COGNOS USER GROUP - Purdue University ... Cognos Resources Cognos Resources Page Upcoming Cognos Tool

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  • COGNOS USER

    GROUP February 27th, 2019

  • Agenda

    • HCM - Monique Rawles

    ○ Reporting

    ○ Student - Role Playing Dimensions

    ○ Mass Review/Change Requests

    • BICC Updates - Kelsie Newberry

    • Data Module/Data Set Demo - Jennifer Littlefield

    • New Features Questions/Pain Points - BICC

    • Schedule Set Up Demo - Kelsie Newberry

    • Q&A

  • HCM Reporting

    Report Name Status

    Action Report Replaced with Date

    Change Report

    Average Hourly Salary

    Concurrent Employment

    Employee Profile

    Salary Listing

    Replaced with

    Employee Listing with

    Salary Details

    Cost Distribution Report Updated

    CUL Check

    FTE and Headcount

    Prior to CY 2019 folder

    Data Change Report New

    Employee Listing with Salary Details New

    Estimated Payout of Leaves Updated

    Faculty Contract Notice New

    Full Time Equivalency Check New replaces CUL

    Check

    Report Name Status

    IPEDS DataDigest Extract

    IPEDS DataDigest Extract (HR Level 2)

    Update by mid-year

    Position History

    Position Incumbents

    Vacant Positions

    Replaced with

    Position Report

    Position Report New

    Position Salary History TBD

    Projection of Salaries and Fringes Updated

    Quota Balances New

    Salary Distribution Updated

    Statement of Payroll Charges Updated

    Temporary Positions Updated

    Voluntary Early Partial Retirement

    (VEPR) Report

    Updated

    Team content > Boiler Insight > Standard Content > HR and Payroll

  • HCM Reporting

    ● Major Changes to HCM Data:

    a. Employee Leave and Employee Quotas Star - data thru 12/31/2018

    b. Employee Time Account Balances and Employee Time Account Details Stars -

    new data starting 1/1/2019

    c. Fields Renamed

    d. Fields no longer populated

    e. Fields with new values

    f. HCM Data Field Crosswalk

    g. Folders within dimensions have been created/updated for Employee, Job,

    Organization and Position

    https://sharepoint.purdue.edu/sites/bicc/_layouts/15/WopiFrame2.aspx?sourcedoc=/sites/bicc/Shared%20Documents/HCM%20Data%20%20Field%20Crosswalk%20(002).xlsx&action=default

  • HCM Reporting

    Fields Renamed:

    ● Organization Dimension

    a. Organization Unit ID to Department Code

    b. Organizational Unit Long Name to Department Name

    ● Employee Dimension

    a. Employee Subgroup to Employment Type

    b. Employee Subgroup Code to Employment Type Code

    ● Position Dimension

    a. Position Employee Subgroup to Employment Type

    b. Position Employee Subgroup Code to Employment Type Code

    c. To Be Hired to To Be Hired Flag

  • HCM Reporting

    New Fields: ● Employee, Position and Job Dimensions

    a. Employee Class (new) to Employee Group (stop being populated)

    b. Employee Class Code (new) to Employee Group Code (stop being populated)

    Same Field New Values: ● Employment Status and Code

    Code (OLD) Name

    0 Withdrawn

    1 Inactive

    3 Active

    Code (NEW) Name

    A Active

    P Paid Leave

    R Retired

    T Terminated

    U Unpaid Leave

  • HCM Reporting

    For mass review and/or changes to reports including use cases such as:

    ▪ Impact Analysis

    ▪ Review and Transfer Ownership of reports/schedules

    ▪ Find & Replace of Data Items

    Please send request to BICC@purdue.edu with the below included:

    Reason for Request:

    Cognos PROD or QA:

    If Applicable:

    Report Path:

    Data Mart:

    Star Name:

    Data Item (column) Current Name:

    Data Item (column) New Name:

  • HCM Reporting

    Demo of HCM Report

    Prompt page - tab format

  • Cognos Resources

    ● Cognos Resources Page

    ● Upcoming Cognos Tool Trainings

    ● COG 401 - Cognos Analytics Authoring - 3/12 & 3/13

    ● COG 101 - Cognos Analytics Navigation - 4/1

    ● COG 111 - Cognos Analytics Scheduler - 4/15

    ● Cognos & Tableau Offboarding Checklist

    ● To be used before (or after) a staff member departs

    position

    ● Not only beneficial for supervisors

    https://reporting.itap.purdue.edu/cognos/bi/?perspective=generic_iframe&id=aHR0cHM6Ly93d3cucHVyZHVlLmVkdS9iaWNjL2V4dGVybmFsL2NvZ25vcy1yZXNvdXJjZXMuaHRtbA%3D%3D&url=https://www.purdue.edu/bicc/external/cognos-resources.html&title=Resources https://www.purdue.edu/bicc/tools/cognos/training/cognos-tool-training.php https://www.purdue.edu/bicc/community/cognos-and-tableau-offboarding-checklist.php

  • WHO DO I CONTACT?

    Boiler

    Insight

    Data Questions/Issues:

    Data-related questions/issues should first be

    directed to your supervisor.

    Email:

    coereporting@purdue.edu

    Student Data Questions/Issues:

    Data-related questions/issues should first be

    directed to your supervisor.

    Email:

    CognosStudentHelp@purdue.edu

    BICC Reporting Tool Questions/Issues:

    Cognos tool issues - error messages,

    unexpected behavior, etc.

    Email:

    BICC@purdue.edu

    mailto:coereporting@purdue.edu mailto:CognosStudentHelp@purdue.edu mailto:BICC@purdue.edu

  • Cognos Upgrade

    ● Upgrade to 11.0.13

    ● Timeline

    ○ Upgrade QA - Wednesday, March 6th

    ○ Upgrade PROD - Saturday, March 16th

    ● Highlights of upgrade forthcoming in March communication

  • ACCOUNTS PAYABLE (AP) DATA AND REPORTING Jennifer Littlefield

    February 2019

  • AP REPORTS

    Currently an AP star is on the BICCs project list, so certain

    fields are available in Cognos but relationships have not been

    established in the system

    All the fields are available in SAP but some of the fields are not

    accessible through a standard tcode

    Both central and business offices would need access to

    different reports

    Reports were needed as soon as possible

    13

    Circumstances

  • REPORT REQUIREMENTS

    Needs to be used by users in the

    central and business offices

    Must include fields from multiple

    locations

    User should be able to see the

    data by fiscal period and year,

    vendor number and vendor name,

    as well as by check number

    14

    AP Held Check Field DescTo check no# Year Period Doc# Type Doc# Date Parked By Vendor Number Name of the payee Name of the payee1 Payment document no. (ClrngDocNo) FI Acctg Document Number PM (Payment Method) Payment Block HeldCheck (Pmt meth. supplement=01)

    Payment terms Check encashment date Pstng Date User Who Carried Out Printing Reference Document Header Text Line Item Text Balance sheet account Business Area Funded Program Check Amount Paid Invoice Amount

  • DATA MODELING

    Map out how

    your data is

    related

    15

    Know your data and the relationships

  • DATASETS

    Datasets are a way

    to group a

    customized

    collection of items

    from Boiler Insight

    Package or other

    Data Modules

    16

  • DATASETS

    17

  • UPLOADED FILES

    18

    Uploaded Files for this report are APReference and

    HeldCheck both are files from SAP

  • DATA MODULES AND DATA SOURCES

    19

    Data Modules are source

    objects that contain data from

    data servers, uploaded files, or

    other data modules, and are

    saved in My content or Team

    content.

  • DATA MODULES AND JOINS

    20

    Joins in Data Modules

    allow standard

    relationships to be

    established

  • QUERIES

    21

    Joins in the data module are being

    used so they don’t need to be added

    to the queries in the report itself.

  • HELD CHECK REPORT

    22

    A prompt page with the five filters from the requirements was

    added, as well as grouping on the vendor number so a reprompt

    could be added into the report itself.

  • 23

    Contact Information: JENNIFER LITTLEFIELD

    Accounting Services, Purdue University

    Office telephone (765) 494-0986

    jlittlef@purdue.edu

    http://www.purdue.edu/

  • New Features

    Questions

    Upload File, Data Module, Story,

    Dashboard, & Data Set

  • Schedule Demo

  • Community

    Feedback Questions?

  • THANK YOU Sue Wilder

    Monique Rawles

    Leslie Rody

    Sabrina Tanner

    Fiona Guo

    Katie Hendryx

    Kelsie Newberry