Reporting (Financial)

OBIEE Update

August 16, 2018

This update relates to the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.

OBI "By the Numbers" for July 2018

  • 99.1%: Percentage of queries that completed in 1 minute or under
  • 1,395: Number of distinct users in OBI for ALL subject areas
  • 264,441: Number of distinct requests made in ALL subject areas (up ~60,000 queries since June!)
    • The "Transaction Listing All" dashboard alone continues to make up half of all the requests at the university (130,211 requests)

Monthly OBI Release

The next monthly OBI release will begin on Thursday, August 30th at 6 p.m.  All changes will be implemented and the release complete by 9 a.m. on Friday, August 31st.  Check out the newly updated OBI 3 Month Release Plan and Backlog wiki page for details of the dashboard changes in this release.

Update on Service Unavailable Error Messages

OBI users of the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders have been receiving Service Unavailable messages.  Data Management Services (DMS) continues to work with Oracle to identify the root cause and to resolve the issue.  DMS made a configuration change on the evening of Wednesday, August 8th which will reduce the number of errors received over the next month.... Read more about OBIEE Update

OBIEE Updates

July 12, 2018

This update relates to the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.

OBI “By the Numbers” for June 2018

  • 99.2%: Percentage of queries that completed in 1 minute or under (up 0.1% since May!!!)
  • 1,501: Number of distinct users in OBI for ALL subject areas
  • 207,382Number of distinct requests made in ALL subject areas (up by ~25,000 queries since May!)
    • The “Transaction Listing All” dashboard alone continues to make up almost half of all the requests at the university (94,517 requests). 

Monthly OBI Release

During this critical Fiscal Year End reporting period, there will be no OBI release in July.

The next OBI release will begin on Thursday, August 23rd at 6 p.m.  All changes will be implemented and the release complete by 9 a.m. on Friday, August 24th.  Check out the newly updated OBI 3 Month Release Plan and Backlog wiki page for details of the dashboard changes in this release.... Read more about OBIEE Updates

Modernization of Financial Reporting (MFR) Project Update

December 14, 2017

MFR “By the Numbers” – November 2017

  • 1,087: Number of distinct users that ran financial dashboards in OBI
  • 69,393: Number of distinct requests made using the financial dashboards, over a third of which were made of the “Transaction Listing All” dashboard (25,586 requests).
  • 29: Number of individuals registered for the Introduction to OBI Financial Dashboard training
  • 1,348: Number of users who have completed training
  • 69.8%: Percentage of target audience who is trained on OBI.  If you are one of the other 30.2%, register for OBI training today!

CREW Decommissioning Deadline: Tomorrow, Friday December 15!

The Modernization of Financial Reporting (MFR) Project Team has been working diligently with business leadership in the schools (specifically, the Financial Deans), its partners within the Data Management Services team and HUIT to improve the quality of the OBIEE (OBI) dashboards.  After almost 18 years in service to the Harvard community, the Common Reporting Environment for the Warehouse (CREW) will be decommissioned tomorrow, Friday, December 15!  

As of tomorrow, all access to CREW will discontinue and users will need to access other systems for work they have been doing in CREW.  This change means that OBI will serve as the sole source for financial reporting and users will be unable to logon and retrieve any previously run reports in CREW.

Please note that there will be no changes to the desktop version of Interactive Reporting (also known as BRIO or Hyperion Interactive Reporting Studio) at this time.  Users of IR/BRIO will be still be able to use the desktop version for their ad hoc reporting needs.

... Read more about Modernization of Financial Reporting (MFR) Project Update

Modernization of Financial Reporting (MFR) Project Update

November 16, 2017

MFR “By the Numbers” – October 2017

  • 1,098: Number of distinct users that ran financial dashboards in OBI (~300 more than September!)
  • 64,939: Number of distinct requests made using the financial dashboards, over a third of which were made of the “Transaction Listing All” dashboard (24,931 requests).
  • 79: Number of individuals registered for the Introduction to OBI Financial Dashboard training
  • 1,204: Number of users who have completed training
  • 62%: Percentage of target audience who is trained on OBI.  If you are one of the other 38%, register for OBI training today!

CREW Decommissioning Deadline: December 15

The Modernization of Financial Reporting (MFR) Project Team has been working diligently with business leadership in the schools (specifically, the Financial Deans), its partners within the Data Management Services team and HUIT to improve the quality of the OBIEE (OBI) dashboards.  After almost 18 years in service to the Harvard community, CREW will be decommissioned on December 15 of this year.  At that time, all access to CREW will discontinue and users will need to access other systems for work they have been doing in CREW.

Until December 15, financial reports will be available in both CREW and OBI.  As of the morning of December 15, OBI will serve as the sole source for financial reporting and users will be unable to logon and retrieve any previously run reports in CREW.

Please note that there will be no changes to the desktop version of Interactive Reporting (also known as BRIO or Hyperion Interactive Reporting Studio) at this time.  Users of IR/BRIO will be still be able to use the desktop version for their ad hoc reporting needs.... Read more about Modernization of Financial Reporting (MFR) Project Update

Modernization of Financial Reporting (MFR) Project Update

October 12, 2017

MFR “By the Numbers” – September 2017

  • 757: Number of distinct users that ran financial dashboards in OBI (~200 more than August!)
  • 35,689: Number of distinct requests made using the financial dashboards, almost half of which were made of the “Transaction Listing All” dashboard (14,226 requests).
  • 334: Number of individuals registered for the Introduction to OBI Financial Dashboard training
  • 750: Number of users who have completed training
  • 50%: Percentage of target audience who is trained on OBI.  If you are one of the other 50%, register for OBI training today!

CREW Decommissioning Update: New Decommission Date is December 15

The Modernization of Financial Reporting (MFR) Project Team has been working diligently with business leadership in the schools (specifically, the Financial Deans), its partners within the Data Management Services team and HUIT to improve the quality of the OBIEE (OBI) dashboards.  Through that process, project leadership has decided to set an updated CREW decommission date of December 15, 2017.  This grants the schools and units sufficient time for training on, and testing of, the dashboards and will allow the Project Team enough time to ensure that the showstopper needs are met. 

Until December 15, financial reports will be available in both CREW and OBI.  As of December 15, OBI will serve as the primary source for financial reporting.... Read more about Modernization of Financial Reporting (MFR) Project Update

Modernization of Financial Reporting (MFR) Project Update

July 20, 2017

The MFR Project is proud to announce that we have implemented Data Access Controls (DAC) 2.0 providing the latest iteration of user security for OBI.  DAC 2.0 allows for security based both on which dashboards a user should see (content roles) and what data returns to the users (data roles).  At this time, schools are piloting the DAC 2.0 functionality to ensure it meets their security needs.

DAC 2.0 provides public, university wide, single segment, and dual segment access roles, as well as the ability to switch between multiple roles.  Single segment access is...

Read more about Modernization of Financial Reporting (MFR) Project Update