As with the legacy system, data from the Kuali Financial System (KFS) will be extracted nightly and placed in a data warehouse. To get information from there, most staff will use KFS dashboards, which make use of Cornell’s centrally supported, Web-based business intelligence system. Users will be able to query KFS directly for balances, functionality similar to account views in Web Financials today.
Contact the Information Delivery and Reporting team at kfs-idr@cornell.edu.
When KFS goes live on July 1, 2011, no new data will be added to the existing accounting data warehouse. The APPS and FISC systems will be decommissioned and no longer accessible.
You will be able to access some previous years’ data from the legacy accounting data warehouse through Brio-Hyperion. Using Web Financials, you will be able to access data from July 2004 through June 30, 2010.
KFS Dashboards will become the new centrally supported reporting tool for campus. Training on KFS inquiry screens and KFS Dashboards will begin in mid-2011.
You can view sessions from the ID&R team on the Presentations-Reporting page. If you’d like details about the business-critical requirements guiding our work, see the Reporting section.
The current plan is to make properly validated FY11 monthly balances available in KFS after July 1, 2011. Transaction-level detail will not be in KFS; that will be available only in the legacy ADW and accessed with Brio.
KFS does not pull data from Contributor Relations and HR. Actual reconciliation will be done manually.
No. Actuals will need to be exported from the KFS dashboard and joined locally. KFS dashboards will provide comparisons of budget against actual.
We will close the year end books in the legacy system. We will begin entering transactions for the new fiscal year in KFS on July 1. The month of July 2011 will be a transitional time when we are finishing up the old and starting up the new. The ability to create transactions in the legacy system will be stopped at the appropriate time once adjustments have been made. Since there will be no transactional data in KFS on July 1, monthly financial information will not be available in the new system until July 31, 2011.
The table below shows the approximate availability for the three major KFS dashboard functional areas that will be available on July 1, 2011. (Click the image for a larger view.)
The royal blue bar represents general ledger transactions. These will be available in KFS beginning on July 1, 2011.
The purple bar represents payroll transactions. These will be loaded into KFS starting approximately July 15, 2011.
The teal bar represents grant budgets. These are expected to be available in KFS in late July 2011.
The light orange bar represents prior year monthly balances (being validated through the first part of 2011). The late July data availability estimate predicts the time necessary to convert, validate and load June 2011 monthly balances.
The dark orange bar represents when July 2011 monthly totals will be available in KFS dashboards (on or about August 1).
The green bar represents when non-contract and grant budgets are expected to be available via KFS dashboards.
We will collect feedback through a change request log in order to capture missing business critical needs. These will be evaluated and prioritized according to need and available resources.
You will access information through standalone KFS dashboards or balance inquiry screens inside the KFS application—you’ll use a Web browser in both cases. KFS dashboards will provide various standard query capabilities for the Kuali Data Warehouse (KDW), and were created according to prioritized business critical requirements identified by campus subject matter experts.
When dashboards are released and made public, you will use the Web browser listed for your operating system:
The KFS application provides limited reporting capability through balance inquiries. For each inquiry type, the user can enter an account number and time period or search for lists of possible values. Some inquiries include budget as well as actual activity and calculate variances. Some inquiries allow you to click a summary value and see more detail—transaction detail in some cases. All inquiries allow you to include or exclude pending general ledger entries. You can download the results of all inquiries.
Within the KFS application, users can perform custom document searches that include pre-defined filters for certain types of e-docs (transaction types). Several other search criteria are available for each screen, allowing users to filter by date range, initiator, chart code, etc. Take the KFS Basics tutorials in CU Learn to understand how to use search screens.
Yes, you can choose a date range in KFS dashboards. Summary level requests provide YTD, Quarterly, or individual month data. Transaction requests allow the user to identify a range of fiscal periods.
Yes, you will be able to export from KFS dashboards and balance inquiries.
We have collected high level information from unit representatives through requirements gathering sessions. Inventories are available by module on our project site.
We will continue to drill into the business questions with subject matter experts to determine what information (fields) is necessary to satisfy each need.
At this time, only those doing converted account data validation have dashboard access.
Yes, you can get familiar with the dashboards through three sample tutorials. Click one of the links below to begin.
Note: Dashboards are still in development, and tutorial information is likely to change.
No. OBIEE Answers allows for ad hoc inquiry, but not data modeling.
The KFS ID&R project provided OBIEE Answers training to a small set of campus users who need to remediate their local systems because of KFS. They were trained in order to understand the technology and plan the remediation of their systems. There are no plans to offer additional Answers training in the immediate future.
