Implementation Go Live Dates

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• Implementation Go Live
  Dates
• Monday November 10th 2008 (Brio BUG Library
  Reports)
• Monday November 17th 2008 (University Standard
  Reports)

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Data Warehouse Portal 9

• Run a Report (page 7)
• SMART Space (directory of folders) hierarchy of
  reports in functional folders
• Program Collections (file type) run reports
  with various parameters
• Output Collections (file type) access PDF
  report output
• Tabs (page 13)
• Explorer Tab (navigate through directory
  hierarchies)
• View Job Status Tab (see when a job started,
  finished, and delete output when desired)
• TOC Table of Contents Tab (view and/or print
  report output)
• Schedule Job to Run Automatically and Distribute
  Results (page 15)
• General Properties (schedule name and
  description)
• Job Parameters (select saved parameter values
  for scheduled job)
• When to Run (select an existing event to
  automatically trigger report execution)
• Notification Report Delivery (enter email
  addresses for report distribution)
• Managing Schedules (page 22)
• Favorites (page 24)

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Whats Really Happening

• A different front-end look feel (much improved)
• But different is different rest assured
  minimal learning curve
• No significant change to reporting functionality
  itself (front-end only)
• Absolutely no change to user output (all reports
  are as they were)
• Windows directory drop-down selection
  architecture were all used to
• Well designed use of tabs (maybe the single
  most positive enhancement)
• The Right-Mouse-Click is your best friend
  (always give it a try)
• More intuitive user flow
• Improved response time

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What About Support

• Auditorium Presentations (Central and Medical
  School Locations)
• Hands-On Workshops (11 scheduled and more if
  demand calls for them)
• One-on-One Support where needed
• ITS Help Desk ready to answer your questions
  (432-9000 785-3200)
• General Accounting User Support
  (ga.usersupport_at_yale.edu)
• Human Resources Organizational Development
  Learning Center
• And the complete ITS Enterprise Systems Data
  Warehouse Portal Team online
• yale.edu/its/software/brio

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• Data Warehouse Portal Logon (Release 9)

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• Common Error (remember to use your Data
  Warehouse Portal password)

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• (Explore tab) Drill down in University
  Standard Reports then Finance

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Program Collections (file type) are report
programs that can be run
Output Collections (file type) are PDF report
outputs to be viewed and/or printed

• (Explorer tab) Double-Click FINCOM6 Revenue
  report line to run report

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• (FINCOM6 report program tab) parameters
  entered ready to run (unchanged)

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Click Hyperion Workspace Refresh icon when
needed
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• (Explorer tab) resulting report output present
  ready to view - Output Collections file type

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• (Explore tab) Right-Click Open (or)
  Double-Click to open Table of Contents (TOC)
  Output Folder

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• (TOC report tab) Double-Click (or) highlight
  Open (Note 20 second response time experienced)

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• (PDF File Name tab) use Adobe print icon to
  print report (unchanged)

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• (View Job Status tab) use Hyperion Refresh
  if needed Select Delete Output if desired

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• (Explorer tab) Right-Click report line
  select Add a Schedule

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• (Job Schedule tab) schedule enter
  distribution for report output (unchanged)

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• (Job Schedule tab) select parameters Next
  (unchanged)

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• (Job Schedule tab) select an existing event
  Next (unchanged)

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• Separate Non-Portal Internet Explorer Session
  - Search for report recipient (YaleInfo)

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• Copy and paste correct email address to Portal
  Email Notification address (avoid non-delivery)

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• (Job Schedule tab) enter multiple addresses
  using comma delimiters (unchanged) Finish

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• (Explore tab) Right-Click Select Manage Job
  Schedules

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Note Path information displayed
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• (Schedule Job tab) this case 3 parameter files
  and 1 schedule delete as desired (unchanged)

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• (Explore tab) Right-Click on report line
  select Add to Favorites

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• (Explore tab) Select Favorites from menu bar
  click report to run desired report

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All tabs can also be closed by clicking small X
in upper right hand corner
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• (for all tabs) to close Right-Click on desired
  tab select Close

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• (Note many tabs present) Recommended logoff
  use Portal Log Off icon

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Log Off Recommended
Log Off and resulting message not recommended
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• Not Recommended use Portal Log Off icon use
  Red X exit with caution

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Whats Different about BUG?
The house icon is replaced by the dashboard
icon. The functionality is the same!
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BrioQuery Comparison

• Functionality very similar
• Some icons are slightly different
• Detail sections are no longer supported
• To ensure the accuracy of queries, it is
  imperative that results are reconciled back to
  standard University reports run from the Data
  Warehouse Portal or BUG Library

Version 6
Version 9
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Steps to Upgrade to BrioQuery V9

• Open BrioQuery 9
• Go to the File Menu and choose Open
• Browse to the query you would like to upgrade
• Select the query and then click on Open from
  the dialog box
• Go to the File Menu and choose Save As
• Save the query to a new folder or add V9 to the
  end of the file name

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BrioQuery Conversion End-User Responsibilities

• The project team is not testing or validating
  locally stored queries.
• It will be up to each end-user to validate their
  own queries.
• All financial ad-hoc queries need to be tied back
  to a fixed-format report.
• Some queries with Detail sections and other
  advanced formatting may need special attention.

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Data Warehouse Portal 9(supplemental screen
shots)1) Navigate to View Job Status2)
Refresh View Job Status
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• Navigator ? Schedule ? View Job Status

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