Self-Service Banner 9 - My Finance Query

SSB9 – My Finance Query

In the new SSB9 – My Finance portal a re-vamped My Finance Query will be available on February 1, 2021.  The reports use the same functionality as the older SSB8 finance reports with a few new features.  In the information below, you will find how to log into Finance Self-Service, start a new query, descriptions of the six different queries available, how to save that query for future use, and how to share that query with other users. 

Accessing Finance Self-Service

To access the new My Finance Query, please log into Trailhead (trailhead-mines.edu).  On the left-hand side, expand the “Employee” section to find Finance Self-Service:

The link in the green circle will redirect you to the Finance Self-Service portal.  From there, the landing page will be My Finance Query.  To start a new query, choose the New Query button in the top, right corner:

Starting A Query and Different Types of Queries Available

1. On the My Finance Query page, click New Query.
2. On the Create New Query window, in the Select Query Type field, select the budget query type.
3. In the Values area, select the values and the Operating Ledger columns for which you want to query.
4. Click SUBMIT.

Result: The My Finance Query page appears with query results. Using the available icon buttons, you can edit, share, save, view query parameters, add computed columns, download results to Excel, or view available balance, pending documents, and payroll (if applicable).

Budget Status by Account - Budget information by accounts for the Fiscal Period, Year, and Commitment Type (all, committed, or uncommitted) by the following:

• FOAPAL/Index values
• Single Organization
• Fund Type
• Account Type
• Revenue Accounts
• Wild-card filters supported for FOAPAL

Budget Status by Organizational Hierarchy - Budget information for organizations by the following:

• Hierarchical structure
• Specific Funds, high-level Organizations, Accounts, and Programs
• Fund Type
• Account Type
• Revenue Accounts
• Wild-card filters supported for FOAPAL

Budget Quick Query - Current budget status and displays information similar to that available on the Organization Budget Status (FGIBDST) page. When you choose this option, be aware of the following:

• Only one parameter page displays for this query. Ledger fields displayed include Adjusted Balance, Year to Date, Net Commitments, and Available Balance.
• Wild-card filters supported for FOAPAL.
• You can enter the fiscal year. Data displayed will be through period 14

Encumbrance Query - Budget information by encumbrance information for the Commitment Type (all, committed, or uncommitted), Encumbrance Status, and Fiscal Year and Period.

Multi Year Query - New Query type to support the current budget status by Grant which displays information similar to that available on the Grant Inception to Date (FRIGITD) in the admin application. Wild-card filters supported for FOAPAL.

Payroll Expense Detail - Allows you to review the entire payroll distribution data for the Fiscal year and Fiscal period by:

• FOAPAL/Index values
• Single Organization
• Fund Type
• Account Type
• Wild-card filters supported for FOAPAL

Save a query and mark it as a Favorite

Procedure

1. Create a query that you want to save.

Result: The My Finance Query page appears with query results.

2. Click Save button to access the Save as window.
3. Enter a query name in the provided field.
4. If you want to set the query as a Favorite, select the Set as favorite check box.
5. Click Save.

Tip: You can also use the Star Favorite “star” icon of a query displayed in the card view to toggle a query between Favorite and Unfavorite.

Share a query

Procedure

1. On the My Finance Query dashboard page, locate the query you want to share in the Favorites or Saved areas.
2. Click Share button.
3. On the share prompt, choose the appropriate option.

Option Description

Yes                        The system updates the query to Shared allowing others with the same level of access to see the query.

No                         The system cancels the share.

Result: You will now see the Group user icon icon which indicates that the query has been shared.

4. You can click on Group user icon to unshare the query.

Tip: You can also perform the Share/UnShare operation, while running a query from the Query results listing page.