Cal Poly Finance Dashboards

1. Cal Poly FinanceDashboards

2. What is a Dashboard? A Visual Display of the most important information needed to achieve one or more Objectives, consolidated or arranged on a single screen so the information can be monitored at a glance -Stephen Fey, Intelligent Enterprise

3. Features of the “Tool” • Interactive Dashboards • Page Prompts • Column Selectors • Drills • Hierarchy Drills • Account • Department • Fund • Amount

4. Dashboard Page Prompts • Page Prompts select the actual values that will be displayed on the dashboard • The default values available for page prompts will be based on the user ID

5. Page Prompts and Column Selectors • Page Prompts select the values • Column Selectors select the information that you want to see • Values that can be chosen as Column Selectors • All chartfields • Hierarchy values • Aggregate data • Other data as needed

6. Chartfield Hierarchy Drills • Each level can be selected as a column on the dashboard – Column Selector • Can drill from the value selected to lower levels in the hierarchy

7. Account Hierarchy • Account Hierarchy • Account Type – Revenue, Expense, Assets, etc • Account Cat Type – Salaries, Benefits, O&E, Student • Account Cat – Salaries, Communication, Travel, etc • FIRMS Object – Account level reported to CSU • Account – PeopleSoft Account

8. Department Hierarchy • DeptID (Defines 5 Levels) • Dept Level 1 – Academic Affairs • Dept Level 2 – College of Engineering • Dept Level 3 – Mechanical Engineering • Dept Level 1 – Administration and Finance • Dept Level 2 – Finance • Dept Level 3 – Fiscal Services • Dept Level 4 – General Accounting • Dept Level 5 – Property

9. Sample Dashboard with Column Selectors “Account Type” has been chosen as the column selector Department Level 1 has been chosen as the Column Selector Both Account Type and Dept Level 1 can be drilled to get to the next level in the Hierarchy

10. Sample Dashboard with Column Selectors Account Type drills to Acct Cat Type

11. Sample Dashboard with Column Selectors Acct Category Type drills to Account Category

12. Sample Dashboard with Column Selectors Department Level 1 has been chosen as the Column Selector Dept Level 1 can be drilled to get to the next level in the Hierarchy – Dept Level 2

13. Sample Dashboard with Column Selectors Dept Level 1 can be drilled to get to the next level in the Hierarchy – Dept Level 2

14. Sample Dashboard with Column Selectors Account Type chosen in Column 1 and Dept Level 2 chosen for column 2 – Can still drill to lower levels

15. Drilling on Amounts • When you drill on a summary number of amounts, the next level will automatically be by Accounting Period • Then you drill on the specific accounting period and the drill will go to the actual transaction

16. Sample Drill on College of Ag Actuals

17. Once drilled on amounts, can also use column selectors. Once drilled – chose column selector Dept Level 2 and Account Category Can continue to drill to actual transactions from here

18. Sample Minor Capital Outlay by Project Report using Project as a Column Selector

19. Finance Dashboards have 8 Tabs or Pages • My Revenue and Expense • My Open PO’s • My Trial Balance • My Revenue and Expense Transactions • My Trial Balance Transaction • My Encumbrance Transactions • My Budget Transactions • My Projects

20. Views • Each Tab or Page on the dashboard can have multiple reports • Each report can have multiple views

21. Finance Dashboard Roadmap Page Options:(Save Layout, Clear Selections, Bookmark) Page Name GO!!! Page Prompts Column Selectors Views Drop Down Choice Report Results Yellow=Column Selectors Blue Hyperlinks=Drillable Info Other Actions

22. Questions

23. On-line Demonstration