OBIEE Training Part III
Bringing it all Together
Ronda StemachEDM GroupFebruary 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 Extracts data from our PeopleSoft tables, Transforms data, and Loads data into the Facts and Dimensions of our Data Warehouse.
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• 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.
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• Catalog – the collection of Delivered Reports, filters, prompts and dashboards created using OBIEE.
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What do we get with EPM 9.1?
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Fact: Number of units a Student has takenDimensions:Who? Person (and related bio-demo data)When? Academic Term, YearWhere? Class, Department, College hierarchy
Name Translations:• Stu_Car_Term table = Term EnrollmentApplication of Business Rules & LogicData Organization & Presentation to OBIEE Author
Reports and Dashboards delivered with EPMReports and Dashboards created by the Authors
Subject Groupings and AreasData Mart Subject Area
Admissions and Recruiting Admission Application
Admission Application Status
Admission Funnel
Application Evaluation
External Academic Summary
Student Financial Services Award 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 AreasData Mart Subject Area
Student Records Academic 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 KnowledgeData
• Kimball Star Schema Design• Analyze wide range of Information
LIVELIVE
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 DesignDashboards 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 DesignAnalyses
• 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