PeopleSoft EPM & OBIEE
Data Warehouse Reporting
Project Update
Wednesday, April 11, 2012
Tejune Kang, Jen Drake (ITS)
Agenda
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Data Mart
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Review of Architecture
•
Timeline
•
Project Updates
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Subject Areas
•
Screen Shot Examples
Campus Solutions Warehouse
Data Marts
Contains:
Financial Aid & Student Finances
Data marts are logical divisions within the Campus Solutions Warehouse and are comprised
of subject-specific dimensional data models designed around a specific institutional process.
UNC PeopleSoft Warehouse
Architecture
DataStage Ascential:
Extract, Transform, Load (ETL)
PeopleSoft EPM v9.1: Data Warehouse
PeopleSoft
Campus Solutions
Logical Layers
Reporting Tool
PeopleSoft
FSCM
Operational
Warehouse
Staging
(OWS)
Operational
Warehouse
Enriched
(OWE)
MultiDimensional
Warehouse
(MDW)
ETL Jobs
PeopleSoft
HCM
ETL Jobs
PeopleTools
Source Environments
(ERP)
EPM = Enterprise Performance Management
Oracle Business
Intelligence
Enterprise
Edition
(OBIEE)
OBIEE Architecture
Data Flow
Subject Area
April – May: Validation Period
•
Student Records Release 1 (R1) – 4/23/2012 (Data
Stewards Validation)
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–
–
–
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Term Enrollment
Academic Plan Summary
Class Enrollment
Class
General Availability, No Later than September 2012
Subject Area
April – May: Validation Period
•
Student Records Release 2 (R2) – ~5/29/2012 (Data
Stewards Validation)
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–
–
–
–
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Class Meeting Pattern
Class Instructor
Student Degrees
Academic Program Detail
Enrollment Requests
General Availability, No Later than September 2012
Project Updates
•
Analysis Phase – 100% Complete
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Design Phase – 100% Complete
•
Development Phase – 100% Complete
•
Testing Phase – 85% Complete
•
Production Readiness/Cutover – 60% Complete
•
On Schedule for Release 1 (4) Subject Areas on Monday
4/23/2012 (Data Stewards Validation Period)
OBIEE Subject Area:
Student Records (1/4)
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•
•
•
•
•
•
•
•
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CSW - Student Records - Academic Plan Summary
CSW - Student Records - Academic Program Detail
CSW - Student Records - Class
CSW - Student Records - Class Enrollment
CSW - Student Records - Class Instructor
CSW - Student Records - Class Meeting Pattern
CSW - Student Records - Enrollment Requests
CSW - Student Records - Institution Summary
CSW - Student Records - Student Degrees
CSW - Student Records - Term Enrollment
OBIEE Subject Area:
Campus Community (2/4)
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CSW - Campus Community - Person Check List
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CSW - Campus Community - Service Indicators
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CSW - Campus Community - Organization Check List
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CSW - Campus Community - Campus Events
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CSW - Campus Community - Event Meetings
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CSW - Campus Community - Organization
Communications
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CSW - Campus Community - Person Communications
OBIEE Subject Area:
Admissions and Recruiting (3/4)
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CSW - Admissions and Recruiting - Admission Application
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CSW - Admissions and Recruiting - Admission Application Status
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CSW - Admissions and Recruiting - Admissions Funnel
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CSW - Admissions and Recruiting - Application Evaluation
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CSW - Admissions and Recruiting - Application Test Scores
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CSW - Admissions and Recruiting - External Academic Summary
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CSW - Admissions and Recruiting - External Test Scores
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CSW - Admissions and Recruiting - Prospects to Applicants to
Enrollees
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CSW - Admissions and Recruiting - Recruiting
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CSW - Admissions and Recruiting - Student Response
OBIEE Subject Area: Student
Financials and Financial Aid (4/4)
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CSW - Student Financials Services - Award Disbursement
CSW - Student Financials Services - Award Snapshot
CSW - Student Financials Services - Bill Summary
CSW - Student Financials Services - Credit History
CSW - Student Financials Services - Payment & Charges Cross Reference
CSW - Student Financials Services - Pending Payments
CSW - Student Financials Services - Student Financials Accounting Line
CSW - Student Financials Services - Student Financials Payment Details
CSW - Student Financials Services - Student Financials Transactions
CSW - Student Financials Services - Student Financials Transactions
Details
OBI Screen Shot Example
OBI Screen Shot Example
OBI Screen Shot Example
Enrollment Stats – Honors Courses
Fall 2011 & Spring 2012
Total Enrollment Capacity
Total Enrollment
# Offerings
2011 Fall
2011 Fall
2011 Fall
2012 Spr
2012 Spr
2012 Spr
Subject
Grand Total
4453
AMST
40
ANTH
63
ART
BIOL
1854
1583
124
10
44
68
1359
40
141
20
3
25
48
35
106
2
15
2
5
2
BIOS
15
CHEM
106
76
144
81
8
4
CLAS
102
68
16
62
5
4
CMPL
0
6
20
COMM
20
54
DRAM
2067
94
ECON
189
97
ENGL
212
102
ENST
38
FREN
22
1
13
0
1
37
1
2
27
90
5
3
101
105
9
4
190
57
10
5
47
44
49
2
1
18
19
9
1
1
GEOL
24
HIST
116
114
24
71
96
1
5
5
HNRS
813
465
393
298
55
41
LING
24
MATH
64
25
60
23
3
1
MUSC
35
59
22
43
2
3
PHIL
111
92
107
85
5
4
PLCY
84
24
87
0
4
4
POLI
68
92
60
83
3
4
PSYC
48
106
25
102
2
5
RELI
25
49
22
41
1
2
SLAV
48
SPAN
36
WMST
15
21
1
21
36
33
11
2
25
2
3
2
Summarizes
Total Capacity,
Total Enrollment,
# Offerings
for Honors classes
by Subject
as a Term over term
comparison
Note this is TEST data.
Class Data
•
Courses offered by term
- Course data: Department offering, Section, SSR Component, Class
status, class attributes (honors, Gen Ed), combined sections
– Location and campus
– Instruction Mode
– Primary Instructor
– Academic Group & Academic Organization (Department rollup)
•
Summarize Enrollment Capacity, Total Enrollment
Enrolled Students by
Catalogue Num & Section
Choose:
Catalog Number
and Section
- Spring 2112
- Enrolled
Students
Note this is TEST data.
Subject Code
Catalog Number
CHIN
102
Student Enrollment Count
85
204
40
212
29
306
33
354
26
361
38
408
16
414
11
456
10
490
6
510
21
562
22
590
12
Catalog Number 414 Primary Instructional Section 001
Person (trim)
First Name
Person Email (trim)
Academic Program Desc
Gender Code
Age Range
7143
Jiakun
ing@live.unc.edu_UNC
AS Bachelor of Arts
M
20-30
7148
Hsiao-Han
chen@live.unc.edu_UN
AS Bachelor of Science
F
20-30
7152
Jun- Zhu
ei@email.unc.edu_UNC
AS Bachelor
F
20-30
7200
David
ogron@live.unc.edu_U
AS Bachelor
M
20-30
Han Fang
ielli@email.unc.edu_
AS Bachelor of Arts
F
20-30
Jamie
huu@email.unc.edu_UN
AS Bachelor of Arts
F
20-30
Kristina
sieh@email.unc.edu_U
AS Bachelor of Arts
F
20-30
Linda
ngll@live.unc.edu_UN
AS Bachelor of Science
F
20-30
ISABELLA
sun@live.unc.edu_UNC
AS Bachelor
F
BELOW 20
Kun
ngk1@live.unc.edu_UN
AS Bachelor
M
BELOW 20
Xuezhou
an@live.unc.edu_UNC
AS Bachelor
F
BELOW 20
7201
Class Enrollment data
•
Student data
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–
–
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Academic Career, Program
Program Status, Action, Reason
Bio-demo attributes (Address, Email, Phone, Citizenship)
Class data
Course data: Department offering, Section, SSR Component, Class
status, class attributes (honors, Gen Ed), combined sections, Location
and campus, Instruction Mode, Primary Instructor, Academic Group &
Academic Organization (Department rollup)
•
Summarize Units (Taken, Progress, Earned), Grades,