SAS Business Intelligence

Transcription

1 Introduction to SAS Business Intelligence Reporting at UVic Presented by Cheryl Sivertson Institutional Planning & Analysis Institutional Planning & Analysis, University of Victoria, BC (250)

2 Topics Institutional Planning & Analysis: our role at UVic Kinds of data/analysis/reports we produce UVic s project NOVA Enrolment Management Reporting SAS Business Intelligence Suite Historical reporting from ISIS (mainframe) Phase 1 approach to BI Reporting SAS datasets SAS cubes SAS information maps SAS Web Report Studio (WRS) reports SAS Portal and three UVic reports LIVE DEMO (if internet available) Current Accomplishments, Next Objectives Questions?

3 Institutional Planning & Analysis The primary role of our office is to provide information, research/statistical support, and other analytical services for decision making and policy planning at the University of Victoria. We are involved in a number of projects, including: accountability reporting: performance measures, service plans, and service plan reports support to strategic planning enrolment projections and enrolment management enrolment analysis, monitoring and internal reporting faculty analysis and internal reporting applicant, student and graduate surveys external statistical reporting to government agencies, Maclean's, etc classroom, laboratory and other space analysis, projection and performance indicators economic impact of UVic on the community

4 UVic s project NOVA Project Nova was an initiative to replace the university s s technologically-dated and stand-alone systems with a state-of-the-art information technology infrastructure: chose higher education specific product SCT Banner integrated, Human Resources, Finance/Accounting, Alumni, and Facilities Management components Oracle-based The change in technology infrastructure required, among other things, the replacement of all existing mainframe reports, as our IBM 3270 was set to be decommissioned on March 31, The first priority was to replace the Enrolment Management reporting.

5 Enrolment Management Reporting Enrolment Management reports help the university monitor its enrolment goals and statutory accountability reporting to the government. Since the Banner suite is not well-suited for report delivery, the reporting strategy for Project Nova articulated the need early on to acquire a comprehensive set of tools that would complement the transactional system and allow for: web-based custom reporting, ad-hoc querying, point-in-time reporting, time-series reporting, and statistical analysis. We decided to leverage our existing investment in SAS by purchasing the SAS Business Intelligence (BI) Suite.

6 SAS Business Intelligence Suite Aspects of the Business Intelligence Suite we were most interested in at the time of purchase: Server: Allows business metadata management. Create and centrally store native SAS datasets, as well as interface with a wide range of disparate information systems on campus. OLAP Server/Cubes: Create On-Line Analytical Processing cubes that pre-summarize data for fast retrieval and analysis. Information Map Studio: Ability to create an interface to disparate information sources that users can then use to access data or create reports via SAS Web Report Studio or MS Office. Web Report Studio: Provides web-based report building, distribution, and advanced data exploration using traditional tables and/or charts. Portal: Serve up reports via an interactive web interface. Enterprise Guide: Access disparate data sources via SAS Server. Query, manipulate and analyze local and networked data sources via the SAS Server s Metadata. Potential for mated process and report creation. MS Office Integration: Directly access SAS datasets, SAS stored processes, and SAS Information Maps directly from menus within Word, Excel, Access, and Powerpoint.

7 Historical Reporting from ISIS Access Run RegStats Job Registration Report ISIS - Adabas Tabular Reports in Excel & PDF manual post web Run ClassPops Job matic Course Populations record set manual import Access

8 Phase 1 Approach to BI Reporting ETL Banner to Oracle tables: Course Populations records ETL Oracle to SAS dataset: Course Populations dataset manual now later SAS SAS OLAP SAS Web dataset to Cube to Report OLAP Information Studio and Portal: Cube: Map: Course Course Course Populations Populations Populations WRS Report cube IM Banner OR historical data ETL Banner to Oracle tables: records ETL Oracle to SAS dataset: dataset manual now later SAS dataset to OLAP Cube: cube SAS OLAP Cube to Information Map: IM SAS Web Report Studio and Portal: WRS Report ETL Banner to Oracle tables: Registration records ETL Oracle to SAS dataset: Registration dataset manual now later SAS dataset to OLAP Cube: Registration cube SAS OLAP Cube to Information Map: Registration IM SAS Web Report Studio and Portal: Registration WRS Report

9 Phase 1 Approach to BI Reporting Extract Banner data to Oracle table: Course Populations records Transform data in Oracle Table(s): Course Populations data tables Oracle View: V_SECTION_CLASSPOPS view manual now later Banner OR Extract Banner data to Oracle table: records Transform data in Oracle Table(s): data tables Oracle View: V_STUDENT_PROGRAM view manual now later DFAD (historical data) Extract Banner data to Oracle table: Registration records Transform data in Oracle Table(s): Registration data tables Oracle View: V_STUDENT_REGISTRATI ON view manual now later

10 Phase 1 Approach to BI Reporting manual now later Oracle View to SAS dataset: Course Populations SAS dataset manual now later SAS dataset to OLAP Cube: Course Populations OLAP cube SAS OLAP Cube to Information Map: Course Populations Information Map SAS Web Report Studio and Portal: Course Populations WRS Report manual now later Oracle View to SAS dataset: SAS dataset manual now later SAS dataset to OLAP Cube: OLAP cube SAS OLAP Cube to Information Map: Information Map SAS Web Report Studio and Portal: WRS Report manual now later Oracle View to SAS SAS dataset to SAS OLAP Cube to dataset: manual OLAP Cube: Information Map: now Registration Registration Registration SAS dataset later OLAP cube Information Map SAS Web Report Studio and Portal: Registration WRS Report

11 SAS Datasets ETL Banner to Oracle tables: Course Populations records manual now later ETL Oracle to SAS dataset: Course Populations dataset Takes record level data from Oracle views and imports into SAS datasets stored on the SAS Server. Banner ETL Banner to Oracle tables: records manual now later ETL Oracle to SAS dataset: dataset Course Populations Course section registration data. Cardinality is one record per section per academic term. s program sought along with demographic data. Cardinality is one record per student per academic term. ETL Banner to Oracle tables: Registration records manual now later ETL Oracle to SAS dataset: Registration dataset Registration s course registration data combined with student t characteristic ti data. Cardinality is one record per student per academic term per course section.

12 SAS Dataset Example: Course Populations

13 SAS On-line Analytical Processing (OLAP) Cubes ETL Oracle to SAS dataset: Course Populations dataset ETL Oracle to SAS dataset: dataset ETL Oracle to SAS dataset: Registration dataset manual now later manual now later manual now later SAS Takes all or a subset of fields from the SAS datasets and pre-summarizes the data for faster querying, analysis and dataset to OLAP Cube: Course Populations cube SAS dataset to OLAP Cube: cube SAS dataset to OLAP Cube: Registration cube reporting. Cube Measures Items you want to apply mathematical operations to: sum headcounts, FTEs % headcounts, FTEs count unique students etc. Cube Dimensions Ways to group data by: age gender program year level degree sought etc.

14 SAS OLAP Cube Example:

15 SAS Information Maps SAS SAS OLAP Takes SAS dataset t or SAS OLAP cube and Cube to Information allows for the creation of a user friendly Map: interface to the dataset or cube. Can use Course Populations as many or as few items from the data cube IM source as is appropriate. dataset to OLAP Cube: Course Populations SAS dataset to OLAP Cube: cube SAS dataset to OLAP Cube: Registration cube SAS OLAP Cube to Information Map: IM SAS OLAP Cube to Information Map: Registration IM Course Populations All fields from the corresponding SAS dataset are used. Nearly all fields from the corresponding SAS dataset are used. Fields that contain highly sensitive information are not included: Number, minority status, aboriginal status, etc. Registration All fields from the corresponding SAS dataset t are used.

16 SAS Information Map Example: Cube Measures are items you want to apply mathematical operations to: sum headcounts, FTEs % headcounts, FTEs count unique students etc. measures Cube Dimensions are ways to group data by: age gender program year level degree sought etc. dimensions

17 SAS Web Report Studio Reports SAS Web Report Studio and Portal: Course Populations WRS Report SAS OLAP Makes use of SAS information maps, which h reference OLAP cube dimensions and measures. Cube to Information Map: Course Populations IM SAS OLAP Cube to Information Map: IM SAS Web Report Studio and Portal: WRS Report SAS OLAP Cube to Information Map: Registration IM SAS Web Report Studio and Portal: Registration WRS Report

18 SAS Portal & Reports Live demo

19 Of Note Challenges: Preparation of data took the most time. Once data is prepped, can use virtually any reporting tool Time investment required to learn new tools and construct reporting data warehouse infrastructure (Oracle-based, in our case) Limit to institutional resources (people, time, money) required adjustment of project scope Advantages: Constructed institutional infrastructure for reporting data warehouse Once datasets and/or cubes are created, multiple reports can utilize same dataset/cube (to facilitate different audiences or levels of access to data) When new data is available and loaded into datasets/cubes, all reports associated with a specific dataset or cube are matically updated SAS server-based licensing means no additional cost incurred to expand user base SAS Metadata Server can act as a hub to link disparate information systems, while presenting user with common interface SAS Portal provides common interface for data/report retrieval (no software required by report consumers). SAS Web Report Studio provides developers with a common interface to develop reports (no desktop software installation required).

20 Current Accomplishments, Next Objectives Phase 1 Accomplishments (SAS Development environment) UVic s SAS reporting environment infrastructure enables us to extract student data from Banner for numerous snapshot dates, including five key reporting dates: August 1, Sep first day of fall term, Oct 1 st, Nov 1 st and March 1 st in order to: meet our statutory accountability reporting to government; internal enrolment monitoring and reporting. reporting system supports monthly/weekly y Banner extracts; loading additional historical snapshot data; rolling the reporting system out to a wider UVic audience; training staff to use and customize the three master enrolment reports. Phase 2 Objectives (SAS Production environment) The following projects have been outlined or are underway: Roll out production version of our Reporting System to a wider audience (no additional costs per user, as we have server-based licensing) Lifecycle dataset/cube/web reports; course experience survey results; development of financial reports.

21 Questions? Cheryl Sivertson SAS Reporting Project Manager Analyst / Statistician Institutional Planning & Analysis University of Victoria (250) ceis@uvic.ca Mike Motek SAS Reporting Project Manager Team Lead Enterprise Applications - UVic Online University of Victoria (250) mmotek@uvic.ca Download a copy of this presentation:

22 Use the following slides if Use the following slides if LIVE demo not possible

23 SAS Portal Log In

24 SAS Portal Homepage

25 SAS Portal Tab

26 SAS Portal Section ClassPops

27 SAS Portal Registration

28 SAS Portal

29 SAS Portal Expand Faculty of Engineering

30 SAS Portal Drill Down Faculty of Engineering

31 SAS Portal Filter and Rank Menu

32 SAS Portal Filter and Rank Dialog box

33 SAS Portal Filter and Rank Select snapshot dates we want to show.

34 SAS Portal Filter and Rank Show enrolment data as we progress in time.

35 SAS Portal Data Gizmo We want to show gender as an attribute in the report.

36 SAS Portal Data Gizmo Gender attribute selected.

37 SAS Portal Data Gizmo Gender attribute added to report and appears as a row item.

38 SAS Portal Export We are happy with the report and now want to export it to Excel.

39 SAS Portal Export Saves or opens a.zip file.

40 SAS Portal Export Report exported and opened in MS Excel.