Pennsylvania BANNER Users Group 2007 Duquesne University Data warehouse Greg Jerry Jill Spitznagel Chad Painter

General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered at the end of the session Thank you for your cooperation

Resources Staffing – Reporting Team resides in CTS Current head count is 4 fulltime and 1 consultant – Experienced new hires Responsibility – BI Administrator – Trainer – ODS Administrator

University Strategy Current – Centralized report writing within CTS Proposed – De-centralized report writing to functional teams Reality vs. Actual abilities Lessoned Learned

Architecture Banner 7.4 / ODS 3.0 Oracle / Oracle Cognos 8.1 MR2 Refresh and data loads – Refresh twice daily ( 2:00AM and 11:30AM) – Loads – ( Once a month – 36 hours) ODS Freezes

ODS Procedures Refresh and data loads – Refresh twice daily ( 2:00AM and 11:30AM) – Loads – ( Once a month – 36 hours) ODS Freezes – Institutional Research – Finance Quarterlies

Duquesne Customizations' ODS Field Customization – ~50 custom views Cognos Package Customization – Customized for each school – Create new packages from delivered ODS Cognos packages

Policies / Procedures Request and Approval Process for Standard Cognos Reports – The functional user completes report request form and submits to functional team lead – Functional team lead submits approved request form to Reporting team – Report request is placed in a queue that is prioritized weekly by the University VP – Functional team lead approves final output

Policies / Procedures Label Process – Follows same process as report request – Reporting team completes report in an excel format and merges with word – Functional team lead validates output and sends to mailing services to be printed – Mailing service sends label to requestor – Charge back to requestor

Security Authenticates off campus LDAP – Future SSO Package based View and author abilities

Security – Cognos Based

Security Request Form

Cognos Report Studio

Advantages of Report Studio vs Query Studio Report Studio – Speed of building report – More advanced report possible – Greater calculation functionality – Better filter functionality Query Studio – Easier – Less training required

Training Strategy – Classroom/one-on-one Format / content – Cognos Connection/Query Studio – Report Studio Teach to fish

Training (cont) Cognos Connection/Query Studio – Run Reports – Schedule Reports – Create Multiple Outputs for Single Report – Create Report in Query Studio Group Sort Add Calculation Filter Prompt

Training (cont) Cognos Report Studio – Create a new Report – Add Calculations to Report – Format the Report – Group, Summarize, and Sort Data – Manipulate the pages of the report – Add filters to a report – Create a parameter – Create a Prompt Page – Add a drill through to a report

Open to the Floor Any Questions?