1 / 12

CS iStrategy

CS iStrategy. Thursday, September 29 th 4:10 to 5:00 Room: Estes A. Today’s Episodes. Episode 1 – The Mystery of the Disappearing Budget Episode 2 – The Case of the Missing Payment Episode 3 – The Angry Mob Episode 4 – The Case of the Dismembered Budget. Episode 1 - Description.

oihane
Télécharger la présentation

CS iStrategy

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CSiStrategy Thursday, September 29th 4:10 to 5:00 Room: Estes A

  2. Today’s Episodes • Episode 1 – The Mystery of the Disappearing Budget • Episode 2 – The Case of the Missing Payment • Episode 3 – The Angry Mob • Episode 4 – The Case of the Dismembered Budget

  3. Episode 1 - Description • There has been a mysterious disappearance of budget. The crime scene suggests that the problem is widespread. However, determine if one area is suffering worse than others.

  4. Episode 1 - Solution • Begin with Expenditures by Department • Show Only on Budget • Nest Budget Reference in Columns • Show Only 10,11 & 12 Budgets • Export to Excel • Return to Report -- Graph and Chart • Pivot Chart • Variations – individual department level (Leaf Descendents)

  5. Episode 2 - Description • An angry vendor calls accusing you of not paying your bills. They threaten bodily harm …. Initial investigation suggests they have been paid … PROVE IT!

  6. Episode 2 - Solution • Solve 2 ways --- first by Vendor, • Top 50 Vendor by Spend • Show Only on SCW, Drill to Detail, Show ability to “Drill Down To” Invoice Number • If Vendor not displayed in Report – Search “Blankenship” from Data Layout, Edit on Vendor, Search • By Account (Know $3300 for Printing, Blankenship) • Printing account, Drill Enhanced Journal • Sort by Amount (could search), click AP Details • Variations - Could begin with Department Report

  7. Episode 3 - Description • A mob of students has surrounded the Admin Building. They are demanding money for Student Assistants. The crime scene shows signs of payments already made to the students.

  8. Episode 3 - Solution • Recognize the mob is from Campus Life Dept • Expenditures by Account, Expand PS, * Drill Down Mode - Non-Faculty, Show Only on Student Assistants • Drill Enhanced Journal on Actuals, Show Accounting, Search on Dept 3710000, scroll to payroll details, note they were recently paid.

  9. Episode 4 - Description • One of our own investigators secretly wants to dismember a budget … they want to cut it into tiny pieces by fund, program, class, account …..

  10. Episode 4 - Solution • Begin with Expenditures by Fund • Show Only on E&G • Drill Down to by Department • Take Academic Affairs and Drill Down to by Account • Take Personal Services and Drill Down to by Class • Take General and Drill Down to by Program • Click on Information Icon to see drill path • Alternative Approach – Nesting (Fund and Class)

  11. Tune in Next Week for Case of the Missing Employees …. • The “Producers” are threatening to cancel the Jason and Kurt Show because CSiStrategy didn’t get high enough ratings! … use the session evaluations to make sure this doesn’t happen!

  12. Thank you! Please send comments or questions to: Vikki.Williamson@usg.eduDebra.Lasher@usg.edu Jason.Beitzel@usg.eduKurt.Collins@usg.edu

More Related