Title: Cognos for Dummies
1Cognos for Dummies
- Administrative Session
- March 5, 2009
2Setting up your computer
- Log on to computer as the administrative user
- Open Internet Explorer (not Firefox or Safari)
- http//cognos.wheaton.edu
3Enter you regular Novell user name and password
4Click Plan and Forecast
5Click End User Worksheet2 Cognos will install
necessary controls
6Click Download
Click Install
7Log-out of Cognos
Log-off as Administrator of Computer (if
applicable)
8http//cognos.wheaton.edu
Enter you regular Novell user name and password
9Select Staff (for viewing only not editable)
If changes are required contact Human Resources
10Information Displayed on Staff Screen
11Select EndUser Worksheet2 to edit or review your
overall budgets
12Access List Click to Select
Account Tree
Status
Details
13(No Transcript)
14Menus
Toolbar
Tabs
Page Dimensions
Data Grid
15Take OWNERSHIP
16By Program CODE or TOTAL PROGRAMS
17Export to Excel Select Current View
18Save Warning values changed prior to save cant
be recovered
Reset All Returns all fields to values at the
last SAVE
Print
19Save
Print
Annotate
20Positive Income Lines
Negative Expense Lines
21(No Transcript)
22Pats budget assumptions
23Some ORGS have both Unrestricted and
Temp-Restricted Accounts
24SUBMIT
Save
Print and/or Export
25Budget Review Process
- Individuals that review multiple child ORGS
26TOTAL DEAN OF TECHNOLOGY AND RESEARCH (All)
Aggregates all child orgs
27Reject
List of ORGS for which I have review rights
They can be processed one at a time or in
aggregate
28Dimensions 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)
29Columns now Program Codes Swapped with
Requested by highlighting the little bar to
the left of the drop-down and dragging it to
the column label area (blue bar at top)
30ROWS ORG Codes COLS Base, Projected,
Requested TOTAL Accounts Fund 1000 TOTAL Programs