Business Intelligence

Using your Net ID and password, you can log in to Business Intelligence.

 

Log In To Business Intelligence

Please contact our campus security administrator Kendall Bush

Complete the Security Access Form

In BI, navigate to the Account Summary dashboard. Here you can query by account or by various organizational levels, depending on your needs. Account Summary will provide information on allocation, year to date expenditures, encumbrances and available balances.

BI was upgraded to work with Internet Explorer (IE) version 11, but it is suggested that you use either Firefox or Google Chrome.

Additionally, try clearing the cache for your browser.

Please contact the helpdesk to learn more about clearing your cache.

If the account selection filter says ‘begins with’ that means that only accounts that begin with the same text string will report. You can have multiple accounts return by doing other selections such as sub fund group

Yes, security is applied; users can only see data for accounts that they have access to. There are two levels of security: Campus Wide which allows users to see all accounts associated with your campus or Account Level security where users are assigned individual accounts or account groups and can only see data that is related to those accounts.

On the Account Summary dashboard page: This is normally because there is no allocation, the % used field is calculated by dividing allocation by available balance. Since the allocation is 0 the formula cannot work.

That means you’re only assigned permission to those 2 dashboards. Every dashboard has its own permission. Contact your campus security administrator for access to additional dashboards. 

Not in one click, but you can include a column and then again right click and go to the include column to add another

When drilling into a value the drill down will automatically be limited to the row and column cross section of the value you drilled into.

Customizations cannot be saved to the drill down. If you want to have a saved customization for detailed transactions, you could do this on the Transaction Inquiry dashboard.

To have analyze is a separate permission, you first need to attend an analysis training then your campus security administrator can give access.

We are in the process of trying to add this information to the disbursement transactions on Cash Flow Monthly.

Detailed employee payroll information is available on the Financials > Payroll Dashboard or within Account Summary page by drilling on Expenditure for PSR or TS and clicking Payroll info. Note this is a restricted permission. HR dashboards are also available reach out to your HR representative for more information.

There is not a way to freeze the column headers on the dashboard.

To see transactional details for a specific detailed object you could use the transactional pages such as All Alloc/expenditure/encum page on Account Summary or go to Transaction Inquiry dashboard. Utilize the selections to limit the data you want to focus on. Also, with a long data list, you can use the Ctrl-F function to search the page for a specific data set.

That is not a default selection for Transaction Inquiry. You could add this selection within analysis if you have access.

This is a state accounting system only; research awards can be found on RF Report Center.

Sometimes, BI needs time to ‘think’. If you enter selections in to fast BI does not have enough time to catch up. A second or two between entering selections is sometimes needed.

Yes, the data is from the same source. There is more detailed information available on transaction inquiry and on transaction inquiry you can review all transaction categories in one report.

You can search by Vendor name on Transaction Inquiry by using the Trans Desc/Vendor field and limiting to Expenditure transactions. Note the Trans Desc/Vendor field is case sensitive. Check Date and Name are also available includes.

You could also use Voucher Inquiry where you can search by invoice number or check information. You can also search on voucher document status “Check/ACH” Reconciled

Voucher Inquiry dashboard has address information and indicates if a payment was made by ACH or check.

P-Card journals report in transaction inquiry and the Trans Desc/vendor field shows the charged vendor name. More detailed P-Card cardholder information and statement information is also available on the P-Card POS dashboard.

Account Desc is an available include column on most dashboard pages

BI transactions are loaded daily. Transaction typically have a 2 day lag time between being created in FMS and loading into BI. This could be longer if there is a delay in the document being approved by SFS. Dashboards such as Voucher Inquiry and Procurement have a 1 day lag. End of Month loads once a month.