{"id":95270,"date":"2015-11-12T16:41:46","date_gmt":"2015-11-12T21:41:46","guid":{"rendered":"http:\/\/www.bu.edu\/tech\/?page_id=95270"},"modified":"2024-05-10T10:52:51","modified_gmt":"2024-05-10T14:52:51","slug":"guide-list","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/tech\/support\/buworks\/help\/bw\/guide-list\/","title":{"rendered":"BW Help Guide List"},"content":{"rendered":"

This page serves as a table of contents for all Business Warehouse help guides, by category.<\/p>\n

Introduction to Business Warehouse Reporting<\/h3>\n

Introduction to Business Warehouse Reporting<\/a>\u00a0– a comprehensive list of videos that\u00a0describe the basics of BW reporting. Completing this series is a requirement for anyone planning to attend one of the introductory reporting sessions (Funds Management, Grants Management, Ariba Guided BUying, and Payroll).<\/p>\n

Tips & Tricks<\/h3>\n

A curated archive of tips, most of which originally appeared in an issue of the BW Newsletter, is available. Review the tips archive<\/a><\/p>\n

Over the Shoulder Video Series<\/h3>\n

Watch <\/span>over the virtual shoulder of an experienced user seeking to answer a commonly-asked question. View the collection of videos<\/a>.<\/span><\/p>\n

Training Workshop Handouts<\/h3>\n

Reference materials for each of the introductory Business Warehouse reporting workshops – Funds Management (FM), Ariba \/ Guided BUying, Grants Management (GM) and Labor Distribution (payroll) – are listed on this page<\/a>.\u00a0<\/span><\/p>\n

How-to Guides<\/h3>\n

These Help Guides seek to answer the question\u00a0“How do I use the reporting tool to…?” All of the features described are available as PDF documents and many are available as videos in Terrier eDevelopment (eDev) and\/or Mymedia environments. Click any of the checkmarks below to select Help in the format you prefer.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Topic<\/strong><\/td>\nAvailable Formats<\/strong><\/td>\n<\/tr>\n
<\/td>\nPDF<\/strong><\/td>\neDev video<\/strong><\/td>\nMymedia video<\/strong><\/td>\n<\/tr>\n
How to – Undo a previous action<\/td>\n\"Click<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Add a Subtotal Across Columns (cross-column subtotal)<\/td>\n\"Link<\/a><\/td>\n\"Check<\/a><\/td>\n\"Link<\/a><\/td>\n<\/tr>\n
How to – Add, Remove, or Move a Column in a Report<\/td>\n\"Open<\/a><\/td>\n\"open<\/a><\/td>\n\"Video<\/a><\/td>\n<\/tr>\n
How to – Add a Free Characteristic to a Report (right-click method)<\/td>\n\"Open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Convert a Series of Numbers to SAP Syntax<\/td>\n\"Open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Create a Calculated Key Figure<\/td>\n\"Open<\/a><\/td>\n\"Open<\/a><\/td>\n\"Open<\/a><\/td>\n<\/tr>\n
How to – Drill-down to Additional Detail<\/td>\n\"Open<\/a><\/td>\n\"Open<\/a><\/td>\n\"Open<\/a><\/td>\n<\/tr>\n
How to – Export Report Data to Excel<\/td>\n<\/td>\n\"Open<\/a><\/td>\n\"Video<\/a><\/td>\n<\/tr>\n
How to – Specify Report Dates<\/td>\n\"PDF<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Filter Key Figures using the Condition Function<\/td>\n\"PDF<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Filter Report Data<\/td>\n\"PDF<\/a><\/td>\n\"Open<\/a><\/td>\n\"Open<\/a><\/td>\n<\/tr>\n
How to – Hide or Show a Key Figure<\/td>\n\"Open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Refresh Your View of a BW Report Folder Menu<\/td>\n\"Open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Remove Variable Personalization<\/td>\n\"Open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Save and Use a Variant<\/td>\n\"Open<\/a><\/td>\n\"Open<\/a><\/td>\n\"Open<\/a><\/td>\n<\/tr>\n
How to – Save and Use a View<\/td>\n\"Open<\/a><\/td>\n\"open<\/a><\/td>\n\"open<\/a><\/td>\n<\/tr>\n
How to – Delete a Saved View<\/td>\n\"open<\/a><\/td>\n\"open<\/a><\/td>\n\"open<\/a><\/td>\n<\/tr>\n
How to – Recreate a Saved View<\/td>\n\"open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Use Data from one BW Report as Input to a Second Report<\/td>\n\"open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Use External File Data as Input to a Second Report<\/td>\n\"open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – Use the Online Help Search Box<\/td>\n<\/td>\n\"open<\/a><\/td>\n\"open<\/a><\/td>\n<\/tr>\n
How to – Use Wild Cards in Searches<\/td>\n\"open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
How to – View Increased Detail via WebGUI Transaction FB03<\/td>\n\"open<\/a><\/td>\n<\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

How-to-Run Guides<\/h3>\n

Guides that describe how to run selected\u00a0BW reports<\/span><\/p>\n

Grants Management Reports<\/strong>
\nHow to Run – GM Budget vs Actual<\/a>
\nHow to Run – GM Award Activity – Grant Level (Central) report<\/a>
\nHow to Run – GM Award Activity – Grant Level (Distributed) report<\/a>
\nHow to Run – GM Award Activity – Sponsored Program Level (Central) report<\/a>
\nHow to Run – GM Award Activity – Sponsored Program Level (Distributed) report<\/a>
\nHow to Run – GM Cumulative Award (Central) report<\/a>
\nHow to Run – GM Cumulative Award (Distributed) report<\/a>
\nHow to Run – GM Grant-Reporting-For-Faculty<\/a>
\nHow to Run – GM Grant-Reporting-For-Faculty Grant-Expense-Detail<\/a>
\nHow to Run – GM Master Data – Revenue and AR<\/a>
\nHow to Run – GM Multi-period Comparison report<\/a>
\nHow to Run – GM Proposal Activity (Central) report<\/a>
\nHow to Run – GM Proposal Activity (Distributed) report<\/a>
\nHow to Run – GM Proposal and Award Summary report<\/a>
\nHow to Run – GM Submitted Proposals and Funded Awards report<\/a><\/p>\n

Funds Management Reports<\/strong>
\nHow to Run – FM Unrestricted Budget to Actual by Fund Center<\/a>
\nHow to Run – FM Designated-Restricted Balance and Activity<\/a>
\nHow to Run – Designated-Restricted Balance and Activity – 3 Years<\/a>
\nHow to Run – FM Endowment Principal and Spendable report<\/a><\/p>\n

HCM Reports<\/strong>
\nHow to Run – HCM Payroll Inquiry by Employee PA15 Report<\/a>
\nHow to Run – HCM Labor Distribution by Funds Center Report<\/a>
\nHow to Run – HCM Faculty and Staff Directory Report<\/a>
\nHow to Run – HCM Employee Master Data – Snapshot Report<\/a>
\nHow to Run – HCM Employee Master Data – History Range Report<\/a>
\nHow to Run – HCM Historical View of Payments Report<\/a>
\nHow to Run – HCM Most Recent Occurrence of Payments Report<\/a>
\nHow to Run – HCM Employee Absence Tracking report – Historical View<\/a>
\nHow to Run – HCM Faculty Audit PA9001<\/a>
\nHow to Run – HCM Faculty Roster Report<\/a>
\nHow to Run – HCM Position Status Report<\/a>
\nHow to Run – HCM Cost Distribution Report<\/a>
\nHow to Run – HCM Additional-Recurring Payment Report<\/a>
\nHow to Run – HCM Cost Distributions Soon to Expire Report<\/a><\/p>\n

Position Budget (HCM\/FM) Reports<\/strong>
\nHow to Run – Position Budget – FM Reconciliation report<\/a>
\nHow to Run – Position Management report<\/a><\/p>\n

BUworks \/ Guided BUying Reports\u00a0<\/strong>
\nHow to Run – Purchasing Document Lifecycle (PDL) report<\/a>
\nHow to Run – BU Spend (BUS) report<\/a>
\nHow to Run SRM (Historical) Reports<\/a><\/p>\n

Job Aids<\/h3>\n

Job Aids are Help Guides that describe how to answer questions specific to a business process<\/p>\n

Based on Financial\/Grant Data<\/h4>\n

How to – FM Month end and year end close and reports to use<\/a>
\nHow to – Reconcile Grants on a Monthly Basis<\/a>
\nHow to – View Concur Expense Activity<\/a>
\nHow to – View Funds Reservation Numbers (FRNs)<\/a>
\nHow to \u2013 View ISR or FSR Activity<\/a>
\nHow to – View Open Commitments<\/a>
\nHow to – View P-Card Data<\/a><\/p>\n

Based on HCM Data<\/h4>\n

How to – Build an Org Unit-based Departmental Directory<\/a>
\nHow to – Build a Payroll Split Distribution Report<\/a>
\nHow to – View Employee Leaves of Absences\u00a0During a Particular Time Period<\/a>
\nHow to – View Employees Hired\/rehired During a Particular Time Period<\/a>
\nHow to – View Employees Terminated During a Particular Time Period<\/a><\/p>\n

Reference\u00a0Materials<\/h3>\n

This collection of materials includes Characteristic definitions, descriptions of data relationships, and items of general interest<\/span>
\nFM Glossary<\/a>
\nG\/L Income & Expense Descriptions<\/a> (Office of the Comptroller’s Resources)
\nGM Terminology Tutorial<\/a>\u00a0(Video)
\nGM Award Status Definitions<\/a>
\nGM Dates and Definitions<\/a>
\nGM Glossary<\/a>
\nGM Funds Center Group Definitions<\/a>
\nGM Master Data Relationships & Definitions<\/a>
\nGM: How and When to Use Post Award Reports<\/a>
\nGM Summary of OSP Report Functionality<\/a>
\nHCM Glossary<\/a>
\nHCM Reporting Folders, Reports and Report Data<\/a>
\nHCM Feature Comparison of Commonly Used Payroll Reports<\/a>
\nHCM Labor Distribution Report Date Definitions<\/a>
\nHCM Employee Model: List of Characteristics and Key Figures (by category)<\/a>
\nOverview of SAP Modules and Finance Terminology<\/a>
\nProcurement Process Overview: Purchase Requisition (PR) creation through vendor payment<\/a>
\nProcurement Process Overview: Chronology and BW Reports<\/a>
\nGuided BUying – SRM FAQ and BW reports to use for answers<\/a>
\nBW Guided BUying \/Ariba Glossary<\/a>
\nUseful SAP Account Numbers and Doc Types<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

This page serves as a table of contents for all Business Warehouse help guides, by category. Introduction to Business Warehouse Reporting Introduction to Business Warehouse Reporting\u00a0– a comprehensive list of videos that\u00a0describe the basics of BW reporting. Completing this series is a requirement for anyone planning to attend one of the introductory reporting sessions (Funds…<\/p>\n","protected":false},"author":10910,"featured_media":0,"parent":94088,"menu_order":19,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/95270"}],"collection":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/users\/10910"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/comments?post=95270"}],"version-history":[{"count":50,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/95270\/revisions"}],"predecessor-version":[{"id":152141,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/95270\/revisions\/152141"}],"up":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/94088"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/media?parent=95270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}