WISDM

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WISDM

• BATO Facts and Snacks
• October 21, 2010

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Agenda

• WISDM overview
• WISDM navigation

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WISDM Overview

• WISDM Wisconsin Data Mart
• Information flows to WISDM from UWMs General
  Ledger SFS Shared Financial System
• WISDM data is one day behind the SFS system

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WISDM Overview

• For access to WISDM, email Heather Lee or Jessica
  Russell, who will send a request to BFS
• Logging in
• https//authhub.wisconsin.edu/?appWISDM

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WISDM Overview Logging In
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WISDM Overview Logging In
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WISDM Navigation

• Department Search
• Viewing data
• Fiscal Year, Accounting Period, MTD, YTD
• Balance of a Department
• Viewing detail
• Sorting data
• Edit Custom View
• Drilldown levels
• View As options (export to excel)
• How to identify transactions
• Setting Favorites
• Project/Grant Search
• My Profile setting your login page
• Questions

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Department Search
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Department Search
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Department SearchCan search by Division if you
are unsure of the exact department number
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Fiscal Year, Acctg Period, MTD, YTD
Fiscal year
Change Accounting period here
Current Month expenses
Year to date expenses
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What Is My Balance?Budget based funds Fund
101, Fund 114

• Budget
• -Expenses
• Encumbrances
• Balance

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What Is My Balance?Cash basis funds Funds
128,136,150,189
Fiscal year balance Revenues less Expenses
Total balance
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Viewing Detail
Can click on any subtotal to see the detail that
makes up the balance
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Sorting Data
Sorting data click on any column heading to
sort the data by that column
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Edit Custom ViewYou can choose which columns of
information you do and dont want to see when
viewing transactions.
SELECT
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Edit Custom View
Select (or de-select) fields that do (or dont)
want to see
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Drilldown Levels
Drilldown Levels allows you to see different
levels of account detail
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View As OptionsViewing the data in Excel will
allow you to manipulate the data and save it in
spreadsheets. This is a VERY helpful tool!
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How to identify transactions Journal ID
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Common journal IDs

• Start with
• AP - Accounts Payable (check was issued)
• DC Direct Charge
• FB Fringe benefits
• NSPT NonSalary Payment Transfers
• PJ Payroll payments
• PT SCTs
• VISA Pcard transactions

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Setting FavoritesYou can create a favorites list
of your most commonly used departments
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Setting Favorites
Name your favorite
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Setting Favorites Your favorites are saved here
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Projects/Grants
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Projects/GrantsCommon ways to search by Project
ID or by PI
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Projects/Grants
Click here for detailed info
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Projects/Grants
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Projects/Grantsadd to My Projects
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Projects/Grantsadd to My Projects
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Projects/Grants

• Financial data for projects and grants is posted
  by the Project Dates (not by Fiscal Year, like it
  is in the departments
• There will be a BATO Facts Snacks session on
  Grants WISPER on December 16, 2010

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My ProfileYou can change your profile so that
upon logging in, WISDM will default to YOUR
favorite department or to your grant(s)
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Additional WISDM Features

• Salary and Encumbrance searches
• Department Rollup features
• PO searches
• Transaction searches
• Vouchers and WebNow
• Contact Heather Lee at x2639 or hmlee_at_uwm.edu
  for any other questions or additional WISDM
  training

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QUESTIONS?