1 Statewide Data Repository Part 1: What is it? Moderator Jennifer Effie San Diego County DCSS Speakers Chris Bradley State DCSS Ginger Harms El Dorado County DCSS Youa Xiong Sacramento County DCSS STATEWIDE DATA REPOSITORY Part 1: What is it? 3 Agenda What is the Data Repository (DR)? Why a DR? What data is available? How is the DR populated? How to extract data Benefits/Disadvantages Future of the DR Questions 4 What is the Data Repository? BDDR or DR – One and the same SQL Server located at the OTech Data Center in Rancho Cordova Access through the OTech Network not the Internet Contains data extracted from CSE Populated with data requested by the Counties 5 Why a Data Repository? Report request process takes too long Query request process takes too long Not enough staff to accommodate requests 6 What Data is Available? Where do you start? Go to: CA Child Support Central >CCSAS Operations >CCSAS Queries >Other Materials BDDR Data Dictionary BDDR Table Map 7 What Data is Available? BDDR Data Dictionary • Table Description • Column names • Column descriptions • Primary keys and foreign keys 8 What Data is Available? BDDR Relationship Table • Diagram of tables in the database • Identifies primary key (column) that associates tables to each other Primary Key Table Name 9 What Data is Available? Data Repository: ■ Approx 70 tables • • • • • • • • Case Data Participant Data Legal Activities Accounts & Payments Public Assistance CS 34/35 CS 1257 CSLN 10 What Data is Available? Data groupings: Case Data • Case and Account Summary • Case Status History • Case Type History • Case Management History • Case Assignment History • Interstate Perspective • Events • Review & Adjustment • Early Intervention Activity Logs Participant Data • Case Participant • Participant Relationship • Participant Demographics • Phone Numbers • Prisoner Information • Income • Employer • Wage Assignment • License • Liens 11 What Data is Available? Data groupings (cont’d): Legal Activity • Court Case • Legal Activity • Service Activity • Support Terms Accounts & Payments • Case Accounts • Account Transactions and Summary Transactions • Charging Instructions • Logical & Physical Collections • Remittance Advice • Disbursement • Payables 12 What Data is Available? Data groupings (cont’d): Public Assistance • Participant Public Assistance • Public Assistance Case • Public Assistance Case Balance • Public Assistance Case Transactions CS 34/35 • Collections • Disbursements • Undistributed Collections CS 1257 • FFY Detail for prior years 2006/2007, 2007/2008, 2008/2009 • FFY Detail for current year 2009/2010 • FFY Summary 13 What Data is Available? Other data for consideration: ■ ■ ■ ■ ■ ■ ■ ■ ■ Task Documents Forms Case Participant License Release Agreement Terms Financial Institution Asset Asset & Other Asset Real Property and Real Property Source History Guideline Calculation Case Notice History 14 How is the Data Repository Populated? 1st of Each Month ■ Tables and Summary Data are extracted from CSE (48 Hours) ■ Data is copied to Staging Server and validated ■ Data is copied from Staging Server to Data Repository Server and validated ■ Users are notified that new data is available 15 How To Extract Data Decide the data you need ■ Tables ■ Columns Decide which tool to use to retrieve the data ■ Toad for Data Analyst ■ MS Access ■ Other: SQL Server Mgmt Studio, MS Excel Tip: You don't have to know SQL to develop the SQL query! 16 Small County Perspective How To Extract Data 17 Small County Perspective How To Extract Data: Toad for Data Analyst 18 Small County Perspective How To Extract Data: Toad for Data Analyst 19 Small County Perspective How To Extract Data: Toad for Data Analyst 20 Small County Perspective How To Extract Data: Toad for Data Analyst 21 Small County Perspective How To Extract Data: Toad for Data Analyst 22 Small County Perspective How To Extract Data: Toad for Data Analyst 23 Small County Perspective How To Extract Data: Toad for Data Analyst 24 Small County Perspective How To Extract Data: Toad for Data Analyst 25 Large County Perspective How To Extract Data: Linking Tables from MS Access Using MS Access to link to a table in the data repository: Reduces learning curve associated with learning SQL Live link to the tables Data resides in its original location Automatic updates to queries and reports in MS Access Data can be manipulated in MS Access 26 Large County Perspective How To Extract Data: Linking Tables from MS Access How to set up a linked table: 1 • From the menu bar, select > File > Get External Data > Link Tables 2 3 27 Large County Perspective How To Extract Data: Linking Tables from MS Access How to set up a linked table: (cont’d).. • Browse the 'Files of Type' pulldown menu on the bottom left of the Link dialogue box • Navigate down the list of 'Files of Type' options and select the 'ODBC Databases()' option. Then click the 'Link' button on the right of the interface. 1 2 28 Large County Perspective How To Extract Data: Linking Tables from MS Access How to set up a linked table: (cont’d).. • Select the Data Source Name (DSN) to connect to the DR 1 • Highlight the DSN and click the ‘OK’ button Note: Some LCSAs have their own local data repository (i.e. Sacramento). If that is the case, select the name of the data source from your local data repository. 2 29 Large County Perspective How To Extract Data: Linking Tables from MS Access 2 How to set up a linked table: (cont’d).. • You will be prompted again to enter your password to access the database referenced in the DSN. • Click the 'OK' button 1 30 Large County Perspective How To Extract Data: Linking Tables from MS Access How to set up a linked table: (cont’d).. 2 • Select from the list of tables or views that are available in the database 1 • Click the 'OK' button 31 Large County Perspective How To Extract Data: Linking Tables from MS Access How to set up a linked table: (cont’d).. • You will be prompted to select a 'Unique Record Identifier’ • You can click the ‘Cancel’ button to bypass this process 32 Large County Perspective How To Extract Data: Linking Tables from MS Access How to set up a linked table: (cont’d).. • You will be prompted to select a 'Unique Record Identifier’ • You can click the ‘Cancel’ button to bypass this process 33 Large County Perspective How To Extract Data: Linking Tables from MS Access How to set up a linked table: (cont’d).. • Once you have linked all the tables or views, you will see table listing • Use these tables to create queries against them or to create reports off of them 34 Large County Perspective How To Extract Data: Linking Tables from MS Access MS Access Queries: MS Access Reports: Tables, queries and reports are automatically refreshed when data repository is updated 35 Large County Perspective How To Extract Data: Linking Tables from MS Access sample of MS Access report created from linking tables to data repository 36 Benefits Allows Counties to identify problems Flexibility Provides data to assist with proactive case management Quick results for County Modify & Run again if results are not what is needed Summarize data into more useful, meaningful information for analysis 37 Disadvantages Data is not real time; only updated once each month Not all CSE data is available in DR Data is not always accurate Not all counties have resources or staff with skills to write SQL or to develop queries DR is complex 38 What is the future of the Data Repository? The Data Repository will continue to live and be supported by DCSS and the end user community Additional tables and data will be provided based on user need and prioritization More frequent loads from CSE • Bi-weekly • Weekly • Daily 39 What is the Future - Business Intelligence DCSS is working to procure a tool package to provide better analysis of Child Support Data The tools will be supported and hosted at OTech Similar tools have been successfully implemented at other State entities This will start as a pilot with vendor provided assistance Staff training will be a part of the long term solution 40 Closing Thoughts Each county needs to find the tool that works best for them Share ideas and queries with other counties Ask questions Utilize other county SMEs 41