pennsylvania banner users group 2007 duquesne university data warehouse greg jerry jill spitznagel...

Pennsylvania BANNER Users Group

2007

Duquesne UniversityData warehouseGreg JerryJill SpitznagelChad Painter

General Announcements:

Please turn off all cell phones/pagers If you must leave the session early, please

do so as discreetly as possible Please avoid side conversations during the

session Questions will be answered at the end of

the session

Thank you for your cooperation

Resources

Staffing– Reporting Team resides in CTS

Current head count is 4 fulltime and 1 consultant

– Experienced new hires

Responsibility– BI Administrator– Trainer– ODS Administrator

University Strategy

Current– Centralized report writing within CTS

Proposed– De-centralized report writing to functional teams

Reality vs. Actual abilities Lessoned Learned

Architecture

Banner 7.4 / ODS 3.0 Oracle 9.2.0.6 / Oracle 10.2.1 Cognos 8.1 MR2 Refresh and data loads

– Refresh twice daily ( 2:00AM and 11:30AM)– Loads – ( Once a month – 36 hours)

ODS Freezes

ODS Procedures

Refresh and data loads– Refresh twice daily ( 2:00AM and 11:30AM)– Loads – ( Once a month – 36 hours)

ODS Freezes– Institutional Research– Finance Quarterlies

Duquesne Customizations'

ODS Field Customization– ~50 custom views

Cognos Package Customization– Customized for each school– Create new packages from delivered ODS

Cognos packages

Policies / Procedures

Request and Approval Process for Standard Cognos Reports– The functional user completes report request form

and submits to functional team lead– Functional team lead submits approved request

form to Reporting team– Report request is placed in a queue that is

prioritized weekly by the University VP– Functional team lead approves final output

Policies / Procedures

Label Process– Follows same process as report request – Reporting team completes report in an excel

format and merges with word– Functional team lead validates output and sends

to mailing services to be printed– Mailing service sends label to requestor– Charge back to requestor

Security

Authenticates off campus LDAP – Future SSO

Package based View and author abilities

Security – Cognos Based

Security

Request Form

Cognos Report Studio

Advantages of Report Studio vs Query Studio

Report Studio– Speed of building report– More advanced report

possible– Greater calculation

functionality– Better filter functionality

Query Studio– Easier– Less training required

Training

Strategy– Classroom/one-on-one

Format / content– Cognos Connection/Query Studio– Report Studio

Teach to fish

Training (cont)

Cognos Connection/Query Studio– Run Reports– Schedule Reports– Create Multiple Outputs for Single Report– Create Report in Query Studio

Group Sort Add Calculation Filter Prompt

Training (cont)

Cognos Report Studio– Create a new Report– Add Calculations to Report– Format the Report– Group, Summarize, and Sort Data– Manipulate the pages of the report – Add filters to a report – Create a parameter – Create a Prompt Page – Add a drill through to a report

Open to the Floor

Any Questions?