1

Data Warehouse Presented by: Adriene Williams

22

Data Warehouse: Subject Areas

SMART Subject Area Deployment Date Frequency

FMS - AP - KS Vouchers and Payments 08/04/2010 Daily

FMS - ESA - Project Transactions 09/24/2010 Daily

FMS - GL - Commitment Control Budget Balances 10/19/2010 Daily

FMS - ESA - Project Current Activities 10/28/2010 Daily

FMS - GL - Commitment Control Activity Log 11/10/2010 Daily

FMS - ESA - KS Expense 12/15/2010 Daily

SCM - PROC - KS Purchase Orders 01/25/2011 Daily

SCM - PROC - KS P-Card 03/17/2011 Daily

FMS - AR - KS Deposits 04/01/2011 Daily

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Data Warehouse: Subject Areas

SHARP Subject Area Deployment Date Frequency

HCM - Compensation - Payroll Earnings 07/19/2010 Bi-Weekly

HCM - Compensation - Payroll Other Earnings 07/19/2010 Bi-Weekly

HCM - Workforce - Employee Job 07/19/2010 Daily

HCM - Workforce - Time And Labor 10/14/2010 Daily

HCM - Workforce - Workforce Profile 11/18/2010 Bi-Weekly

HCM - Workforce - KS Position Management 01/21/2011 Bi-Weekly

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Data Warehouse: Background

• Security– Row-level security comes from SMART or SHARP– Not module specific

• Roles– Power User: This role will be responsible for viewing

reports and dashboards. This role will also personalize their own data warehouse dashboard(s), create queries, reports, and dashboards, and grant folder access to users

– User: This role will be responsible for viewing reports. This role will also personalize the data warehouse dashboard(s)

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Data Warehouse: Training

• Instructor-led training (RP301) is required for the following roles:– Finance Power User– HR Power User

• Web-based training (RP204: Intro to BI Reporting) is the prerequisite for RP301 and required for the following roles:– Finance User– HR User

*DAGN101: Intro to SMART is also a prerequisite

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Data Warehouse: Training

• RP301: Ad Hoc Business Intelligence Reporting is a half-day class that is held once a month

• Course Objectives:– Describe the flow of data to the data warehouse – Describe the use of subject areas to organize data – Create a new BI Answers request, including viewing and

saving results – Perform common BI Answers tasks, including sort,

subtotal, filter, format, and add formulas to a BI request – Create new dashboards including, modifying content,

adding pages, and changing properties – Combine multiple views into a dashboard layout

77

Data Warehouse: DEMO

88

Data Warehouse: DEMO

99

Data Warehouse: DEMO

1010

Data Warehouse: DEMO

1111

Data Warehouse: DEMO

1212

Data Warehouse: DEMO

Does not use the following funds: 1000, 1800, 1900, 2000, 7000, 8001, 8100, 8600

Includes the following funds: 1000, 1800, 1900, 2000, 7000, 8001, 8100, 8600

1313

Data Warehouse: DEMO

Does not use the following funds: 1000, 1800, 1900, 2000, 7000, 8001, 8100, 8600

Includes the following funds: 1000, 1800, 1900, 2000, 7000, 8001, 8100, 8600

1414

Data Warehouse: DEMO

1515

Data Warehouse: DEMO

1616

Data Warehouse: DEMO

1717

Data Warehouse: DEMO

1818

Data Warehouse: DEMO

The Budget figure includes transactions with the following analysis types: BUD, BD1, BD2, BD3, BD4, BD5, BD6, BD7, BD8, BXT.

The Actual figure includes transactions with the following analysis types: ACT, CAC, CGE, CLB, DPR, EHR, LBR, TML, BCT, SFA, GLE

1919

Data Warehouse: DEMO

2020

Data Warehouse: DEMO

2121

Data Warehouse: DEMO

The Resource Amount figure includes transactions in the following analysis types: ACT, BCT, CAC, CGE, CLB, DPR, EHR, GLE, LBR, SFA, TML. Additionally, the request categorizes transactions using the following fund groups: 1000, 1800, 2000-2999, 3000-3999, 6000-6999, 7000-7999

2222

Data Warehouse: DEMO

2323

Data Warehouse: DEMO

2424

Data Warehouse: DEMO

2525

Data Warehouse: DEMO

2626

Data Warehouse: DEMO

2727

Data Warehouse: DEMO

2828

Data Warehouse: DEMO

2929

Data Warehouse: DEMO

3030

Data Warehouse: DEMO

3131

Data Warehouse: DEMO

3232

Data Warehouse: DEMO

3333

Data Warehouse: DEMO

3434

Data Warehouse: DEMO

3535

Data Warehouse: DEMO

3636

Data Warehouse: DEMO

3737

Data Warehouse: DEMO

3838

Data Warehouse: DEMO

3939

Data Warehouse: DEMO

4040

Data Warehouse: DEMO

4141

Questions?

4242

Data Warehouse Resources

• Sunflower Project website: http://www.da.ks.gov/smart/

• SHARP website: http://www.da.ks.gov/sharp/

• Sunflower and SHARP Infolist– Subscribe at http://www.da.ks.gov/gov/listserv.htm

• SMART Help Desk – Search the SMART Solutions Knowledgebase at

https://dahelpdesk.ks.gov/sd/SolutionsHome.sd– Log in to Service Desk at https://dahelpdesk.ks.gov/– Call 785-368-8000, Select Option 2

• SHARP Help Desk– Call 785-368-8000, Select Option 1