SplashBI information page
This page provides information on how to access and use SplashBI
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.
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Retaining access to SplashXL and Splash GL
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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.
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Accessing the Templated Financial Reports (TFRs)
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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).
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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).
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Start using the Templated Financial Reports (TFRs)
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It is recommended that you start adopting the TFRs rather than FSGs. The FSG reports were retired on 31 May 2021.
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Convert GL Connect templates
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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.
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.
To determine which Splash role you require see Splash Activities by Role (XLS)
- Download the Splash Training Courses by Role document to determine the training requirements.
- Arrange for an Oracle R12 Access Request form to be submitted for you.
- Book your training in CoSy, the course booking system.
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
You can view all the available how to video tutorials via the Finance Division YouTube channel or select from the list below.
How to Run a Report in SplashBI
https://www.youtube.com/embed/QjqaQLFq8JoHow to Modify and Resubmit a Report in SplashBI
How to Distribute a Report in SplashBI
How to Schedule a Report in SplashBI
How to Run the SplashBI XL Connect Add-in
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.
Training
Before you can be granted access to SplashGL, you will need to request access via the SplashBI, XL Connect, Month-End Dashboard, User Access Dashboard and Budget and Forecasting Tool Access Request form and carry out the necessary training courses: SplashGL or 'SplashGL Read Only'.
How to Convert a GL Connect Report to a SplashGL Report
https://www.youtube.com/embed/rld_saIsKWMRun a TFR
Distribute Reports in SplashGL
Create a Distribution List of SplashGL
Bursting Report Results
Amend a Distribution List
Will I have to create a new connection (instance) after downloading a new SplashBI plugin
No, there is no need. You will be able to connect with your existing set up.
As a SplashXL user why do I need to download a new SplashBI plugin if the changes are only in SplashGL?
It is advised to keep the plugin version in sync with the SplashBI application version to avoid any compatibility issues, therefore all SplashBI plugin users will need to download the new version.
Will I have to convert any of my SplashGL Custom Workbooks, like I had to when we migrated from EiS to SplashBI?
No, there is no need for you to update any of the Workbooks; they will continue to work.
Why do we have to download new versions of the SplashBI plugin when SplashGL/XL is upgraded?
The SplashBI plugin needs to be downloaded each time when fixes or enhancements are applied to the SplashGL/XL plugin. However, there is no need to download the new plugin when general fixes are applied to the SplashBI reports. Long-term, the SplashBI Team are working on automating this process so the users won’t have to download the new plugin each time there are updates to the SplashBI plugin. This enhancement should be available in 2023.

Contact Us
: Financial Systems
Finance Division
University of Oxford
23-38 Hythe Bridge Street
OX1 2ET
: financials@admin.ox.ac.uk
: 01865 (2) 84800
: Contact Financial Systems
: Opening hours:
8.00am - 5.00pm
Monday - Friday (except Bank
Holidays, Easter and
Christmas)