Business Intelligence Town Hall

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Business Intelligence

Town Hall

Presented by BI Team

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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

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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

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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

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University Community

AC Facilitation Model BI Steering Committee

Requirements

Analytics Collaborative

Managed by AC Staff and virtual network of Reporting Administrators and Reps from central business units.

•Strategic Direction

University BI Portfolio

Individual Colleges & Units Reporting Groups Data Governance Users Collaboration •Facilitation •Governance •Communication •Training/Support

Office of Information Technology

•Support

•IT Governance

•Data Governance

Central Units: Student, HR, Finance

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Clarifying the Universities Goals

oBI Steering Committee

Consistent Methodology for BI Projects

oCommon language, and approach etc.

Identifying and Developing Processes to

Support BI Program

oAC developing multiple processes

Development of Standards

oData Governance & Reporting

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• 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?

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• 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 e-mail to

opa@umn.edu

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Financial Analysis

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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.

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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

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Step 2: Identify Existing Reports

Identify the sources currently used to answer

the business question. Some potential

sources are:

UMReports Queries

Excel

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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

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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)

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B. Identify Measures

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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

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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:

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Physical Layer: Dimensions and Facts imported from source databases. (usually all fields in the table)

Business Model and Mapping: Organize by Business

Needs.

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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.

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Subject Area Design

Organize

Naming convention of

Presentation Tables

Order logically or Alphabetically

Header Tables

– Example: DATES, MAPPED CHARTFIELD

STRINGS etc..

Nested Tables

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University Services Analysis

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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

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Why Oracle BI?

Enterprise solution

Cost savings

Data integration for non-FM business units

and resources (CPPM, DPS, UHS, AUXS,

GIS)

(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

analytic-based decision-making or general

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Business Question

Which Facilities projects should we

recommend for funding?

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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

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Current Process

Excel spreadsheet with data from multiple

source systems

Complex formulae

Time-consuming

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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

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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

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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

(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

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Short Break

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Technical Readiness

Gain understanding of business need

Which tool to use?

Understand development process

Installation of development tools

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Which tool to Use?

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Which tool to Use?

Know your options (see handout)

Ad hoc querying and reporting

Reporting from within applications

Local reporting

BI Publisher

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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)

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Technical Readiness

Multiple Development Roles

• Enterprise Roles

• Analytics Collaborative

• Data Governance

• OIT/ITG management

• Web Catalog Admin

• OBIEE Admin • Data Architect • Local Roles • Project Sponsor • Project Stakeholder • Project Manager

• BA, OBI Developer

• BI Analyst, Repository Developer

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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 11.1.1.5 • http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/downloads/biee-111150-393613.html • Online Help • http://oraclebi.blogspot.com/2010/08/rcu-and-what-it-means-for-you.html • http://oraclebi.blogspot.com/2010/08/installing-obiee-11g.html

• Note: the online help links not 11.1.1.5 and you’ll need an Oracle Web account

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Technical Readiness

Getting Help

• 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

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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)

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Analytics & Dashboard Demo

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BI Publisher

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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.

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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.

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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

(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.

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BI Publisher 11G

Data Apps WS Flash PPT PDF HTML Excel XML EDI

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BI Publisher 11G

BI- Publisher Reporting can be done in two ways:

•Using OBIEE Analysis.

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• 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.

Dashboard Construction using BI Publisher Reports

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BI Publisher 11G

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BI Publisher 11G

Non Sponsored Summary Overall Example

Link for BI Publisher Dashboard in Pilot:

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Training

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Training

In House

Using OBIEE

Creating OBIEE Dashboards & Reports

Outsourced

Dimensional Modeling

Building Repositories

Dashboards & Reports

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Training

Outsourced – Two options

Arranged Classes at UofMN:

Onyx Training / Analytics Collaborative

opa@umn.edu

Public

Offerings:

Business Intelligence Consulting Group

http://www.biconsultinggroup.com/bicg-university/

Onyx Training

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Training

Arranged Classes – Subjects

Dimensional Modeling

Building Repositories

Dashboards & Reports

BI Publisher

Class Descriptions

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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

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Training

Contact Analytics Collaborative

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More Information

BI Listserv

bi-implementation@lists.umn.edu

UM Analysts Group

analysts-group@lists.umn.edu

BI Developers Group

bi-group@lists.umn.edu

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