Data Warehouse Student Data User Group Meeting 8/18/2015

Agenda Pennant Accounts DW update News topics Student Data User Group Aug 18, 2015

Pennant Accounts Data Warehouse Update August 18, 2015

Pennant Accounts Data Warehouse update August 18, 2015 Agenda Project Timeline What will be in the data Access and Training Questions, comments, other

Pennant Accounts Data Warehouse update August 18, Project timeline Week of August 24 th, 2015 Data Collection Documentation Available (table documentation, Data Diagram) Week of August 31 st, 2015 Corporate Report Documentation Available Training Requirements and eForm available for access Week of September 14 th, 2015 Data Review sessions begin Fall, 2015 New Pennant Accounts data collection available

Pennant Accounts Data Warehouse update August 18, What’s in the data? The Pennant Accounts data collection includes: Students, and all detail transactions on their billing accounts (charges, payments, adjustments) Simplified view of the overall student account balance General Ledger data – links data from individual transactions to GL entries Batch transaction (‘Feeder App’) data – links transactions posted to the student’s account to data from the Pennant Feeder App Supporting tables (detail codes, detail to subcode mapping, GL and student reference tables)

Pennant Accounts Data Warehouse update August 18, Access and Training Access to Pennant Accounts Pennant Accounts will be a stand alone data collection, containing Student Academic and Student Accounts Data Access to the Pennant Accounts data will no longer be granted as part of access to the Student Data collection Current Student Data users will still have access to the legacy BRS data, but will need to request access to Pennant Accounts Legacy BRS data will be included as part of Pennant Accounts Separate eForms will be available for Student and Pennant Accounts (access to Pennant Accounts grants access to all Student Data and its associated Business Objects Universes)

Pennant Accounts Data Warehouse update August 18, Access and Training Student Data Warehouse Training FERPA Information Security and Privacy at Penn Using the Student Data Collection in the Data Warehouse Pennant Accounts All of the above training Detail Codes Pennant Student Account Summary Screen

Pennant Accounts Data Warehouse update August 18, 2015

News Resolved: Duplicate APW worksheet rows Coming soon: additional rows for Internal_Course_Equiv table Reminder: Degree_Received vs Degree_Pursual (when to use which table) “Type of Program” Categories for Study Abroad changing for TD, other canned reports. Business Objects Upgrade to BI4 coming this Fall. Student Data User Group Aug 18, 2015

Degree Received vs. Degree Pursual Student Data User Group Aug 18, 2015

Business Objects upgrade to BI4 What this means for you: NO Webi report conversion expected There are some changes for Webi (icons in different places, tool bars behave differently) We’re working on information about changes, new features, etc. Status/timeline: ISC is currently configuring the environment and doing initial testing If you’re interested in being part of a testing working group let us know Goal is to be on BI4 by the end of 2015, but we’re still working on timeline Much more information to come this Fall! Student Data User Group Aug 18, 2015