WILM Report Strategy

Transcription

1 WILM Report Strategy

2 PeopleSoft lost many or all reports from legacy Report Strategy -The strategy for WILM reporting is to develop and deploy queries and reports in a timely manner that meets the needs of all the WILM users.

3 Categories of Managed Data Active Supportive High Usage Real-Time Operations Data Reported through Query * Data Repositories * REPORTING Data Warehouse Low Usage Recovery & Active Archiving Data Recovered from Microfiche Data Mining Data Mining (Automotion of patterms, trends, etc.)

4 WILM Database Infrastructure Peoplesoft Data Base Peoplesoft RDS Data Base WILM Data Warehouse Data Warehouse Actual Live Data Data replaced Nightly extract Historical Data Cubes 1,000 s of data fields 4,000+ data elements from 600+ Tables Peoplesoft Live Data COGNOS Decision Stream Extraction RDS SA/HR Last Nights Data COGNOS Decision Stream Extraction Tool Data Warehouse Historical Data Data Warehouse Cube Date Warehouse Cube

5 RDS Reporting Database Service RDS SA/HR Last Nights Data Free the Data!!

6 Decision Structure Information Characteristics Unstructured Decisions Strategic Strategic Management Information Unscheduled Summarized Infrequent Wide Scope Structured Operational Operation Prespecified Scheduled Detailed Frequent Internal Narrow Focus

7 Transaction Reporting: PS/Query secure, fast, easy, ad-hoc access to production data result set passed to reporting tools

8 Transaction Reporting: Crystal Reports Fast and easy Reports, lists, labels, crosstabs, mail-merge Extensive calculations Sorting/grouping Totals and subtotals E-m ail, W eb

9 So W hat s The Issue? Query and Crystal are excellent tools So why is reporting slow and complex? Data Structures! designed for transactions -- not reporting databases are normalized reporting tools work well with few tables reporting from many tables is complex and slow Example a Class List Report

10 Data Structure Challenge: The Class List Report what data do you want? class data, meeting times, instructor, building, student, career, m ajor,... locate the tables that contain those data items select desired data fields

11 Data Structure Challenge: The Class List Report many fields are codes descriptions in XLATs, Edit Tables these are Effective Dated queries need JOINs and Effective D ate logic

12 Data Structure Challenge: The Class List Report How many JOINs? You want more data on this report? session, meeting tim es?

13 more date = more tables still more data needed? room number, location, instructor,... Data Structure Challenge: The Class List Report

14 Data Structure Challenge: The Class List Report it s looking complex 13 JOINs so far outer JOINs, Effective Dated oh you wanted student data on that Class List Report?

15 Data Structure Challenge: The Class List Report PS/Query good for few tables management reports need many tables programming tools like SQR are needed

16 Higher Education Reporting Data Mart (RDM): Fast, Easy, Affordable nightly extracts from transaction system load data into Reporting Data M art (RDM ) data mart optimized for reporting higher transaction application education reporting data mart (RDM) nightly extract

17 STUDENT DIMENSION STU_PK STU_DATE_TIME STU_EMPLID STU_SSN STU_NAME STU_GENDER STU_BIRTHDATE STU_CAMPUS_ _CD STU_CAMPUS_ STU_CAMPUS_ADDR_CD STU_CAMPUS_ADDR1 STU_CAMPUS_ADDR2 STU_CAMPUS_ADDR3 STU_CAMPUS_CITY STU_CAMPUS_STATE STU_CAMPUS_ZIP STU_CAMPUS_PHONE_CD STU_CAMPUS_PHONE STU_CAMPUS_PHONE_EXT STU_HOME_ _CD STU_HOME_ STU_HOME_ADDR_CD STU_HOME_ADDR1 STU_HOME_ADDR2 STU_HOME_ADDR3 STU_HOME_CITY STU_HOME_STATE STU_HOME_ZIP STU_HOME_PHONE_CD STU_HOME_PHONE STU_HOME_PHONE_EXT STU_CITZ_STATUS_CD STU_CITZ_SDESC STU_CITZ_LDESC STU_ETHNIC_CD STU_ETHNIC_PRIME STU_ETNHIC_PRIME_SDESC STU_ETHNIC_PRIME_LDESC STU_ADMIS_EXT_PK STU_FINAID_EXT_PK STU_STUFIN_EXT_PK STU_CITZ_LDESC STU_ETHNIC_CD STU_ETHNIC_PRIME STU_ETNHIC_PRIME_SDESC STU_ETHNIC_PRIME_LDESC STU_ADMIS_EXT_PK STU_FINAID_EXT_PK STU_STUFIN_EXT_PK STUDENT DIMENSION STU_PK STU_DATE_TIME STU_EMPLID STU_SSN STU_NAME STU_GENDER STU_BIRTHDATE STU_CAMPUS_ _CD STU_CAMPUS_ STU_CAMPUS_ADDR_CD STU_CAMPUS_ADDR1 STU_CAMPUS_ADDR2 STU_CAMPUS_ADDR3 STU_CAMPUS_CITY STU_CAMPUS_STATE STU_CAMPUS_ZIP STU_CAMPUS_PHONE_CD STU_CAMPUS_PHONE STU_CAMPUS_PHONE_EXT STU_HOME_ _CD STU_HOME_ STU_HOME_ADDR_CD STU_HOME_ADDR1 STU_HOME_ADDR2 STU_HOME_ADDR3 STU_HOME_CITY STU_HOME_STATE STU_HOME_ZIP STU_HOME_PHONE_CD STU_HOME_PHONE STU_HOME_PHONE_EXT STU_CITZ_STATUS_CD STU_CITZ_SDESC STU_CITZ_LDESC STU_ETHNIC_CD STU_ETHNIC_PRIME STU_ETNHIC_PRIME_SDESC STU_ETHNIC_PRIME_LDESC STU_ADMIS_EXT_PK STU_FINAID_EXT_PK STU_STUFIN_EXT_PK DATE_TIME DIMENSION DTIM_PK DTIM_DATE_TIME DTIM_TYPE DTIM_DESCR DTIM_ACAD_YEAR DTIM_ACAD_MONTH_NBR DTIM_CAL_YEAR DTIM_CAL_QUARTER DTIM_CAL_MONTH_NBR DTIM_CAL_MONTH_SDESC DTIM_CAL_MONTH_LDESC DTIM_CAL_WEEK_NBR DTIM_CAL_WEEK_NBR_YTD DTIM_CAL_DAY_NBR DTIM_CAL_DAY_SDESC DTIM_CAL_DAY_LDESC DTIM_CAL_DAY_NBR_YTD SA_VERSION SA_RDBMS_VERSION DECISION_STREAM_VERSION DS_ODS_VERSION other fields that would help us audit changes to the ODS CLASS_SECTION ENROLLMENT FACTS ENRL_PK ENRL_STU_FK ENRL_CLASS_FK ENRL_DATE_TIME_FK ENRL_HEADCOUNT ENRL_UNT_TAKEN ENRL_GRADE_POINTS ENRL_GRADE_OFFENRL_PK ENRL_STU_FK ENRL_CLASS_FK ENRL_DATE_TIME_FK ENRL_HEADCOUNT ENRL_UNT_TAKEN ENRL_GRADE_POINTS ENRL_GRADE_OFF CLASS DIMENSION CLS_PK CLS_DATE_TIME CLS_COURSE_ID CLS_COURSE_OFFER_NBR CLS_TERM CLS_TERM_SDESC CLS_TERM_LDESC CLS_SESSION_CD CLS_SESSION_SDESC CLS_SESSION_LDESC CLS_CLASS_SECTION CLS_INSTITUTION_CD CLS_INSTITUTION_SDESC CLS_INSTITUTION_LDESC CLS_CAMPUS_CD CLS_CAMPUS_SDESC CLS_CAMPUS_LDESC CLS_LOCATION_CD CLS_LOCATION_SDESC CLS_LOCATION_LDESC CLS_ADDRESS1 CLS_ADDRESS2 CLS_CITY CLS_STATE CLS_ZiP CAREER_TERM DIMENSION CTRM_PK CTRM_DATE_TIME CTRM_STUID CTRM_ACAD_CAREER CTRM_ACAD_CAREER_SDESC CTRM_ACAD_CAREER_LDESC CTRM_ACAD_CAREER_NBR CTRM_INSTITUTION CTRM_INSTITUTION_SDESC CTRM_INSTITUTION_LDESC CTRM_STRM_CD CTRM_STRM_SDESC CTRM_STRM_LDESC CTRM_STRM_BEGIN_DT CTRM_STRM_END_DT CTRM_WEEKS_OF_INSTRUCT CTRM_TERM_CATEGORY_CD CTRM_TERM_CATEGORY_SDESC CTRM_TERM_CATEGORY_LDESC CTRM_ACAD_YEAR CTRM_WITHD_CD CTRM_WITHD_SDESC CTRM_WITHD_LDESC CTRM_WITHD_REASON_CD CTRM_WITHD_REASON_SDESC CTRM_WITHD_REASON_LDESC CTRM_WITHDRAW_DATE CTRM_ACAD_PROG_PRIME_CD CTRM_ACAD_PROG_PRIME_SDESC CTRM_ACAD_PROG_PRIME_LDESC CTRM_ACAD_PROG_STATUS_CD CTRM_ACAD_PROG_STATUS_SDESC CTRM_ACAD_PROG_STATUS_LDESC CTRM_ACAD_PROG_ACTION_CD CTRM_ACAD_PROG_ACTION_SDESC CTRM_ACAD_PROG_ACTION_LDESC CTRM_ACAD_PROG_REASON_CD CTRM_ACAD_PROG_REASON_SDESC CTRM_ACAD_PROG_REASON_LDESC CTRM_ACAD_LOAD_CD CTRM_ACAD_LOAD_SDESC CTRM_ACAD_LOAD_LDESC CTRM_ACAD_LEVEL_BOT_CD CTRM_ACAD_LEVEL_BOT_SDESC CTRM_ACAD_LEVEL_BOT_LDESC CTRM_ACAD_LEVEL_EOT_CD CTRM_ACAD_LEVEL_EOT_SDESC CTRM_ACAD_LEVEL_EOT_LDESC CTRM_CUR_GPA_RANGE CTRM_CUM_GPA_RANGE CLS_GROUP_CD CLS_GROUP_SDESC CLS_GROUP_LDESC CLS_ORG_CD CLS_ORG_SDESC CLS_ORG_LDESC CLS_SUBJECT_CD CLS_SUBJECT_SDESC CLS_SUBJECT_LDESC CLS_CIP_CD CLS_HEGIS_CD CLS_CATALOG_NBR CLS_COURSE_LDESC CLS_CLASS_NBR CLS_CLASS_COMPONENT_CD CLS_CLASS_COMPONENT_SDESC CLS_CLASS_COMPONENT_LDESC CLS_CLASS_TYPE CLS_CLASS_TYPE_SDESC CLS_CLASS_TYPE_LDESC CLS_ASSOCIATED_CLASS_NBR CLS_START_DATE CLS_END_DATE CLS_FACILITY_CODE1 CLS_FACILITY_SDESC1 CLS_FACILITY_LDESC1 CLS_STANDARD_MTG_PATTERN1 CLS_MTG_START_TIME1 CLS_MTG_END_TIME1 CLS_FACILITY_CODE2 CLS_FACILITY_SDESC2 CLS_FACILITY_LDESC2 CLS_STANDARD_MTG_PATTERN2 CLS_MTG_START_TIME2 CLS_MTG_END_TIME2 CLS_INSTRUCTOR_EMPLID CLS_INSTRUCTOR_NAME CLS_INSTRUCTOR_PHONE CLS_ENROL_TOTAL WILM Reporting Strategy Higher Education Reporting Data Mart (RDM): Fast, Easy, Affordable transaction application reporting data mart (RDM) extract magic happens here

18 RDM :Fast, Easy, Affordable 3,000+ data items extracted from 600+ SA tables campus community biograph ic/dem ograph ic attributes groups, interests, com m unications, com m ents, checklists admissions prospects, recruiters, applicants, high schools, test scores evaluations, ratings, status, attributes, outcom es student records careers, program s, plans, sub-plans, term s, enrollm ents, grades classes, sections, com ponents, m eeting tim es, instructors, facilities financial aid ISIR s, fed/local calcu lations, CO A, PC, PELL, packaging, disbursem ents student financials accounts, refunds, 3rd party, payment plans, cashiering, GL, collections

19 Student Administration is only suite in RDS currently Human Resources suite is planned to be added in Spring 2003

20 Purchased Crystal Reports 8.5 interim RFP June Cognos Tools of Impromptu and PowerPlay Conract Signed August Cognos Training October 14

21 WILM Database Infrastructure Peoplesoft Data Base Peoplesoft RDS Data Base WILM Data Warehouse Data Warehouse Actual Live Data Data replaced Nightly extract Historical Data Cubes 1,000 s of data fields 4,000+ data elements from 600+ Tables Peoplesoft Live Data COGNOS Decision Stream Extraction RDS SA/HR Last Nights Data COGNOS Decision Stream Extraction Tool Data Warehouse Historical Data Data Warehouse Cube Date Warehouse Cube

22 Data Warehouse Data Warehouse Cube Data Warehouse Historical Data Data Warehouse Cube

23 Why a data warehouse? Relieves transactional database for reporting needs RDS is replaced nightly Comparisons require stable number to compare to Holds a snapshot of the data Ability to analyze patterns and trends over a period of time Ability to users to drag-and-drop, swap, etc.

24 Steps Planning Gathering Data Requirements and Modeling Defining Fields Defining Dimensions Development Physical Database Design Data Mapping and Transformation Data Extraction and Load Testing and Verification Training Rollout

25 W ILM Reporting Infrastructure Data Warehouse Cube Peoplesoft Live Data RDS SA/HR Last Nights Data Data Warehouse Historical Data Date Warehouse Cube WILM Reports COGNOS - Impromptu WILM Reports COGNOS - PowerPlay

26 Outlook for Reporting Real-time, secure, and personalized data access, analysis, and sharing for all information users Must be applicable for all technical and nontechnical users Must have performance consistent with desktop applications from both a functionality and speed perspective

27 Must be easy to use and support Must interface with/access data in applications Must deliver immediate return on investment Must be well-documented and easily accessible and easy to understand Must be Web-based and flexible to meet the needs of all the users

28 Thank you!

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