1 Week 12 April 19 • Embedding a Drill-Down Graph in a Form • Executive Information Systems R. Ching, Ph.D. • MIS Area • California State University, Sacramento A Few Easy Steps • In Graphics Builder – Build the first graph – Build the drill-down graph – Create the ogr file • In Form Builder – Create the chart item that will receive the graph – Create the push button and add the PL/SQL code – Create a trigger for the chart item and add the PL/SQL code – Test the form R. Ching, Ph.D. • MIS Area • California State University, Sacramento 2 3 Build the First Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento Table Descriptions R. Ching, Ph.D. • MIS Area • California State University, Sacramento 4 SQL for Pie Chart R. Ching, Ph.D. • MIS Area • California State University, Sacramento 5 Data Model for Pie Chart Paste the SQL into the text box Click on “Execute” R. Ching, Ph.D. • MIS Area • California State University, Sacramento 6 Data Set for the Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento 7 Select Graph Type and Subtype Pie chart 3D pie chart R. Ching, Ph.D. • MIS Area • California State University, Sacramento 8 Select the Independent Variable R. Ching, Ph.D. • MIS Area • California State University, Sacramento 9 Select the Dependent Variable R. Ching, Ph.D. • MIS Area • California State University, Sacramento 10 Initial Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento 11 Group Small Slices Together Click on a pie slice, Right-mouse click, and Select Frame R. Ching, Ph.D. • MIS Area • California State University, Sacramento 12 13 Select Enter a value Click on OK R. Ching, Ph.D. • MIS Area • California State University, Sacramento New Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento 14 15 Build the Drill-Down Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento Query for the Line Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento 16 Start Building the Graph 17 Click on the pie slice, Right-mouse click, and Select Properties R. Ching, Ph.D. • MIS Area • California State University, Sacramento 18 Select “Drill-down” tab Click on “New” R. Ching, Ph.D. • MIS Area • California State University, Sacramento 19 Enter the parameter (host variable) name and an initial value R. Ching, Ph.D. • MIS Area • California State University, Sacramento 20 Select a column name (or alias) from the list of items (to set the host variable to) R. Ching, Ph.D. • MIS Area • California State University, Sacramento 21 R. Ching, Ph.D. • MIS Area • California State University, Sacramento 22 Enter SQL for the second graph Host variable R. Ching, Ph.D. • MIS Area • California State University, Sacramento Data Set for the Line Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento 23 24 R. Ching, Ph.D. • MIS Area • California State University, Sacramento Add the Drill-Down Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento 25 Select the Graph Type and Subtype R. Ching, Ph.D. • MIS Area • California State University, Sacramento 26 Select the Independent Variable (x-axis) 27 Change to “Month” Set subcategory to “Record_label_code” R. Ching, Ph.D. • MIS Area • California State University, Sacramento New Settings R. Ching, Ph.D. • MIS Area • California State University, Sacramento 28 Select the Dependent Variable R. Ching, Ph.D. • MIS Area • California State University, Sacramento 29 Initial Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento 30 Test the Graph 31 Default or initial value R. Ching, Ph.D. • MIS Area • California State University, Sacramento Line Graph for Atlantic R. Ching, Ph.D. • MIS Area • California State University, Sacramento 32 Line Graph for GRP Records R. Ching, Ph.D. • MIS Area • California State University, Sacramento 33 Generate the OGR File R. Ching, Ph.D. • MIS Area • California State University, Sacramento 34 35 In Form Builder R. Ching, Ph.D. • MIS Area • California State University, Sacramento 36 Attach og.pll to the library R. Ching, Ph.D. • MIS Area • California State University, Sacramento Create the Chart Item Select “Build a new chart manually” R. Ching, Ph.D. • MIS Area • California State University, Sacramento 37 New Chart Item R. Ching, Ph.D. • MIS Area • California State University, Sacramento 38 Object Navigator Note the block and item names (will be used in the PL/SQL) R. Ching, Ph.D. • MIS Area • California State University, Sacramento 39 Create the Trigger for the Push Button R. Ching, Ph.D. • MIS Area • California State University, Sacramento 40 PL/SQL to Launch the Graph og.open(display, item, clip-option, refresh-option) clip-option True (clip the chart to fit the dimensions of the chart item), False (match the dimensions of the chart item) refresh-option True (update graphics display), False (static bitmap display) R. Ching, Ph.D. • MIS Area • California State University, Sacramento 41 Create the Trigger for the Next Drill-Down R. Ching, Ph.D. • MIS Area • California State University, Sacramento 42 PL/SQL to Launch the Next Drill-Down R. Ching, Ph.D. • MIS Area • California State University, Sacramento 43 Test the Form and Graph 44 Initial graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento After Adjusting the Form and Graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento 45 Drill-Down R. Ching, Ph.D. • MIS Area • California State University, Sacramento 46 Hint to Making Graph Fit Draw a white line to give a false right side of the graph R. Ching, Ph.D. • MIS Area • California State University, Sacramento 47 48 Executive Information Systems R. Ching, Ph.D. • MIS Area • California State University, Sacramento Information Systems • Transaction Processing Systems (TPS) – Support the completion and monitoring of an organization’s transactions – Generation of standard documents and reports – Objectives: • To process with a high degree of accuracy • To generate documents and reports in a timely manner • To increase and/or enhance services R. Ching, Ph.D. • MIS Area • California State University, Sacramento 49 Information Systems – Objectives (cont.) • To increase labor efficiency and productivity • To maintain data and information integrity • To increase revenues • To reduce costs • To support more efficient and effective operations R. Ching, Ph.D. • MIS Area • California State University, Sacramento 50 Ten Characteristics of TPS • • • • • • • Large amount of input Large amount of output Large number of users impacted by the system Need for efficient processing Large storage requirements Fast input and output capabilities Low computational complexity R. Ching, Ph.D. • MIS Area • California State University, Sacramento 51 Ten Characteristics of TPS (Cont.) • High degree of repetition in processing • High potential for security-related problems • Severe and negative impact on the organization if the TPS fails Do all information systems work this way? R. Ching, Ph.D. • MIS Area • California State University, Sacramento 52 Frequency of Use Very frequent Infrequent Required Accuracy Low 53 High Future Aggregate Quite old Currency Highly current R. Ching, Ph.D. • MIS Area • California State University, Sacramento Time Horizon Data are organizational resources and must be properly managed. Historical Scope Well defined Operational Control Level of Aggregation Source Management Control Internal Strategic Planning Detailed Wide Information Requirements External Robert Anthony's Taxonomy of Managerial Information Requirements Levels of Management • Strategic Planning "Strategic planning is the process of deciding on objectives of the organization, on changes in these objectives, on the resources used to attain these objectives, and on the policies that are to govern the acquisition, use, and disposition of these resources." R. Ching, Ph.D. • MIS Area • California State University, Sacramento 54 Levels of Management (Cont.) • Management control "Management control is the process by which managers assure that resources are obtained and used effectively and efficiently in the accomplishment of the organization's objectives." • Operational control "Operation control is the process of assuring that specific tasks are carried out effectively and efficiently." Anthony, 1965 R. Ching, Ph.D. • MIS Area • California State University, Sacramento 55 Planning within the Organization Strategic Planning Management Control Operational Control R. Ching, Ph.D. • MIS Area • California State University, Sacramento Strategic Plan Tactical Plan Operational Plan 56 Managerial Tasks and Decision Making Strategic Planning Management Management Level Control Operational Control Managerial Tasks Activities Decision Making Tasks R. Ching, Ph.D. • MIS Area • California State University, Sacramento 57 Decision Making in the Organization 58 Management Level Types of Decisions Operational Control Management Control Strategic Planing Structured Greater Opportunities Semi-Structured Untructured Greater Opportunities R. Ching, Ph.D. • MIS Area • California State University, Sacramento EIS 59 • “An EIS is a computer-based system intended to facilitate and support the information and decision-making needs of senior executives by providing easy access to both internal and external information relevant to meeting the stated goals of the organization.” Marakus, 1999 R. Ching, Ph.D. • MIS Area • California State University, Sacramento Common EIS Characteristics • Used directly by top-level executives • Tailored to individual executive users • Designed to be easy to operate and require little or no training to use • Focused on supporting upper-level management decisions • Can present information in graphical, tabular, and/or textual formats • Provides access to information from a broad range of internal and external sources R. Ching, Ph.D. • MIS Area • California State University, Sacramento 60 Common EIS Characteristics (Cont.) • Provides tools to select, extract, filter, and track critical information • Provides a wide range of report including status reporting, exception reporting, trend analysis, drill down investigation, and ad hoc queries Marakus, 1999 R. Ching, Ph.D. • MIS Area • California State University, Sacramento 61 Common Characteristics of Executives • • • • Manage entire organization or autonomous subunits Enterprise-oriented in their thinking Possess the broadest span of control in the organization Future-oriented and focus on strategic horizons rather than day-to-day activities • Responsible for establishing policies • Represent the organization and its interactions with the external environment R. Ching, Ph.D. • MIS Area • California State University, Sacramento 62 Common Characteristics of Executives (Cont.) • Their actions can have considerable financial, human and business consequences • Must concern themselves with a wide range of internal and external issues R. Ching, Ph.D. • MIS Area • California State University, Sacramento 63 EIS 64 Flexibility in accessing information R. Ching, Ph.D. • MIS Area • California State University, Sacramento