FY 16 Budget Process Hyperion Brio Queries 1

FY 16 Budget Process: Hyperion Brio Queries 1

Location of Hyperion Brio Dashboard reports Note: Most users will not see all the directories or files listed here. 2

1 -Budget vs. Actuals Dashboard Sign-in should be the same as Banner INB (not Banner. Web). Unless the user is working with Breadloaf, Language Schools, or Summer Language Programs, first two check boxes on the right can be ignored. Check the third if you want to review revenue as well. 3

1 -Budget vs. Actuals Dashboard (contd. ) • Can only be used for one fund and org combination at a time. • Year must be entered as four digits • User can choose only a specific account code or activity code, but “All” is the best default. • Display will bring it up on screen, export will send it to excel, but note that a different report option must be chosen in the drop-down on the bottom left for that option. • Click “process”. 4

1 -Budget vs. Actuals Dashboard (contd. ) • Will display totals by account for Budget, YTD activity, and remaining balance 5

2 -Account Activity Dashboard • Process for accessing is identical, screen by screen, to the Budget vs. Actuals dashboard. • Results display, by account, the details of what items have posted to YTD Actuals for the chosen fund and org combination. 6

3 -Budget to Actual 2 Year Comparison Dashboard • It may also be useful to use dashboard #3, which compares two years of data for a chosen fund/org combination. • For this dashboard, on the report Parameters page, in the first drop-down a user must choose a two year range for which fiscal years to compare. 7

3 -Budget to Actual 2 Year Comparison Dashboard (cont. ) • Once processed, this dashboard will display Budget and YTD totals for both chosen fiscal years. 8

Questions? Please contact the Budget Office – we are happy to assist you! Elissa Morton: Those budgets that fall under Ron Liebowitz or Patrick Norton (with the exception of Drew Macan, Tom Corbin, and Norm Cushman) Sue Lalumiere: Those budgets that fall under Tom Corbin, Bill Burger, Michael Geisler, or Jim Keyes Sarah Larocque: Those budgets that fall under Katy Smith Abbott, Drew Macan, or Norm Cushman Chris West: Those budgets that fall under Susan Baldridge, Andi Lloyd, and Tim Spears Sonja Aldisert: Those budgets that fall under MIIS 9

Thank you! 10