Transitioning from BI Query to the CORE

Flowchart - Do I need Jaspersoft? (pdf)

BI Query (BIQ) Frequently Asked Questions

I developed a query/report using BI Query. I shared this query and/or report with other BI Query users in my department. What are my options for creating the report after the BI Query, Data Warehouse is no longer available?

  • CORE, check to see if a similar report exists in the CORE Library of Reports.
    • Use the Search Box. Type in a few key words descriptive of your report such as, transactionsindex and click the search icon. Immediately, a list of existing reports with those key words will appear.
    • Locate the Data Area of interest. Click to populate the report subgroups; expand the subgroup to view the reports list. Scroll down the list to locate similar reports by reviewing report names and details.
    • Can’t find a similar report in CORE? Contact the BIC and ask them to analyze your BIQ query/report to determine if it can be used by a larger audience and included in the CORE Library of Reports.
  • If the report is used only by you, it will be necessary for you to use either the CORE Ad Hoc Lite feature or the data analytics tool, Jaspersoft.

Note: Queries developed for use with BIQ are not directly transferrable to Jaspersoft as the data format is different and exists in two different warehouses.

I have modified BI Query Administrative reports and saved them as new reports with my default settings. How do I save default reports in CORE?

  • In CORE, reports are easily saved or shared using the Save/Share feature. Locate your report, once it appears select Link to CORE Help Documents. Reports in CORE are easily saved in your browser for easy access later or in a reports folder using the Save this Report feature.

There is a CORE report that fits my needs but I need to add or delete fields. What can I do?

  • Contact the BIC to see if the field can be added to the CORE report. Fields cannot be deleted in a CORE report.
  • Export the CORE report to CSV, and then delete unwanted column(s). 

I have located a CORE report that meets my needs but I need the data in a Pivot Table. How do I get a CORE report to this format?

  • Simply select Export to CSV, open with Excel and create your Pivot Table.

I need to filter fields that are not available in CORE Ad Hoc Lite. How do I further filter my report?

  • In CORE, some reports have been grouped by functions that may provide similar functionality, run a report that includes the fields you need to filter. Once the report populates on the screen, select Export to CSV, open with Excel and create your new filters.
  • Use CORE Ad Hoc Lite to create a report using high level filters and Export to CSV opening with Excel for further filtering.
  • Submit a New Idea for the report requesting parameters or filters be added to Ad Hoc Lite.

In my position, I am required to do financial data analysis for my department. What are the tools available to me?

  • In CORE, the Finance Data Area, there is a section labeled Ad Hoc Lite. This feature has options for querying data in three Ledgers, General, Operating, Transaction plus others. Identify the desired data, select the filters and parameters desired and click View Report. Once the report populates on the screen you have the option to Export to CSV opening with Excel, making it possible for you to further analyze the data.

In my position, I am responsible for designing and running reports for my department. I need to have the ability to populate departmental Excel report templates. Can I do this using CORE?

  • In CORE, there are many reports that may meet your needs. Use the Search Box and search using key words relevent to your report or look through the CORE Library of Reports.
  • Using CORE Ad Hoc Lite, you can create and save your own queries for later use, much like a template.

One of the tasks I am responsible for in my job is reporting on all transactions over a certain dollar amount. How is this easily accomplished using CORE?

  • In CORE, there is a reporting feature called Ad Hoc Lite. You will find this feature at the top of the list in the Finance Data Area.
    • Using the applicable ledger query, select the desired filters and parameters. Once the report populates on the screen, you can sort on the Amount column. Note: It may be necessary to click twice on the arrows in order to get the desired order (largest to smallest).
    • If an electronic or hard copy is required, you can select one of the report export formats or print. Also, you can also save the query/report for later use.

CORE reports meet my needs but I’d rather not reenter the same parameters each time I run the report. What are my options for saving?

  • CORE is a web-based reporting program, saving queries or reports for later use is easy. Once your report appears on the screen, select Save this Report located just above the report title. The process saves your reports as bookmarks for easy access at a later date.

I send the exact same reports to my Department Head because they do not know what parameters select. How can I make it easy for them to access this report whenever they need it?

  • If the department head is unfamiliar with CORE, user training on system operation is available. The BIC offers many different training options throughout the year. See the CORE Training page for face-to-face sessions or the CORE Help page for guides and resources. In some cases, one-on-one training may be possible. Contact the BIC for more information.
  • In CORE, if the department head is familiar with the system, use the Save this Report feature. Run and save the report you want to share and email the URL to the department head. This option makes it possible for the department head to open the report, change the parameter(s) and run the report as needed.

I have been running reports for someone else because they don’t want access to BI Query. How can I shift this responsibility back?

  • In CORE, all OSU employees have access as soon as they have an active position record in Banner. The CORE data and reports available to users has been pre-determined based on the general needs for position classifications or job categories. The Business Intelligence Center offers a number of CORE Basics training sessions each year. The information is found on the BIC Training webpage.
  • As a co-worker, you can provide CORE introductory training with your colleague, where to login, the location of the desired reports in the CORE directory, the search feature, how to print or export, etc. Once they become familiar with CORE, they can run the report. If you have the same CORE security access, you can share your queries you have rewritten in CORE.

I have been running queries and preparing reports in BI Query for a colleague because they do not have access to the desired data. Is it possible for me to continue doing this in CORE?

  • Security of data is everyone's responsibility at Oregon State University.
  • As an employee of OSU, you “...have a responsibility to protect the information entrusted to the institution,” (OSU, Information Security Manual). You need to determine if your action is in violation of an OSU data security policy. Is the data you are querying for your colleague available to them based on their CORE security access? The easiest way to make this determination is to have them login to CORE and run the report. If they have access to the data based on their job classification, they can run the report. If they do not have the applicable security access level for the data, it will be necessary to contact the BIC to determine if an exception is possible.