OBIEE Training Part III

Bringing it all Together

Ronda StemachEDM GroupFebruary 5, 2013

Where we’ve Come

• Data Warehouse and Hyperion started in 2008

• Data Warehouse and OBIEE completed in 2010 for Finance and HR

Where we’re Going

• Introduction of Student Data in Data Warehouse

• ETL - The process that Extracts data from our PeopleSoft tables, Transforms data, and Loads data into the Facts and Dimensions of our Data Warehouse.

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• Repository – the method used to look at the Fact and Dimension Tables, apply business logic to them, and organize them for Presentation to the user.

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• Catalog – the collection of Delivered Reports, filters, prompts and dashboards created using OBIEE.

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What do we get with EPM 9.1?

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Fact: Number of units a Student has takenDimensions:Who? Person (and related bio-demo data)When? Academic Term, YearWhere? Class, Department, College hierarchy

Name Translations:• Stu_Car_Term table = Term EnrollmentApplication of Business Rules & LogicData Organization & Presentation to OBIEE Author

Reports and Dashboards delivered with EPMReports and Dashboards created by the Authors

Subject Groupings and AreasData Mart Subject Area

Admissions and Recruiting Admission Application

Admission Application Status

Admission Funnel

Application Evaluation

External Academic Summary

Student Financial Services Award Disbursement

Award Snapshot

Bill Summary

Credit History

Payment and Charges Cross Reference

Payment Summary

Student Financials Accounting Line

Student Financials Payment Details

Student Financials Transactions

Student Financials Transactions Details

Subject Groupings and AreasData Mart Subject Area

Student Records Academic Plan Summary

Academic Program Detail

Class Enrollment

Class Instructor

Class / Class Meeting Pattern

Enrollment Requests

Institution Summary

Student Degrees

Term Enrollment

Institutional Research (Snapshots) Enrollment

Admissions

Completions (Graduation)

End of Term

Census Data

Why OBIEE?

• OBI is a Reporting Tool• OBI is the “Front End”

view of the Data Warehouse

• OBI is about making the mind of your institution’s business talk to you

Business intelligence (BI) is defined as the ability for an organization to take its and convert it into KnowledgeData

• Kimball Star Schema Design• Analyze wide range of Information

LIVELIVE

Think about how you Consume Data

When you want a weather report, do you go here:

Think about how you Consume Data

… OR Here:• Summary to Detail• Multiple layers of info• Layout of Information

HSU Best Practices in OBI DesignDashboards and Prompts

• Prompt Section should appear at the top of the Dashboard• For multi-page dashboards, be aware of the scope of your prompt• The number of pages per dashboard should not exceed the horizontal width of

your screen – avoid having to scroll to pages• Don’t overuse the constrain option in prompts – it can really slow down

performance• Check “Print Rows” setting of Dashboard, in PDF & Print Properties – All versus

Visible• Consider web page eye movement and the level of priority of the elements of

your dashboard.

HSU Best Practices in OBI DesignAnalyses

• Always display your filters at the bottom• Limit your columns, if possible, to avoid horizontal scrolling• Use consistent color coding when possible• Use consistent export links• Provide insight, not just Excel – create interactive ways to view the data.

Create links, drill to-s, different views, pivots… • Provide context – comparison to previous year, comparison to budget, highs

and lows, comparison to others.• Make use of the Run Date/Time feature in your Title• Add a Subtitle to further explain the report