If you weren’t able to attend this year’s Alliance (or you were but could not fit everything you wanted to attend into your schedule), you can now access all the informative presentations online.
To view the GL presentations, select Past & Future Alliances from the Conferences menu. Then click the Download Presentations button under Presentation Link for the 2019 Alliance. This will take you to a menu of all the tracks, including General Ledger.
Check out the descriptions below for presentations about Reporting, Data Archiving, and ERP Implementation.
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Topic: PS Query – Create More Dynamic Queries Using Drilling URLS
Presented by: Dede Young, Operations Support Asst. Mgr., NIU
Overview (from the presenter’s description): Learn how to maximize your query results by adding Drilling URL expressions. This presentation will review the steps to adding three types of Drilling URLs: query URL, component URL, and external URL (external webpage). This presentation focuses on student academic/demographic data, but the concepts can be applied to SF, FA, etc.
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Topic: Reallocating for new reporting needs
Presented by: Lea Erickson, Senior Accountant, and John Jameson, Senior Accountant, University of Wisconsin – Madison
Overview (from the presenters’ description): To fulfill a campus need for high level reporting, University of Wisconsin-Madison, created divisional Profit & Loss Reports using the nVision Reporting Tool. Throughout the creation process, we engaged with campus financial leaders for input on layout and fund categorization, to ensure the report would meet their needs.
The P&L report forced us to examine historical balances created by dated business practices that had historically used a central unit for recording sponsored and gift revenue, while the expenses were recorded on the appropriate school, college, or auxiliary.
We used the allocation feature to transfer revenue for each of the approximately 60,000 projects within these sponsored project funds. Over 400,000 journal lines were created throughout the project, transferring over $15 billion to appropriate departments.
This presentation will focus on how we used nVision to create a Profit and loss report as well as using allocations for more than the typical allocation activity.
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Topic: Express Yourself! Using Conditional Expressions in SQL or PS Query
Presented by: Wood Foster-Smith, SIS Data and Reporting Team Lead, University of California, Berkeley
Overview (from the presenter’s description): This session is aimed at SQL and PSQuery query writers with Oracle-based systems, who know the basics of how expressions work, and want to move to the next level. Learn how to use conditional logic within expressions, and the benefits that this type of logic has for making your queries simpler and more flexible.
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Topic: Using PeopleSoft Data Archive Manager
Presented by: Holly Rose, Financial Project Manager, University of Michigan
Overview (from the presenter’s outline): This presentation provided: Quick overview of the University of Michigan and the need for the University to archive data: Pre-archive - share number of rows stored in base tables; Improved Processing Efficiency; Becoming better stewards around data management; and Reducing costs related to database tuning. It also discussed highlights of using PeopleSoft Data Archive Manager including Delivered templates; Delivered archive queries; Consistent means for archiving across multiple modules; Roll-back feature; and Audit – detailed record of performing archiving activities.
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Topic: Converting Data for your ERP Implementation
Presented by: Willie Swarts, Director of OCI & Lenka McDougall, Analyst/Developer III, Boise State University
Overview (from the presenters’ description): Topics to be discussed: Supplier / Customer / General Ledger / Payable / Receivables / Fixed Assets / Procurement / Expense / Employee conversion files; Chart of Accounts revised; Mapping Data from PeopleSoft to Fusion; Chartfield / Segment conversion in PeopleSoft HCM and Campus (legacy); Data Cleanup; Loading Data and Reconciling Legacy to Fusion tips; Security Data; Conversion files used by implementation partner; Best practices identified for each conversion area.