Reporting…a light at the end of the tunnel?

Directors of Undergraduate StudySpring Meeting - January 31, 2012

Reporting Today

Registrar’s Office produced 465 reports for campus in 2011 (see below):

1 2 3 4 5 6 7 8 9 10 11 120

10

20

30

40

50

60

70

TOTAL_REQUESTSTOTAL_COMPLETED

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 v9.1Architecture: Data Warehouse

Campus Solutions WarehouseData 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

• 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

• CSW - Campus Community - Campus Events

• 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

• CSW - Admissions and Recruiting - Application Evaluation

• CSW - Admissions and Recruiting - Application Test Scores

• CSW - Admissions and Recruiting - External Academic Summary

• 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)

• 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