TBR ODS EDW Planning 2007
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Transcript of TBR ODS EDW Planning 2007
Tennessee Board of Regents
ODS/EDW Planning
Presented by Thomas Danford
Fall 2007
Information Requirements of the TBR
Administrative and Academic Institutional Research
A i l d fDepartments
Easy-to-understand data layout coupled with industry-based, easy-to-use reporting tools that
A single, trusted source of institutional data
Accurate data based on consistently applied institutional b i l
CIO/IT audience
allow end-users to satisfy their own requests
business rules
Robust Information Access architecture based on commercially supported tools
An abstracted data model built
Executive Level
The same information “visible” to all layers of the institution
with and for higher education
Supports choice of reporting tools to meet varied needs and budgets
Less time arguing over data; more time using information to make better and timely decisions
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Reporting out of Banner can be Complex
EXAMPLE: The simple report below for 5 pieces of information requires accessing data fields from 4 Banner tables:
ID Name Address Phone Age_______________________________________________________________123-43-4564 Buler, Brian 1464 West Street West Chester PA (453)657-5768 43324-64-3445 Carol, Bob 84 South Street Philadelphia PA (728)495-4535 34848-39-4848 Crain, Joan 23 Brandywine Kenneth PA 23834-56-3443 Kaachen, Perry 3444 Broadview Allentown PA (435)309-5445 54…..….…
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..
.
Banner Normalizes Data (3rd Normal Form) so that it exists only in one locationthat it exists only in one location
The tables for the
SPRIDEN
The tables for the example report:
SPBPERS SPRADDR
SPRTELE
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SQL is the programming language used to manage data in Bannerto manage data in Banner
The SQL code for the example report:SELECT SPRIDEN_ID,SPRIDEN_NAME,SPRADDR_STREET_LINE1,SPRADDR_CITY,SPRADDR_STAT_CODE,SPRADDR_ZIPC_CODE,SPRTELE_PHONE_AREA_CODE||’-’||SPRTELE_PHONE_NUMBER,FUNC(AGE(SPBPERS_BIRTH_DATE))FROM SRPIDEN,A.SPRADDR,B.SPRTELE,SPBPERSWHERE SPRIDEN_CHANGE_IND IS NULLAND SPRIDEN_PIDM = SPBPERS_PIDM (+) AND SPBPERS_PIDM = SPRADDR_PIDM (+)AND SYSDATE BETWEEN A.SPRADDR_FROM_DATE (+) AND A.SPRADDR_END_DATE (+)AND A.SPRADDR_ADDR_CODE (+) = FUNC(ADDRHICR(SPRIDEN_PIDM,”OF”)AND A.SPRADDR_ASTA_CODE (+) = “A”AND A.SPRADDR_PIDM = B.SPRTELE_PIDM (+)AND A.SPRADDR_ADDR_CODE = B.SPRTELE_ADDR_CODE (+)AND B.SPRTELE_SEQ_NO (+) = (SELECT MAX( C.SPRTELE_SEQ_NO)
FROM C.SPRTELEWHERE C.SPRTELE_PIDM = B.SPRTELE_PIDMAND C SPRTELE ADDR CODE
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AND C.SPRTELE_ADDR_CODE = B.SPRTELE_ADDR_CODE)….
…ORDER BY SPRIDEN_NAME;
Approach Under Plus - IT Department Made Reports Based on Specifications Provided by Functional Users …
Frustrating developing specifications
Inefficient iterative processInefficient iterative process
Very time consuming
Multiple functional users competing for limited IT resources
Functional dependency on IT developed
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Information Access Maturity Model
SunGardSunGardPlusPlus
InstitutionalInstitutionalP fP f
AnalyticalAnalyticalR tiR ti
SelfSelf--ServiceServiceR tiR ti
PlusPlus
Reporting Created byReporting Created byPerformancePerformanceManagementManagementProcess ImprovementProcess ImprovementDashboard/ScorecardDashboard/ScorecardAnalytical ApplicationsAnalytical Applications
ReportingReportingHistorical TrendsHistorical TrendsForecastingForecastingData MiningData Mining
ReportingReportingAdAd--HocHoc
IT StaffIT Staff
Tim
e
CustomCustomReportsReports
Level 1 Level 2 Level 3 Level 4 Level 5
BaselineBaselineReportsReports
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Not Available
ODS/EDW & Banner ApproachODS/EDW & Banner Approach
Instead of continually spending IT staff time andInstead of continually spending IT staff time and budget on developing and programming reports for functional users, we will develop the infrastructure that simplifies how information is accessedsimplifies how information is accessed.
The infrastructure must support the enterprise and provide both a common framework and methodologyprovide both a common framework and methodologyfor solving Information access problems.
Simplifying the access gives both IT and functionalSimplifying the access gives both IT and functional users the information they need, when they need it, with less of an effort.
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Information Access Maturity Model
SunGardSunGardEnterprise Enterprise D t D t
SunGard SunGard Operational Operational D t StD t St
SunGardSunGard
BannerBannerData Data WarehouseWarehouse
Data StoreData StoreBannerBanner
AnalyticalAnalytical
InstitutionalInstitutionalPerformancePerformanceManagementManagement
S G d S G d
Tim
e
SelfSelf--ServiceService
AnalyticalAnalyticalReportingReporting
••Historical TrendsHistorical Trends••ForecastingForecasting••Data MiningData Mining
ManagementManagement••Process ImprovementProcess Improvement••Dashboard/ScorecardDashboard/Scorecard
••Analytical ApplicationsAnalytical Applications
SunGard SunGard PerformancePerformanceManagementManagementSolutionsSolutions
CustomCustomReportsReports
ReportingReporting••AdAd--HocHoc
gg
Level 1 Level 2 Level 3 Level 4 Level 5
BaselineBaselineReportsReports
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Institution Adoption
Information Access Maturity Model
SunGardSunGardPerformancePerformanceM t M t
SunGard SunGard Enterprise Enterprise D t D t
SunGard SunGard Operational Operational D t StD t St
SunGardSunGardBannerBanner
Management Management SolutionsSolutions
Data Data WarehouseWarehouse
Data StoreData Store
KPIsKPIs
OtherOtherSystemsSystems
BannerBanner ODSODS EDWEDWETL ETLETLKPIsKPIs
AlertsAlerts
BANNERBANNERQUERIESQUERIES
CUSTOMCUSTOMREPORTSREPORTS
SELFSELF--SRVCSRVCREPORTSREPORTS
Oracle DiscovererOracle DiscovererCognos ImpromptuCognos Impromptu
OLAPOLAPCUBESCUBES
ScorecardsScorecardsDashboardsDashboards
Level 1 Level 2 Level 3 Level 4 Level 5
&REPORTS&REPORTSg p pg p p
Others (any ODBC)Others (any ODBC) Cognos PowerplayCognos PowerplayOthersOthers
DashboardsDashboards
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Data Modeling Strategy
Model specifically designed for end-user reporting
Applicable TBR (enterprise) wide
Simplified & standardized data structures
User-friendly table and field names
Designed from a reporting perspectiveg p g p p
Indexed and optimized for reporting
Flexible enough for individual campusFlexible enough for individual campus requirements
Consistency between Banner product releases
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Consistency between Banner product releases
Key Roles in ODS/EDW
(Senior) Data Architect(s) – An IT management role that is responsible for the data modeling, ETL processing, and administration of the ODS/EDW. Experience and Responsibilities:p
Designs data dictionaries & data warehouses Enterprise application and analytics integration Metadata registry Oracle RDBMS and Structured Query Language (SQL) XML, including schema definitions and transformationsODBC/JDBC linkages & reporting tools
Business & Systems Analyst(s) – An internal consultancy role that identifies options for improving business systems and bridges the information needs of the business with the use of the ODS/EDW. Experience and Responsibilities:
Gathers and defines business requirements Analyzes, maps, and documents processes (current state/future state) Identifies, collects, and analyzes data requirements (forecasting, trend analysis, etc.)Contribute to the design of the ODS/EDW from a business needs point of viewC t i d t KPI’ l t d d hb d t
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Creates required reports, KPI’s, alerts, scorecards, dashboards, etc. ODBC/JDBC reporting tools
Data Model Approach & Responsibilities
Model specifically designed for On Line Analytical Processing (OLAP) reportingAnalytical Processing (OLAP) reporting
Enterprise WideStar SchemasStar SchemasDesigned from a departmental perspectiveMultidimensional business analysisMultidimensional business analysis
Complex calculationsTrend analysisTrend analysisSophisticated data modeling
Documenting the ODS/EDW (ERDs Data Dictionaries
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Documenting the ODS/EDW (ERDs, Data Dictionaries, Flow Charts, Metadata, etc.)
Example: The Enrollment Star
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ETL Processing ResponsibilitiesCommercial ETL tool
Oracle Warehouse Builder (OWB)Oracle Warehouse Builder (OWB)Improved customizationImproved extensibilityImproved extensibilityUser defined time slices
Incremental RefreshIncremental RefreshOnly move what has changed
Feeds from Campuses to TBR ODS/EDWODS/EDW Campuses
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Custom Warehouses (MTSU & UoM)
ETL – Oracle Warehouse Builder
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Administration Responsibilities
Administration tool for execution and monitoring of ETL processesETL processes
Web-based
S /SJob Submission/Scheduling and Logging
Snap-Shots
Transformation Setup and Maintenance
Data cleansing
Security – (FGA)
Meta Data Repository
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Meta Data Repository
Data Warehouse Implementation Roadmap
Federal, State, THECRequirements
Business Discovery& Analysis
ProjectScoping
RequirementsGathering
Project & Infrastructure Planning
Business Analysis
DB Architecture Extraction Transform Load
Data Structure
andImplementation
& TestingDB Design
R ti &
and Management
Reporting &
Reporting & Analytics
ArchitectureReporting and Analytics
Development
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Reporting & Analytics Design (KPIs, Dashboards,
Alerts, Etc.)
Implementation Testing Deployment & Support
Di i Q&ADiscussion … Q&A
Special thanks to SunGard HE who provided content for this presentation. …
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