Pennsylvania Banner Users Group 2008 Fall Conference Finance Reporting from the ODS using Cognos
General Announcements: <ul><li>Please turn off all cell phones/pagers </li></ul><ul><li>If you must leave the session earl...
Session Outline <ul><li>Why Cognos 8? </li></ul><ul><li>Who is the customer and what information is needed? </li></ul><ul>...
Dickinson College  <ul><li>Private, four year, undergraduate, liberal arts College located in Carlisle, PA </li></ul><ul><...
Why Cognos 8 for Financial Reporting?  <ul><li>The need for fact-based decisions based on enterprise-wide information </li...
Why Cognos 8 for Financial Reporting? (cont) <ul><li>Provides for a single version of the metadata </li></ul><ul><li>Relat...
Who is the customer and what information is needed? <ul><li>VP, Treasurer of College </li></ul><ul><ul><li>Treasurer’s rep...
Who is the customer and what information is needed? <ul><li>Director of Int’l and Grant Accounting </li></ul><ul><ul><li>T...
Cognos 8 BI Interface Numerous Reporting Capabilities, Including: 1) Financial Statements; 2) Auxiliary P&L’s; 3) Self Ser...
Treasurer’s Report Summary High level report that enables the Treasurer and Directors to see a “snapshot” of the College’s...
Balance Sheet The College’s official, audited Balance Sheet is 100% automated in Cognos 8
Operating Statement of Activities The Operating Statement of Activities is also 100% automated in Cognos 8, and the Colleg...
Multi-dimensional Cubes FOAPAL is structured in hierarchal format Easy click, drag, and drop functionality for end users V...
Multi-dimensional cubes (cont) Multiple measures across multiple timeframes can be reported and analyzed easily Zero and/o...
Multi-dimensional cubes (cont) Report developed by Director of Planning and Budget
Multi-dimensional cubes (cont) Report filters can be displayed in output, if desired  Year-over-Year analysis of FY Budget...
Multi-dimensional cubes (cont) Data can be viewed in a conventional crosstab/spreadsheet format, or in a variety of charts...
Multi-dimensional cubes (cont)
Multi-dimensional cubes (cont) Drop-down menus allow for quick and easy changes of data sets
Multi-dimensional cubes (cont) Year-over-Year comparisons created quickly and effortlessly by END USERS! FOAPAL elements c...
Open to the Floor <ul><li>Questions </li></ul><ul><li>Comments </li></ul>
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Finance Reporting from ODS using Cognos

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  • If you want the decision-makers in your institution to help themselves, you need a front-end of some sort to the databases used by Banner. Dickinson isn’t alone in it’s need for enterprise-wide information. All institutions should base their decisions on facts: VP, Treasurer – strategic, directors – tactical, analysts – day-to-day transactions Timely and consistent data: this solution is comprehensive User friendly: point &amp; click for users Robust and customizable: 5 or 500 users &gt;&gt; We can easily customize our FOAPAL and structure rollup accounts (on a Treasurer’s report, for example) to meet the different needs of campus administrators
  • Metadata is the same regardless of delivery method: queries, reports, multi-multi-dimensional cubes, or scorecards Web based application that users are already familiar with
  • Wide variety of users with varying reporting and analysis needs. VP, Treasurer – weekly Treasurer’s reports on Current Operations vs budget; monthly P&amp;L’s on Auxiliary divisions Associate VP - weekly Treasurer’s reports and daily fin stmts during FY close Director of Planning and Budget – weekly T-reports, P&amp;L’s, budget prep reports, multi-dimensional cube reports, fin stmts, and many other ad-hoc requests Director of Int’l and Grant Accounting – weekly T-reports, multi-dimensional cube reports, fin stmts, and other ad-hoc requests Financial Controller, Assistant Controller – weekly T-reports, fin stmts, and other ad-hoc requests Bursar and AR office staff – FOAPAL reports, account activity by detail code, term; accounts with holds, cash/deposit recon, several other audit/recon reports HR and Payroll staff – 50+ reports on everything from performance reviews due to daily termination to leave time to benefit related additions and changes. Payroll has an abundance of reports from real-time payroll processing edit check (audit) to historical payroll info. Position Control reporting just rolled out last month and I hope to be doing a presentation on it at Summit 2008. Dir of Stud Empl – historical and real-time reporting on student jobs and their associated earnings
  • Wide variety of users with varying reporting and analysis needs. VP, Treasurer – weekly Treasurer’s reports on Current Operations vs budget; monthly P&amp;L’s on Auxiliary divisions Associate VP - weekly Treasurer’s reports and daily fin stmts during FY close Director of Planning and Budget – weekly T-reports, P&amp;L’s, budget prep reports, multi-dimensional cube reports, fin stmts, and many other ad-hoc requests Director of Int’l and Grant Accounting – weekly T-reports, multi-dimensional cube reports, fin stmts, and other ad-hoc requests Financial Controller, Assistant Controller – weekly T-reports, fin stmts, and other ad-hoc requests Bursar and AR office staff – FOAPAL reports, account activity by detail code, term; accounts with holds, cash/deposit recon, several other audit/recon reports HR and Payroll staff – 50+ reports on everything from performance reviews due to daily termination to leave time to benefit related additions and changes. Payroll has an abundance of reports from real-time payroll processing edit check (audit) to historical payroll info. Position Control reporting just rolled out last month and I hope to be doing a presentation on it at Summit 2008. Dir of Stud Empl – historical and real-time reporting on student jobs and their associated earnings
  • Web-based application with nothing to install on client’s machine &gt;&gt; everything is maintained on server side.
  • Transcript of "Finance Reporting from ODS using Cognos"

    1. 1. Pennsylvania Banner Users Group 2008 Fall Conference Finance Reporting from the ODS using Cognos
    2. 2. General Announcements: <ul><li>Please turn off all cell phones/pagers </li></ul><ul><li>If you must leave the session early, please do so as discreetly as possible </li></ul><ul><li>Please avoid side conversations during the session </li></ul><ul><li>Questions will be answered ….. </li></ul><ul><li>Thank you for your cooperation </li></ul>
    3. 3. Session Outline <ul><li>Why Cognos 8? </li></ul><ul><li>Who is the customer and what information is needed? </li></ul><ul><li>Now, a word from our customer… </li></ul><ul><ul><li>Content </li></ul></ul><ul><ul><li>Delivery </li></ul></ul><ul><ul><li>User feedback </li></ul></ul><ul><li>Spotlight >> Multidimensional cubes << </li></ul><ul><li>Q&A </li></ul>
    4. 4. Dickinson College <ul><li>Private, four year, undergraduate, liberal arts College located in Carlisle, PA </li></ul><ul><li>2,388 students (Fall 2008) </li></ul><ul><li>$350M Endowment (FY08) </li></ul>
    5. 5. Why Cognos 8 for Financial Reporting? <ul><li>The need for fact-based decisions based on enterprise-wide information </li></ul><ul><li>Timely and consistent data </li></ul><ul><li>Features </li></ul><ul><li>Robust and customizable </li></ul><ul><li>User friendly </li></ul><ul><li>Fit into College-wide ERP and BI implementation strategy </li></ul>
    6. 6. Why Cognos 8 for Financial Reporting? (cont) <ul><li>Provides for a single version of the metadata </li></ul><ul><li>Relatively seamless integration between queries, reports, charts, powercubes, and scorecards </li></ul><ul><li>User-oriented interface </li></ul>
    7. 7. Who is the customer and what information is needed? <ul><li>VP, Treasurer of College </li></ul><ul><ul><li>Treasurer’s report </li></ul></ul><ul><ul><li>Monthly Auxiliary P&L’s </li></ul></ul><ul><ul><li>Financial Statements </li></ul></ul><ul><li>Associate VP and Treasurer </li></ul><ul><ul><li>Treasurer’s report </li></ul></ul><ul><ul><li>Financial Statements </li></ul></ul><ul><li>Director of Planning and Budget </li></ul><ul><ul><li>Treasurer’s report </li></ul></ul><ul><ul><li>Weekly Auxiliary P&L’s </li></ul></ul><ul><ul><li>Budget preparation reports </li></ul></ul><ul><ul><li>Multi-dimensional cube reports </li></ul></ul><ul><ul><li>Financial Statements </li></ul></ul>
    8. 8. Who is the customer and what information is needed? <ul><li>Director of Int’l and Grant Accounting </li></ul><ul><ul><li>T-reports </li></ul></ul><ul><ul><li>Multi-dimensional cube reports </li></ul></ul><ul><ul><li>Financial Statements </li></ul></ul><ul><li>Financial Controller, Assistant Controller </li></ul><ul><ul><li>T-reports </li></ul></ul><ul><ul><li>Financial Statements </li></ul></ul><ul><ul><li>Weekly Ad-hoc requests </li></ul></ul><ul><li>Bursar and AR office staff </li></ul><ul><ul><li>FOAPAL distribution reports </li></ul></ul><ul><ul><li>Account activity by detail code/term </li></ul></ul><ul><ul><li>Accounts with holds </li></ul></ul><ul><ul><li>Cash/deposit reconciliations </li></ul></ul><ul><ul><li>Other audit/reconciliation reports </li></ul></ul>
    9. 9. Cognos 8 BI Interface Numerous Reporting Capabilities, Including: 1) Financial Statements; 2) Auxiliary P&L’s; 3) Self Service Reports; 4) Legacy System Reports; and 5) Treasurer’s Reports
    10. 10. Treasurer’s Report Summary High level report that enables the Treasurer and Directors to see a “snapshot” of the College’s operating budget position at any point in time
    11. 11. Balance Sheet The College’s official, audited Balance Sheet is 100% automated in Cognos 8
    12. 12. Operating Statement of Activities The Operating Statement of Activities is also 100% automated in Cognos 8, and the College’s official document
    13. 13. Multi-dimensional Cubes FOAPAL is structured in hierarchal format Easy click, drag, and drop functionality for end users Virtually unlimited fiscal years worth of data can be analyzed quickly and easily Fund groupings can be conventional U, T, P or customized for your particular needs
    14. 14. Multi-dimensional cubes (cont) Multiple measures across multiple timeframes can be reported and analyzed easily Zero and/or blank suppression option Customized calculations
    15. 15. Multi-dimensional cubes (cont) Report developed by Director of Planning and Budget
    16. 16. Multi-dimensional cubes (cont) Report filters can be displayed in output, if desired Year-over-Year analysis of FY Budget and FYTD Actuals Program Expenses All departments with program expenses
    17. 17. Multi-dimensional cubes (cont) Data can be viewed in a conventional crosstab/spreadsheet format, or in a variety of charts/graphs.
    18. 18. Multi-dimensional cubes (cont)
    19. 19. Multi-dimensional cubes (cont) Drop-down menus allow for quick and easy changes of data sets
    20. 20. Multi-dimensional cubes (cont) Year-over-Year comparisons created quickly and effortlessly by END USERS! FOAPAL elements can be nested, grouped, and sorted.
    21. 21. Open to the Floor <ul><li>Questions </li></ul><ul><li>Comments </li></ul>
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