Bus Objects Beg Lab

8/3/2019 Bus Objects Beg Lab

1/21

1

BUSINESS OBJECTS

Beginners Lab Session(Basic)

BUSINESS OBJECTS_BegLab 2.ppt


2/21

2

Table Of ContentsWelcome & Introduction to Business Objects Page 3

What You Can Get From Business Objects Page 4

Data Warehouse Page 5

Getting Started Page 6 - 7

Retrieving and Refreshing a Query Pages 8 14

Printing Page 15

Saving the file to Excel Page 16

Retrieving a sent Query Page 17

Leaving Business Objects Page 18

Additional Business Objects Training Page 19

Business Objects Users Group UM Flint Campus Page 20

Thank You! Page 21

NOTE: This is meant to be a supplement to the MAIS Business Objects learning courses.This guide was updated by the Flint Accounting Office from the Flint Budget Office March 2006 quide.

Created Sept. 2007


3/21

3

Welcome and Introduction

Welcome:We would like to take this opportunity to welcome you to the University of

Michigan Flint, Beginners (Basic) Business Objects Learning Session. Thiswas created to give you a basic understanding of the essentials to getyou started using this reporting tool hope you enjoy the session.

Introduction

Business Objects (BusObj) is a Web-based tool used for ad hoc querying andreporting against relational databases.

It provides multiple ways to retrieve, analyze and report on dataIt is used only to retrieve data not to change it (read-only)Saving & printing using BusObj are performed similarly to MicrosoftproductsIt is a point-and-click environmentTremendous flexibility in the way that data can be managed, retrieved,and reported onTake advantage of predefined reports or choose to create your own


4/21

4

Examples of What You Can Get From BusObj:

Budget Data (Carry forward, Base Budget, Budget Transfers, etc.)

Revenue & Expense Data (line by line detail or high level summaries, etc.)

Payroll (salary & fringe benefits by person, department, project/grant, etc.)

Human Resources (appointment data, union information, tenure status, etc.)

Procurement (PCard, purchase order, voucher information, etc.)

Basic Information (department id, programs, project/grants, account, etc.)


5/21

5

DATA WAREHOUSEThere are multiple UNIVERSES within BusObj which is whereour University data is stored (Warehoused)

Frequently Used Examples of these are:FN01 Rev Exp Act and Endow (Financials)

FN06 ProcurementPR01 PayrollHR01 Human Resource

The Financial Services & Budget Office has up-to-date lists ofemployee access (training courses are needed for access).

M-1 Forms must be completed and submitted to the FlintFinancial Services and Budget Office in order to gain access.


6/21

6

Getting Started

Logon to Wolverine Access (http://wolverineaccess.umich.edu)University BusinessReportingUM-Data Warehouse

You will need to enter your UniqName, Kerboros password, andMToken.

If you had access to the previous version of Business Objects; the first time youlogon you will be required to enter your Business Objects password at the Citrixprompt.

If you do not remember your password, you need to call the MAISHelpdesk at (734) 936-7000 and follow the prompts.

Confidentiality Statement:

Some of the data is confidential, so care must be exercised in determiningwhich data is distributed and to whom.


7/21

7


8/21

8

Retrieving Business Objects Query

A query is a program for retrieving data froma database and presenting the results as areport

Most of you will be running UM-Maintained(Corporate) queries. These queries are maintainedby MAIS.

To access these queries open Public Folders thenUM-Maintained.


9/21

9


10/21

10

Most of the time you will be either working out of the Financials or PayrollUniverse. Click the plus (+) sign next to Financials.


11/21

11

Selecting and Refreshing a Query

Select the FN01 Rev Exp Act and Endow. (If you clicked the + signnothing will display)The number of queries that will be displayed will depend on your level of access. Scroll to the bottom of the screen and look in theright lower corner for additional pages to view.

P age numbers aredisplayed at bottomof screen.


12/21

12

BusObj Query (cont.)

Click on the title CMB Flint GF Department Reconciler Report.(Below the query name there is a description of the universes the queryaccesses. You will need access to all of the listed universes. Choose aquery with known access.)

Click Refresh Data in the right upper corner .


13/21

13

T he refresh will bring up a prompt box.

1. Enter the appropriate response to each prompt box.2. Continue to the next prompt. All prompts must have entries.

(Date prompts must be entered in the mm/mm/yyyy (09/01/2007) format.)3. Click the Run Query button.

1

2 3


14/21

14

Next a prompt will appear listing the various queries contained withinthe report that did not refresh. Review the list. Currently the AR/Billingwill not refresh. Click OK.


15/21

15

P rinting1 .Select View on the toolbar.

2. SelectP

DF.3. Click the P rint Icon on the P DF toolbar.4. To return to the query, click View in HTML format.

1

23

4


16/21

16

S aving the file to Excel1 . Select Document from the toolbar.2. Save to my computer as.3. Select Excel.4. Select either Open or Save.

1

2 3

4

5. To close the query; click the X in the right upper corner.

5


17/21

17

Retrieving a sent Query

Sometimes you may need a query that is not a UM-Maintained query.These queries can be sent to you by another user. They will arrive in your Inbox .To access your Inbox ; click on My Folders .Select the query and Refresh.


18/21

18

Leaving Business ObjectsClick on P adlock symbol to exit Business Objects.


19/21

19

Business Objects Training

MAISLINC website offers a variety of eLearning (online courses)and instructor lead courses.The Website is : https://maislinc.umich.eduThe site also has many Business Objects references in PDFformat that are printable.

In order to gain access to the Payroll Data Warehouse, youneed to do the eLearning course first (contact the FlintAccounting Office if you need assistance)

For Human Resources Data Warehouse access you will needto inquire with the Flint Accounting Office and HumanResources Department (due to increased confidentialityissues)


20/21

20

Business Objects Users Group UM Flint Campus

Everyone is welcome !

This is a group of users (at various skill levels)

The main purpose of the group is to offer peer support to other UM-

Flint users

We offer lab sessions with hands-on usage

There are meetings and hands-on sessions to go over new queriesand information serves as a great learning tool

We offer an email list group, which allows you to email everyone inthe Flint group to ask questions or provide information as you discover new things

As knowledge bases grow, well all learn from each other !


21/21

21

Thank You !

We hope you enjoyed this Beginners Session (and learned a little something along the way)

Bus Objects Beg Lab

Documents

Transcript of Bus Objects Beg Lab