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):

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 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

Questions and Answers Any Questions? Chris Derickson – Tejune Kang –