1. Presentation of the eTendersNI service Business Intelligence Module

2. Reporting and Statistics
ePPS and CPMS already support advanced reporting functionality
Reports on users, reports on organisations, reports on suppliers
Reports on call for tenders
Auditing reports
Evaluation reports
Tender opening report
Clarifications report
Contract reports
Savings reports
Financial reports
Ad-hoc reports on CPMS data (Dynamic reports on CPMS data)
BI reporting allows to support additional reporting requirements not already covered through the above (e.g reports communicated by CPD)

3. Presentation outline
Architecture of the BI module
Presentation of BI screens and functionality supported
Description of the functional flow for BI module
Online DEMO of the BI module & presentation of CPD list of reports created by ED
Presentation of CPD requirements and support of requirements by the BI module

4. Architecture of the BI module
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Architecture of the BI module 4
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5. Data Warehouse (DWH)
All analytical and reporting activities are executed on the DWH, populated with data copied from the production environment (data populated overnight).
This approach prevents performance issues on the Production environment

6. Reports on the BI module
The creation of ad-hoc reports with the BI module requires the creation of a project using the following tools:
BI Module: This module forms the core server component of BI, allowing users to access a central online service, entirely web based.
BI Studio: It is an open source client application for creating custom reports and other analytical documents.

7. Single Sign On (1/2)
Single sign on point for the eProcurementNI modules (ePPS, CPMS, BI)
Users are not required to login again while navigating between module

8. Single Sign On (2/2)
Logged in Buyer user can visualise a top bar for navigation between modules

9. Presentation of screens and BI functionality supported
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
Presentation of screens and
BI functionality supported 9
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10. Key features supported by BI module

11. BI Data Warehouse
Data synchronisation, import and transformation of data is performed automatically through overnight refresh between CPMS/ ePPS and the BI module
Data transformation through automated scripts
Mapping of CPMS/ePPS data representation into BI data set
Queries, reports and statistics executed on complete data set
No data cleansing required
Dynamic reporting module

12. BI Data Warehouse

13. Analytical reports
The user can create analytical reports on the data sources available within the BI module
Configure the data cube measures, field position and associate filters for each field.
Drill-down through the different dimensions of the data cube.

14. BI Data Warehouse

15. Report Creation and Design
2 supported alternatives for the creation of Template reports
Online through a Report builder/ wizard
Simple approach
Allows the quick creation of reports in a simple format
Support report preview functionality
Parameter driven
Offline through a BI Studio
Requires the installation of a client tool / Designer
Can be utilised by user for supporting more design capability / flexibility

16. Template Report Creation and Design (1/2)
The user can create ad-hoc reports online through a Report builder/ wizard functionality
Selection from different report chart template layouts
Customise the report fields and data sources to be utilised; etc.

17. BI Data Warehouse

18. Template Report Creation and Design (2/2)
The Admin may also utilise BI studio to create and upload reports and analytical documents
State-of-the-art report designers such iReports, BIRT, etc.

19. User dashboard
Dashboard can be configured by Admins for instance to display key reports
Allows the creation of cockpit view configured for each user role
Allows adding components in the cockpit (e.g. reports, documents, links, etc.)

20. BI Data Warehouse

21. Report and analytical report management
After their creation, reports and analytical documents can be stored under the BI folder structure, as dynamic reports / simple documents shared with other users.
BI Admin can define access rights for the BI module folders.

22. Report / Analysis scheduling
The user can schedule the distribution of a report or analysis among individual users or group of users (e.g. distribution lists, etc.)

23. BI Data Warehouse

24. Data Warehouse
BI modules utilises its own database for storage of data received from Different Data Sources
Such approach minimises risks of data corruption, performance issue, etc.
Currently BI integrates with ePPS and CPMS Data Sources
Data is copied/ synchronised with the production environment overnight
Support of other external Data Source is possible in future
Such support would require analysis of data source, cleansing, mapping, testing of Data source, etc. and such configuration should be analysed on a per case basis

25. BI Data Warehouse

26. Reports from external data
Reports can also be created from external data sources in standarised format (e.g. CSV)
A Dataset wizard guides users on selecting and formatting the data of the data source into a Data model.
Aggregations, measures, etc. can also be added to the data imported.

27. Description of functional flow
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Description of functional flow 27
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28. BI Reporting / Data Access
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
BI Reporting / Data Access
ED Admins
Organisations
CPD Admins
Others CAPC
Others CA users
EO users 28
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29. Typical functional flow (CPD Admin users)
Upon successful authentication, the users is in position to navigate between the eTendersNI modules through the links made available in the header of the pages.
The buyer user can select the Business Intelligence link to navigate to the BI module.

30. BI Reporting CPD Admins Others CAPC Template Preview Publication
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
CPD Admins
Preview
Template
Publication
Others CAPC
Upload
Report
Execution
BI Reporting
Template
Creation
Dissemination 30
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31. Typical functional flow (CPD Admin users)
The BI Admin selects the “Folders” functionality and locates the particular data model to utilise for creating the report

32. BI Reporting CPD Admins Others CAPC Template Preview Publication
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
CPD Admins
Preview
Template
Publication
Others CAPC
Upload
Report
Execution
BI Reporting
Template
Creation
Dissemination 32
23 February 2009 32

33. Typical functional flow (CPD Admin users)
When particular data analysis and statistics are required
the user can drag and drop fields from the data model into the “Query editor” area and can further amend them (e.g. add alias, group, set filters, etc.)

34. Typical functional flow (CPD Admin users)
Extraction of particular data set for ad-hoc queries
Calculated fields can be added to perform aggregation functions, arithmetic operations, etc.

35. Typical functional flow (CPD Admin users)
Use of simple report Creation functionality
The user selects the Worksheet tab to create the report and selects the report format

36. Typical functional flow (CPD Admin users)
Fields and measures are dragged and dropped in the report wizard.

37. BI Reporting CPD Admins Others CAPC Template Preview Publication
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
CPD Admins
Preview
Template
Publication
Others CAPC
Upload
Report
Execution
BI Reporting
Template
Creation
Dissemination 37
23 February 2009 37

38. Template Report design

39. Template Report Upload

40. BI Reporting CPD Admins Others CAPC Template Preview Publication
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
CPD Admins
Preview
Template
Publication
Others CAPC
Upload
Report
Execution
BI Reporting
Template
Creation
Dissemination 40
23 February 2009 40

41. Typical functional flow (CPD Admin users)
Preview and Export functions (.xls, .pdf, etc.)
When done, the user selects “Preview” to visualise the results

42. BI Reporting CPD Admins Others CAPC Template Preview Publication
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
CPD Admins
Preview
Template
Publication
Others CAPC
Upload
Report
Execution
BI Reporting
Template
Creation
Dissemination 42
23 February 2009 42

43. 43 EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
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44. BI Reporting CPD Admins Others CAPC Template Preview Publication
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
CPD Admins
Preview
Template
Publication
Others CAPC
Upload
Report
Execution
BI Reporting
Template
Creation
Dissemination 44
23 February 2009 44

45. 45 EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
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46. BI Reporting CPD Admins Others CAPC Template Preview Publication
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
CPD Admins
Preview
Template
Publication
Others CAPC
Upload
Report
Execution
BI Reporting
Template
Creation
Dissemination 46
23 February 2009 46

47. Typical functional flow (CPD Admin users)
Report Dissemination
In order to disseminate the report, the BI admin opens it from the folder where it is located

48. Typical functional flow (CPD Admin users)
Then, user can specify the folders in which the document will be made available to the users having access to these folders.

49. BI Reporting / Data Access
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
BI Reporting / Data Access
ED Admins
Organisations
CPD Admins
Others CAPC
Others CA users
Access reports / documents
in Template Library (ePPS)
EO users
No Access 49
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50. Online DEMO of the BI module
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
Online DEMO of the BI module 50
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51. Presentation of CPD list of reports created by ED
EUROPEAN DYNAMICS - e-Sourcing - Tender Presentation
Presentation of CPD list of reports created by ED 51
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53. End of presentation