M2 Overview (DESKI)

Data Quality Course

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M2 Overview

Objectives: Utilize M2 data dictionary Navigate BOXI environment Use DESKI Retrieve corporate documents and use them Utilize M2 Slice and Dice capabilities Save, Open, Modify and Export M2 Files Describe process for creating ad-hoc queries

in M2

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Enter the following URL in your web browser window: https://tma-bi.csd.disa.mil

For convenience, you can create a shortcut on your desktop.

Right click on desktop. Click on ‘New’ and then ‘Shortcut’. Type in the location of the item: https://tma-bi.csd.disa.mil. Click on ‘Next’. Type in a name for the shortcut, something like “BOXI”. Click ‘Finish’.

Logging on: be cautious with your CAC PIN 3 Strikes rule for entering your PIN! Raise your hand for help if you’ve had two warnings!

Using M2

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REMINDER!

At work or in class. . .

Never leave a workstation unlockedWhen logged into M2!

Business Objects

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M2 Data Dictionary

Spreadsheet format One tab per data file

Describes overall content; timing List of all data elements

Definition Valid Values Format Example Notes & Caveats

Updated monthly Very important for correct reports!

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Table of contents

Hyperlinked

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Header Information

Location

Update Cycle

Record Description

Source

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• Objects listed in same order as in M2

• Definition, Format, List of values

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Let’s open the M2 DD1. Google “BEA M2”

2. Click the top result

3. Right-click “M2 Data Dictionary”, select “Save Target As…” and save to your Desktop

M2 Data Dictionary

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Using the DD Effectively Don’t forget to update the DD each month

http://www.tricare.mil/ocfo/bea/functional_specs.cfm

Review definitions prior to using objects in a query

Be sure to compare values across files Objects with the same name sometimes have

different meanings and value sets

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Using M2 M2 Accounts: 800-600-9332, option 7 (DHSS - M2) mhs_remedy@timpo.osd.mil (gets routed to M2 POC) DB2 Database

Files are not generally integrated Business Objects Software

Client-server GUI-Interface (Structured Query Language) Analysis Capability

SQL: You pick the data elements you want to see And the filters you want to use SQL summarizes data per your instructions

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BOXI - Full BO product suite for M2 reporting

BO 5.1.7 – Older version of BO used for M2

InfoView – Portal where WEBI, WEBI RC, DESKI, documents are viewed and shared

WEBI – Web based application

WEBI RC – Web based application that requires a client installation on workstation

DESKI – Full client based application that requires an installation on workstation

Definitions

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Overview of Infoview

View/Create Documents

Your User Account

Log out

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Name Date Enrollment Loc Count

Jane Smith Oct-07 Walter Reed 1

Joe Jones Oct-07 Walter Reed 1

Mary Johnson Oct-07 Wilford Hall 1

Jane Smith Nov-07 Walter Reed 1

Joe Jones Nov-07 Tripler 1

Mary Johnson Nov-07 Andrews 1

• Basic Sample Data

• If user asks for date and count:

FY Count

Oct 2007 3

Nov 2007 3

M2 “Adds Stuff Up”

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Name Date Enrollment Loc Count

Jane Smith Oct-07 Walter Reed 1

Joe Jones Oct-07 Walter Reed 1

Mary Johnson Oct-07 Wilford Hall 1

Jane Smith Nov-07 Walter Reed 1

Joe Jones Nov-07 Tripler 1

Mary Johnson Nov-07 Andrews 1

M2 “Adds Stuff Up”

• Basic Sample Data

• If user asks for date and count where Enrollment Loc is Walter Reed:

FY Count

Oct 2007 2

Nov 2007 1

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Corporate Documents

Corporate Documents are M2 Reports Written by “Super Users” Intended to be used by a wide audience Very helpful for new users Prompted filters vs. all MTFs already run

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Slice and Dice Wonderful tool in M2 Allows you to manipulate data without re-running After your results are returned, use slice and dice to:

Rearrange Filter Sort Remove data elements Insert calculations

Link M2 files by common elements

Using M2

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Now let’s try a corporate document!

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Click New

Desktop Intelligence Document

Open DESKI…

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Cancel the Query Panel window that

pops up when you first open DESKI

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File > Import from Repository

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Ensure Folders is clicked or you

won’t see anything!

Select the report you want and click Retrieve Instance! to get the latest refresh of the report

If ‘Retrieve Instance’ is greyed out, that means there aren’t multiple instances

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b) Click Refresh button, causing you to re-login to Infoview

c) Re-open DESKI

If you don’t see any reports listed or if the window is acting “quirky”

- notice the Data Quality reports no longer listed! -

then your Infoview session has timed out (20min of inactivity)

a) Close DESKI

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Corporate documents We used Slice and Dice to further analyze, rearrange,

etc…

What Next? Can hit save

Saves the “.rep” file; keeps your changes, can be re-run later

Can hit “edit / copy all” to put on clipboard Can easily paste into spreadsheet software WYSIWYG; keeps your changes

Can use “export” button (blue Rubik’s Cube toolbar button) to Export entire raw data cube that does not contain your

changes made in Slice and Dice -- text formatting, increase or decrease decimal, etc…

Edit / Copy All,

Paste in Excel

Resources

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Corporate Reports Handbook

in TMA/HA folder

M2 tutorial is 1st section of Handbook

Resources

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Resources

Navy Newsletters

- Newsletter#2 is Data Quality!

In Infoview window

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Building Ad Hoc Reports in M2

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CAPER is a huge file; Summary has fewer elements and runs faster

Open up DD Record Description How often is the CAPER updated?

See Appt Status Class Provider Aggregate RVUs – new way to look at

provider RVUs vs. Enhanced Total RVUs

CAPER – Summary and Detail files in M2

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CAPER – Summary and Detail files in M2

How many encounters and RVUs at your: MTF? Parent MTF? Region? Multi-Service Market Area? Etc….

Identify needed data elements using data dictionary My MTF (“Tmt DMIS ID”), FY, Provider Aggregate RVUs,

Enhanced Total RVUs, Encounters, only MEPRS1 = B In CAPER Detail file: Change Edit Flag

Remember some edits are being applied to CAPERs prior to assigning RVUs

To understand when code edits have been applied and why

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Let’s build our first query

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• Blank M2 Screen

• Functionality is greyed out when it can’t be used

• “New File” and “Open File” buttons look just like in regular Office products

• Hit the “New File” button

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M2 Query Panel

• List of files

• Results panel

• Conditions panel

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Quick overview:

• Open and close boxes to the left

• Review file names

• Consider files described in earlier lecture

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Open CAPER Summary

• Find objects you want in your report and drag to “results panel”

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M2 will only retrieve the objects you ask it to retrieve

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• Use conditions panel to limit data

• From entire world, to area of interest

• If I hit run now with no conditions………

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• Use conditions panel to limit data

• From entire world, to area of interest

• If I hit run now with no conditions………

I would get the whole MHS and all the years that are in M2! not what I want

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• List of operators

• Click the one you want

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After clicking “equal to”, a set of options are displayed

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Select from the list of values

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• Add additional filters

• Hit Run

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We always double-check our results

• Check to ensure it reflects the filters you applied

FY = ???

Tmt Parent DMIS ID = ??

MEPRS1 Code = B

•Do the numbers look reasonable? If not, maybe your query needs to be modified

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• To modify your query - The query panel is the only place you can modify what is pulled from the database

• Hit button that looks like a gold barrel to modify the query

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• Query panel,

• But isn’t opened to the table you were using

• To modify, open up CAPER Summary and go from there

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What Next? Slice and Dice

To further analyze, rearrange, etc…

Can hit save Creates a “.rep” file; can be re-run later

Can hit “edit / copy all” to put on clipboard Can easily paste into spreadsheet software WYSIWYG; keeps your changes

Can use “export” button (blue Rubik’s Cube toolbar button) to Export entire raw data cube that does not contain your

changes made in Slice and Dice, text formatting, increase or decrease decimal, etc…

Edit / Copy All,

Paste in Excel

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Using M2

Using M2 is as simple as: Dragging and Dropping to give the computer

instructions for your query; and Doing the dreaded WORD PROBLEM!

The software is easy! The word problem can be hard

WISDOM Course Focus on the word problem

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Recap and What Next? Congratulations; you have

Used corporate documents Written your own basic query Used the M2 data dictionary Modified a query Saved a query Put query results in Excel!