Source systems where the data comes from KFS data Genesys (coming soon)

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1 Prerequisite for this class: UConn Intro WebFOCUS video. Understanding how the Kuali Financial Data Mart (KFDM) works WebFOCUS software used to access data Software on a server InfoAssist is used to create reports KFDM - a datamart (data warehouse) KFDM.uconn.edu Houses KFS financial data KFDM Future Data Marts Source systems where the data comes from KFS data Genesys (coming soon) KFS Source Data How do you get to the data? Webpage o bi.uconn.edu o WebFOCUS Dashboard o Domain trees Standard Financial Reports Others that you have been given access to W e b F O C U S S e r v e Browser o Internet Explorer (IE) Version 8 Chrome Computer operation system o MS System 7 o XP o Vista The following links can be found on the KFDM homepage, KFDM.uconn.edu Supported Browser IE Browser Settings WebFOCUS Login Logon to WebFOCUS Dashboard o Using your NetID/password KFDM InfoAssist Basics Page 1

2 What is in the datamart? A collection of data tables is found in the datamart. This is how the reports will appear in WebFOCUS. This is the GL Transaction Star KFDM InfoAssist Basics Page 2

3 KFDM Stars GL Transaction Star - This table contains detailed transactional information from the General Ledger in KFS along with additional Account, Award, Object, Organization, Project, Sub- Account & Sub-Object configuration information. Note This table is based off of general ledger transactions, so it will only have detail for organizations or accounts that have had transactions. In KFS, Budget Adjustments, Actuals and Encumbrances all generate transactions. GL Transaction Star Table What is WebFOCUS? What is InfoAssist? WebFOCUS software is used to view reports. WebFOCUS InfoAssist is used to create reports. You will need an InfoAssist account to create reports. How do I access the WebFOCUS environment? 1. Logon to the URL, bi.uconn.edu 2. Enter your NetID and Password 3. Click the Login link 4. You are brought to the WebFOCUS Business Intelligence Dashboard KFDM InfoAssist Basics Page 3

4 WebFOCUS Dashboard overview Domain Panel Dashboard Banner Content Area Dashboard Banner: Logos, links to access various functions and images can be found here. Domain Tree: Contains the domains you have access to Content Area: This area can be set up to display your reports, links and more. Taking a closer look at the Domain Tree KFDM InfoAssist Basics Page 4

5 You will only see the domains you have been given access to If you Personalize your domain tree, using the banner option Personalize, you will only see the domains you have placed in the Favorite Domains column Each Domain contains 4 folders o Standard Reports o Reporting Objects o My Reports o Shared Reports These folders can have subfolders Taking a closer look at the Domain Components / Folders / Subfolders Standard Reports: Contains reports that are created for you to run without modifications (not changes no copying). Reporting Objects: Contains view (template) of data created for you to build your own custom procedures. My Reports: This is where reports you have created will be found (repository) Shared Reports: You will place a report here that you want to share with another user (repository). Standard Reports: Contains reports that are created for you to run without modifications (no changes no copying). Selecting the Standard Report will open (run) the report. When you right-click the report, you will be presented with a drop down menu. Depending upon how the report was developed will depend upon what you see in the drop down menu. Some examples follow: KFDM InfoAssist Basics Page 5

6 Standard Reports Options Function Run This procedure is executed immediately while you wait for the output to be generated. It can be displayed either in the Content Area or in a new browser window. A left-click on the report will automatically execute this option. Run Deferred Allows you to submit the processing of the report to run in the background while you continue to use other Dashboard tasks. Clicking the Deferred Status link on the banner lets you view the output when you are ready. Schedule Schedule the procedure for distribution with ReportCaster. Add to Favorites Save an item in your Favorites list for easy execution at a later time Access to Favorites is available as a link on the banner Properties View the object s properties From the Standard Report folder, you will NOT be able to open InfoAssist. Reporting Objects: Contains view (template) of data created for you to build your own custom procedures. Reporting objects will bring you into the InfoAssist reporting environment; specifically to a template. Reporting objects enable you to build effective reports quickly and easily without dealing with the complexities of a database. The following examples reflect the drop menus you will received with a right-click on a report in the Reporting Objects > General Ledger folder KFDM InfoAssist Basics Page 6

7 You will NOT be able to go beyond the data boundary limitations in the reporting object. You will NOT be able to join data files. My Reports: This is where reports you have created will be found (repository) The following examples reflect the drop menus you will received with a right-click on the Custom Reports folder under the My Reports folder. Standard Financial Reports > My Reports folder > Custom reports > Right mouse click > InfoAssist > Build a Report > Select GL Transaction The GL-Transaction includes all of the VW and VIEW listed KFDM InfoAssist Basics Page 7

8 GL Transaction Star Table KFDM InfoAssist Basics Page 8

9 KFDM InfoAssist Basics Page 9

10 WebFOCUS InfoAssist Environment Application Main Menu Quick Access Toolbar Control Panel Displays open, save, run and other options in a pop-up window when you select the IA button. Displays the most commonly used functions in a toolbar that is always visible. Displays property controls using highly visible icons that are grouped logically by functionality within each tab of the Control Panel. Tabs include Home, Insert, Format, Data, Slicers, Layout, View, Field, and Series (charts only). Resources Panel Displays the fields from the selected data source in the Data pane. Also displays the Query Design pane below the Data pane except in Query KFDM InfoAssist Basics Page 10

11 Results Panel Design view Displays the Query Design pane, Layout Canvas, or Output window. The Query Design pane is displayed when you select Query Design view. The Layout Canvas is displayed in Interactive mode when you create or modify a report. The Output window is displayed when you execute a report. Navigation Taskbar Status Bar Displays groups and icons to provide different views and quick access to all active reports and report output. Displays the status of the last selected action, the name of the current report, an output format button that shows the selected format, and an output target button that shows the selected option for displaying new output windows or tabs. Quick Access Toolbar A closer look Main Menu Create a new report, chart or document Open exiting item Save Undo Redo View Code Run KFDM InfoAssist Basics Page 11

12 Control Panel The Control Panel provides a logical view of groups. All property controls and option can be found in one location. Property controls and options are grouped by functionality. This is done using a set of tabs located at the top of the Control Panel. Each tab provides a collection of related groups containing icons /buttons. The tabs include: Home (default) Insert Format Data Slicers Layout View Field When selected, the tab will open a different view of the Control Panel. You control some properties just by clicking the icon/button, while others have drop-down menus for selecting options. Some options open dialog boxes that provide additional property controls. Let s check these out. Home tab with Report selected This is default; what you will see when you open WebFOCUS InfoAssist. KFDM InfoAssist Basics Page 12

13 Format tab The Format tab provides different options for selecting output. In the following example, note the Destination has Chart selected and there is a Chart Types group. If Report was selected you would have Output types, Destination, Navigation and Features groups. See following. Data tab The Data tab provides access to data manipulation and data display properties and option. Note the Calculation, Join, Filter and Data Source groups. Slicers tab The Slicers tab provides the ability to create and edit slicers. Slicers are a way to quickly filter data. The groups are Options, Record Limit and Group1 KFDM InfoAssist Basics Page 14

14 Layout tab The Layout tab provides access to page display and layout options. The Layout groups are Page Setup and Reports groups. When in Document view you will have only the Page Setup group. View tab The View tab provides access to report design viewing properties and options. The groups are Design, Show/Hide, Data Panel, Query Panel, Output Window and Report. Field tab The Field tab appears in the Control Panel when you select a data source field in the Query Design pane or Layout Canvas. See the following example of the field tab in the Query design pane select Home > Report > Query added a data element to the Query design pane and click on the data element you just added (example: FYEAR) KFDM InfoAssist Basics Page 15

15 See the following example of the field tab in the Layout Canvas select Home > Interactive Design View added a data element to the Query pane (or drag and drop to content pane) select the data element (example: Fiscal Quarter) Series tab The Series tab will only appear when you are working with Charts. It provides access to the chart properties and options. The group includes Select, Properties, Line and Pie. KFDM InfoAssist Basics Page 16

16 Search the WebFOCUS Help facility for detail information. WebFOCUS online Help > InfoAssist > Using the InfoAssist Application Window The Home Tab Design Panel Interactive Design Query Design Document Design Home Tab / Interactive KFDM InfoAssist Basics Page 17

17 The status bar when in Interactive Home Tab / Query The status bar when in Query Home Tab /Document You will NOT be able to return to the Query or Interactive view once in Document view. You will NOT be able to return to the Query or Interactive view once in Document view. You will NOT be able to return to the Query or Interactive view once in Document view. KFDM InfoAssist Basics Page 18

18 The status bar when in Document A closer look Interactive > View Tab > Data Panel Data Source views In the Data Pane, the data source field can be displayed three ways. 1. Logical 2. List 3. Structured KFDM InfoAssist Basics Page 19

19 Interactive > View Tab > Query Panel Data Source views In the Query Pane, the data source field can be displayed three ways. 1. Areas 2x2 2. Areas 1x4 3. Tree Areas 2x2 Areas 1x4 Tree KFDM InfoAssist Basics Page 20

20 Changing User Preferences Quick Reference InfoAssist User Preferences This document helps you change your WebFOCUS InfoAssist preferences. There are recommended changes in it. KFDM Quick Reference Guides KFS Balance Inquiry Tips InfoAssist Sharing Reports InfoAssist Stuck? InfoAssist User Preferences KFS Screens Organization Lookup KFDM InfoAssist Basics Page 21