Business Intelligence Town Hall

Transcription

1 Business Intelligence Town Hall Tuesday, January 17, 2012 Presented by BI Team

2 Agenda Session 1: 1:00-2:00pm Defining Content Analytics Collaborative Readiness Assessment Financial Analysis UServices Analysis Q&A Session 2: 2:00-3:00pm Technical Tools Demonstrations Training Rollout Issues and Date Q&A

3 Building Value Through Shared Focus Shared data a common home for institutional and unit data Shared understanding consistent data definitions and usage Shared tools a common suite of reporting tools for central, unit, or blended data Shared development units can develop and share their reports without waiting for central resources to be identified and assigned

4 Analytics Collaborative Coordination point for BI information, training, projects, and prioritization Method for leveraging the knowledge, skills, and effort of analytic, technical, and business experts systemwide Facilitated by Steve Gillard, Director of the Analytics Collaborative

5 Configuration of BI How do we achieve shared data, tools, development? Creation of an Analytics Collaborative Strategic guidance and prioritization through Enterprise BI Steering Committee and network of reporting administrators Communication hub and single point of entry for University reporting efforts to improve collaboration and increase awareness Key Process support: Service Request, Knowledge/Incident/Change Management Centrally Managed Platform Three Environments: Development, Test, Production Each Environment contains an Enterprise Data Warehouse and UM Analytics (OBIEE) application server including BI Publisher Decentralized Development

6 BI Steering Committee Strategic Direction AC Facilitation Model Central Units: Student, HR, Finance Analytics Collaborative Managed by AC Staff and virtual network of Reporting Administrators and Reps from central business units. University BI Portfolio Communication Facilitation Governance Communication Training/Support University Community Individual Colleges & Units Reporting Groups Collaboration Requirements Users Data Governance Support IT Governance Data Governance Office of Information Technology

7 Preparing for Business Intelligence - Enterprise Clarifying the Universities Goals o BI Steering Committee Consistent Methodology for BI Projects o Common language, and approach etc. Identifying and Developing Processes to Support BI Program o AC developing multiple processes Development of Standards o Data Governance & Reporting

8 Preparing for Business Intelligence - Local Understand your current reporting strategy Data you use; Data you own Applications you use for reporting Focus on identifying particular decision-making requirements. What are the business questions that need to be answered? What are the measures, metrics and data needed to answer the question? What process do you want to change/manage? Do you want to do the development yourself, collaborate with other units, or ask for it to be done centrally? What data sets and reporting/analysis technologies are in use or planned? How ready are your business customers to change?

9 Preparing for Business Intelligence - Local Participation in BI Participation in Analytics Collaborative Identification of Reporting Administrator for your group Anyone can submit a Business Case for new BI effort Follow Standards Data and Reporting Data Governance To contact the Analytics Collaborative send an to [email protected]

10 Financial Analysis Presented by Trace Zaback

11 EPM Overview

12 Physical Layer: Dimensions and Facts imported from source databases. (All or most fields in Table) Business Model and Mapping: Organize by Business Needs. Presentation Layer (subject area): Organize to benefit end users.

13 Step 1: Business Question Identify Business Questions: What questions are to be answered? Example: Sponsored project spending totaled by budget, actuals (with and without enc.) and remaining balance (with and without enc.) and percent left.

14 Step 2: Identify Existing Reports Identify the sources currently used to answer the business question. Some potential sources are: UMReports Queries Excel Spreadsheets

15 Step 3. Overview of Data Analysis A. Review Report Output Identify Fields used by the report: Output/ Prompts/ Filters etc. B. Identify Measures Totals/Subtotals; counts; calculations C. Identify Database Tables/ Field Names - Other tables/fields used by report code

16 A. Review Report Output Compile list of Fields When reviewing output think about the fields being displayed as fields to include in the subject area. (naming conventions)

17 B. Identify Measures Totals, subtotals, calculations used in existing reports.

18 C. Identify Tables/Fields

19 Step 4. Additional Business Questions What other business questions have users wanted to be able to answer but could not? Identify additional tables, fields and/or measures Compare across Fiscal Years Compare accounting periods across Fiscal Years

20 Summary Review reports by topic (ie business need): Ex: All Sponsored Activity reports Determine tables/fields in output/prompts/filters/sql etc.. Determined Measures (totals, subtotals, counts, calculations) BMM and Subject Area planning: Determine naming convention of fields

21 Business Model Mapping Physical Layer: Dimensions and Facts imported from source databases. (usually all fields in the table) Business Model and Mapping: Organize by Business Needs.

22 Presentation Layer/ Subject Area Organize for end users Can be a direct copy of the BMM or can be a subset of the BMM. Example: one BMM can have multiple presentation layers for security or ease of use.

23 Subject Area Design Organize Naming convention of Presentation Tables Order logically or Alphabetically Header Tables Example: DATES, MAPPED CHARTFIELD STRINGS etc.. Nested Tables Example: - Fund, - Department)

24 University Services Analysis Presented by Brian Hill

25 University Services Provides the non academic operations to the University of Minnesota on the Twin Cities campus and, for some services, system wide Core purpose is to make the University work CPPM, DPS, FM, UHS, AUXS

26 Why Oracle BI? Enterprise solution Cost savings Data integration for non-fm business units and resources (CPPM, DPS, UHS, AUXS, GIS) Collaboration with non-us business units

27 Business Background A significant component of the University s operational budget is related to the construction and maintenance of facilities owned, managed and maintained by the University Facility condition and cost information drives decisions about reinvestment, in addition to academic and programmatic drivers

28 Business Problem Facility condition and cost data is currently dispersed among several University Departments and IT systems There is no comprehensive source of facility cost data available for analyticbased decision-making or general reporting across the U of M

29 Business Question Which Facilities projects should we recommend for funding?

30 Project Goals Support University Services operations by developing a tool used initially to assist the allocation of HEAPR funding Align with and utilize the low cost, common good operational environment being built by OIT to demonstrate the capabilities of the new Oracle BI platform Develop the infrastructure and tool sets which will serve as a foundation for more facilities cost and condition analytics leading to a University Services Business Intelligence application

31 Current Process Excel spreadsheet with data from multiple source systems Complex formulae Time-consuming Difficult to repeat or replicate analysis

32 Data Identification Process Started with Mockup of end product Developed Use Cases Created Business Requirements Document based on Mockup Identified data elements needed to satisfy Requirements Modeled and mapped data to create Facts & Dimensions

33 Artifacts Dashboard Mockup

34 Artifacts - BRD

35 Artifacts Attribute Mapping

36 Data Model RPD View

37 Data Model - ETL

38 Data Model Physical Layer

39 Data Model Business Model and Mapping

40 Recommendations Business Team Implementing BI on a changing process is difficult Understand what BI is, familiarize yourself with the tool set and its strengths/weaknesses Important to have an experienced PM/BA to write solid requirements

41 Recommendations PM/BA Need committed involvement of IT and Business teams Business problem needs to be clearly defined and understood Clearly-defined requirements are essential to success Should be on the same page with respect to project requirements and goals, and tool set involved Difficult to start with a specific end product and work backwards Periodic sanity-checks of requirements vs. tool capabilities with Business and Development teams

42 Recommendations Data Analyst Determine what question(s) are trying to be answered Business process involved should be well-defined and static Need to understand the big picture how will this integrate with future data projects? Identify as many data elements and relationships as possible up front Acknowledge and mitigate knowledge gaps

43 Recommendations IT/Developer BI tools can do things that Excel cannot, and vice versa Work through all data issues and finalize the data model before developing reports Regular meetings with stakeholders to discuss progress and problems

44 Questions?

45 Short Break Then Session 2

46 Technical Readiness Gain understanding of business need Which tool to use? Understand development process Installation of development tools Identify skill gaps and identify training needs

47 Which tool to Use? UM Analytics is not a one size fits all

48 Which tool to Use? Know your options (see handout) Ad hoc querying and reporting Reporting from within applications Local reporting BI Publisher Un Analytics

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51 Technical Readiness Important Things to Note about Process Map Single point of entry through Analytics Collaborative Combination of roles provided centrally and locally Central focus on standards and system admin Local focus on analysis and development Use of ITG managed by Analytics Collaborative and OIT Project management in any tool Development can happen at any pace, but to move to Test need to go through standards checkpoints Migrations driven by ITG Multiple User Development (MUD) Transparency of reporting efforts

52 Technical Readiness Multiple Development Roles Enterprise Roles Local Roles Analytics Collaborative Data Governance OIT/ITG management Web Catalog Admin OBIEE Admin Data Architect Project Sponsor Project Stakeholder Project Manager BA, OBI Developer BI Analyst, Repository Developer DA, ETL Developer

53 Technical Readiness Installation of development tools Two Options Developer machine Server (roles change) Version Control (Set up by end of January) Network share with current University OBIEE version Start now? Access to pilot environments and central dev/test Download version Online Help Note: the online help links not and you ll need an Oracle Web account

54 Getting Help Technical Readiness OIT Installation guide (coming by end of January) Note: configurations will vary slightly OIT BI Group BI Developers Group Three groups have done server installs of development environments OIR David Peterson UServices Brian Hill CLA Kemal Badur

55 Technical Readiness Technical skill requirements Needed Skills Build Repositories Report & Dashboard Development BI Publisher University security setup Understand distinction between developer, report author, consumer Dimensional modeling Understanding of public data and appropriate use Optional DataStage (ETL) Training covered after demos

56 Analytics & Dashboard Demo Presented by Trace Zaback

57 BI Publisher Presented by John Abanu

58 BI Publisher 11G Oracle BI Publisher is a reporting solution to author, manage, and deliver all your reports and documents easier and faster than traditional reporting tools.

59 BI Publisher 11G Use your web browser or familiar desktop tools such as MS Word or Excel with BI Publisher Plug-in to create reports against practically any data source. View reports online or schedule them and deliver tens of thousands of documents per hour with minimal impact to transactional systems.

60 BI Publisher 11G Reports provided with Oracle Applications are not often in a format that is required by the end users. The data is there, but the users need it in a different format or need to add logos, charts and/or other material not included in the report.

61 BI Publisher 11G BI Publisher separates extracting data from the database from the presentation of that data in a report. This provides several advantages The same data file (data model) can be used for multiple reports Output can be set to be Word, PDF, Excel, HTML and XML without changing program that extracted the data The portion of BI Publisher that takes the XML file as input and creates the report is the Report Template or Presentation Template.

62 BI Publisher 11G Flash Data PPT PDF Apps HTML Excel XML WS EDI

63 BI Publisher 11G BI- Publisher Reporting can be done in two ways: Using OBIEE Analysis. Using Query Builder in BI-Publisher.

64 BI Publisher 11G Dashboard Construction using BI Publisher Reports Dashboards can be constructed to include the BI Publisher Reports. Customized RTF can be uploaded into BI Publisher and saved as a new report. Dashboard prompts can also be used to control the run time parameters. It is necessary to setup the fields as prompted in the OBIEE Analysis.

65 BI Publisher 11G The BI Publisher Reports BIP Dashboard

66 BI Publisher 11G Non Sponsored Summary Overall Example Link for BI Publisher Dashboard in Pilot:

67 Training Presented by Joe Sullivan

68 Training In House Using OBIEE Creating OBIEE Dashboards & Reports Outsourced Dimensional Modeling Building Repositories Dashboards & Reports BI Publisher

69 Training Outsourced Two options Arranged Classes at UofMN: Onyx Training / Analytics Collaborative [email protected] Public Offerings: Business Intelligence Consulting Group Onyx Training

70 Training Arranged Classes Subjects Dimensional Modeling Building Repositories Dashboards & Reports BI Publisher Class Descriptions

71 Training Arranged Classes - Costs 3 students $2000 /day 4 students $2200 /day 5 students $2400 /day 6 students $2600 /day 7 students $2800 /day 8-12 students $3000 /day BI Publisher + $500 /day Build Repository + $700 /day

72 Training Contact Analytics Collaborative

73 More Information BI Listserv UM Analysts Group BI Developers Group

74 Questions?