finance reporting from ods using cognos
TRANSCRIPT
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Pennsylvania Banner Users Group 2008 Fall Conference
Finance Reporting from the ODS using Cognos
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General Announcements:
Please turn off all cell phones/pagers If you must leave the session early, please
do so as discreetly as possible Please avoid side conversations during the
session Questions will be answered …..
Thank you for your cooperation
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Session Outline
Why Cognos 8? Who is the customer and what information is
needed? Now, a word from our customer…
Content Delivery User feedback
Spotlight >> Multidimensional cubes << Q&A
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Dickinson College
Private, four year, undergraduate, liberal arts College located in Carlisle, PA
2,388 students (Fall 2008) $350M Endowment (FY08)
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Why Cognos 8 for Financial Reporting?
The need for fact-based decisions based on enterprise-wide information
Timely and consistent data Features Robust and customizable User friendly Fit into College-wide ERP and BI
implementation strategy
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Why Cognos 8 for Financial Reporting? (cont)
Provides for a single version of the metadata
Relatively seamless integration between queries, reports, charts, powercubes, and scorecards
User-oriented interface
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Who is the customer and what information is needed?
VP, Treasurer of College Treasurer’s report Monthly Auxiliary P&L’s Financial Statements
Associate VP and Treasurer Treasurer’s report Financial Statements
Director of Planning and Budget Treasurer’s report Weekly Auxiliary P&L’s Budget preparation reports Multi-dimensional cube reports Financial Statements
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Who is the customer and what information is needed?
Director of Int’l and Grant Accounting T-reports Multi-dimensional cube reports Financial Statements
Financial Controller, Assistant Controller T-reports Financial Statements Weekly Ad-hoc requests
Bursar and AR office staff FOAPAL distribution reports Account activity by detail code/term Accounts with holds Cash/deposit reconciliations Other audit/reconciliation reports
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Cognos 8 BI Interface
Numerous Reporting Capabilities, Including: 1) Financial Statements; 2) Auxiliary P&L’s; 3) Self Service Reports; 4) Legacy System Reports; and 5) Treasurer’s Reports
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Treasurer’s Report Summary
High level report that enables the Treasurer and Directors to see a “snapshot” of the College’s operating budget position at any point in time
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Balance Sheet
The College’s official, audited Balance Sheet is 100% automated in Cognos 8
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Operating Statement of Activities
The Operating Statement of Activities is also 100% automated in Cognos 8, and the College’s official document
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Multi-dimensional Cubes
FOAPAL is structured in hierarchal format
Easy click, drag, and drop functionality for end users
Virtually unlimited fiscal years worth of data can be analyzed quickly and easily
Fund groupings can be conventional U, T, P or customized for your particular needs
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Multi-dimensional cubes (cont)
Multiple measures across multiple timeframes can be reported and analyzed easily
Zero and/or blank suppression option
Customized calculations
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Multi-dimensional cubes (cont)
Report developed by Director of Planning and Budget
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Multi-dimensional cubes (cont)
Report filters can be displayed in output, if desired
Year-over-Year analysis of FY Budget and FYTD Actuals
Program Expenses
All departments with program expenses
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Multi-dimensional cubes (cont)
Data can be viewed in a conventional crosstab/spreadsheet format, or in a variety of charts/graphs.
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Multi-dimensional cubes (cont)
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Multi-dimensional cubes (cont)
Drop-down menus allow for quick and easy changes of data sets
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Multi-dimensional cubes (cont)
Year-over-Year comparisons created quickly and effortlessly by END USERS!
FOAPAL elements can be nested, grouped, and sorted.
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Open to the Floor
Questions Comments