Business Intelligence
Town Hall
Presented by BI Team
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
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
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
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
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
•
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
• 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?
• 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
Financial Analysis
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.
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
Step 2: Identify Existing Reports
•
Identify the sources currently used to answer
the business question. Some potential
sources are:
UMReports Queries
Excel
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
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)
B. Identify Measures
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
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:
Physical Layer: Dimensions and Facts imported from source databases. (usually all fields in the table)
Business Model and Mapping: Organize by Business
Needs.
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.
Subject Area Design
•
Organize
–
Naming convention of
Presentation Tables
–
Order logically or Alphabetically
•
Header Tables
– Example: DATES, MAPPED CHARTFIELD
STRINGS etc..
•
Nested Tables
University Services Analysis
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
Why Oracle BI?
•
Enterprise solution
•
Cost savings
•
Data integration for non-FM business units
and resources (CPPM, DPS, UHS, AUXS,
GIS)
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
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
Business Question
•
Which Facilities projects should we
recommend for funding?
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
Current Process
•
Excel spreadsheet with data from multiple
source systems
•
Complex formulae
•
Time-consuming
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
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
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
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
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
Short Break
Technical Readiness
•
Gain understanding of business need
•
Which tool to use?
•
Understand development process
•
Installation of development tools
Which tool to Use?
Which tool to Use?
Know your options (see handout)
•
Ad hoc querying and reporting
•
Reporting from within applications
•
Local reporting
•
BI Publisher
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)
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
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
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
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)
Analytics & Dashboard Demo
BI Publisher
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.
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.
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
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.
BI Publisher 11G
Data Apps WS Flash PPT PDF HTML Excel XML EDIBI Publisher 11G
BI- Publisher Reporting can be done in two ways:
•Using OBIEE Analysis.
• 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
BI Publisher 11G
BI Publisher 11G
Non Sponsored Summary Overall Example
Link for BI Publisher Dashboard in Pilot:
Training
Training
In House
•
Using OBIEE
•
Creating OBIEE Dashboards & Reports
Outsourced
•
Dimensional Modeling
•
Building Repositories
•
Dashboards & Reports
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
Training
Arranged Classes – Subjects
Dimensional Modeling
Building Repositories
Dashboards & Reports
BI Publisher
Class Descriptions
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
