Introduction to Accessing PPM Data Using Microsoft Office Amanda Oliver 2008 PPM User Conference

Slide 2 PowerHealth Solutions 2008 PPM User Conference Overview 1.Reporting Structures 2.Access Projects 3.PPM_Views 4.Advanced Reporting 5.Pivot Tables

Slide 3 PowerHealth Solutions 2008 PPM User Conference Reporting Structures PPM_Views Always available – reflects contents of PPM database Report Layer -> Advanced Reporting Must be built AFTER processes complete in PPM Aggregated views of data for reporting purposes Advanced Reporting – reflects contents of Report Layer database Standard structure and naming Query the data, save queries (can be viewed by others within organisation who access database on server).

Slide 4 PowerHealth Solutions 2008 PPM User Conference OLAP Cubes Built as part of Report Layer build Used by other PHS reporting tools Accessible using Microsoft Excel – pivot table data source.

Slide 5 PowerHealth Solutions 2008 PPM User Conference Why use Access Projects Queries & data on the server, not local PC Can add queries to the database Share queries with other staff Familiar interface (similar to normal access) Can access data from advanced reporting & PPM view database. Refer to PPM Manual, Section PPM View Database for connecting to Access Projects.

Slide 6 PowerHealth Solutions 2008 PPM User Conference PPM_Views - Exercise Auditing and analysing PPM data using ppm_views: Standard Views General Ledger Reconciliation Template

Slide 7 PowerHealth Solutions 2008 PPM User Conference Naming Convention <Module>_<Level>_<Type>where =GenLedg, PatCost, Rev =GenLedg, PatCost, Rev =CostCentre, Episode, Reference, Service, etc =CostCentre, Episode, Reference, Service, etc =Results, Category, etc =Results, Category, etc

Slide 8 PowerHealth Solutions 2008 PPM User Conference Report Layer Documentation Menu items on the left Navigate the list of tables and views Review table details and link to related tables

Slide 9 PowerHealth Solutions 2008 PPM User Conference Advanced Reporting - Exercise Querying data using Report Layer database and documentation Return a listing of Cost Outputs with: 1.Total costs 2.Ordered by highest to lowest cost 3.Using: PatCost_EpisodeCostOutput_Results PatCost_Reference_CostOutput Config_Version

Slide 10 PowerHealth Solutions 2008 PPM User Conference Pivot Tables (OLAP Cube) Data organised into cubes Combining several dimensions (eg time, geography and services) With summarised data (eg orders, costs and averages) Fast – pre-aggregated data Powerful – visualise data in different ways Effective – simplifies analysis & drilldown.

Slide 11 PowerHealth Solutions 2008 PPM User Conference Pivot Tables - Exercise Analysing the Report Layer data OLAP Cubes: General Ledger Cube – Product Fraction Amount by Area Mapping and Cost Output All Episodes Cube – Average Price by Area Mapping/Service Code.

Slide 12 PowerHealth Solutions 2008 PPM User Conference Conclusion PPM_Views auditing & reconciling data in current PPM db Advanced Reporting (Report Layer) aggregated views for reporting purposes – snapshot in time Pivot Tables OLAP Cube (Report Layer) – pre-aggregated data viewable in different ways, drilldown capability

Slide 13 PowerHealth Solutions 2008 PPM User Conference Pivot Tables – Connecting to Data Source In Excel - select Data menu >> PivotTable PivotTable and PivotChart Wizard Step 1 displays.

Slide 14 PowerHealth Solutions 2008 PPM User Conference Step 2 of wizard Click Get Data. Pivot Tables – Connecting to Data Source

Slide 15 PowerHealth Solutions 2008 PPM User Conference Choose Data Source dialog displays with 3 tabs. Select the OLAP Cubes tab. Select option, then OK. Pivot Tables – Connecting to Data Source

Slide 16 PowerHealth Solutions 2008 PPM User Conference Create New Data Source dialog displays: Enter name for data source, eg AllEpisodes. Select Microsoft OLE DB Provider for OLAP Services 8.0. Click Connect. Pivot Tables – Connecting to Data Source

Slide 17 PowerHealth Solutions 2008 PPM User Conference Multidimensional Connection dialog displays: Select Analysis server. Enter the name of the server with the Report Layer database. Enter the user id and password to access the server. Click Next >>. Pivot Tables – Connecting to Data Source

Slide 18 PowerHealth Solutions 2008 PPM User Conference You are returned to the Create New Data Source with the connection to the report_layer database: Select the required cube. AllEpisodes and AllGeneralLedger are high level cubes. Click OK. Pivot Tables – Connecting to Data Source

Slide 19 PowerHealth Solutions 2008 PPM User Conference You are returned to the Choose Data Source dialog, with your new data source added to the list. Select and click OK. Pivot Tables – Connecting to Data Source

Slide 20 PowerHealth Solutions 2008 PPM User Conference Step 2 of the Wizard displays: Click Next >>. Pivot Tables – Connecting to Data Source

Slide 21 PowerHealth Solutions 2008 PPM User Conference Step 3 of the Wizard displays: Select the location of the PivotTable report. If unsure, select New Worksheet. Click Finish. Pivot Tables – Connecting to Data Source

Slide 22 PowerHealth Solutions 2008 PPM User Conference Excel Worksheet displays with pivot table & field list on the right. Pivot Tables – Connecting to Data Source