DATA WAREHOUSE PORTAL MART Reporter Training...complete your Data Warehouse access • Once you have...
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
• 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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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
Log‐in Link
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http://onrr.gov/ReportPay/production‐reporting.htm
IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
Data Warehouse Portal Log‐ In
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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
MENUS
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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
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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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
MART Reports
Professionalism & Integrity
Source:Accenture‐WebCenterPortalOverallTestApproach11/19/2018
IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
Select Operator Number Range
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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
SelectOperatorNumberGroup
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Financial Reports‐Customers
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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
ZFWELLCF –Well Confirmation
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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
ZPCNFOGR –OGOR Confirmation
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A0000
A0000
A0000
A0000
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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
ZFFMPCON –FMP Confirmation
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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
ZPCNFPSR –PASR Confirmation Report
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F0000
F0000
IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
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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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
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
IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
BasicOGORReport
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A0000 ContractAgency
IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
BasicOGORReport
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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
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
IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
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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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
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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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
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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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
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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IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
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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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
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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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
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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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: 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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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: E‐Statement of Accounts (eSOA) Link
IndustryCompliance AccurateRevenues&Data Professionalism&Integrity
Questions?