GM Budget to Actual Report Business Objects Version



The Pennsylvania State UniversitySIMBA Hands-On Guide TITLE \* MERGEFORMAT GM Budget to Actual Report Business Objects Version? 2020 The Pennsylvania State University? Copyright 2020 Labyrinth Solutions, Inc. All rights reserved. Labyrinth Solutions, Inc., the LSI logo, and CampusOneTM are trademarks of Labyrinth Consulting, Inc. SAP, R/3, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.GM Budget to Actual Report Business Objects Version?Overview?Transaction Description:This tile provides a user a financial report including budget, encumbrances, and actual and available balances on a grant and/or sponsored program.??Penn State?Purpose:The selection screen for the report will include both standard and custom GM master data fields; the output should pull in all transactional expenses and grant budget data.Process Steps?PSU BI LaunchPad Prod StepActionFrom?the Fiori Launchpad, the?Business Objects Launchpad tile was clicked to navigate here. The?Business Objects Library has opened and we begin by acknowledging the Data Protection notice. ?PSU BI LaunchPad ProdStepAction1.The OK button is clicked.?PSU BI LaunchPad Prod StepActionNext we will open the GM-Grants Management Library.2.The GM - Grants Management button is clicked.?PSU BI LaunchPad Prod StepActionNow we will open the report prompt window to enter criteria for the report. 3.The Summary Budget vs Actual Report by Cost Object - GM_R_1084 button is double-clicked.?PSU BI LaunchPad ProdStepAction4.07/31/2020 is typed into the Posting Date field.5.The Operator Options?dropdown is clicked.?PSU BI LaunchPad ProdStepAction6.The Less than or Equal to option is clicked.?PSU BI LaunchPad ProdStepAction7.The Add Criteria button is clicked.?PSU BI LaunchPad Prod StepActionThis will?generate a report showing postings, encumbrances and balances posted on the Grant and Sponsored Program on or before the date entered.8.The Business Area (Auth) Clearing button is clicked.?PSU BI LaunchPad ProdStepAction9.The Remove Criteria button is clicked.?PSU BI LaunchPad Prod StepActionNow we may run and populate a report showing a summary of budget vs actual by cost objects.10.The OK button is clicked.?PSU BI LaunchPad ProdStepAction11.The 100013 Grant ID field is clicked.?PSU BI LaunchPad ProdStepAction12.The Refresh one or all data providers?option under the Refresh button is clicked.? StepActionThis will return to the report prompt window to enter new or additional criteria.?PSU BI LaunchPad ProdStepAction13.The Business Area (Auth) Clearing button is clicked.?PSU BI LaunchPad ProdStepAction14.The Remove Criteria button is clicked.?PSU BI LaunchPad ProdStepAction15.The Grant button is clicked.?PSU BI LaunchPad ProdStepAction16.100414 is entered into the Grant field.17.The Add Criteria button is clicked.?PSU BI LaunchPad Prod StepActionWe will leave the prompt operator set to equals (=). This will run and populate the report showing a summary of budget vs actual report by cost objects for only Grant 100414.18.The OK button is clicked.?PSU BI LaunchPad Prod StepActionAny of the text in blue is a link that can be followed to open a new window showing details of the data selected. 19.The 500000004316 Sponsored Program (IO/WBS)?field is clicked.?... StepActionThe report will open a new window showing the Summary of the Sponsored Program by Sponsored Class. Amounts in blue text can be selected to view details of amount. When finished viewing, close the window to return to the original report summary. 20.The $31, 256.51 Actual Expense?field is clicked.?PSU BI LaunchPad ProdStepAction21.The Export to my computer in PDF, Excel, or CSV format option is clicked under the Export button.? StepActionThis will export the report to the local computer in the format selected (PDF, Excel, CSV).?PSU BI LaunchPad ProdStepAction22.The OK button is clicked.?PSU BI LaunchPad ProdStepAction23.The Export to PDF for printing option under the Print button is clicked.?PSU BI LaunchPad Prod StepActionThe report will print to a local or network printer, if available. ?PSU BI LaunchPad ProdStepAction24.The Refresh one or all data providers option under the Refresh button?is clicked.?PSU BI LaunchPad ProdStepAction25.The Save button is clicked.?PSU BI LaunchPad ProdStepAction26.Save New Variant is typed into the Name?field.27.The OK button is clicked.? StepActionThe report will be saved with the current prompts for future reporting when selected. The date will need to be updated as needed to have correct data populated on the report. ?PSU BI LaunchPad ProdStepAction28.The OK button is clicked.?Disclaimer?Alternative Format Statement This publication is available in alternative media upon request.??Statement of Non-Discrimination The University is committed to equal access to programs, facilities, admission, and employment for all persons. It is the policy of the University to maintain an environment free of harassment and free of discrimination against any person because of age, race, color, ancestry, national origin, religion, creed, service in uniformed services (as defined in state and federal law), veteran status, sex, sexual orientation, marital or family status, pregnancy, pregnancy-related conditions, physical or mental disability, gender, perceived gender, gender identity, genetic information, or political ideas. Discriminatory conduct and harassment, as well as sexual misconduct and relationship violence, violates the dignity of individuals, impedes the realization of the University’s educational mission, and will not be tolerated. Direct all inquiries regarding the nondiscrimination policy to Affirmative Action Office, The Pennsylvania State University, 328 Boucke Building, University Park, PA 16802-5901; Email: aao@psu.edu; Tel: 814-863-0471. ................
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