UITS Financial System VU Application Online Help

VU Financial Reporting Application

    Viewing Interactive Results   


Interactive Results Overview

Navigating the Results Tree

Drilling Down to Detail

Filtering Results

Exporting Results

Other Features

Main Help Menu



Interactive Results Overview:

    Results are presented in a consolidated tree structure.  Five numeric columns are displayed for each result row, these are dollar amounts for budget, cleared, encumbered, forecast and variance.

    All of these numeric columns represent the total dollar amount for that type of activity for the combination of accounts and sub accounts chosen on the selection screen.  In addition, the dollar amounts displayed are dependent on options chosen on the selection screen.  For example, those options allow you to include or exclude forecasts or encumbrances, use base budget or current budget, use full year budget or divide the budget into the number of months reported.

    VU allows you to expand or collapse this tree to view higher or lower levels of consolidation.  It also has a variety of tools to filter the result set, to drill down to supporting detail, to export results to the clipboard and other functions.    <top>
 


Navigating the Results Tree:

    By default, the tree is displayed at the highest level of consolidation, which includes the levels Income, Expense and Net.  A level that has a lower level of detail is indicated by a box containing a plus sign displayed to the left of the level description.  Clicking on this box will expand the node and display the lower level(s) of detail.  Conversely, an expanded node is indicated by a box containing a minus sign.  Clicking this box will collapse the node.  There are buttons at the top left of the form to expand or collapse the entire tree.    

    There are five levels of consolidation in the tree structure.  The top level, the highest level of consolidation, summarizes all activity into Income, Expense and Net, with Net being calculated as Income minus Expense.  The second level, the first level down from the top, is the Consolidation Object level.  This level summarizes types of financial activity into a few very broad categories, such as compensation, travel or capital expenses.  The third level, the level that you will see if you expand a node from the second level, is the Object Summary level.  This level summarizes groups of related Object Codes into categories that are more specific than the Consolidation Objects.  For example, at this level compensation is broken into hourly compensation, biweekly compensation, benefits, etc.  The fourth level is the Object Code level.  This is the most specific, detailed level of expense or income activity, a 4 digit numeric code and text description representing one very specific category of financial activity.  The fifth and final level contains the Account/Sub Account combinations that make up the Object Code balance.    <top>
 


Drilling Down to Detail:

    The lower left section of the Interactive Results screen contains controls to drill down from selected results to supporting detail data.  There are four different types of drilldowns available, all of which provide data from different sources.  In all cases the drilldown results are displayed in a scrollable area at the bottom right of the screen, where data can be viewed, sorted or exported.

Detail:
   
This option provides a drilldown to transaction level detail from the FIS system.  The results produced from this drilldown will depend on the level of detail selected (highlighted) in the results tree in the top portion of the screen, as well as the selections made in the checkboxes below the Detail button.  The detail query will return all detail relevant to the selected row in the results tree.  The higher a level of consolidation is selected, the more results will be returned.  The Detail drilldown button is not activated until a selection is made from the results table at the second level or lower.  This is to prevent the long running queries that could result from selecting too broad a result set.  Even at the second and lower levels of consolidation, some detail queries could run a long time if many account/subs are selected, so care should be taken to make the request as specific as possible.  If an object code is selected from the results tree, only detail for that object code will be returned.  If an account/sub under an object code is selected, only detail for that account/sub/object will be returned.

    There are six checkboxes beneath the Detail button.  The selection or de-selection of these buttons determines the variety of detail data to be returned.  Each checkbox controls one type of data, each can be selected or de-selected independently so that any combination can be active.  Each checkbox has a mouseover hint to indicate the type of data it controls.  The checkboxes control base budget, current budget, actual (cleared), internal and external encumbrances and forecasts. 

    The results returned include the FIS document number, transaction and post dates, dollar amount, and other detail.  It is also possible to drilldown on a specific row from the detail results.  To do this, select (highlight) a row in the detail results and press the Detail button again.  This will return the entire FIS document containing the highlighted detail row.

Personnel:
   
This provides a drilldown to data about personnel paid from the budgets chosen on the selection screen.  This query returns all personnel data for all the chosen budgets if no account/sub is selected in the results tree, or returns personnel data for the selected account/sub.

    For the selected budgets, personnel data includes funding information (account, sub, etc), Position, name, title, grade, FTE %, salary and status.  The personnel data comes from the University's CSF tracker data, so it should always be an accurate reflection of the data currently in the payroll system.  The information returned is a snapshot of the personnel data as of the end of the fiscal year selected.

Balance:
   
This drilldown displays the balance(s) in the 8000 (cash) object code.  This balance has little significance at the sub account level, but at the account level it is a meaningful figure.  The results displayed by chart, account and sub account are the beginning cash balance for the selected year, year to date activity through the selected month, and ending cash balance as of the end of the selected month.  The results are detail only, but a total will be displayed if the cursor is placed over the results area.  Like all the drilldown results, this data can be exported for additional manipulation or analysis.

PO/Req:
   
This provides data related to requisitions and purchase orders placed against the selected account/sub combinations during the selected fiscal year and through the selected month.  Results include the vendor, dollar amount, date, description and account/sub/object information.  Results are dependent on selections in the results tree.  If no lines are selected, all PO data is returned for the selected budgets.

    It is possible to retrieve further detail for a selected requisition.  To do this select (highlight) a single row in the PO/Req results and press the PO/Req button again.  A browser window will open containing detail information for that requisition.

Clipboard:
   
This button exports the currently displayed drilldown data to the clipboard for importation to other applications.  The data is tab-delimited and will import well into Excel.  If  one or more rows are selected (highlighted) in the drilldown results, only those rows will be exported.  If there are no selections or if all rows are selected, all rows will be exported.  The drilldown results area also has a popup menu accessible by right mouse clicking, that includes options to select all, clear selections, or copy selections to the clipboard.    <top>


Filtering Results:

    From the Interactive Query Results form, it is possible to refine the selection criteria dynamically without returning to the selection form.  Right mouse clicking on the results tree provides a popup menu allowing several options, including an option to filter account/sub combinations.  When this option is selected, a new scrollable area appears on the right side of the form, listing each included account/sub combination with a checkbox for each to determine it's inclusion in or exclusion from the results.  There are speed buttons across the bottom of this area to select all, deselect all, refresh results based on new selections, and to close the filter area. 

    To filter, check the boxes of the desired account/subs, click the refresh button and the results will be updated to show the new selections.  Any drilldowns, reports or graphs will be performed against the updated results.    <top>

 

Exporting Results:

    Results can be exported to the clipboard for importation into other applications.  The exported data is tab-delimited, so that it will import into Excel correctly into columns.  There is an option from the main menu labeled Export Level that allows customization of the level of detail to be exported.  Data can be summarized at the income/expense level, or detailed at the account/sub/object level, or summarized at any intermediate level.    <top>



Other Features, Other Information:

Status Bar:

    The status bar at the bottom of the screen contains 2 panels.  The leftmost or first panel displays the applications current task. If there is no current task, it displays "ready". The second panel displays a summary of the choices made on the selection screen, showing the selected year and month, and other selection criteria.

Window Menu and Buttons:

   
Menu options and buttons are available to jump to the selection form, the report for or the the graph form, or to close the query form.     <top>