E=NTERPRISE ANALYSIS WOR Dashboard User Guide · This guide will show you how to access and use the...
Transcript of E=NTERPRISE ANALYSIS WOR Dashboard User Guide · This guide will show you how to access and use the...
©2017 Sodexo WOR Dashboard User Guide Confidential & Proprietary Information 1 December 2017
E=NTERPRISE ANALYSIS
WOR Dashboard User Guide
©2017 Sodexo WOR Dashboard User Guide Confidential & Proprietary Information 2 December 2017
CONTENTS
Contents .................................................................................................................................................................................. 2
About this Guide ..................................................................................................................................................................... 3
Accessing the WOR Dashboard ............................................................................................................................................... 4
WOR Dashboard Structure ...................................................................................................................................................... 6
Overview Tab ...................................................................................................................................................................... 9
UFS Weekly Operating Tab ............................................................................................................................................... 10
Weekly WOR Detail Tab .................................................................................................................................................... 11
Period WOR Variance Tab ................................................................................................................................................. 13
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ABOUT THIS GUIDE
This guide will show you how to access and use the WOR Dashboard, found in E=nterprise Analysis.
E=nterprise Analysis presents Sodexo financial data in queries and interactive dashboards that allow for
powerful analysis and faster, more informed business decisions. Some of the benefits of E=nterprise Analysis
include:
Access To More Timely Information
More Detailed Data
Reports All in One Place
Dynamic Platform That Enables User Customization
The WOR Dashboard will enable users to view timely data relating to weekly UFS WOR Data, period total
weekly breakdown and period variance based on line-of-site BRIO security access. Keep in mind that this
dashboard replaces the BRIO WOR reports and the timing of report data will not match the WOR in
UFS.
For questions, please contact [email protected].
Please Note: This guide will focus on the WOR Dashboard only. For a guide to general E=nterprise Analysis
Functionality click below:
E=nterprise Analysis Guide EN | FR
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ACCESSING THE WOR DASHBOARD
Open an Internet Browser and navigate to the Management Reporting and Analysis Page of SodexoNet.
Scroll to the Everything E=nterprise Analysis section and select Access E=nterprise Analysis.
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Once you have accessed E=nterprise Analysis, click on the Dashboards drop down, then select WOR
Dashboard.
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WOR DASHBOARD STRUCTURE
The WOR Dashboard contains several interactive sections including the navigation tabs, filters, header and
data area. The dashboard is organized by tabs for easy navigation. The dashboard contains the following tabs:
1) Overview Tab
2) UFS Weekly Operating Tab
To begin using the dashboard, the Fiscal Year and Period must be completed as required page filters. The
dashboard defaults to the current year and period but alternate selections can be chosen in the drop down
menus. Your BRIO Security Access will limit the selections available to you.
You can further filter your results by the hierarchy Org Level dashboard filters (Division, Area, Region, District,
Sub-district, and Profit Center). These filters are optional and do not need to be completed for the report
to run, however, filter choices must be selected in order to populate in the header section.
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Once you have completed your selections, click Apply to populate the WOR dashboard.
Click on the Reset button to clear the filters and restore to default settings.
To save your customized filters as your default view, use the Customization option, found under the Page
Option button. For more information, see the E=nterprise Analysis Guide EN | FR
You can print or export your results from anywhere within the dashboard by scrolling to the bottom of the
results set.
The report can be converted to either PDF or HTML for printing or it can be exported to PDF, Excel,
PowerPoint, Web Archive or Data format.
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You can navigate through the dashboard using either the tabs at the top or the links in the Dashboard content
section.
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OVERVIEW TAB
The Overview Tab is the default view in the WOR dashboard and includes the following:
1) Dashboard Org Prompts: contains the WOR Dashboard filters. Filters selected here control all other
tabs. Once you have made your selections, click Apply to execute the query.
2) Dashboard Contents and Tab Links: Click the hyperlinks in this section to navigate to the other tabs.
This section also contains a Historical Reporting Mapping, which is a listing of each Dashboard Tab
with the corresponding static report that it replaces.
3) Help Documents
3
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UFS WEEKLY OPERATING TAB
This tab replaces the following static reports:
BRIO Report Report Name Functionality
BPR024-1 UFS Weekly Operating Report
Shows weekly WOR amounts and period total by WOR category, account and UFS source code
The report displays weekly WOR amounts for the period selected with a period total by WOR category,
account and UFS source code.
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WEEKLY WOR DETAIL TAB
This tab replaces the following static reports:
BRIO Report Report Name Functionality
BPR027Q WOR Data Bi-Query Detailed breakdown of WOR data by week in easily exportable format
Once you have chosen the Weekly WOR Detail tab the following additional page filters are available to further
narrow your results returned: Results Type filter. Results type is a required filter and allows choice between a
detailed report in table format and a pivot summary report of the results set. Once filters are chosen click
‘APPLY’ to return results.
The detail report displays WOR Category code and description, UFS Source Code (default sort) and
description, GL Account number and description, hierarchy information (based on selection made in dashboard
filters), WOR Sort Code, Functional area code and description and WOR weekly and total amounts.
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The pivot summary report displays the WOR total amount by WOR Category description, UFS Source Code
and Description.
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PERIOD WOR VARIANCE TAB
This tab replaces the following static reports:
BRIO Report Report Name Functionality
BPR014 WOR to Actual Variance- District
Shows WOR and actual financials variances to budget, LY by Revenues, Raw Materials, Op Personnel Costs, Op Processing Costs and UOP. By each individual cost center with roll-up at the end.
BPR014-2 WOR to Actual Variance - Region
Shows WOR and actual financials variances to budget, LY by Revenues, Raw Materials, Op Personnel Costs, Op Processing Costs and UOP. By each individual district with roll-up at the end.
BPR014-3 WOR to Actual Variance-Sub-district
Shows WOR and actual financials variances to budget, LY by Revenues, Raw Materials, Op Personnel Costs, Op Processing Costs and UOP. By each individual cost center with roll-up at the end.
Once you have chosen the Period WOR Variance tab the following additional page filters are available to
further narrow your results returned: Level of Data Shown filter. Level of Data Shown is a required filter and
allows flexibility to display the results at any hierarchy level. Once filters are chosen click ‘APPLY’ to return
results.
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The report displays the Budget, Actual WOR, Variance to WOR, Variance to Budget and Variance to Last Year
scenarios for Revenues, Raw Materials Operating Personnel Costs, Total Operating Processing Costs and
Unit Operating Profit for the Period and hierarchy selected.