COGNOS USER GROUP November 1, 2018 Agenda BICC Updates - Kelsie - PowerPoint PPT Presentation

COGNOS USER GROUP November 1, 2018

Agenda • BICC Updates - Kelsie Newberry ○ Resources ○ Cognos Trainings ○ Offboarding BI Checklist ○ Who to Contact • Updated process for graduation candidates - Leslie Rody • Consolidated Report of Registered Students Walkthrough - Leslie Rody • Finance & HCM Reporting - Monique Rawles • Data Module Demo - Sabrina Tanner • Q&A

Cognos User Group Steering Committee • Sue Wilder • Monique Rawles • Leslie Rody • Sabrina Tanner • Fiona Guo • Katie Hendryx • Kelsie Newberry

Cognos Resources Cognos Resources Page ● Upcoming Cognos Tool Trainings ● COG 301 - Cognos Analytics Authoring Lite ● COG 401 - Cognos Analytics Authoring ● Cognos & Tableau Offboarding Checklist ● Published to the BICC website ● To be used before a staff member departs position ● Not only beneficial for supervisors ●

WHO DO I CONTACT? Boiler Data Questions/Issues: Email: Insight itap@purdue.edu Data-related questions/issues should first be directed to your supervisor. * * First sentence in the body of email * * ASSIGNEES=COE_REPORTING Student Data Questions/Issues: Email: CognosStudentHelp@purdue.edu Data-related questions/issues should first be directed to your supervisor. BICC Reporting Tool Questions/Issues: Email: BICC@purdue.edu Cognos tool issues

Undergraduate candidate reporting Apply to Graduate ● Undergraduate students at PWL and TSW ● Apply to graduate for a specific term and degree ● Up to 2 terms early but as late as October 23rd for Fall 2018 graduation. (updated by Registrar) ● Academic Outcome Table ○ [STATUS] in (‘PN’, ‘SO’, ‘AP’) ○ [Graduation_Academic_Period] = Academic Period the student plans to graduate. ● Current Standard report that will bring back a simple list of candidates (with the above parameters in prompts) ○ “Pending and Awarded Degrees” ○ Student - PWL >> Standard Content >> Students >> Degrees

Consolidated Report of Registered Students First Prompt Page The first page of the consolidated report of Registered Students prompts for your student population. Caution The PUID filter will allow ONLY the 9 digit PUID number up to 1000 PUID’s. This report will throw an error if you exceed the 1000 limit.

Consolidated Report of Registered Students Prompt Page 2 The second page of the consolidated report of Registered Students prompts for your student information – What kind of information would you like to receive about the students you have filtered. Caution This report returns students who are/were registered in courses for the term you select. This will not bring back active/enrolled non -registered students. NOTE Each list of students will have a column labeled “Confidentiality” – If this is set to “Y” then this student has elected not to receive any communication or have their information shared. Please pay close attention to this – These students are highlighted in Yellow. Questions?

Finance Reporting and Transformation Project FI Data Mart folder changes ● Standard Folder Structure ● Prompt Page ●

UPDATED STANDARD REPORTS Released in July-September 2018 ▪ ▪ Statement of Financial Activity Animal Transactions for Grants and Sponsored ▪ Transaction Listing (including Scheduled Programs ▪ view) Grant Attribute Type Active Report ▪ ▪ Parked Documents Questionable Transaction Report ▪ ▪ Account Balance Listing (including Sponsored Program Reporting Units: Academic Scheduled view) & DP ▪ ▪ Statement of Payroll Charges Awarded Proposals and Submitted Proposals ▪ ▪ Master Data Report Grants on NTP ▪ ▪ Concur Reports Grants Overdrafts ▪ ▪ Recurring and Non-Recurring Transfers Expired/Expiring Accounts with Any Balance ▪ Commitment Item Hierarchy Overdraft ▪ ▪ Open PO/Commitment Report Cost Distribution Verification with Account ▪ Spend by Vendor Balance ▪ Cost Share Report

WHO DO I CONTACT? Requesting Enhancements Step 1: Access the Report Requests SharePoint site Step 2: Click All Report Request to see if the request has already been submitted by another employee ( Note: Filter on Report Name to narrow down the list of requests) Step 3: Click Submit a Request to submit a new enhancement request Step 4: In the Request Type field, select Change/Enhancement to Existing Standard Report Step 5: Complete the form and click Submit

HCM Reporting - January 2019 Review current fields and identify new fields ● Review current report and identify new reports based on ● process changes Reports are identified as Go-Live, Month-End, Quarter-End or ● Year-End

Data Module Simple-Use Demo Sabrina Tanner

Data Module Simple-Use Demo ● Cognos 11 New Features Overview PowerPoint, how-to videos & articles – BICC Cognos Authors Links & Resources ● What is a data module? ● When might I want to use a data module? – Data not in existing package – Population is unique or difficult to define – Frequently referenced populations

DATA MODULES ● Data modules is a web-based data modeling feature that can fuse together many sources of data (e.g. packages, uploaded files, data sets, other data modules) ● In a simple use, you can include many sources without performing any data modeling, for the purpose of having many data sources available to a report author ● In a complex use, you can join data sources, and/or create custom calculations and filters

Data Module Simple-Use Demo ● Today’s Task: – Create a data module using an uploaded file & package – Use this data module in a report ● Steps 1. Upload File 2. Open new data module & select sources 3. Explore join options 4. Test the module & save 5. Run report using data module

Scenario ● Have a list of engineering students ready to transition to major (T2M) this term ● Need to get these student’s GPA for the term in which they are T2M candidates ● Population not definable within existing package ● File contains unique fields (1st & 2nd choice schools)

Summary ● What is a data module? ✓ A data source created by fusing together multiple data sources ● When might I want to use one? ✓ Data not in existing packages ✓ Frequently referenced populations ✓ You decide! ● How can I make a simple data module? ✓ Upload File ✓ Open new data module & select sources ✓ Explore join options ✓ Test the module & save ✓ Run report using the data module

Community Feedback Questions?

THANK YOU Sue Wilder Monique Rawles Leslie Rody Sabrina Tanner Katie Hendryx Kelsie Newberry