Division of Financial Affairs
Financial Information Services
Note: Most of these tutorials only work in Internet Explorer.
The Accounting Data Warehouse (ADW) provides users with access to accounting information, making it easier to track various accounting functions required by unit and university policies/procedures. ADW resides in Brio, a query/reporting tool used to search data or create reports that can display data in various ways.
| For | Staff members who will be working with accounting information and looking up information in ADW using Brio. This is particularly useful for an introduction to this topic before attending training or as a refresher after training. Hands-on training is still required for this topic. |
|---|---|
| Length | Five sections, self-paced. Each section takes 5-10 minutes to complete. |
| Description | Topics for this tutorial include: an introduction to ADW, using the ADW Time-Key, accessing Brio and ADW reports, processing ADW reports, and formatting reports. |
| Prerequisite | None |
| Instructor | Web-based tutorial |
| Tutorials |
The following are the actual exercises covered in the ADW 101 class: |
| Web Financials Basic Reporting | |
|---|---|
| Length | Two sections, self-paced |
| Description | Section one provides introductory information for new users, navigation tips, and a walk-through of all common account reports. Section two involves DUO reports. |
| Access Tutorial | Basic Reporting |
| Web Financials Administration | |
|---|---|
| Length | Two sections, self-paced |
| Description | Section one provides an overview of the management tools and department reports available to financial management staff. Section two presents a step-by-step guide to using management tools. |
| Access Tutorial | Administration |
| Managing Account Accesses | Managing Account Details | |
|---|---|---|
| Length | One section, self-paced | One section, self-paced |
| Description | Provides step-by-step instruction for creating, changing, and deleting account permissions. | Provides step-by-step instruction for creating, changing, and deleting custom account details. |
| Access Tutorial | Manage Account Accesses | Manage Account Details |
| Managing Account Notes | Managing Department Accesses | |
|---|---|---|
| Length | One section, self-paced | One section, self-paced |
| Description | Provides step-by-step instruction for creating, changing, and deleting custom account notes. | Provides step-by-step instruction for creating, changing, and deleting department permissions. |
| Access Tutorial | Manage Account Notes | Manage Department Accesses |
| Managing Local Commitments | Managing Payroll Commitments | |
|---|---|---|
| Length | One section, self-paced | One section, self-paced |
| Description | Provides step-by-step instruction for creating, changing, and deleting local commitments. | Provides step-by-step instruction for creating, changing, and deleting payroll commitments. |
| Access Tutorial | Manage Local Commitments | Manage Payroll Commitments |
| Managing Duo Budgets | Managing Duo Details | |
|---|---|---|
| Length | One section, self-paced | One section, self-paced |
| Description | Provides step-by-step instruction for creating, changing, and deleting custom DUO budgets. | Provides step-by-step instruction for setting up DUO reporting. |
| Access Tutorial | Manage Duo Details |
| Creating an Ad Hoc Query | Using the BSC Search Tool | |
|---|---|---|
| Length | One section, self-paced | One section, self-paced |
| Description | Provides step-by-step instruction for creating reusable custom report queries. | Provides step-by-step instruction for using this quick information-finding tool. |
| Access Tutorial | Creating an Ad-Hoc Query | Using the BSC Search Tool |
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