SplashBI information page

SplashBI is the tool used to access reports from Oracle Financials. Details of these reports are available in the Reports Library.

In addition to accessing standard reports via the SplashBI homepage, an Excel add-in is available to download via the SplashBI Home Page (the landing page when you log into SplashBI), giving access to two areas of functionality depending on user access:

SplashXL – enables users to access reports from within excel, providing better options for scheduling and setting parameters
SplashGL – enables users to access Templated Financial Reports (TRFs – these replace FSG reports), and to set up their own GL report templates (replacing GL Connect)

Access

SplashBI: it is not usually necessary to request SplashBI access specifically. When a user has completed the training and been granted access to an Oracle responsibility which includes reporting, they will automatically be given the SplashBI role (called UO SplashBI), allowing reporting on the Oracle module to which they have access, e.g. Projects or Receivables
Please note: the Shopper and Reviewer responsibilities do not allow for reporting. If these users want to run reports then access to UO Purchase Order Enquiry must be requested. Further training will be required before this access can be granted
SplashXL: Access should be requested via the Additional Reporting Tools Access Request form and training completed. Once training is completed and, access has been granted, the SplashXL add-in can be downloaded from the SplashBI homepage
SplashGL: Access should be requested via the Additional Reporting Tools Access Request form and training completed. Once training is completed and, access has been granted, the SplashGL add-in can be downloaded from the SplashBI homepage
Further information on the SplashBI role and related training can be found in the 'SplashBI Training' section below.

Help and support

In addition to the training, there are How To guides available. Please review these and the other information on this page. If you still need help with SplashBI, please contact the Financials Service Desk.

On 12 April 2021, SplashGL was upgraded. The main change was the release of Templated Financial Reports (TFRs) to replace FSG reports. There are also improvements to report distribution functionality.

Reminder of key actions needed:

Retaining access to SplashXL and Splash GL

All users who currently use either SplashXL or SplashGL should download the new SplashBI add-in from the SplashBI homepage under the Getting Started section.

Accessing the Templated Financial Reports (TFRs)

Existing SplashGL Users – complete the course, 'Templated Financial Reports (TFRs)', which explains how to use this new functionality. (The link takes you to the list of Splash courses on CoSy).
Users needing to run TFRs that have not completed the SplashGL course – users with a General Ledger responsibility, either the full access or enquiry, that need to run TFRs should complete the ‘SplashGL Read Only’ course. (The link takes you to the list of Splash courses on CoSy).

Once you have completed the course, please email the Financials Service Desk and request SplashGL Read Only access, confirming that you have completed the training.

Note: SplashGL training has been updated for subsequent new users of Splash GL, who will be required to complete the relevant course before access is granted. ‘SplashGL’ or ‘SplashGL Read Only’ training is available, depending on their access request.

Start using the Templated Financial Reports (TFRs)

It is recommended that you start adopting the TFRs rather than FSGs. The FSG reports were retired on 31 May 2021.

Convert GL Connect templates

Users of GL Connect templates will have needed to convert these to SplashGL templates before 31 May 2021 when GL Connect was be turned off. Guidance on how to convert your GL Connect spreadsheets to the new SplashGL format can be accessed through this link: SP - Convert a GL Connect Report to SplashGL.

Please be aware that the main difference for TFRs is that the data is not updated immediately on posting journals – the balances will be updated each morning and at 12:30.

SPLASHBI TRAINING

TROUBLESHOOTING TIPS

If you are having trouble running the reports, please check the following before contacting the Service Desk:

Check the parameters are correct and rational for the given report. For example, when inputting the search parameters for the Project Status and Activity Report make sure that you are not looking for a departmental project having asked for research projects
Ensure that you use the [TAB] key on your keyboard when moving from one field to the next
Ensure all date fields are filled in and that where a date range is needed, that it is correct
Ensure that you are running the report using the correct responsibility
Refer to the How To video below
Refer to the training in CoSY

'HOW TO' VIDEO'S FOR SPLASHBI'S GENERAL FEATURES

FREQUENTLY ASKED QUESTIONS

I cannot access SplashBI

Please check your password. You should be able to use your Oracle password to access SplashBI
You may already have SplashBI open in another tab or window
Your SplashBI access may have timed-out. Simply refresh the page and log back in using your Oracle password
If you get a “You do not have the rights to this responsibility” or still can't get in after trying, this please contact the Service Desk

I cannot download the Excel add-in - "The system administrator has set policies to prevent installation"

Your department's IT policy may stop you from installing certain applications. Please contact your local IT helpdesk for assistance in the first instance

How do I uninstall the SplashBI add-in

Please refer to the document Uninstalling the SplashBI add-in for full details of how to remove the SplashBI addin from your machine

I get zero rows when I receive my report

Ensure that you have the correct value selected from the list of values in the given parameter
Ensure that you use the [TAB] key on your keyboard when moving from one field to the next
Before clicking 'Submit', wait for all relevant fields to populate with the correct values
Run the report under a different responsibility, for example, an 'Enquiry' responsibility

I cannot run my existing GL Connect reports

You need to convert your old GL Connect reports to the new SplashGL reports. Please watch the How To video on this subject
Ensure that you are running the latest version of the SplashGL add-in
Ensure that you have taking the SplashGL training, relevant to your access

I don't appear to have a link to download the SplashXL add-in but have completed the training

Contact the Financials Service Desk, who will then ensure that access is granted

How do I cancel a report

If you wish to cancel your report for any reason, please take the following steps:

Find the report on your list
Click on the Terminate option and confirm deletion if asked
The icon should change from Grey to Red
You can then resubmit the report.

SPLASHGL

About SplashGL specific functionality

Workbooks – these are the replacements for FSG reports, and are known as Templated Financial Reports (TFRs). Instructions are included with each report on how to complete the parameters. Do save a local copy if preferred – any updates to these workbooks will be communicated in the usual way. They can also be downloaded from the online Reports Library if you experience any issues.

Bursting – this enables the creation of a tab for each cost centre (it works similarly to content sets for these replacements to FSG). Run and save a copy of the report for the parent cost centre (or other parent segment, as appropriate) and then use the Bursting option to produce a tab for each cost centre. Please review the training materials before using for the first time.

Distribution – this works similarly to Bursting but can be set up to distribute some or all of the generated tabs out by email. Again, run and save a copy of the report for the parent cost centre (or other parent segment, as appropriate) and then use this option to burst and distribute. Please review the training materials before using for the first time. We recommend at this point in time that you only distribute reports at cost centre level.

Reports – these can be used as a simpler option for the FSG replacements but neither Bursting nor Distribution is available for this option.

Please note: For TFRs, data is not updated immediately when posting journals. The balances will be updated each morning and at 12:30.