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Writing Formulas for the OBIEE Answers Super-User in You! How a little SQL, Excel and Notepad makes it easy(er) FORCES 2013 - Largo, Florida Patrick McCormack,

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Presentation on theme: "Writing Formulas for the OBIEE Answers Super-User in You! How a little SQL, Excel and Notepad makes it easy(er) FORCES 2013 - Largo, Florida Patrick McCormack,"— Presentation transcript:

1 Writing Formulas for the OBIEE Answers Super-User in You! How a little SQL, Excel and Notepad makes it easy(er) FORCES Largo, Florida Patrick McCormack, SPHR, Senior Human Resources Advisor Organization Development (904)

2 2 PATRICK MCCORMACK, SPHR SENIOR HUMAN RESOURCES ADVISOR JEA, \JACKSONVILLE, FLORIDA Reconfigured employee database for US Navy PATRON 30 Developed 1 st Veterans Services Tracking database for University of North Florida Developed 1 st Equal Employment Opportunity Tracking database for Mayor’s Office, City of Jacksonville Developed Self-Audit Timecard tracking spreadsheet for Personnel Office, City of Jacksonville Developed tracking database for DOT drug and alcohol testing, City of Jacksonville HR Report Writer using D&B database, JEA HR Implementation Team Oracle, JEA HR Report Writer using Discoverer, JEA HR Implementation Team Oracle (R12), JEA HR Implementation Team OBIEE, JEA HR Report Writer using Business Objects, JEA HR Report Writer using OBIEE, JEA

3 Today Explore ways to create formulas – Look at helpful SQLs and simple Fx s – MS Excel as a formula worksheet builder – Notepad as a tool and storage EXTRA – ease the burden of tracking – Answer Reports – Answer Formulas 3

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6 Tools Used Notepad Microsoft Excel Microsoft Access 6

7 Materials SQL All-In-One for Dummies (Allen G. Taylor) Dashboard & Report Design & Best Practices (Amy Mayer & Kevin McGinley) Oracle Business Intelligence Answers, Delivers, and Interactive Dashboards Users Guide V Various internet available resources OBIEE SQL-92 help files And the... 7

8 Version 10g or 11g? 8

9 New or Regular User? 9

10 10 You might ask - What’s to learn in the first place? © P.McCormack2012

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16 But when - 16

17 And what happens when the requested information is not in the system in the form the requester wants? 17 Let’s check

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19 Helpful SQL CAST (text AS INTEGER) cast("Employee Attributes"."Employee Number" as int) 19

20 Helpful SQL CASE WHEN THEN ELSE END [LENGTH/SUBSTRING] CASE when SUBSTRING(Job."Job Description" FROM LENGTH(Job."Job Description")-8 FOR 4) = '0070' THEN 'JEA AFSCME' when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4) = '0090' then 'JEA LIUNA' when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4) = '0179' then 'AFSCME TEMPORARY' when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4) = '0190' then 'LIUNA TEMPORARY' when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4) = '1618' then 'SJRPP IBEW' when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4) = '2668' then 'EXTERNAL CONTRACTOR' ELSE 'UNKNOWN' END 20

21 Helpful SQL CONCAT CONCAT("Employee Personal Attributes"."Employee Permanent Adderss Line 1","Employee Personal Attributes"."Employee Permanent Adderss Line 2") "Employee Personal Attributes"."Employee Permanent Adderss Line 1"||"Employee Personal Attributes"."Employee Permanent Adderss Line 2"||"Employee Personal Attributes"."Employee Permanent Adderss Line 3“ 21

22 Helpful SQL LEFT, RIGHT LENGTH (demonstrated) LOCATE (demonstrated next slide) SUBSTRING (demonstrated) 22

23 LOCATE Locate CONCAT('00',SUBSTRING("Employee Organization"."Employee Organization Name" FROM LOCATE('4',"Employee Organization"."Employee Organization Name") FOR 3)) 23

24 Helpful SQL TimestampAdd TimestampAdd(SQL_TSI_YEAR, 26, "Employee Personal Attributes"."Employee Birth Date") 24 SQL_TSI_SECOND SQL_TSI_MINUTE SQL_TSI_HOUR SQL_TSI_DAY SQL_TSI_WEEK SQL_TSI_MONTH SQL_TSI_QUARTER SQL-TSI_YEAR

25 Helpful SQL TimestampDiff 25 TimestampDiff(SQL_TSI_DAY, "Employee Personal Attributes"."Employee Birth Date",TIME.DATE)/ TimestampDiff(SQL_TSI_DAY, "Employee Personal Attributes"."Employee Birth Date",Current_date)/

26 Multi-Program Formula Creation 26

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30 30

31 31 Cut to Excel

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39 39 Writing a formula in Excel

40 40 Writing a formula in Excel

41 41 Writing a formula in Excel

42 42 Writing a formula in Excel =Concatenate(a1,b1,c1)

43 43 Writing a formula in Excel

44 44 Writing a formula in Excel

45 45 Writing a formula in Excel

46 46

47 47 Cut and Paste Complete Formula Case Else ‘Other’ End

48 CASE when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical Default Plan (Pre Tax)Participant + Child(ren)' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical Default Plan (Pre Tax)Participant + Family' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical Default Plan (Pre Tax)Participant + Spouse' when "Payment Type"."Payment Type Description" = 'Medical ER' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical Default Plan (Pre Tax)Participant Only' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical HDHP Plan (Pre Tax)Participant + Child(ren)' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical HDHP Plan (Pre Tax)Participant + Family' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical HDHP Plan (Pre Tax)Participant + Spouse' when "Payment Type"."Payment Type Description" = 'Medical ER' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical HDHP Plan (Pre Tax)Participant Only' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical High Option Plan (Pre Tax)Participant + Child(ren)' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical High Option Plan (Pre Tax)Participant + Family' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical High Option Plan (Pre Tax)Participant + Spouse' when "Payment Type"."Payment Type Description" = 'Medical ER' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical High Option Plan (Pre Tax)Participant Only' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical Default Plan (Pre Tax)Participant + Child(ren)' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical Default Plan (Pre Tax)Participant + Family' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical Default Plan (Pre Tax)Participant + Spouse' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical Default Plan (Pre Tax)Participant Only' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical HDHP Plan (Pre Tax)Participant + Child(ren)' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical HDHP Plan (Pre Tax)Participant + Family' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical HDHP Plan (Pre Tax)Participant + Spouse' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical HDHP Plan (Pre Tax)Participant Only' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical High Option Plan (Pre Tax)Participant + Child(ren)' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical High Option Plan (Pre Tax)Participant + Family' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical High Option Plan (Pre Tax)Participant + Spouse' when "Payment Type"."Payment Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = THEN 'Medical Medical High Option Plan (Pre Tax)Participant Only' END 48

49 You Can Always Write a Formula Directly into Notepad Ifnull(“Employment Attributes”.”Employee Last Hire Date”,”Employment Attributes”.”Employee Adjusted Service Date”) 49

50 50

51 MAIN ENTRY 51

52 52

53 53 Library Database Brief Listing

54 54 Library Listing By Consumer

55 55 Library of Formula

56 56 Library of Formula

57 Items Covered Why have easier ways to write formula How a little SQL helps How Notepad can help How Excel can help How Access can help 57

58 Do You Have Any Questions? 58 © 2012.P.McCormack


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