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M2 Overview (DESKI) Data Quality Course

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Presentation on theme: "M2 Overview (DESKI) Data Quality Course"— Presentation transcript:

1 M2 Overview (DESKI) Data Quality Course

2 M2 Overview Objectives: Utilize M2 data dictionary
Navigate BOXI environment Customize InfoView preferences 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 Using M2 Enter the following URL in your web browser window: https://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. 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!

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

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 Table of contents Hyperlinked

7 Header Information Location Update Cycle Record Description Source

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

9 Let’s open the M2 DD M2 Data Dictionary Google “BEA M2”
Click the top result Right-click “M2 Data Dictionary”, select “Save Target As…” and save to your Desktop “different meanings” – e.g. ben cat, does AD include Guard or not (like ACT could be just AD or could include Guard)

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 “different meanings” – e.g. ben cat, does AD include Guard or not (like ACT could be just AD or could include Guard)

11 Using M2 M2 Accounts: 800-600-9332, option 7 (DHSS - M2) DB2 Database
(gets routed to M2 POC) 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 Definitions 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 M2 has transitioned from to BOXI, w being turned off at the end of FY11. BOXI = B.O. v 11 BOXI’s 3 rpting tools = WEBI, RC, DESKI WEBI – Web Intelligence. Completely web-based and requires no installation on the user workstation. So if you aren’t able to install (e.g. you don’t have admin rights and await your techie to install), you can still use WEBI. WEBI RC – Also web-based, but does require installation, more functionality than WEBI, but less than DESKI. DESKI – full client BOXI application. Requires installation. Most comparable to previous v of M2 (5.1.7). Being taught in WISDOM. So why would you use RC instead of DESKI, you ask? In the future – it may be far – DESKI will go away; SAP is no longer updating DESKI and will enhance WEBI and RC to cover the functionalities cur’ly in DESKI. So right now, there isn’t a need to for you to use it, unless you try it and happen to like it. Both and BOXI R3 (M2) can be run on your wkstn at same t, however, other apps, such as EAS IV (do we have any EAS users?), are cur’ly using a diff release of BOXI called R2, which cannot be installed or run at the same time as M2’s BOXI, R3. If you are using EAS IV, you are able to use WEBI in M2, but not RC or DESKI, unless you run it on a sep computer. - EAS supposedly will convert to R3 soon, but you know how that goes. 12

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

14 M2 “Adds Stuff Up” Basic Sample Data If user asks for date and count:
Name Date Enrollment Loc Count Jane Smith Oct-07 Walter Reed 1 Joe Jones Mary Johnson Wilford Hall Nov-07 Tripler Andrews This is how a database works…. M2 is always adding stuff up. You can make it so it doesn’t add up and will show you every single row, but that’s not something we’ll do here. Take WISDOM. Basic Sample Data If user asks for date and count: FY Count Oct Nov

15 M2 “Adds Stuff Up” Basic Sample Data
Name Date Enrollment Loc Count Jane Smith Oct-07 Walter Reed 1 Joe Jones Mary Johnson Wilford Hall Nov-07 Tripler Andrews This is how a database works…. M2 is always adding stuff up. You can make it so it doesn’t add up and will show you every single row, but that’s not something we’ll do here. Take WISDOM. Basic Sample Data If user asks for date and count where Enrollment Loc is Walter Reed: FY Count Oct Nov

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 Using M2 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 objects

18 Now let’s try a corporate document!
This is where we start reviewing all the Corporate Documents. Hit File Retrieve From Corporate Documents

19 What Next? Edit / Copy All, Paste in Excel 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… Can also use M2 to further analyze, rearrange, etc… Slice and Dice Edit / Copy All, Paste in Excel

20 Building Ad Hoc Reports in M2

21 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

22 Let’s build our first query
Hit the File New button

23 M2 Query Panel List of files Results panel Conditions panel

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

25 Relationship Summary Simple to Use Think of as “Enrollment File”
Open up DD Record Description: Not really very descriptive Monthly tabulation of records from Relationship Detail By year, by month count of eligible beneficiaries with a special relationship in the MHS See ACV Group

26 TRICARE Prime Enrollment
How many Prime Enrollees in your: MTF? Parent MTF? Region? Multi-Service Market Area? Etc…. Identify needed data elements using data dictionary Enrollment Site, FY, FM, Enrollment Count ACV Group

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

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

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

30 Summary of All Records, Over All Time
List of variables Data table

31 Assuming you didn’t want the whole world
Hit button that looks like a query panel to modify the query

32 Query panel, But isn’t opened to the table you were using To modify, open up relationship summary and go from there

33 Limit to your area of interest by dragging data elements to filter on into conditions box

34 List of operators Click the one you want

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

36 Select from the list of values

37 Complete enrollment site condition
Add ACV Group Condition

38 Fort Hood Prime Enrollees
By Year and Month

39 Using M2 Using M2 is as simple as: The software is easy! WISDOM Course
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 (1) How many enrollees do I have at my MTF? Sounds simple. Word problem: what KIND of enrollees? (Prime only? Show DD>DEERS Person Detail>ACV and ACV Group) CRITICAL: Remember to include FM for ALL enrollment! Sanity checks… TLAR. This is why it’s much easier to start with the Corp Docs! You don’t have to remember (2) Another example… Thinking it through is critical! Also, documenting and explaining to the recipient, who might otherwise make assumptions about what you did.

40 Recap and What Next? Congratulations; you have Next Session:
Written a basic query Used the M2 data dictionary Run an existing query Modified a query Saved a query Put query results in Excel! Next Session: Practice your new skills!


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