ca project and portfolio management - a data warehouse deep dive

CA Project & Portfolio Management –A Data Warehouse Deep Dive

Agile Management

Linda Wray

CA Technologies

Services Architect - GD

AMX01E

@CAPPM

#CAWorld

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Terms of this Presentation


Abstract

Data Warehousing is used as the foundation of powerful Business Intelligence solutions. This lecture will facilitate the understanding of the CA PPM 14.2 data warehouse structure and features. You will gain an understanding how to leverage the tools provided as supporting documentation to develop powerful reporting outputs.

Linda Wray

CA Technologies

Software Architect –Global Delivery


Agenda

DATA WAREHOUSING KEY CONCEPTS

OVERVIEW OF CA PPM 14.2 REPORTING ARCHITECTURE

CA PPM 14.2 DATA RELATED TOOLS

DATA WAREHOUSE CONFIGURATION

DATA WAREHOUSE CONTENT

CA PPM 14.2 DATA WAREHOUSE TROUBLESHOOTING

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Data Warehousing Key Concepts



Data Warehouse – subject-oriented, time-variant, collection of data stored to provide efficient reporting

ETL - Extract Transform & Load– Extract – refers pulling data content from a source system

– Transform – relates to the transformation or references made to the data allowing the content to be stored in a simplistic fashion

– Load – the population of the data into the data warehouse tables

Domain – Jaspersoft semantic layer – Semantic layer – the business representation of database content

Common Terminologies



Source System– database which stores application data

– used as the source for data content by the data warehouse (CA PPM)

Database Link – named pointer to another database for one-way data selection

Stored Procedures – used to encapsulate a set of operations or queries to be executed against the database server




Dimension – reference information tied to measurable events

Measure/Metric – values on which calculations are performed (Aggregations: sum, count, average, etc…)

Fact table- measures are stored and id fields to dimension tables captured for reference




Star schema – one or more fact tables reference dimension tables

Primary Key – uniquely identifies records in a table– Examples: Investment ID, Resource ID, etc…

Foreign Key – field in a table that uniquely identifies records in another table. The primary key of another table.– Example: Investment ID in a fact table



Overview of CA PPM Architecture


Overview of CA PPM ReportingData Architecture

CA PPMDatabase ETL Process

CA PPM Data

Warehouse

Jaspersoft Domains(Semantic Layer)

Reports

Embedded: Pentaho Data Integrator drives

ETL Load

Both Web Based Ad-Hoc Reporting and Full-

Client reports

Business Logic and Labels which allow Ad-Hoc Analysis without technical expertise


Overview of CA PPM ReportingData Architecture

Key Data Warehouse Benefits– Data model easy to query

Use of Star Schema

Table and column naming conventions

– Output is returned faster into reports

Aggregation tables

– Option for a separate data warehouse database server minimizes impact on CA PPM application

Ability to query both DWH and CA PPM with database links


Data Warehousing Configuration


Data Warehouse ConfigurationMandatory Settings

Data Warehouse Database Server– The database server which will house the data warehouse must be

configured per CA PPM documentation

Database Link– The database link to the CA PPM database must be configured to allow

ETL process to load content into the DWH data warehouse



Languages– Multiple languages are supported (English is mandatory)

– Access Configuration

Administration General Settings System Options Data Warehouse Options



Fiscal Calendar– Data Warehouse supports one Fiscal Calendar

– Multiple entities can be extracted into the Data Warehouse, but only one Fiscal Calendar can be selected


Data Warehouse ConfigurationOptional Settings

Dynamic Domain Updates– Domains and data warehouse updated with custom objects

and attributes


Data Warehouse ConfigurationOptional Settings

Time Slice Configuration– Ensure time slice configurations are set per documentation

40 time slices should be selected with data warehouse flag selected

– 1 Daily

– 13 each for Weekly

– Monthly

– Fiscal

25 new slices & 15 existing



Data Warehouse Jobs – Table Population– Load Data Warehouse

Responsible for Extracting Transform and Loading data

– Load Data Warehouse Access Rights

Addresses user security privileges in the Data Warehouse



Data Warehouse Jobs – Auto Synchronization Scheduling– Recommended execution nightly/daily

– Request for increased frequency

Based on ETL execution duration

Necessary business processes



Data Warehouse Jobs – User Access– ‘Create and Update Jaspersoft Users’ job

Updates and creates access rights to ‘Advanced Reporting’ for CA PPM users

Data Warehouse content is available through OOTB domains and Ad-hoc Views


Data Warehousing Content


Data Warehouse ContentCategorized Subject Areas

Selected Prefix Standards– DWH_CFG – configuration tables

– DWH_CMN – neutral database objects used across multiple subject areas

– DWH_LKP – lookup database object

– DWH_META – meta data tables used to capture data warehouse structure

– DWH_ODF – customer specific database objects



Available data content within data warehouse

Change Request Management Resources Summary Investment EV Data

Issue Management All Associated Lookups Investment - Products

WBS Structure Investment - Assets Time Entry

Exchange Rates Resource User Security Current Baseline Data

OBS Hierarchy Customer-Specific Attributes Investment - Projects

WIP Transactions Investment - Ideas Time Entry Notes

Financial Benefit Plans Risk Management PMO Accelerator

Portfolio (High Level) TSV Values Investment - Services

Facts by Weekly/Monthly/Fiscal Investment - Other Work Time Sheets

Financial Budget/Cost Plans Team Allocations DBLINK for Missing Data

Resource Assignments Summary Facts Investment User Security

Summary Facts Financial Budget/Cost Plans Time Sheet Notes

Investment - Applications Resource Assignments New Cost Slices - ETC/Allocations


Data Warehouse ContentStar Schema Concepts

Star Schema Example– Fact table is in the center

– Dimension tables surround the fact table

– Primary keys for dimension tables are foreign keys in fact

– ‘ETC…’ refers to additional columns

DWH_INV_TEAM_PERIOD_FACTS

FK1 TEAM_KEY

FK4 iNVESTMENT_KEY

FK2 RESOURCE_KEY

FK3 PERIOD_KEY

ALLOC_HOURS

ETC...

DWH_INV_TEAM

PK TEAM_KEY

ETC...

DWH_RES_RESOURCE

PK RESOURCE_KEY

ETC...

DWH_CMN_PERIOD

PK PERIOD_KEY

ETC...

DWH_INV_INVESTMENT

PK INVESTMENT_KEY

ETC...



Selected CA PPM Star Schema Dimension Tables– DWH_RES_RESOURCE

Resource content such as: Resource Name, Email Address, Is Active, Resource Manager, etc…

– DWH_FIN_BENEFIT_PLAN

Financial benefit plan information: Plan Name, Description, Home Currency Code, Billing Currency Code, etc…

– DWH_CMN_PERIOD

Time period values: Period Type Key, Month Key, Month Start Date, Quarter Key, Quarter Start Date, etc…



CA PPM Star Schema Fact Tables– DWH_INV_TEAM_PERIOD_FACTS

Data available at specific levels of granularity

Values roll up to time periods reflected in the DWH_CMN_PERIOD table

Detailed information can be drawn by joining the dimension tables

– DWH_INV_TEAM

– DWH_INV_INVESTMENT

– DWH_RES_RESOURCE

– DWH_CMN_PERIOD



CA PPM Star Schema Fact Aggregation Tables– DWH_INV_TEAM_SUMMARY_FACTS

Data is summarized without ability to break down time periods

Totals are provided from the ‘%_SUMMARY_FACTS’ tables

Detailed information pulled from the dimension tables

– DWH_INV_TEAM

– DWH_INV_INVESTMENT

– DWH_RES_RESOURCE


Data Warehouse ContentDWH Facts

Available fact data is based on configured data warehouse slices

The default slices can be modified to increase or decrease the available content

Default Measure ValuesMonthly 3 years back & 3 years forwardWeekly 1 year back & 1 year forwardDaily 1 year back & 1 year forwardFiscal 3 years back & 3 years forward


CA PPM Data Warehouse Troubleshooting


CA PPM 14.2 Data Warehouse Troubleshooting

Time slice configurations– Time slices with the same granularity require parallel configurations

– Incorrect configuration of slices will impact DWH

General Mishaps

Example Breakdown

Time Slice Granularity Note Sample

MonthlyAll monthly ‘Data warehouse’ time slices need the same date of

the month and same number of periods

MONTHLYRESOURCEALLOCCURVE – 1st of the Month & 13 periods

team::alloccost_curve::dwh_month – 1st of the Month & 13 periods

WeeklyAll weekly ‘Data Warehouse’ time slices need the same day of the work week defined in ‘Administration Project Management

Settings’

WEEKLYRESOURCEACTCURVE - Monday (First Day of Work Week)

baseline::current_team_usage::dwh_week - Monday (First Day of Work Week)


DWH_META_TABLES

Important Debugging Tables

Found in both PPM transactional database & PPM DWH data warehouse database

Contains meta data which provides details on the dynamic creation of the DWH data warehouse tables

Debugging Tables


Found in both PPM transactional database & PPM DWH data warehouse database

Contains meta data which provides details on the dynamic creation of the DWH data warehouse columns

Found in PPM DWH data warehouse database

Includes information about the ETL load details

Includes start and end times of the ETL loads

DWH_META_COLUMNS DWH_CFG_AUDIT



Unique Index Creation Error– Verify time zones on PPM and DWH servers

Time zones need to be modified if the count to the following query is greater than 0

– SELECT COUNT(1) FROM dwh_cmn_period WHERE dw_updated_date > (SELECT

dw_load_end_date FROM dwh_cfg_audit WHERE table_name =

'DWH_CMN_PERIOD')

Debugging Tables



Identify tables with longer load times– Query the DWH_CFG_AUDIT meta data table

Check for table load times greater than 10 minutes

– Sample SQL Syntax:

SELECT table_name, ROUND(24*60*(dw_load_end_date - dw_load_start_date),2) FROM

dwh_cfg_audit WHERE 24*60*60*(dw_load_end_date - dw_load_start_date) > 10

Debugging Tables



Unique Index Creation Error– Verify time zones on PPM and DWH servers

Time zones need to be modified if the count to the following query is greater than 0

– SELECT COUNT(1) FROM dwh_cmn_period WHERE dw_updated_date > (SELECT

dw_load_end_date FROM dwh_cfg_audit WHERE table_name =

'DWH_CMN_PERIOD')

Debugging Tables


CA PPM Data Related Tools


CA PPM 14.2 Data Related Tools

Primary tools to assist with 14.2 Data warehouse content– Data Warehouse Database Schema

Packaged webpages focused on data warehouse features, capabilities, structure, object details, and helpful information

– Data Warehouse ERD Diagram

Diagram used to show relationships between tables

– Advanced Reporting Domain Field Descriptions

Provides mapping of Dimensions and measures to Data Warehouse tables

Locate and Access Data


Q & A


Recommended Sessions

SESSION # TITLE DATE/TIME

AMT09SUsing CA Project & Portfolio Management (CA PPM)

to Align Projects with Strategy11/19/2015 at 12:15 pm

AMT10SGuiding Standardization Across the Enterprise at Disney

Parks and Resorts11/19/2015 at 3:00 pm

AMT19SPanel Discussion: Migrating to 14.2; New Advanced

Reporting

11/19/2015 at 4:30 pm


Must-See Demos

Simplify your Application PortfolioCA PPM

Theater – Agile Management

Identify the Right InvestmentsCA PPM


Align Resources to Meet DemandCA PPM


Business Transformation

CA PPM



For More Information

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CA World ’15

http://cainc.to/Nv2VOe

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ca project and portfolio management - a data warehouse deep dive

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