Reporting…a light at the end of the tunnel?
Directors of Undergraduate Study
Spring Meeting - January 31, 2012
Reporting Today
 Registrar’s Office produced 465 reports for campus
in 2011 (see below):
70
60
50
40
TOTAL_REQUESTS
30
TOTAL_COMPLETED
20
10
0
1
2
3
4
5
6
7
8
9
10 11 12
Reporting Today – Short term
 Developing “Master Queries” to try to satisfy current
reporting needs for as many users as possible
 Improved Program/Plan query (nc_sr_plans_by_org),
with single row for all plans and better effective dating, is
first product of these efforts
 More powerful, complicated queries require additional
steps to run in the Reporting instance
Scheduling a Report
Brief demo of how to schedule
a report to run in RPT
(handout available)
Reporting Toolbox
 PS Query – delivered PeopleSoft reporting tool
– not an ideal tool for the everyday user
 Tar Heel Tracker
– curriculum and degree planning data
that has never previously been available
– already being utilized for curriculum related
reporting needs, such as Phi Beta Kappa
 OBIEE
– intuitive, powerful business intelligence platform
with interactive dashboards, charting options, ad
hoc reporting capabilities…basically our best
hope for returning a self-service reporting model
to this campus
Reporting Tomorrow
Brief overview of Data Warehouse and
OBIEE Reporting Tool by Tejune Kang
High Level Strategy for
Reporting and Data Warehouse
January 31, 2012
Author: Tejune Kang, ITS
PeopleSoft EPM v9.1
Architecture: Data Warehouse
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.
Approximate
Deployment Timeline
•
~mid April 2012: Student Records Mart Availability
•
July/August 2012: Campus Community Mart Available
•
December 2012: Admissions and Recruiting Mart
Available
•
March 2013: Student Financials and Financial Aid
Available
* Individual marts and subject areas (OBIEE) could potentially be
available sooner based on requirements, scope, and design. Our goal is
to get it released as soon as able to enable users to run reports.
OBIEE Subject Area:
Student Records (1/4)
•
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
•
•
•
•
•
•
•
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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)
•
CSW - Campus Community - Person Check List
•
CSW - Campus Community - Service Indicators
•
CSW - Campus Community - Organization Check List
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CSW - Campus Community - Campus Events
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CSW - Campus Community - Event Meetings
•
CSW - Campus Community - Organization
Communications
•
CSW - Campus Community - Person Communications
OBIEE Subject Area:
Admissions and Recruiting (3/4)
•
CSW - Admissions and Recruiting - Admission Application
•
CSW - Admissions and Recruiting - Admission Application Status
•
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
•
CSW - Admissions and Recruiting - Prospects to Applicants to
Enrollees
•
CSW - Admissions and Recruiting - Recruiting
•
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
Questions and Answers
Any Questions?
Chris Derickson – cderickson@unc.edu
Tejune Kang – tejune_kang@unc.edu