2 M2 Overview Objectives: Utilize M2 data dictionary Navigate BOXI environmentCustomize InfoView preferencesUse DESKIRetrieve corporate documents and use themUtilize M2 Slice and Dice capabilitiesSave, Open, Modify and Export M2 FilesDescribe process for creating ad-hoc queries in M2
3 Using M2Enter the following URL in your web browser window: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:Click on ‘Next’.Type in a name for the shortcut, something like “BOXI”.Click ‘Finish’.Logging on: be cautious with your CAC PIN3 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 unlockedWhen logged into M2!
5 M2 Data Dictionary Spreadsheet format One tab per data fileDescribes overall content; timingList of all data elementsDefinitionValid ValuesFormatExampleNotes & CaveatsUpdated monthlyVery important for correct reports!
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 resultRight-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 monthReview definitions prior to using objects in a queryBe sure to compare values across filesObjects 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 DatabaseFiles are not generally integratedBusiness Objects SoftwareClient-serverGUI-Interface (Structured Query Language)Analysis CapabilitySQL:You pick the data elements you want to seeAnd the filters you want to useSQL summarizes data per your instructions
12 Definitions BOXI - Full BO product suite for M2 reporting BO – Older version of BO used for M2InfoView – Portal where WEBI, WEBI RC, DESKI, documents are viewed and sharedWEBI – Web based applicationWEBI RC – Web based application that requires a client installation on workstationDESKI – Full client based application that requires an installation on workstationM2 has transitioned from to BOXI, w being turned off at the end of FY11.BOXI = B.O. v 11BOXI’s 3 rpting tools = WEBI, RC, DESKIWEBI – 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 Documents13
14 M2 “Adds Stuff Up” Basic Sample Data If user asks for date and count: NameDateEnrollment LocCountJane SmithOct-07Walter Reed1Joe JonesMary JohnsonWilford HallNov-07TriplerAndrewsThis 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 DataIf user asks for date and count:FY CountOctNov
15 M2 “Adds Stuff Up” Basic Sample Data NameDateEnrollment LocCountJane SmithOct-07Walter Reed1Joe JonesMary JohnsonWilford HallNov-07TriplerAndrewsThis 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 DataIf user asks for date and count where Enrollment Loc is Walter Reed:FY CountOctNov
16 Corporate Documents Corporate Documents are M2 Reports Written by “Super Users”Intended to be used by a wide audienceVery helpful for new usersPrompted filters vs. all MTFs already run
17 Using M2 Slice and Dice Wonderful tool in M2 Allows you to manipulate data without re-runningAfter your results are returned, use slice and dice to:RearrangeFilterSortRemove data elementsInsert calculationsLink objects
18 Now let’s try a corporate document! This is where we start reviewing all the Corporate Documents.Hit FileRetrieve FromCorporate Documents
19 What Next? Edit / Copy All, Paste in Excel Can hit save Creates a “.rep” file; can be re-run laterCan hit “edit / copy all” to put on clipboardCan easily paste into spreadsheet softwareWYSIWYG; keeps your changesCan use “export” button (blue Rubik’s Cube toolbar button) toExport 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 DiceEdit / Copy All,Paste in Excel
21 Blank M2 ScreenFunctionality 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 PanelList of filesResults panelConditions panel
24 Quick Review:Open and close boxes to the leftReview file namesConsider files described in earlier lecture
25 Relationship Summary Simple to Use Think of as “Enrollment File” Open up DDRecord Description:Not really very descriptiveMonthly tabulation of records from Relationship DetailBy year, by month count of eligible beneficiaries with a special relationship in the MHSSee 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 dictionaryEnrollment Site, FY, FM, Enrollment CountACV 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 interestIf I hit run now with no conditions………
30 Summary of All Records, Over All Time List of variablesData 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 usingTo 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
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; andDoing the dreaded WORD PROBLEM!The software is easy!The word problem can be hardWISDOM CourseFocus 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 queryUsed the M2 data dictionaryRun an existing queryModified a querySaved a queryPut query results in Excel!Next Session:Practice your new skills!