Cognos for Dummies

Administrative SessionMarch 14 & 16, 2011

Setting up your computer

• Log on to computer as the administrative user

• Open Internet Explorer (not Firefox or Safari)

• http://cognos.wheaton.edu

Enter you regular Novell user name and password

Click Plan and Forecast

Click Budget PlanningCognos will install controls if necessary

Click Download …

Click Install

Log-out of Cognos

Log-off as Administrator of Computer (if applicable)

Enter you regular Novell user name and password

http://cognos.wheaton.edu

Operating budget to edit or review your overall budgetsStaff Labor to request or review salaries (do this first)

Account Tree

Access List – Click to Select

Status

Details

General Instructions

Operating Budgets

Data Grid

Page Dimensions

Tabs

ToolbarMenus

Possible Page Dimensions

Current Page Dimensions

Take OWNERSHIP

By Program CODE orTOTAL PROGRAMS

Export > Quick ExportSends current view to Excel - useful

Reset All – Returns all fields to values at the last SAVE

Print

Save – Warning values changed prior to save can’t be recovered

Save Print Annotate

Positive Income Lines

Negative Expense Lines

Pat’s budget assumptions

Some ORGS have both Unrestricted and Temp-Restricted Accounts

Save Print and/or Export SUBMIT

Specific Instructions

HR Budgets

Staff Labor to request or review salaries (do this first)

PositionNameSalaryBudgetPremiumBudgetHourlyWageAnnualSalary% IncreaseProjected Salary BudgetProjected Overtime Budget**Req. Hr. Wage**Requested Annual Salary**Requested Salary Budget**Requested Overtime BudgetTotal Requested Salary BudgetBenefits %Requested Benefits Budget

Total Requested CompensationYearly HoursSuffix

IDPayrollTypeEmployeeGroupEmployeeClassJobTitleGradeFundAccountProgramPIDMHeadcount

Information Displayed on Staff Screen

Requested Hourly Wage

Requested Annual Salary

Requested Salary Budget

Requested Overtime Budget

- Grayed out sections CAN’T be edited- Changes marked in blue until a SAVE- New positions can only be added by HR- Eliminated positions should just have budget zeroed out

Total Requested Salary Budget

Requested Benefits Budget

Total Requested Compensation

Get Data

Staff Labor > UnrestrictedOpBudOrgs with R2* or R8* labor need to get data

using appropriate links

System Links

Run

Budget Review Process

Individuals that review multiple “child” ORGS

TOTAL DEAN OF TECHNOLOGY AND RESEARCH (All)Aggregates all child orgs

List of ORGS for which I have review rightsThey can be processed one at a time or in aggregate

Reject

Dimensions of Budget Cube

• Account Codes/TOTAL (Default rows)• Base Year, Projected, Requested (Default

columns)• Org Codes/TOTAL (drop-down)• Fund Codes/TOTAL (drop-down)• Program Codes/TOTAL (drop-down)• $ (sum)

Columns now Program CodesSwapped with Requested by highlighting the littlebar to the left of the drop-down and dragging it tothe column label area (blue bar at top)

ROWS: ORG CodesCOLS: Base, Projected, RequestedTOTAL AccountsFund 1000TOTAL Programs