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Exporting Finance Data to Excel

Exporting Finance Data to Excel. Presented by: Terry Shoebotham 2/28 & 29/2012. 1) Self Service ( LoboWeb ) 2) Banner (INB) 3) Hyperion. Extracting Finance Data from:. Why Export Prepared Reports?. Order data in report differently Delete unneeded or confidential data Sort data

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Exporting Finance Data to Excel

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  1. Exporting Finance Data to Excel Presented by: Terry Shoebotham 2/28 & 29/2012

  2. 1) Self Service (LoboWeb)2) Banner (INB)3) Hyperion Extracting Finance Data from:

  3. Why Export Prepared Reports? • Order data in report differently • Delete unneeded or confidential data • Sort data • Format report to suit your users

  4. Data Extraction From Self Service

  5. Self Service – Data Extraction

  6. Self Service – Data Extraction

  7. Self Service – Data Extraction

  8. Self Service – Data Extraction

  9. Self Service – Data Extraction

  10. Self Service – Data Extraction

  11. Self Service – Data Extraction

  12. Self Service – Data Extraction

  13. Self Service – Data Extraction

  14. Self Service – Data Extraction

  15. Extracting Data From Banner

  16. Banner Data Extraction • Sometimes extracting data directly from Banner will give you the information you need • This can be particularly useful with transaction data in screens such as FGIBDST

  17. Banner Data Extraction • Your supervisor wants to know how many non capital equipment expenses under $600 were expensed to 3180 last fiscal year • She also wants a list of these documents and vendors. • We have done this in Self Service. Now we will see how to extract the same data from Banner form FGIBDST

  18. Banner Data Extraction

  19. Banner Data Extraction 22

  20. Banner Data Extraction

  21. Banner Data Extraction

  22. Computer Settings Impact Extraction Ability • Check Fast Info #868 for help if you cannot perform these data extractions. Fast Info: #868 Why doesn’t the Extract Data No Key function work?

  23. Banner Data Extraction

  24. Banner Data Extraction

  25. Banner Data Extraction

  26. Banner Data Extraction

  27. Banner Data Extraction • Quick • Easy to read and sort • Allows easy sorting of large amounts of data

  28. Hyperion

  29. The Steps: • Run a Hyperion report containing the needed data • The following report examples will be demonstrated: • FSH0002-Labor Distribution (Payroll) Report • FOH0002-Operating Ledger Summary Report • FRH0001- Grant Ledger Detail Report • FPRHOZ02- Pcard Transaction Report

  30. Log into Hyperion

  31. Select Finance Production Reports

  32. Select FSH0002 Labor Distribution Report

  33. Produce and Export Report

  34. The Export Button • In order to export this data into excel, you must use the Export button • If you attempt to export a section on this report(file/export/section will be shown later), you will find you can only export it into a .txt or .jpg file • Experiment with the different report options given

  35. Advantages of This Export Button • Saves automatically as an “.xls” file • Has a header • Has all the data for each record on one (sortable) line

  36. Raw, Downloaded Report

  37. Removing Confidential Data • Reports can have confidential data removed, making it easier to distribute data contained in the report that is not confidential

  38. Organized Report, Names and IDs deleted 22222222222

  39. Quick turnaround! 22222222222 22222222222 22222222222

  40. Select Finance Production Reports

  41. Select Finance Production Reports

  42. The Report Will be Generated

  43. The Report Will be Shown

  44. Download by Exporting a Section

  45. Text Import Wizard

  46. Setting Delimiters

  47. Default values used

  48. The imported “text wizard” data:

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