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Reporting…a light at the end of the tunnel?

Reporting…a light at the end of the tunnel? Directors of Undergraduate Study Spring Meeting - January 31, 2012. Reporting Today. Registrar’s Office produced 465 reports for campus in 2011 (see below):. Reporting Today – Short term.

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Reporting…a light at the end of the tunnel?

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  1. Reporting…a light at the end of the tunnel? Directors of Undergraduate StudySpring Meeting - January 31, 2012

  2. Reporting Today • Registrar’s Office produced 465 reports for campus in 2011 (see below):

  3. Reporting Today – Short term • Developing “Master Queries” to try to satisfy current reporting needs for as many users as possible • Improved Program/Plan query (nc_sr_plans_by_org), with single row for all plans and better effective dating, is first product of these efforts • More powerful, complicated queries require additional steps to run in the Reporting instance

  4. Scheduling a Report Brief demo of how to schedule a report to run in RPT (handout available)

  5. Reporting Toolbox • PS Query – delivered PeopleSoft reporting tool– not an ideal tool for the everyday user • Tar Heel Tracker – curriculum and degree planning data that has never previously been available – already being utilized for curriculum related reporting needs, such as Phi Beta Kappa • OBIEE – intuitive, powerful business intelligence platform with interactive dashboards, charting options, ad hoc reporting capabilities…basically our best hope for returning a self-service reporting model to this campus

  6. Reporting Tomorrow Brief overview of Data Warehouse and OBIEE Reporting Tool by Tejune Kang

  7. High Level Strategy for Reporting and Data Warehouse January 31, 2012 Author: Tejune Kang, ITS

  8. PeopleSoft EPM v9.1Architecture: Data Warehouse

  9. Campus Solutions WarehouseData Marts Contains: Financial Aid & Student Finances Data marts are logical divisions within the Campus Solutions Warehouse and are comprised of subject-specific dimensional data models designed around a specific institutional process.

  10. Approximate Deployment Timeline • ~mid April 2012: Student Records Mart Availability • July/August 2012: Campus Community Mart Available • December 2012: Admissions and Recruiting Mart Available • March 2013: Student Financials and Financial Aid Available * Individual marts and subject areas (OBIEE) could potentially be available sooner based on requirements, scope, and design. Our goal is to get it released as soon as able to enable users to run reports.

  11. OBIEE Subject Area: Student Records (1/4) • CSW - Student Records - Academic Plan Summary • CSW - Student Records - Academic Program Detail • CSW - Student Records - Class • CSW - Student Records - Class Enrollment • CSW - Student Records - Class Instructor • CSW - Student Records - Class Meeting Pattern • CSW - Student Records - Enrollment Requests • CSW - Student Records - Institution Summary • CSW - Student Records - Student Degrees • CSW - Student Records - Term Enrollment

  12. OBIEE Subject Area: Campus Community (2/4) • CSW - Campus Community - Person Check List • CSW - Campus Community - Service Indicators • CSW - Campus Community - Organization Check List • CSW - Campus Community - Campus Events • CSW - Campus Community - Event Meetings • CSW - Campus Community - Organization Communications • CSW - Campus Community - Person Communications

  13. OBIEE Subject Area: Admissions and Recruiting (3/4) • CSW - Admissions and Recruiting - Admission Application • CSW - Admissions and Recruiting - Admission Application Status • CSW - Admissions and Recruiting - Admissions Funnel • CSW - Admissions and Recruiting - Application Evaluation • CSW - Admissions and Recruiting - Application Test Scores • CSW - Admissions and Recruiting - External Academic Summary • CSW - Admissions and Recruiting - External Test Scores • CSW - Admissions and Recruiting - Prospects to Applicants to Enrollees • CSW - Admissions and Recruiting - Recruiting • CSW - Admissions and Recruiting - Student Response

  14. OBIEE Subject Area: Student Financials and Financial Aid (4/4) • CSW - Student Financials Services - Award Disbursement • CSW - Student Financials Services - Award Snapshot • CSW - Student Financials Services - Bill  Summary • CSW - Student Financials Services - Credit History • CSW - Student Financials Services - Payment & Charges Cross Reference • CSW - Student Financials Services - Pending Payments • CSW - Student Financials Services - Student Financials Accounting Line • CSW - Student Financials Services - Student Financials Payment Details • CSW - Student Financials Services - Student Financials Transactions • CSW - Student Financials Services - Student Financials Transactions Details

  15. OBI Screen Shot Example

  16. OBI Screen Shot Example

  17. OBI Screen Shot Example

  18. Questions and Answers • Any Questions? • Chris Derickson – cderickson@unc.edu • Tejune Kang – tejune_kang@unc.edu

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