DATA WAREHOUSE PORTAL MART Reporter Training...complete your Data Warehouse access • Once you have...

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1 Industry Compliance Accurate Revenues & Data Professionalism & Integrity DATA WAREHOUSE PORTAL MART 1 Industry Compliance Accurate Revenues & Data Professionalism & Integrity It is a WebCenter Portal ‐ portal.onrr.gov (MART – new) and https://dwportal.onrr.gov (Datawarehouse) It houses the confirmation and missing reports in the Financial Reports‐Customers folder It interfaces with the historical database (Industry Reports under the History Database folder) 2 What is it? Industry Compliance Accurate Revenues & Data Professionalism & Integrity Fill out the EMARF (External MRMSS Access Request Form) located at http://onrr.gov/ReportPay/Forms/default.htm and email it to us. You will receive an email with your User ID When you receive the email, contact the Customer Support line at (877) 256‐6260, (303) 231‐3333, or at [email protected] They will ask for security information, give you a password, and will complete your Data Warehouse access Once you have access, log into the Portal at https://dwportal.onrr.gov MART (MRMSS Analytical and Report Tool ) portal.onrr.gov (June 2019) The SQR Viewer must be downloaded to view the Data Warehouse reports For electronic reporting only https://onrrreporting.onrr.gov is available 3 How do I use the Portal?

Transcript of DATA WAREHOUSE PORTAL MART Reporter Training...complete your Data Warehouse access • Once you have...

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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

DATA WAREHOUSE PORTAL

MART1

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

• It is a WebCenter Portal ‐ portal.onrr.gov (MART – new) and https://dwportal.onrr.gov(Datawarehouse)

• It houses the confirmation and missing reports in the Financial Reports‐Customers folder

• It interfaces with the historical database (Industry Reports under the History Database folder)

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What is it?

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

• Fill out the EMARF (External MRMSS Access Request Form) located at http://onrr.gov/ReportPay/Forms/default.htm and email it to us.

• You will receive an email with your User ID

• When you receive the email, contact the Customer Support line at 

(877) 256‐6260, (303) 231‐3333, or at 

[email protected] 

• They will ask for security information, give you a password, and will  complete your Data Warehouse access

• Once you have access, log into the Portal at https://dwportal.onrr.gov

• MART (MRMSS Analytical and Report Tool ) portal.onrr.gov (June 2019)

• The SQR Viewer must be downloaded to view the Data Warehouse reports

• For electronic reporting only https://onrrreporting.onrr.gov is available

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How do I use the Portal?

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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Data Warehouse Portal Log In ‐ Via eCommerce

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Log‐in Link

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http://onrr.gov/ReportPay/production‐reporting.htm

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Data Warehouse Portal Log‐ In

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MENUS

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MART WebCenter Portal: In With The New

Professionalism & Integrity

Source: Accenture‐WebCenter Portal Kick‐off Meeting 5/17/2018& 5/24/2018

Homepage

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Financial Reports‐Customers

• ZFWELCF‐WELL‐Confirmation

• ZPCNFOGR‐OGOR‐Confirmation

• ZFFMPCON‐FMP‐Confirmation

• ZPCNFPSR‐PASR‐Confirmation

• ZPMISOPR‐Missing Production Report

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MART Reports

Professionalism & Integrity

Source:Accenture‐WebCenterPortalOverallTestApproach11/19/2018

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Select Operator Number Range

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SelectOperatorNumberGroup

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Financial Reports‐Customers

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ZFWELLCF –Well Confirmation

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ZPCNFOGR –OGOR Confirmation

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A0000

A0000

A0000

A0000

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ZFFMPCON –FMP Confirmation

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ZPCNFPSR –PASR Confirmation Report

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F0000

F0000

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ZPMISOPR –Missing Reports

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Missing Report is run once a month during the first full weekend of the month.

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History Database Reports

• Industry Reports• BasicOGORReport

• BasicPASR

• OGOR_A_WEL_REF_Report

• RejectOGORError

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WebCenter Portal: In With The New

Professionalism & Integrity

Source: Accenture‐WebCenter Portal Kick‐off Meeting 5/17/2018& 5/24/2018

Homepage

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

History Database

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Industry Reports

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Industry Reports

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BasicOGORReport

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A0000 ContractAgency

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BasicOGORReport

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BasicOGORReport –pdf Output

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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

BasicPASR

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BasicPASR

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BasicPASR – pdf Output

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12 digit API number

490192177000

OGOR_A_Well_Ref_Report

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010203

A0000

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OGOR_A_Well_Ref_Report

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OGOR/Well/Reference Comparison

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OGOR/Well/ReferenceComparison

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RejectOGORError Report

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Contractvs

Agency

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RejectOGORErrorOutput Report

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RejectOGORErrorOutput Report

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RejectOGORError Report ‐csv 

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Navigation Tips

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Close Tabs or click on Explore to Navigate back to Menu.

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

YouwillseethisHomepagescreenwhenyoulogintotheDWPortal

eCommerce Login link

Click the Explore link from your homepage.

Royalty Access

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Thetwomainfoldersyouwillbeaccessing:

Financial Reports Folder

History Database Folder

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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

• Financial Data

– Confirmation and Estimate Balance Reports which are posted to DW portal by ONRR weekly or monthly

– Electronic Invoices

– Remittance and associated reports

What Data is Available?

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

What Data is Available?

• History Database Reports – ‐ On Demand Reports– ‐ Basic Royalty Reports– ‐ Most up to date company royalty history– ‐ Query and extract data 

• Minimum Royalty and Rental Information (LAB Link)

– ‐ Federal Leases– ‐ Minimum Royalty Amounts – No Detail

• Electronic Statement of Accounts (eSOA Link)

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Financial Reports Folder

Locate the folder containing your

payor code.

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Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

All Payor Codes for which you have been granted access are

listed. Select the appropriate payor

number.

Financial Reports Folder

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Financial Reports FolderReports are posted by ONRR weekly or

monthly. You can access them by clicking the desired spf link (SQR Production Reporting Document).

RoyaltyFinancialReports:

EstimateActivityReport

(ZLESTACT)EstimateBalanceReport(ZLESTBAL)ConfirmationReport

(ZRCNFRPT)

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Finding eInvoice files

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Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

History Database Folder

Select History Database

Folder, then select Industry

Reports.You can access all of your Form

ONRR-2014 data from the History Database Folder.

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

History Database Folder (Basic Royalty Report)

Select Basic Royalty Report

to access Form MMS-2014 data.

Generated Reports will display both accepted and suspended

Form MMS-2014 lines.

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

History Database Folder (Basic Royalty Report)

All payorcodes for

which your User ID has

been granted access is

listed in the drop down

menu. A query can run for one payor

code at a time.

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Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

History Database Folder (Basic Royalty Report)

Parameters: Query on a variety of

criteria. The better you define your

query, the faster your results.

The Lease, Agreement, and Trans Code fields allow you to enter more than one criteria (5 Max). Always separate with a comma

and end with a colon. If you enter one criteria in any of these fields,

still end with a colon.

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

If you want to save your queries, select save and give the

query a name.

History Database Folder (Basic Royalty Report)

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

History Database Folder (Basic Royalty Report)

Out of the four reporting outputs, the two you will use are the:

•BasicRoyaltyReport.pdf •RoyaltyHDR-ACC_portal_Main_1.csv

Select the output you want and click

open.

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Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

In your output tab, click the 

BasicRoyaltyReport.pdf, then click the Open button on the bottom 

right 

Output:  BasicRoyaltyReport.pdf

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Output:  BasicRoyaltyReport.pdf

Report displays all Form MMS-2014 lines reported by payor code. Data is sorted by Document ID, Status, line number. Report

will show both accepted (ACCP) and suspended (SUSP) lines.

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Saving as a CSV gives you the capability of saving the data into Excel

Excel will allow you to run macros, sort, compare

Use Excel to place data into the format for an e‐commerce 2014 upload as a CSV file

Note: Use Excel 2007 and greater versions to save extremely large amounts of data

Benefits of saving to CSV (Comma Separated Value) instead of PDF format

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Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Output: How to open RoyaltyHDR‐ACC_portal_Main_1.csv in Excel without dropping leading Zeros in fields

Go to your output tab, click the RoyaltyHDR‐

ACC_portal_Main_1.csv, then click the Open button on the bottom 

right 

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Output: How to open RoyaltyHDR‐ACC_portal_Main_1.csv in Excel without dropping leading Zeros in fields

Save the csv file to your 

computer

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

How to open RoyaltyHDR‐ACC_portal_Main_1.csv in Excel without dropping leading Zeros in fields

In a new Excel document, click on the Data tab and then click From Text.  You will then import the csv document you saved 

previously from the data warehouse.

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Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

How to open RoyaltyHDR‐ACC_portal_Main_1.csv in Excel without dropping leading Zeros in fields

Click on the Delimited File type and then click the 

Next button.

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

How to open RoyaltyHDR‐ACC_portal_Main_1.csv in Excel without dropping leading Zeros in fields

Uncheck the Tab box and then check the Comma box in its place.  Now click the Next 

button.

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

How to open RoyaltyHDR‐ACC_portal_Main_1.csv in Excel without dropping leading Zeros in fields

Use the scroll bar and scroll to your right until you reach the very last field.  Hold the shift button and click on the Payment Method field.  This should highlight all your fields.  You will then click 

Text under the column data format.  Now click the 

Finish button.

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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

How to open RoyaltyHDR‐ACC_portal_Main_1.csv in Excel without dropping leading Zeros in fields

Select the field you want the data to start from and then 

click on the OK button

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

How to open RoyaltyHDR‐ACC_portal_Main_1.csv in Excel without dropping leading Zeros in fields

Now your report will show all fields with 

leading zeroes correctly.

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Output: Example of RoyaltyHDR-ACC_portal_Main_1.csv without leading zeros

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Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

History Database Folder: Lease Account Balances Link (LAB)

RENT

MINIMUM ROYALTY (Federal Leases Only)

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

LAB INQUIRY (Link)

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Select Account Type

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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Enter Contract or Agency Number

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Minimum Royalty Header- Header shows amount

reported and amount due

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

You will not be able to access LAB detail

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Office of Natural Resources Revenue (ONRR)

U.S. Department of the Interior

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

History Database Folder: E‐Statement of Accounts (eSOA) Link

IndustryCompliance AccurateRevenues&Data Professionalism&Integrity

Questions?