Brio/EPM (Interactive Reporting) Training (Financial Manager)
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1 Brio/EPM (Interactive Reporting) Training (Financial Manager) 1. Portal Navigation: a. Log into the Portal at: If you run into issues loading this webpage on your PC, you should reference: applications/businessintelligence dw/technical troubleshooting. b. Data Warehouse Nightly Refresh Status i. Located within the Quick Links section of the Portal Home Page is a Data Warehouse Nightly Refresh Status link, which informs you of the data statuses of each of the various business areas. ii. NOTE: Data Warehouse data is lagged by a day. c. Navigating to Prebuilt Queries Select the Explore icon in the toolbar to access published bqys Page 1 of 10
2 d. Below are the folders that will be visible after selecting Explore (not all may be visible depending on your permissions) Degree Candidate: limited to Registrar Registration and Academic History: course registration, section enrollment, section schedules, transfer credits (column level restrictions, personal information is redacted) Student Enrollment: student enrollment counts (column level restrictions) Page 2 of 10
3 Interactive Reporting: contains additional training examples and quick tip guides Financial Management folder has reports created for financial managers to monitor and manage funds Page 3 of 10
4 2. Toolbars & Icons toolbars may be hidden depending if the bqy was saved that way. To unhide them, right click in the location of the red arrow in the illustration below and toggle on the Menu toolbar from the resulting dropdown list. Then, you can toggle on additional sections and toolbars by clicking on the View button (blue arrow). 3. Interactive Reporting Tool (Brio) Interface Page 4 of 10
5 4. Linking to Data within another table within the same Data Mart by joining tables within the same business area and data mart (i.e. Fin:Olm Dim Account & Fin:Olm Dim Fund) you can access new data columns. 5. Data Mart Structure Example: Fin:OLT_DIM_FISCAL_PERIOD Fin = Finance Business Area OLT = Operating Ledger Transactional Data Mart (OLM = Operating Ledger Monthly) DIM = Dimension Table FISCAL_PERIOD = Describes that this table displays the various data columns related to fiscal period Page 5 of 10
6 6. BQY Sections BQYs (queries) can be comprised of seven different sections within the Sections Pane (see Appendix for illustrations). a. Query This is the section where the query is built by dragging tables from the Elements Pane into the Content Pane. b. Results After your Query section has been built and processed, this is where it shows the raw output that you ve queried. Each of the subsequent sections below are built from the resulting data in this section. c. Table This is a basic table built from the Results data intended to only show specific columns. It allows you to filter out some of the excessive data and organize the data for its various intended uses. d. Pivot This type of table allows you to group and aggregate the Results data to create data summaries and to analyze the data on a macro level. e. Chart This section allows you to present the data visually in the form of various charts (i.e. Pie Chart, Line, etc ) f. Report This section allows you to present the data in printable reports. g. Dashboard This section is intended only for advanced users and it allows them to use JavaScript coding to create new interfaces and write scripts that can control the bqy based on various unique events. 7. Adding Computed Columns to Results and Tables Right click in the whitespace beyond the rightmost column of the Results section or Table and select Add Computed Item Page 6 of 10
7 Appendix: a. Query This is the section where the query is built by dragging tables from the Elements Pane into the Content Pane. b. Results After your Query section has been built and processed, this is where it shows the raw output that you ve queried. Each of the subsequent sections below are built from the resulting data in this section. Page 7 of 10
8 c. Table This is a basic table built from the Results data intended to only show specific columns. It allows you to filter out some of the excessive data and organize the data for its various intended uses. d. Pivot This type of table allows you to group and aggregate the Results data to create data summaries and to analyze the data on a macro level. Page 8 of 10
9 e. Chart This section allows you to present the data visually in the form of various charts (i.e. Pie Chart, Line, etc. ) f. Report This section allows you to present the data in printable reports.. Page 9 of 10
10 g. Dashboard This section is intended only for advanced users and it allows them to use JavaScript coding to create new interfaces and write scripts that can control the bqy based on various unique events. Page 10 of 10
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