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BI506 Inherit the DataWindow - Implementing Performance Measurements Through PowerBuilder

BI506 Inherit the DataWindow - Implementing Performance Measurements Through PowerBuilder. Thomas B. Wegener Manager, MISResearch NYS Workers’ Compensation Bd tom.wegener@wcb.ny.state.us. Implementing Performance Measures through PowerBuilder. INTRODUCTION Background Our Problem

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BI506 Inherit the DataWindow - Implementing Performance Measurements Through PowerBuilder

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  1. BI506Inherit the DataWindow - Implementing Performance Measurements Through PowerBuilder • Thomas B. Wegener • Manager, MIS\Research • NYS Workers’ Compensation Bd • tom.wegener@wcb.ny.state.us

  2. Implementing Performance Measures through PowerBuilder • INTRODUCTION • Background • Our Problem • Our Solution New York State Workers' Compensation Board George E. Pataki - Governor Robert R. Snashall - Chairman

  3. Implementing Performance Measures through PowerBuilder • INTRODUCTION “The Team” • Background • Our Problem • Our Solution • Architects Bob Riley Mihir Vasavada • Developers Tomy Abraham James Caiello James McLoughlin Michelle Poulsen Laurie Stedman Robert H. Stevens Dennis Wheeler

  4. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Our Problem • Our Solution As part of a comprehensive Business Process Improvement initiative, the Board recognized the need to measure performance.

  5. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Our Problem • Our Solution The traditional approach to measuring performance in the public sector is to count the volume of work performed.

  6. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Our Problem • Our Solution Deemed inadequate, the Board elected to replace this traditional “volumetric” focus with a Balanced Scorecard approach to measuring performance.

  7. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Our Problem • Our Solution Approach was based on: • “The Balanced Scorecard – Strategic Measures that Drive Performance” -Robert S. Kaplan & David P. Norton • “Database of Best Practices” -PriceWaterhouseCoopers • NYS Workers’ Comp. Board • -Office of MIS\Research

  8. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Our Problem • Our Solution The “Keys” to Measurements • Few in Number • Quantifiable Goals • Each is Part of a Balanced Set • Measures Take a Broad Focus • Quantity • Quality • Speed • Duration • Customer Satisfaction

  9. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Our Problem • Our Solution • The “Steps” • Brainstorm Measurement Set • Filter Measurement Set • Identify Reporting Levels • Design Reports • Build a Delivery System

  10. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Brainstorm Measurements • Our Problem • Our Solution • “The Mantra” • Measurements are easy to develop. That is why companies have too many of them. • Place emphasis on finding the right ones!

  11. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Filter Measurement Set • Our Problem • Our Solution • The “Filtering Process” • Will measure drive behavior that supports success? • Is it easy to understand? • Is the data available? • Is the set balanced? • Are measurement definitions complete, clear and accurate? • Are the results actionable?

  12. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Identify Reporting Levels • Our Problem • Our Solution • The “Organizing Process” • Identify Report Frequency • Monthly • Quarterly • Semi-Annual & Annual • Identify Report Levels • Corporate • Division/Plant • Work Cell/Department

  13. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Design Reports • Our Problem • Our Solution • “Components of a Good Management Report” • Display the Data • Develop a Chart/Graph • Establish the Goal • Include a Narrative Analysis

  14. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Build a Delivery System • Our Problem • Our Solution • “Integrate Performance Measurements into Management Programs” • User Friendly Access • Single Collection Site • Navigational Aides • Supports all Report Levels

  15. Implementing Performance Measures through PowerBuilder • Introduction • BACKGROUND • Our Problem • Our Solution “The Gotcha” When implementing a Balanced Scorecard, there should only be a few performance measures BUT You will still end up with a large number of reports to develop and deliver !

  16. Implementing Performance Measures through PowerBuilder • Introduction • Background • OUR PROBLEM • Our Solution • “The Gotcha” • 50 Performance Measurements • Leveled • Trended • Sliced • Diced • Translated into 300 Reports!

  17. Implementing Performance Measures through PowerBuilder • Introduction • Background • OUR PROBLEM • Our Solution Who wants to code 300 reports By Hand….. ??

  18. Implementing Performance Measures through PowerBuilder • Introduction • Background • OUR PROBLEM • Our Solution ….and Who wants to deliver 300 reports By Hand….. ??

  19. Implementing Performance Measures through PowerBuilder • Introduction • Background • (Y)OUR PROBLEM • Our Solution When implementing a (large) collection of standardized reports, how do you leverage the work effort of developing the report layout(s) ???????????

  20. Implementing Performance Measures through PowerBuilder • Introduction • Background • Our Problem • OUR SOLUTION • Develop Template Report DataWindows for Re-Use • “Display” Logic in • Template DataWindows • “Business” Logic in • Stored Procedures • Batch Programming Ties • Build Supporting Architecture

  21. Implementing Performance Measures through PowerBuilder • Introduction • Background • Our Problem • OUR SOLUTION • A Simplified Schematic “Business” Logic Here Stored Procedures Operational Data “Display” Logic Here Performance Data DataWindow

  22. Implementing Performance Measures through PowerBuilder • Introduction • Background • Our Problem • OUR SOLUTION • “Components of a Good Management Report” • Display the Data • Develop a Chart/Graph • Establish the Goal • Include a Narrative Analysis Reminder....

  23. Implementing Performance Measures through PowerBuilder • Introduction • Background • Our Problem • OUR SOLUTION • Display the Data • Develop a Chart/Graph • Establish the Goal • Include a Narrative Analysis Sample Data and Sample Target!

  24. Implementing Performance Measures through PowerBuilder • Introduction • Background • Our Problem • OUR SOLUTION • Develop Template Report DataWindows for Re-Use • 300 Reports could be handled by • 14 Template Styles • Snapshots • Outcomes • Trends • Aging • Intervals

  25. Implementing Performance Measures through PowerBuilder Different Topics Different Sources Of Data Same Format Sample Data and Sample Target! Sample Data and Sample Target!

  26. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Develop Template Report DataWindows for Re-Use ….BUT As soon as you change the Source of Data for the DataWindow the columns are lost and formatting is impacted. PB Fundamentals....

  27. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Develop Template Report DataWindows for Re-Use So, How do you convince the DataWindow to retain columns and display logic as you implement different topics using the same style? Challenge...

  28. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles Performance Data Place Holder Performance Data Challenge Met! DataWindow Source UNION ALL Template DataWindow

  29. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • Generic Display Columns Performance Data Place Holder The DataWindow is painted with generic data columns from a table containing no data; only columns of various data types.

  30. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • Generic Display Columns Performance Data Place Holder These generic columns act as “Place Holders” for the real Performance Data you’ll want to present in your report.

  31. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • Generic Display Columns Performance Data Place Holder The first part of the UNION will have an impossible condition in the “WHERE” clause; it will never return any rows.

  32. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • Business Data Performance Data The second part of the DataWindow’s source will contain “real” Performance Data…

  33. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • Business Data Performance Data …but in the Template, it is simply primed for a quick “find and replace”.

  34. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • UNION Rules UNION ALL The UNION ALL in the source of the DataWindow will retain the empty “place holder” columns and insert rows with the “real” Performance Data

  35. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • Basic Building Blocks • STEP 1 PBL • See Concept DataWindow • See SQL Source STEP 2 PBL • See Concept DataWindow • Add Graph Object • See SQL Source Hands On!

  36. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • More Building Blocks • Our Template Style is missing a few elements that could be Table-Driven. • For each Topic you Report on: • Standard Header • Text & Titles • Foot Notes • Narrative Analysis Close But No....

  37. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • More Building Blocks • STEP 3 PBL • See Concept DataWindow • Add Report Header • Add Report Titles • Add Report Footnotes • Add Narrative Analysis • Show Database Entities • Review DataWindow Source Hands On!

  38. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • There are characteristics of a DataWindow’s presentation that you want to affect at runtime (“viewtime”). • Reports are published in stages: • Sneak Preview • Draft • Final Almost There...

  39. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles • STEP 4 PBL • See Concept DataWindow • See “Sneak Preview” Bitmap • See “Draft” Bitmap • Show Database Entities • Review DataWindow Source Hands On!

  40. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles Once you’ve developed a Template Style DataWindow it becomes available to all developers for simliar reports. You “Inherit” the DataWindow by creating a new copy for your next report….all formatting is retained by the UNION. That's It!

  41. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Template Report Styles Once you’ve developed a Template Style DataWindow it becomes available to all developers for simliar reports. The developer’s time is focused on the business logic required to extract and summarize the answer to the business question. That's It!

  42. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Creating a New Report • Implement a new report from a Template Style in 15 minutes: • STEP 5 PBL • ID Source of Business Data • “Inherit” A Template • Modify Source Code • Observe DataWindow • Save New Report Hands On!

  43. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Creating a New Report There are characteristics of a DataWindow’s Presentation that must be set using PowerScript. How do we accomplish this? PB Fundamentals....

  44. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Creating a New Report • Change the appearance of the Target Line Overlay • STEP 6 PBL • See ‘as is’ Target Line • Modify the Graph Overlay (PBM_DWNGRAPHCREATE ) • See Modified Target Line Hands On!

  45. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Putting It All Together • Table Drive Report Specific Data • Table Drive Issue Specific Data • Table Drive Business Data Using Stored Procedures • Present it Through A Template Style DataWindow • Provide Navigational Aides

  46. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Putting It All Together! • STEP 7 PBL • See Database Entities • See Complete DataWindow • See Source SQL Hands On!

  47. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Advanced Topics • You can add to the basic building blocks and include: • The ViewTime Environment • Automated Leveling • Business Unit • Region • Enterprise • My Favorites • Drill Downs, Related Reports Enhancements...

  48. Implementing Performance Measures through PowerBuilder • OUR SOLUTION • Putting It All Together! With these basic building blocks ( plus a few enhancements ), we created an environment for Implementing and Delivering a comprehensive suite of Management Reports that looks like this…..

  49. Implementing Performance Measures through PowerBuilder The Front End

  50. Implementing Performance Measures through PowerBuilder Report Selection & Filtering

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