Upload
alison-crummett
View
216
Download
0
Tags:
Embed Size (px)
Citation preview
BDM
BDM
BDM BDM
W e l c o m eEVERYONE
Budget DataMart/BrioUser Group Meeting
12/8/06
BDMBudget DataMart V6
Meeting Agenda
BDM/Brio Users Group Meeting12/8/06 Hosted by the School of Pharmacy
Summary Review of Last Meeting – 6/23/06NEW BDM Monthly Expenses & Revenue Report Updated Added another new reportReport changes/updates Fund Balance GL/SL mapping
Presentation New Budget Analysts support assignments Helpful References (handouts)
Items for Discussion FAIT training - feedback Budget Hearing season You want to know how to do what? Open forum
Today’s PresentationTaking a look at
Presentation
Updated BDM reportsFund Balance GL/SL mappingMonthly report added a second report
New Budget Analysts support assignments (link to BDM homepage)
Helpful References (handouts)
For All BDM/Brio Quickview and Insight users
AM Ryan BrioReportTypes – Annemarie Ryan from Central Stores created a document to assist her in learning about the standard set of BDM reports. It is in outline format and very thorough.
ABennett BDM Report Review Table - This table is part of the documentation used in the BDM/Brio Insight Review workshop. You will find a brief narrative describing each of the BDM reports. This is a one page handout.
Using Local Limits in a limit box – This reference will guide you on how to use a text (.txt) file as values in the limit box. This is a step-by-step guide starting with creating the text file to selecting the limits in the limit box. The example show is a list of account numbers.
Opening a Brio report you have saved – This reference will guide you on how to open a brio report that you have save to you computer, illustrating two ways it can be done; from Internet Explore and a file list. This is a step-by-step guide.
Monthly BDM/Brio reports and FRS monthly reports – This table gives you a side by side comparison the reports that can be used. The advantage of using the BDM/Brio reports is that you do not have to wait for the information, you can print the document if needed and all are part of the standard set of BDM reports.
BDMBudget DataMart – User’s Group Meeting 12/08/06
Quick References and Helpful Hints
For BDM/Brio Insight users
BDMBudget DataMart – User’s Group Meeting 12/08/06
Quick References and Helpful Hints
Offset Account Computed Item – This reference will guide you on how to create a computed item which will give you the offset account information for a transaction. It is a step-by-step guide.
Report Section – Controlling the Font size for column Totals – This document will guide you in how to change the size of the font for column totals. This is a one page document.
Row Number Computed Item - You may want to include row numbers in a Pivot or a Report section table. The Results and Table sections are the only sections where you can toggle on/off row numbers. You will need to create a computed item to do this. In fact, you will need to create two computed items. It is a step-by-step guide.
BDM/Brio Insight Quick Reference Card – This reference card has been modified for UConn staff that are BDM/Brio Insight users.
Items for Discussion
FAIT training - feedback
Budget Hearing season
You want to know how to do what?
Open forum
Let’s Talk
(Aka: Items for Discussion)
Have a Wonderful Holiday season. Thank you for attending today’s BDM/Brio Users Group meeting.