Cognos for Dummies

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Cognos for Dummies

• Administrative Session
• March 5, 2009

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Setting up your computer

• Log on to computer as the administrative user
• Open Internet Explorer (not Firefox or Safari)
• http//cognos.wheaton.edu

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Enter you regular Novell user name and password
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Click Plan and Forecast
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Click End User Worksheet2 Cognos will install
necessary controls
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Click Download
Click Install
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Log-out of Cognos
Log-off as Administrator of Computer (if
applicable)
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http//cognos.wheaton.edu
Enter you regular Novell user name and password
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Select Staff (for viewing only not editable)
If changes are required contact Human Resources
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Information Displayed on Staff Screen
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Select EndUser Worksheet2 to edit or review your
overall budgets
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Access List Click to Select
Account Tree
Status
Details
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(No Transcript)
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Menus
Toolbar
Tabs
Page Dimensions
Data Grid
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Take OWNERSHIP
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By Program CODE or TOTAL PROGRAMS
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Export to Excel Select Current View
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Save Warning values changed prior to save cant
be recovered
Reset All Returns all fields to values at the
last SAVE
Print
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Save
Print
Annotate
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Positive Income Lines
Negative Expense Lines
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(No Transcript)
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Pats budget assumptions
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Some ORGS have both Unrestricted and
Temp-Restricted Accounts
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SUBMIT
Save
Print and/or Export
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Budget Review Process

• Individuals that review multiple child ORGS

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TOTAL DEAN OF TECHNOLOGY AND RESEARCH (All)
Aggregates all child orgs
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Reject
List of ORGS for which I have review rights
They can be processed one at a time or in
aggregate
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Dimensions of Budget Cube

• Account Codes/TOTAL (Default rows)
• Base Year, Projected, Requested (Default columns)
• Org Codes/TOTAL (drop-down)
• Fund Codes/TOTAL (drop-down)
• Program Codes/TOTAL (drop-down)
• (sum)

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Columns now Program Codes Swapped with
Requested by highlighting the little bar to
the left of the drop-down and dragging it to
the column label area (blue bar at top)
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ROWS ORG Codes COLS Base, Projected,
Requested TOTAL Accounts Fund 1000 TOTAL Programs