OBIEE Training Part III Bringing it all Together Ronda Stemach EDM Group February 5, 2013

Where we’ve Come Data Warehouse and Hyperion started in 2008 Data Warehouse and OBIEE completed in 2010 for Finance and HR

Where we’re Going Introduction of Student Data in Data Warehouse

ETL - The process that E xtracts data from our PeopleSoft tables, T ransforms data, and L oads data into the Facts and Dimensions of our Data Warehouse. 1 Repository – the method used to look at the Fact and Dimension Tables, apply business logic to them, and organize them for Presentation to the user. 2 Catalog – the collection of Delivered Reports, filters, prompts and dashboards created using OBIEE. 3 What do we get with EPM 9.1? 4 Fact: Number of units a Student has taken Dimensions: Who? Person (and related bio-demo data) When? Academic Term, Year Where? Class, Department, College hierarchy Name Translations: Stu_Car_Term table = Term Enrollment Application of Business Rules & Logic Data Organization & Presentation to OBIEE Author Reports and Dashboards delivered with EPM Reports and Dashboards created by the Authors

Subject Groupings and Areas Data MartSubject Area Admissions and RecruitingAdmission Application Admission Application Status Admission Funnel Application Evaluation External Academic Summary Student Financial ServicesAward Disbursement Award Snapshot Bill Summary Credit History Payment and Charges Cross Reference Payment Summary Student Financials Accounting Line Student Financials Payment Details Student Financials Transactions Student Financials Transactions Details

Subject Groupings and Areas Data MartSubject Area Student RecordsAcademic Plan Summary Academic Program Detail Class Enrollment Class Instructor Class / Class Meeting Pattern Enrollment Requests Institution Summary Student Degrees Term Enrollment Institutional Research (Snapshots)Enrollment Admissions Completions (Graduation) End of Term

Census Data

Why OBIEE? OBI is a Reporting Tool OBI is the “Front End” view of the Data Warehouse OBI is about making the mind of your institution’s business talk to you Business intelligence (BI) is defined as the ability for an organization to take its and convert it into Knowledge Data Kimball Star Schema Design Analyze wide range of Information LIVE LIVE

Think about how you Consume Data When you want a weather report, do you go here:

Think about how you Consume Data … OR Here: Summary to Detail Multiple layers of info Layout of Information

HSU Best Practices in OBI Design Dashboards and Prompts Prompt Section should appear at the top of the Dashboard For multi-page dashboards, be aware of the scope of your prompt The number of pages per dashboard should not exceed the horizontal width of your screen – avoid having to scroll to pages Don’t overuse the constrain option in prompts – it can really slow down performance Check “Print Rows” setting of Dashboard, in PDF & Print Properties – All versus Visible Consider web page eye movement and the level of priority of the elements of your dashboard.

HSU Best Practices in OBI Design Analyses Always display your filters at the bottom Limit your columns, if possible, to avoid horizontal scrolling Use consistent color coding when possible Use consistent export links Provide insight, not just Excel – create interactive ways to view the data. Create links, drill to-s, different views, pivots… Provide context – comparison to previous year, comparison to budget, highs and lows, comparison to others. Make use of the Run Date/Time feature in your Title Add a Subtitle to further explain the report