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M2 Overview (DESKI) Data Quality Course. 2 M2 Overview  Objectives: Utilize M2 data dictionary Navigate BOXI environment Use DESKI Retrieve corporate.

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Presentation on theme: "M2 Overview (DESKI) Data Quality Course. 2 M2 Overview  Objectives: Utilize M2 data dictionary Navigate BOXI environment Use DESKI Retrieve corporate."— Presentation transcript:

1 M2 Overview (DESKI) Data Quality Course

2 2 M2 Overview  Objectives: Utilize M2 data dictionary Navigate BOXI environment Use DESKI Retrieve corporate documents and use them Utilize M2 Slice and Dice capabilities Save, Open, Modify and Export M2 Files Describe process for creating ad-hoc queries in M2

3 3  Enter the following URL in your web browser window: https://tma-bi.csd.disa.milhttps://tma-bi.csd.disa.mil For convenience, you can create a shortcut on your desktop.  Right click on desktop.  Click on ‘New’ and then ‘Shortcut’.  Type in the location of the item: https://tma-bi.csd.disa.mil.https://tma-bi.csd.disa.mil  Click on ‘Next’.  Type in a name for the shortcut, something like “BOXI”.  Click ‘Finish’.  Logging on: be cautious with your CAC PIN 3 Strikes rule for entering your PIN! Raise your hand for help if you’ve had two warnings! Using M2

4 4 REMINDER! At work or in class... Never leave a workstation unlocked When logged into M2! Business Objects

5 5 M2 Data Dictionary  Spreadsheet format One tab per data file  Describes overall content; timing  List of all data elements Definition Valid Values Format Example Notes & Caveats  Updated monthly  Very important for correct reports!

6 6 Table of contents Hyperlinked

7 7 Header Information Location Update Cycle Record Description Source

8 8 Objects listed in same order as in M2 Definition, Format, List of values

9 9  Let’s open the M2 DD 1.Google “BEA M2” 2.Click the top result 3.Right-click “M2 Data Dictionary”, select “Save Target As…” and save to your Desktop M2 Data Dictionary

10 10 Using the DD Effectively  Don’t forget to update the DD each month  Review definitions prior to using objects in a query  Be sure to compare values across files Objects with the same name sometimes have different meanings and value sets

11 11 Using M2  M2 Accounts: , option 7 (DHSS - M2) (gets routed to M2  DB2 Database Files are not generally integrated  Business Objects Software Client-server GUI-Interface (Structured Query Language) Analysis Capability  SQL: You pick the data elements you want to see And the filters you want to use SQL summarizes data per your instructions

12 12  BOXI - Full BO product suite for M2 reporting  BO – Older version of BO used for M2  InfoView – Portal where WEBI, WEBI RC, DESKI, documents are viewed and shared  WEBI – Web based application  WEBI RC – Web based application that requires a client installation on workstation  DESKI – Full client based application that requires an installation on workstation Definitions

13 13 Overview of Infoview View/Create Documents Your User Account Log out

14 14 NameDateEnrollment LocCount Jane SmithOct-07Walter Reed1 Joe JonesOct-07Walter Reed1 Mary JohnsonOct-07Wilford Hall1 Jane SmithNov-07Walter Reed1 Joe JonesNov-07Tripler1 Mary JohnsonNov-07Andrews1 Basic Sample Data If user asks for date and count: FYCount Oct Nov M2 “Adds Stuff Up”

15 15 NameDateEnrollment LocCount Jane SmithOct-07Walter Reed1 Joe JonesOct-07Walter Reed1 Mary JohnsonOct-07Wilford Hall1 Jane SmithNov-07Walter Reed1 Joe JonesNov-07Tripler1 Mary JohnsonNov-07Andrews1 M2 “Adds Stuff Up” Basic Sample Data If user asks for date and count where Enrollment Loc is Walter Reed: FYCount Oct Nov

16 16 Corporate Documents  Corporate Documents are M2 Reports Written by “Super Users” Intended to be used by a wide audience Very helpful for new users Prompted filters vs. all MTFs already run

17 17  Slice and Dice Wonderful tool in M2 Allows you to manipulate data without re-running After your results are returned, use slice and dice to:  Rearrange  Filter  Sort  Remove data elements  Insert calculations  Link M2 files by common elements Using M2

18 18 Now let’s try a corporate document!

19 19 Click New Desktop Intelligence Document Open DESKI…

20 20 Cancel the Query Panel window that pops up when you first open DESKI

21 21 File > Import from Repository

22 22 Ensure Folders is clicked or you won’t see anything!

23 Select the report you want and click Retrieve Instance! to get the latest refresh of the report If ‘Retrieve Instance’ is greyed out, that means there aren’t multiple instances

24 24 b)Click Refresh button, causing you to re- login to Infoview c)Re-open DESKI If you don’t see any reports listed or if the window is acting “quirky” - notice the Data Quality reports no longer listed! - then your Infoview session has timed out (20min of inactivity) a) Close DESKI

25 25 Corporate documents  We used Slice and Dice to further analyze, rearrange, etc… What Next?  Can hit save Saves the “.rep” file; keeps your changes, can be re-run later  Can hit “edit / copy all” to put on clipboard Can easily paste into spreadsheet software WYSIWYG; keeps your changes  Can use “export” button (blue Rubik’s Cube toolbar button) to Export entire raw data cube that does not contain your changes made in Slice and Dice -- text formatting, increase or decrease decimal, etc… Edit / Copy All, Paste in Excel

26 Resources 26 Corporate Reports Handbook in TMA/HA folder M2 tutorial is 1 st section of Handbook Resources

27 27 Resources Navy Newsletters - Newsletter#2 is Data Quality! In Infoview window

28 28 Building Ad Hoc Reports in M2

29 29  CAPER is a huge file; Summary has fewer elements and runs faster  Open up DD Record Description How often is the CAPER updated?  See Appt Status Class  Provider Aggregate RVUs – new way to look at provider RVUs vs. Enhanced Total RVUs CAPER – Summary and Detail files in M2

30 30 CAPER – Summary and Detail files in M2  How many encounters and RVUs at your: MTF? Parent MTF? Region? Multi-Service Market Area? Etc….  Identify needed data elements using data dictionary My MTF (“Tmt DMIS ID”), FY, Provider Aggregate RVUs, Enhanced Total RVUs, Encounters, only MEPRS1 = B In CAPER Detail file: Change Edit Flag  Remember some edits are being applied to CAPERs prior to assigning RVUs  To understand when code edits have been applied and why

31 31 Let’s build our first query

32 32 Blank M2 Screen Functionality is greyed out when it can’t be used “New File” and “Open File” buttons look just like in regular Office products Hit the “New File” button

33 33 M2 Query Panel List of files Results panel Conditions panel

34 34 Quick overview: Open and close boxes to the left Review file names Consider files described in earlier lecture

35 35 Open CAPER Summary Find objects you want in your report and drag to “results panel”

36 36 M2 will only retrieve the objects you ask it to retrieve

37 37 Use conditions panel to limit data From entire world, to area of interest If I hit run now with no conditions………

38 38 Use conditions panel to limit data From entire world, to area of interest If I hit run now with no conditions……… I would get the whole MHS and all the years that are in M2! not what I want

39 39 List of operators Click the one you want

40 40 After clicking “equal to”, a set of options are displayed

41 41 Select from the list of values

42 42 Add additional filters Hit Run

43 43 We always double-check our results Check to ensure it reflects the filters you applied  FY = ???  Tmt Parent DMIS ID = ??  MEPRS1 Code = B Do the numbers look reasonable? If not, maybe your query needs to be modified

44 44 To modify your query - The query panel is the only place you can modify what is pulled from the database Hit button that looks like a gold barrel to modify the query

45 45 Query panel, But isn’t opened to the table you were using To modify, open up CAPER Summary and go from there

46 46 What Next?  Slice and Dice To further analyze, rearrange, etc…  Can hit save Creates a “.rep” file; can be re-run later  Can hit “edit / copy all” to put on clipboard Can easily paste into spreadsheet software WYSIWYG; keeps your changes  Can use “export” button (blue Rubik’s Cube toolbar button) to Export entire raw data cube that does not contain your changes made in Slice and Dice, text formatting, increase or decrease decimal, etc… Edit / Copy All, Paste in Excel

47 47 Using M2  Using M2 is as simple as: Dragging and Dropping to give the computer instructions for your query; and Doing the dreaded WORD PROBLEM!  The software is easy! The word problem can be hard  WISDOM Course Focus on the word problem

48 48 Recap and What Next?  Congratulations; you have Used corporate documents Written your own basic query Used the M2 data dictionary Modified a query Saved a query Put query results in Excel!


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