Brio Quickview Job Aid

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Brio Quickview Job Aid

• NASA ePayroll Project
• August 2004

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Overview of Brio Quickview

• This job aid is intended to show the basic steps
  necessary to use Brio Quickview to access queries
  and reports for NASA ePayroll.
• Topics covered
• How to access the Datamart and download the
  Quickview plug-in (one time only task)
• How to access the Datamart and Log on to Brio
• How to access queries/reports
• How to process queries/reports
• How to print queries/reports
• Exporting data
• Note these directions are designed for PC Users

3
Access the Datamart Download the Quickview
Plug-In

• System Requirements
• Windows95, 98, 2000, ME, NT, or XP
• 10 MB Hard Disk
• 32 MB RAM (recommend 64 MB)
• Connectivity to NBC, Products and Services
• Color or gray-scale monitor
• Browser Extension
• Microsoft Internet Explorer 5.5 (w/SP2) or higher

• Enabling Java
• NASA users must have Java Virtual Machine enabled
  to access FPPS and the Datamart. To enable Java
  Virtual Machine on Internet Explorer v5.5
• Go to Tools and Click on Internet Options

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Access the Datamart Download the Quickview
Plug-In

• Click on the Advanced Tab.
• Scroll down to the Microsoft VM heading
• Click the box next to Java console enabled
  (requires restart), if it is not already checked.
• Click OK

Note If the Java console enabled box was not
already checked (and you were required to
complete step 4.), you will need to restart your
computer (from the main Windows directory),
before continuing with the download process.
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Access the Datamart Download the Quickview
Plug-In

• Using Internet Explorer, navigate to the FPPS
  Datamart Web page at https//securedatamart.nbc.g
  ov

• Click the Show Document List icon

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Access the Datamart Download the Quickview
Plug-In

• Enter your FPPS Username and Password, and then
  click the Logon button.
• Note If your FPPS password has expired, you will
  need to call the Help Desk to have it reset. You
  must then change your password from the new
  default prior to proceeding.
• Once you are authenticated as a valid user, a
  Rules of Behavior dialog box appears. Read the
  Rules of Behavior and confirm your acceptance of
  the conditions by clicking the Agree button at
  the bottom of the screen.

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Access the Datamart Download the Quickview
Plug-In

• On the next screen, select the appropriate
  plug-in, Brio.Quickview.
• Click Begin to start the download and wait until
  you are shown a digital certificate asking your
  permission to install software. (See next step)

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Access the Datamart Download the Quickview
Plug-In

• Click on Yes to begin the download process.
• Click on OK, when you receive the successful
  installation dialogue box.

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Access the Datamart Download the Quickview
Plug-In

• After the download is complete, click the Finish
  button in the dialog box.

• The document list appears in a new browser
  window.
• You have now Successfully downloaded the plug-in
  (a one-time process), and have accessed the
  Datamart. Going forward, you will be able to
  access the Datamart by following the directions
  included in this job aid.

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Access the Datamartand Logging on to Brio

• Using Internet Explorer, navigate to the FPPS
  Datamart Web page at https//securedatamart.nbc.g
  ov

• Click the Show Document List icon

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Access the Datamartand Logging on to Brio

• Enter your FPPS Username and Password, and then
  click the Logon button.
• The OnDemand Server will then authenticate your
  Username and Password, and then retrieve the list
  of documents for which you have access. This list
  will appear in a new Windows browser.

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Accessing Queries/Reports

• The Report Catalog List is the first window
  displayed after logging on. It is subdivided
  into folders that are named for the files from
  which the queries are based.
• Within the NASA Report Catalog, you will find
• folders,
• subfolders
• and reports/queries.
• You can open a report/ query by clicking on it.

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Accessing Queries/Reports

• Queries in the NASA Pay folder produce reports
  that are related to Payroll activities, while the
  queries in NASA EEO and NASA Personnel produce
  reports that are related to activities in those
  respective areas.

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Accessing Queries/Reports
You may need to use the scroll bar to view all
results
You can also search for reports by using the
search field. Note A simple way to display an
alphabetical list of all queries is to type a
in the search box and click the Search button.
The list will display all queries related to the
search criteria. You can select a query by then
double clicking on it.
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Processing Queries

• This section will show you how to run the query
  that you have selected from the Report Catalog.
• As a Quickview user, you may only access and
  process the predefined queries/reports that are
  listed in the Report Catalog.

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Processing Queries
When you open a query, the screen should look
like this. If it does not, you may need to select
the Section/Catalog view under View on the main
toolbar.
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Processing Queries
To process the query, click on Process.
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Processing Queries
After you click on Process, a Limit box (or a
series of Limit boxes) will appear. Select the
limit from the list (by clicking on it) and then
click on OK. If you do not want to limit on a
particular item, click on Ignore.
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Processing Queries
Report View
The information will then be displayed. This is
a depiction in Report format. You can view the
information in a tabular format by clicking on
Results, or in a Pivot format, by clicking on
one of the Pivot icons. The following slides
show examples of the other formats.
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Processing Queries
Results View
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Processing Queries
Pivot View
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Printing Queries/Reports
To Print your report, select Print from the File
menu on the main toolbar. The Print pop-up box
will then appear.
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Exporting Data
The Copy Paste function does not work within
Brio. To copy items, you should use the Export
function, which is located under the File menu on
the main toolbar.