Welcome to Webi Presentation v112

8/12/2019 Welcome to Webi Presentation v112

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WELCOME TO WEBI!!!An Introduction to Using and Loving the System



AGENDA

Links to Know

The Possibilities

The First Steps

Public Reports: Saving andCustomization

Creating Your Own Reports

The Next Steps



LINKS TO KNOW

Webi Main Page:

http://www.upenn.edu/computing/da/bo/webi/index.

html

Webi Login

Password Changer

Tips and FAQs

How To Reference Guides

Data Warehouse Training:

http://www.upenn.edu/computing/da/dw/training.html

Optional Knowledge Link courses

http://www.upenn.edu/computing/da/bo/webi/index.html










THE POSSIBILITIES

Convenient

Fast

Customizable

Detailed

SO FUN!!

Budget vs. Actual

Monthly reconciliation

Wayward/ Suspense

charges

Salary management

Cash balances

Grants Year over year

Why use Webi? How to use Webi?



T HE F I R S T

S T E P S

• Logging In

• Setting your

preferences

• Navigation

• Helpful

Hints



SUGGESTED PREFERENCE SETTINGS

InfoView Start Page

Set the number ofobjects (max.) per page

Webi Intelligence- DefaultView Format

Webi Intelligence- DefaultCreation/Editing Tool

Favorites

100

Interactive

Advanced

Field Setting



GETTING AROUND IN WEBI

Create

PublicFolders

New

Save

Favorites

Organize

Share

Inbox

Send To



Public Folders: where you

can find reports that have

already been created.



New: where you can create

new Webi reports and new

folders within your

favorites.



My Favorites: where you

save all your Webi reports.



Organize: allows you to cut,

paste, and delete reports.

This is how you can movereports from one folder to

another.



Inbox: where reports come

that other people send you.



Send To: how you send

reports to other people’s

Webi inboxes.



THINGS NOT TO LEARN THE H ARD W AY…

Don’t be afraid of Webi – it won’t bite!

Use and remember filters!!

Be aware of multiple pages within a

document

When using “in list,” separate items with a

semi-colon

Hold down the Ctrl Key when exporting toexcel





REPORTS THAT WILL M AKE

YOUR LIFE E ASIER

• 6-FYTD Act vs. Orig Bud Variance by RCM Row• Actuals FYTD with K ParentBudget

• Cash Balances by CREF, Fund 010701 or 010702

• Derived Cash Balances

• Endowment Cash Balances for Projections

CashBalances

• GL Detail

• Suspense Accounts

• ISC/FRES Billing ReportsDetail

• Payroll per Period

• PennWorks – Role Salary and Distribution Review• 1000 hours reportPayroll

• Org Summary

• FundsummaryGrants



Report Name Where to Find It What it Does

6-FYTD Act vs. Orig Bud

Variance by RCM RowPublic Folders > General Ledger

Shows Budget FYTD vs. Actual FYTD for multiple years and orgs by fund group. You can add

in fund numbers, program numbers, etc. to get a more detailed look.

Actuals FYTD with K Parent Public Folders > General LedgerShow Budget, Actuals, and Encumbrances by object code and summarizes by category. You

can run for a specific org, fund, program, etc.

Cash Balances by CREF,Fund 010701 or 010702

Public Folders > Schools and Centers> Schools > Wharton

Shows Cash Balances per CREF for discretionary and DARTS funds.

Derived Cash Balances Public Folders > General Ledger Shows Cash Balances for all gift funds under a given RESP ORG.

Endowment Cash Balances

for Projections Public Folders > General Ledger

Shows current cash balances as well as encumbrances and estimated year end balances for

endowments. You will only be able to see endowments for which you are the RESP ORG.

Only run this report for closed accounting periods (i.e. for JUL-11 in AUG-11)

GL Detail Public Folders > General LedgerShows General Ledger detail for data as specified in prompts. Can be run for a very broad

or very specific set of data.

Suspense AccountsPublic Folders > General Ledger Shows suspense activity under a given org in a given fiscal year.

ISC Billing ReportsPublic Folders > ISC Billing

Shows the detail behind the ISC charges you see on your Ben reports (i.e. telecom, pennet,

umis).

MORE DETAIL ON REPORTS



MORE DETAIL ON REPORTS CONT.

Report Name Where to Find It What it Does

FRES Billing Reports Public Folders > Facilities Shows the detail behind the FRES charges you see on your Ben reports.

Express Mail Shipment

DetailPublic Folders > Express Mail Shows the detail behind the Express Mail charges you see on your Ben reports.

Procard-Object Code 5249

Review Public Folders > General Ledger

Shows object code 5249 for a given fiscal year and org. Filtered to only pull transactions

with Manual, PROCARD_DEBITS, and PROCARD_CREDITS as the "Journal Source Name" and

02 Adj Prev Tx and Feeder as the "Journal Category." These filters can be adjusted to betterfit your needs.

Payroll per PeriodPublic Folders > Schools and Centers

> Schools > Wharton

Shows payroll data for a given fiscal year and org for one or all months. Multiple tabs show

detail by period, person summary, payroll per month, and detail by object code.

PennWorks – Role Salary

and Distribution ReviewPublic Folders > Payroll > Salary

Management

Shows any differences between distributions and entered role annual salaries for a given

Home ORG and fiscal year. Can be used to catch distribution input errors.

1000 hours report Public Folders > Payroll > Salary

Management

Shows hours and earnings for "TEMP EXTRA PERSON" earnings type. Can be used to

monitor hours of temporary employees and make sure they do not go over 1,000 hours per

year.

Org SummaryPublic Folders > General Ledger

Shows summary of grants under a given RESP ORG. Multiple tabs that show grants in

different ways, Highlights receivables and overdrafts.

Fundsummary Public Folders > Multiple Data

Sources

Shows summary of a specific funds. Multiple tabs that show grant in different ways. Can

see spending by CREF, Award History, Cash Received, and much more.



S AVING REPORTS TO YOUR F AVORITES

Document Save As

Folders

PickFavoritesFolder

Categories

UncheckanyCorporateCategories

OK



Click

Documentand then

Save as.



Select your

favorites

folder.



Uncheck

any

categories.

Click OK



You will

then findyour copy

in your My

Favorites

folder.



REPORT CUSTOMIZATION . . .

EVERYBODY LOVES UNDO!!

AddingResultObjects

ConsistencybetweenBalances

vs. GLDetail

Pop updescriptivewindows

ChangingQuery Filter

Objects

Descriptors

Optionalprompts

And vs. Or

IncorporatingNew Result

Objects

Data Tab

Drag andDrop

Follow onscreen hints

Formatting

Tool Bars

Filters

Breaks

Sum

Sorts

Sharing withOthers

Printing

Exporting toExcel

Saving as aPDF



Click on

Edit to

make

changes to

the report.



Click on

Edit Queryto make

changes to

the query.



Drag overor double

click to

bring over

Coa Fund

(BAL).



Drag Coa

Fund (BAL)into the

Query

Filters

section and

add a

condition.



Click here

to add a

prompt.

Click here to

make the

prompt

optional.

Promptoptions pop

up box.



Click to run

query.

CompletePrompts.



Drag new data

object into place

within the

document.







Export to Excel.

Don’t forget to

hold down the Ctrl

Key!!



V E NT URI N G O UT ONY O UR OWN

• Creating

your own

reports from

scratch

• Makingthem look

pretty!

• Adding

variables



CREATING REPORTS

New WebiDocument

Select DataUniverse

ChooseResultObjects

ApplyQueryFilters

Run Query

Format



LET’S TRY!!!

SUM ActualAmount (GLDET)

Coa Org (GLDET)

Fiscal Year(GLDET)

Vendor Name(GLDET)

Whatresults

objects dowe need?

Question: What vendors did we use for current expenses inFY11?

Which expenses? Which org?

Which year? Which vendors?

Whatquery

filters dowe need?



Create New Webi

Report



Pick FINQUERYuniverse.



1. Choose

result

objects.

2. Apply

query

filters.

3. Run

query.



Complete

prompts.



The

original

data.



Added title

Section by

org.

Sorted indescending

order.

Changed to

crosstab.

Don’t forget

to save!!



NEXT QUESTION…

Question: How much of my FY12 CE budget remains?

Whatvariable

do weneed?

Whatquery

filters dowe need?

What

resultsobjects dowe need?



Create New Webi

Report



Pick FINQUERYuniverse.



1. Choose

result

objects.

2. Apply

query

filters.

3. Run

query.



Pick Balance



CompletePrompts.



The

original

data.

D ’t f t



Added title

Don’t forget

to save!!

Section

by FY

and Acct

Period

Break by

Fund.

Addedsums.



Click here

for Variable

Editor.



Drag in the

newly

created

variable.



WHAT ELSE IS POSSIBLE?

SO MUCH!!

Graphs/Charts

Multiple queries

Other data universes

Salary Managment

Student

Space@Penn

Check out the

KnowledgeLink Training

Practice Exercises?

Follow up Session?



Click here to

Add a query.



Drag in to

change to

charts.



Formatting

can be done

on the

Properties

tab.



QUESTIONS??Thanks so much for coming!!

Welcome to Webi Presentation v112

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