February Accounting Period Close

For employees who track or manage department budgets, please note that the month of February 2019 is now closed in CFS.

This means that the General Ledger (GL) system will not accept any more entries with a February journal date. February transactions can still be entered into the GL system, but the journal date must be 3/1/2019 or later. The current period open is March 2019.

Mark Your Calendars for The Finance What’s Up?

The Spring 2019 What’s Up? Event will be held on Friday, April 5th from 9 a.m. to 11 a.m. in Student Union meeting rooms 4A and 4B.

Our twice-a-year What’s Up? event is our opportunity to tell you about our projects, policies, procedures, and other goings-on of the Finance Service Group. We will have staff available from all of our departments to answer questions during and after the presentation. Our departments include Accounting Services, Accounts Payable, Budget Planning & Financial Management, Bursar’s Office, Contracts and Purchasing Services, Distribution Services, and Risk Management.  All members of the campus community with procurement, accounting, or budget responsibilities are encouraged, and most welcome, to attend.

Please share this message to any staff or faculty you feel should be notified. We look forward to seeing you there!

CFS Data Warehouse 12C

The CSU Chancellor’s Office is upgrading CFS Data Warehouse from Oracle Business Intelligence Enterprise Edition (OBIEE) version 11G to version 12C. At present, both versions are available for users to login and run their reports (Figure 1). However, we recommend users start using 12C since 11G will be decommissioned on Friday, March 15th.

The functionality of the Data Warehouse remains largely the same. Most 12C changes affect back-end processes. The primary OBIEE 12C front-end change is an enhanced graphical interface.

What’s new?

  • Redesigned of the Home Page
    The Home (Landing) Page has been redesigned to take advantage of OBIEE 12C updated graphical interface. Each CFS Data Warehouse dashboard is accessible via a tile on the Home Page. In addition, a Message Board is now displayed on page to update users of when data was last refreshed and of any outages.  (Figure 2 and 3)
  • Report Index/Report Tab
    Reports that are opened from a Dashboard Page/Tab with multiple links will display each linked report in its own tab. (Figure 4 and 5)

What hasn’t changed?

  • Current CFS Data Warehouse users will have access to 12C so there is no need to submit a Finance Systems Access Request form.
  • Pages (Reports) you are familiar with in 11G will can still be found in 12C.

The best news of all…

  • No need to recreate any saved reports in the new environment. Users saved customizations in 11G will transfer to 12C; though beginning today, we recommend users save new customizations in the 12C environment. Do note, the Page Options icon where users will find their saved customizations has changed. Refer to Figure 6 and 7.

Resources

To assist users, we have scheduled additional Finance Open Lab sessions and are in the process of updating our CFS Data Warehouse instruction guides.

Do contact Finance Support with any questions at financeconnect@sjsu.edu or 4-1558. Please forward this announcement to staff and faculty in your area, as needed.

 

Click on the image to enlarge.

Figure 1: Both CFS Data Warehouse 11G and 12C are available to users. We recommend users to start using 12C because 11G will be decommissioned on March 15th.

 

 

 

 

 

 

 

 

Figure 2:  Home (Landing) Page displays the Dashboards. Each dashboard is accessible via a tile on the Home Page.

 

 

 

 

 

 

Figure 3: The BI/DW Message Board Dashboard that previously displayed the last refresh date and time has been incorporated into the Home Page.

 

 

 

 

 

Figure 4:  Reports that are opened from a Dashboard Page/Tab with multiple links, will display each linked report in its own tab. In this example, Open PO Reports Index contains multiple Open PO reports. Open PO Views is selected.

 

 

 

Figure 5: When you close the secondary report, the additional tab will also close. In this example, a tab for Open PO Views report displays and when closed, the tab will disappear.

 

 

 

 

 

Figure 6:  New icon for Page Options.

Page Options Icon

 

 

Figure 7:  From the Page Options menu, users can save new, edit existing, and apply saved customizations for the page (report).

Page Options Menu