slide 1 fastfacts feature presentation december 4, 2014 to dial in, use this phone number and...

FastFactsFeature Presentation

December 4, 2014

To dial in, use this phone number and participant code…

Phone number: 888-651-5908 Participant code: 182500

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© 2014 The Johns Hopkins University. All rights reserved.

Today’s TopicWe’ll be taking a look at…

Analysis – Non Sponsored Financial Summary

Today’s Presenter

Jim Wax Accounting ManagerQuality ControlContact: [email protected]

443-997-4750

Session Segments

PresentationIn this session, Jim Wax will demonstrate how to run and customize the Non Sponsored Financial Summary report, which is used to gain an overview of year-to-date/current period revenues and expenses.

During Jim’s presentation, your phone will be muted.Q&A

After the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Jim will answer as many of your questions as time allows.

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]

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.

How To View Full Screen

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Analysis - Non Sponsored Financial Summary

Agenda

After today’s presentation you will be able to:

• Demonstrate how to run and customize the Non Sponsored Financial Summary report

How to Access Analysis

Click Open Analysis from BW News page on the Enterprise

Reporting tab.

Non Sponsored – Financial Summary

Live Demo

Find an Analysis Workspace

Users can locate a workspace (report) by drilling down

through the folders under Enterprise SAP BW

Alternatively today, we will use the search function to

locate the Non Sponsored – Financial Summary Report

Search for an Analysis Workspace

Click the search drawer from the left hand side of the

screen

Type in all or part of the workspace name

This search is NOT case-sensitive


Click the magnifying glass to run the search

A list of reports containing your key words will appear


Find the workspace you are looking for and double-click it

For future reference, the location of the report is listed

below it

Open the Workspace

A new tab will open and a prompt screen will appear

Prompt Screen

Fill in all mandatory variables (designated by an asterisks)

Fill in any additional optional variables to retrieve just the

data you are looking for

You can either type in the value or select a value from the

member selector

Prompt Screen

Fiscal Period = 09/2013

Funded Program = 80030951 & 80030952

Check the box next to Save prompt values with

workspace

Workspace Panels

A workspace has 3 main sections

Data panel

Layout panel

Results panel

Each section can be closed to provide more space on the

screen

Sections can be re-opened at any time

Report Layout – Data Panel

The left hand section is the Data panel

It contains the free characteristics that can be added to the

report

Report Layout – Data Panel

The Data panel can be closed by

clicking the double arrows

It can be opened by clicking the

Data button

Clicking the Prompts button will

reopen the Prompt (variable)

screen

Report Layout – Layout Panel

The middle section is the Layout panel

It show the rows, columns and background filters displayed

on the report

Report Layout – Layout Panel

Close the Layout panel with the X in the upper right

corner

It can be opened by clicking the Layout button from

the toolbar

Resizing Panels

The panel can be resized by dragging the right hand

side

Report Layout – Results

The right section is the Results panel

It displays the resulting data from executing the report

Scrolling

Use the scrollbars at the bottom to view all the

characteristics and key figures

The scrollbar on the right is used to view all the data in the report

Note: data is not broken into pages like BW Report Center

Scrolling

Adding Characteristics

Add Commitment item to the rows – drag and drop function

Characteristic Display

Right click in header

Display [commitment item] as Key : Text

Resize Columns

Resize the column to display all data

Filter Data

Filter the data to show specific items

Right-click the Commitment Item header

Select Filter By member…

Range Selection

Select Range Selection

Greater than 630000

Click Add Range

Click OK

View Detail

Some reports allow the user to jump to detail reports

Right-click the Commitment Item

Select Go To Non Sponsored Financial Detail

(Link)

View Detail

The prompt screen will appear

Verify prompt values are correct and click OK

View Detail Report

The Detail report will display in the bottom pane

Close Detail Report

Close the detail report with the X in the right corner

Saving FavoritesClick the Prompt button to make sure the Save prompt

values with workspace box was checked

If not, check it and re-save the workspace

Save Report

You can save the report to your favorites

Click the down-facing arrow next to the save button and

select Save As…

Saving Favorites

Workspaces are saved under a user’s favorites folder

Give the workspace a meaningful name

Click Save

Retrieving FavoritesWorkspaces can be retrieved from a users favorites area

Go to the Documents tab My Documents My

Favorites

Double-click a workspace to open it

Workspaces can be further organized into sub-folders

Log Off

When you are finished with Analysis be sure to log off.

Click the log off link in the top right hand corner.

Non Sponsored – Financial Summary

End Live Demo

ResourcesThis page contains links to the various resources mentioned throughout this presentation. You can click on the links or copy and paste the links into your web browser.

JHU Finance Website:http://finance.jhu.edu/reports_guides/analysis/overview.html

JHU Finance:[email protected] or 410-516-3277

SAP at Hopkins:http://www.sapathopkins.org/

SAP Portal:http://sap.johnshopkins.edu/

Training [email protected]

We’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.

Q&A

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]

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://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!