column can be moved to a ‘Pivot’. Sections do not always work on these views as there is a web screen limitation.
Last updated: 3/13/2014 Page 15 of 21
Key Changes – Insert Column on Reports
11G allows the user to insert a column, remove a column or drag a column. We will focus on inserting a column here. Columns that can be inserted originate in a table – ex: dept levels come from trees not from the dept chartfield table. Also – if a calculation or amount is available in another view – it will not work as an ‘inserted’ column. An error message will be received - the user will start over from the ‘Home’ page.
On report results – right click on a column – a fly out window will appear with the following options:
- Sort Column
- Exclude Column
- Include Column
Last updated: 3/13/2014 Page 16 of 21
Fiscal Year Period Fund CSU Fund SCO Fund
"'1 2"-01"'3'----·~f Betweenrlo-----.~f-c=l6 _____ •~f I --Select Va.Ue-- • f I --Select Va.Ue-- • f lo9'18 - Calif State • f ~ Reset •
Translate Period to Month
0
Right Click on the column - choose a 'Include column' - select the field you'd
like to add
Show Column: I FIRMS Obj Cd Fdescr :.:J ~ Select Report Vie w: I Summary by SCO Fund Pivot :.:J
escr J 0948 · Calif State University Trust Fund :::J
103007 - Accounts Receivable-Other
103008 - Accrued Interest Receivable
lO"I007 - Alowance Uncolectible Accounts-A,ll. Other
lO"IO 15 - Alowance Uncolectible Accounts-Student Loans Receivabli
105001-Due fi'om General Fund
105010 - Due fi'om DormitDry Construction Fund 105015 -Due fi'om Public Building Construction Fund 105021- Due fi'om CSU Lottery Education Fund 105110 - Due fi'om DormitDry Construction Fund (Inter-agency)
107001 - Travel Advances
107002 - Salary Advances
107003 - Expenses Advances
0.00
5,997,576.8.S
730.20 1. 24
Acct Fdescr
Acct Cat Fdescr
FIRMS Obj Cd Fdescr
State GL Acct Fdescr
Fund Fdescr
CSU Fund
0.00
0.00
0.00
( 16.00)
1,784.8.3 3 16,720.7 1
- Move Column
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NOTE: Do not remove the columns that are ‘Yellow’ – they are connected to the column selectors & will not insert back. If the ‘Columns Selector’ columns are accidently removed – do not save the report – that column will not return – but will re-appear next time you run the report.
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To remove the column – right click on the column to be removed & choose ‘Exclude Column’
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You can also take the new column into a ‘pivot’
Last updated: 3/13/2014 Page 20 of 21
Or into a ‘section’
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