Introductions Training Agenda
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www.sungardhe.com <name of school> <date> <consultant name> Banner Performance Reporting and Analytics Introductions Name Title/function Job responsibilities Expectations www.sungardhe.com 2 Training Agenda Introductions Banner ODS Overview Banner ODS Architecture Banner ODS Concepts The Administrative User Interface Developing a Reporting Strategy Testing and Documentation Navigating through Banner ODS Questions and Concerns Report Writing Workshop www.sungardhe.com 3 1 Course Goals To provide the participants with an understanding of the Module of concentration and related information within the Banner Operational Data Store (ODS). To provide an understanding of the Metadata and Business Concept Diagrams so you are able to successfully support the ad hoc operational reporting needs as appropriate from Banner ODS. Create reports from Banner ODS using the Universities reporting tool. www.sungardhe.com 4 Course Objectives After completing this course, you will be able to: Understand what Banner ODS is and how it operates Understand how to use the Banner ODS data in conjunction with your reporting tool Navigate knowledgeably through the Banner ODS metadata Develop a reporting strategy www.sungardhe.com 5 www.sungardhe.com Information - The Common Component 2 Information: The Common Component Information is needed to address performance obligations Information is needed by: Executives : to monitor progress towards institutional priorities Administrators : to monitor daily operations IT : to provide enterprise intelligence and production reports IR : to monitor institutional trends, compliance Information and institutional intelligence required for measurable performance improvements www.sungardhe.com 7 Information: The Common Component In order to achieve their institutional mission, colleges and universities must define their business objectives to address and combat these pressures, such as: increase operational efficiency – maintain costs maximize funding – respond timely and appropriately to ensure revenue opportunities, i.e., governmental reporting, grant applications, etc. optimize accountability – legislative reporting, accreditation, budgetary reporting increase competitive positioning – institutional rankings, align curriculum to constituents’ demands The common component to these and other objectives is timely access to the information that is needed to achieve these objectives. www.sungardhe.com 8 Information: The Common Component Information needs to reach all levels of campus Data from lower levels must be transformed to upper levels Refined focus on supporting the actual business processes EXECUTIVES: Need visibility into progress towards our goals, objectives Performance “Am I achieving my goals?” data MANAGEMENT: Performance Need timely trends, summaries, analytics Management of our operations “How am I doing?” Trend, KNOWLEDGE WORKERS: Need to analyze trends and root summary Enterprise Data Warehouse data causes “Why is this happening?” STAFF: Detailed Need detailed reports in many data Operational Data Store formats and ad-hoc access “What is going on?” What do I need to do?” www.sungardhe.com 9 3 www.sungardhe.com Banner ODS Overview Banner ODS Overview BPRA Data Warehouse Solution Ensures Consistent Reporting Results Common Data Source Common Business Concepts Banner Operational Data Store (ODS): Ad-hoc querying and daily reporting Enterprise Data Warehouse: Historic, trend reporting and analytics • Data Snapshots Based EDW: History on Dates and Events Jan Feb Mar Apr May … • Data Sets ‘Frozen’ for Point in Time Tools Admin ODS: Today • Historic, Trend Reporting • Analytics • One Set of Data Finance HR EM Student • Data Changes Daily • Daily Reporting Advancement AR www.sungardhe.com 11 Banner ODS Overview Performance Reporting and Analytics Architecture Operational Enterprise Performance Data Store Data Warehouse Management Legacy Common Data Model Enterprise Denormalized Structures Star Schemas Digital Dashboard Banner ETL Operational ETL Enterprise Data Store Data Enrollment Warehouse Funnel Analytical Applications Other Reporting Reporting Tools Tools OLAP Business Intelligent Tools Channels Operational Reports Enterprise Reports Multi-Dimensional Trends/Forecasts Analysis www.sungardhe.com 12 4 Banner ODS Overview ODS and the Reporting Tool Oracle The Reporting Toolset Banner Data Report Output ODS Definition Report Definition Data Application Server End User www.sungardhe.com 13 Banner ODS Overview Simplifies information access Provides timely information to support all levels of management Improves information access performance Provides access to historical and summarized information Data refresh occurs at your specified interval Ensures consistent reporting results by providing a common data source and common business concepts www.sungardhe.com 14 Banner ODS Overview Data models and reports can be tailored to department-specific needs Uses Human Resources, Finance Fund/Orgn security Allows use of web-based reporting tools with graphical capabilities The ODS Administration component is web based Allows you to share solutions in an open environment www.sungardhe.com 15 5 Banner ODS Overview What is the ODS? Banner ODS uses reporting views to provide access to the data. Security Display rules Banner ODS tables and reporting views were constructed with the business needs of Higher Education administration in mind. www.sungardhe.com 16 Banner ODS Overview Why use the ODS? Ability to produce reports without the overhead of a transactional system. Built to address reporting queries not for efficiency of data capture. Provides for the freeze of data to accommodate point in time reporting. Most upgrades to the administrative system do not affect Banner ODS. www.sungardhe.com 17 Banner ODS Overview Key Features Banner ODS tables are constructed specifically for reporting. Banner ODS resides on a separate reporting Server. Banner ODS is populated from Banner as the source system using composite views. www.sungardhe.com 18 6 Banner ODS Overview Business Concepts Advancement Human Resources Common Finance Advancement Prospect Employee Advancement Rating Human Resource Event Annual Giving Budget Availability Ledger Application Institution Campaign Giving History Budget Detail Human Resource Faculty Organizational Entity Constituent Encumbrance Payroll Person Demographic Constituent Entity Endowment Distribution Position Person Role Designation Giving History Endowment Units Person Supplemental Gift Fixed Asset Relationship Organizational Constituent General Ledger Pledge Grant and Project Grant Ledger Invoice Payable Operating Ledger Purchasing Payable Transaction History www.sungardhe.com 19 Banner ODS Overview Business Concepts Financial Aid Accounts Receivable Student Financial Aid Application Financial Aid Award and Distribution Receivable Customer Financial Aid Fund Active Registration Receivable Revenue Admissions Application Advisor Student List Course Catalog Enrollment Management Faculty Assignment Government Reporting Recruitment Information Residential Life Schedule Offering Student Detail www.sungardhe.com 20 Banner ODS Overview Definitions ODS – Operational Data Store EDW – Enterprise Data Warehouse ETL – Extract, Transform and Load OWB – Oracle Warehouse Builder OLAP – On Line Analytical Processing Source – Where the data is coming from Target – Where the data is going to www.sungardhe.com 21 7 Banner ODS Overview Naming Conventions SunGard HE Banner Composite view – Ax_name PERSON_UID SunGard HE Banner Operational Data Store Database tables – MxT_name Reporting views – English name reports Subset of Reporting views – English name_SLOT www.sungardhe.com 22 www.sungardhe.com ODS Architecture ODS Architecture Populating the ODS Banner ODS is populated 3 ways. Initial Load Done during install Refresh Nightly? Weekly? Incremental Load Used when large amounts of data have been added to Banner Run the necessary Load Rule using the Administrative Tool www.sungardhe.com 24 8 ODS Architecture Initial Load Process Banner Operational Data Store ReportingReporting Tool Tool Reporting Views Person Employee Recruitment Op. Ledger Gift Academic Banner Data Tables View Security and Display Rules Operating Ledger Person View View Employee Academic Table Table Gift View Employee View Operating Person Gift Recruitment Ledger Table Table Table Recruitment View Academic Study Table Composite Views Composite Tables OWB www.sungardhe.com 25 ODS Architecture Incremental Refresh ReportingReporting Tool Tool Reporting Reporting View View Triggers Triggers Triggers Triggers Triggers Reporting Reporting Reporting View View View Change Change Change Table Table Table Security and Display Rules Change Change Table Table Composite Composite Table Table Composite Composite Composite Extract View Extract View Table Table Table Extract View Extract View Extract View PL/SQL PL/SQL PL/SQL ETL DELETE UPDATE Banner DBLINK ODS www.sungardhe.com 26 www.sungardhe.com Banner ODS Concepts 9 Banner ODS Concepts Composite and Slotted Tables Composite Table Include the main data that is extracted from Banner and stored in Banner ODS Slotted Table Store data values for a specific code related to a base table Optimizes the speed of queries Need to keep these synchronized www.sungardhe.com 28 Banner ODS Concepts List of Values Banner ODS has a database schema called ODSLOV which owns the list of value views. Most, but not all, of the views are based