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EPM Ad Hoc Reporting Job Aids

Shortcuts for Tools and Job Aids


Category
 
Topic Description
EPM Reporting Tables EPM Partitioned Tables Guide to users regarding use of partitioned tables (tables that contain a large volume of information) and the key fields necessary for inclusion in their query design to obtain ideal performance.
EPM Reporting Tables Financials Reporting Table Summary High level summary description of available Financial Reporting Tables.
EPM Reporting Tables HRMS Reporting Table Summary High level summary description of available Human Resources Reporting Tables.
EPM Reporting Tables Project Costing and Contracts Reporting Summary High level summary description of available Project Costing and Contracts Reporting Tables.
EPM Reporting Tables Security Table Reporting Summary High level summary description of available Security Reporting Tables
EPM Reporting Tables Interpreting PO Workflow Queries High level summary description of the Workflow reporting table
EPM Security EPM HR Dual Security Informational—Users are restricted to EPM data based upon their assigned roles and permission lists.  In addition for HR users, Department level security has also been applied to allow access to historical data.
EPM Security Reporting Table to Role Mapping Spreadsheet outlining the necessary user role to access current reporting tables.
Excel Download Files to Excel: Tips and Workarounds Guide for users who are experiencing difficulties with downloading query results to Excel.
Payroll General Ledger/Payroll Reconciliation Illustrative guide, utilizing both EPM queries and production reports, to assist users in payroll reconciliation against the General Ledger.
Payroll HRMS Payroll/GL Calendar for FY 2018 Fiscal Year Calendar illustrating when Payroll data is updated in both Human Resources as well as Financials.
Payroll HRMS Retirement Payroll Calendar for 2018 Fiscal Year Calendar illustrating when Retirement Payroll data is updated in both Human Resources as well as Financials.
Payroll TRC to Account Mapping Illustrative guide which maps the Time Reporting Code used on an employee's time sheet to the account code charged once payroll has been confirmed.
Query Tools Asset Management - Add Location to Asset Queries Instructions for adding Location and location description to asset management queries.
Query Tools Building Prompts Using Configuration Tables Instructions to build prompts using configuration lookup tables.
Query Tools Do's and Don'ts for Best Query Performance Tips to maximize query performance.
Query Tools EPM Navigation 9.1 Demonstrates the new navigation in 9.1 to access all EPM functionality.
Query Tools EPM Query Design Analytical Tool Illustrative guide to assist users in the analytics involved in designing queries.
Query Tools Establishing Prompts in EPM People Tools 8.51

This job aid will demonstrate the steps necessary to successfully create a prompt when using as run-time criteria.

Query Tools HR 9.1 Upgrade Impacts Identifies changes to existing Human Resources reporting tables and fields as well as new features resulting from the 9.1 upgrade.
Query Tools FN 9.2 Upgrade Impacts Identifies changes to existing Financials reporting tables and fields as well as new features resulting from the 9.2 upgrade.
Query Tools FY2017 Changes to Financial Budget Reference This job aid is intended to assist EPM users in modifying existing or creating new queries in EPM to accommodate for the removal of Budget Reference data with Budgeted Funds, per the Office of the State Comptroller Fiscal Year 2016 Year-End Instructions (CGS, Sec. 4-35).
Query Tools In Tree Criteria Illustrative guide which provides an overview of EPM’s In Tree function and to assist users in developing queries utilizing In Tree criteria.
Query Tools Joining Tables Illustration of a table join and the necessary join criteria.
Query Tools Override Reason Descr Join Guide to assist users in properly joining Time and Labor Override Reason reporting tables to return Override Reason Code data.
Query Tools PeopleTools 8.51 Upgrade Impact PeopleTools upgrade impacts and new features.
Query Tools Queries: Condition Type Description and definitions of available condition types in query design.  Condition types are the logical parameters that EPM utilizes to extract data based upon specified criteria.
Query Tools Query Quick Reference Concise illustrative guide to assist users in developing EPM queries from start to finish.
Query Tools Reporting Table Indexes and Join Criteria Guide to assist users in creating queries utilizing multiple reporting tables, identifying bad table joins and the necessary join criteria to achieve accurate results.
Query Tools Schedule Queries Illustrative guide to assist users in scheduling queries to generate reports.
Query Tools Updating EPM Queries Using Renamed Fields 9.1 This job aid guides users through the necessary actions that must take place to execute existing queries when a change has been made either to a reporting table, a data field or both.
Query Tools Why use Core-CT EPM Ad Hoc Reporting? Brief overview of EPM and its benefits.