PeopleSoft EPM & OBIEE Data Warehouse Reporting Project Update Wednesday, April 11, 2012 Tejune Kang, Jen Drake (ITS)

Agenda Data Mart Review of Architecture Timeline Project Updates Subject Areas Screen Shot Examples

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.

UNC PeopleSoft Warehouse Architecture PeopleSoft Campus Solutions PeopleSoft FSCM PeopleSoft HCM DataStage Ascential: Extract, Transform, Load (ETL) PeopleSoft EPM v9.1: Data Warehouse Operational Warehouse Staging (OWS) Operational Warehouse Enriched (OWE) Multi- Dimensional Warehouse (MDW) PeopleTools ETL Jobs Source Environments (ERP) Oracle Business Intelligence Enterprise Edition (OBIEE) Logical Layers Reporting Tool EPM = Enterprise Performance Management

OBIEE Architecture Data Flow

Subject Area April – May: Validation Period Student Records Release 1 (R1) – 4/23/2012 (Data Stewards Validation) – Term Enrollment – Academic Plan Summary – Class Enrollment – Class General Availability, No Later than September 2012

Subject Area April – May: Validation Period Student Records Release 2 (R2) – ~5/29/2012 (Data Stewards Validation) – Class Meeting Pattern – Class Instructor – Student Degrees – Academic Program Detail – Enrollment Requests General Availability, No Later than September 2012

Project Updates Analysis Phase – 100% Complete Design Phase – 100% Complete Development Phase – 100% Complete Testing Phase – 85% Complete Production Readiness/Cutover – 60% Complete On Schedule for Release 1 (4) Subject Areas on Monday 4/23/2012 (Data Stewards Validation Period)

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

Enrollment Stats – Honors Courses Fall 2011 & Spring 2012 Summarizes Total Capacity, Total Enrollment, # Offerings for Honors classes by Subject as a Term over term comparison Note this is TEST data.

Class Data Courses offered by term - Course data: Department offering, Section, SSR Component, Class status, class attributes (honors, Gen Ed), combined sections – Location and campus – Instruction Mode – Primary Instructor – Academic Group & Academic Organization (Department rollup) Summarize Enrollment Capacity, Total Enrollment

Enrolled Students by Catalogue Num & Section Choose: Catalog Number and Section -Spring Enrolled Students Note this is TEST data.

Class Enrollment data Student data – Academic Career, Program – Program Status, Action, Reason – Bio-demo attributes (Address, , Phone, Citizenship) Class data Course data: Department offering, Section, SSR Component, Class status, class attributes (honors, Gen Ed), combined sections, Location and campus, Instruction Mode, Primary Instructor, Academic Group & Academic Organization (Department rollup) Summarize Units (Taken, Progress, Earned), Grades,