Northwest Presentations

Budget Overview Bypass the Drilldown with a Query 

06-15-2018 11:17 AM

This presentation is divided into four sections sections.

The first section provides an overview of the Commitment Control tables that are used in the various levels of the PeopleSoft Financials Commitment Control Budget Overview pages, from the highest summary level to the lowest drilldown level. We will identify the key elements that are used to populate and track the data displayed within these pages.

The second section is about using PS Query to build the query and bring the detail from the drilldown pages into one report where the end user can access all of the transactional expense data necessary to verify where the money is being spent.

The third section describes using BI Publisher to create a formatted report that combines both summarized totals and detailed transactional data.

The last section includes some discussion around using SQL Server and Report Builder to extract the data and build the report. We discuss some of the differences between using PS Query and creating the report with SQL Server.

Copies of the stored procedures for both the summary and detail sections of the report will be included in the presentation.

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Attachment(s)
pptx file
Alliance2018Presentation_4517.pptx   10.56 MB   1 version
Uploaded - 09-19-2020
txt file
Budget Overview Detail Query.txt   6 KB   1 version
Uploaded - 09-19-2020
txt file
Budget Overview Summary Query.txt   1 KB   1 version
Uploaded - 09-19-2020
rdl file
BudgetOverviewDetailReport.rdl   312 KB   1 version
Uploaded - 09-19-2020
rtf file
QFS_KK_OVERVIEW_DTL_SUMMARY.rtf   90 KB   1 version
Uploaded - 09-19-2020
rtf file
QFS_KK_OVERVIEW_DTL_UNION.rtf   840 KB   1 version
Uploaded - 09-19-2020

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