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An Example of Leveraged Management Reporting Using BIRT

An Example of Leveraged Management Reporting Using BIRT. Richard Shepherd Student Enrollment Services Rebecca Gribble University Information Technology Services. BIRT. B usiness I ntelligence R eporting T ools. What are BIRT Reports? Why BIRT? How is it used? Demonstration

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An Example of Leveraged Management Reporting Using BIRT

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  1. An Example of Leveraged Management Reporting Using BIRT

    Richard Shepherd Student Enrollment Services Rebecca Gribble University Information Technology Services
  2. BIRT Business Intelligence Reporting Tools
  3. What are BIRT Reports? Why BIRT? How is it used? Demonstration Management Reporting The Data Questions
  4. Developers: Eclipse Desktop Browser Local Copy of CVS Repository Birt Viewer BIRT es55 / es65 Actual CVS Repository .rptdesign Files IUIE
  5. Why BIRT? Open Source HTML, CSV or PDF outputs Can use style sheets and libraries WYSIWYG editor or XML code Built in functions Report parameter linking IUIE integration
  6. Which means Graphs Drilldowns Table of Contents Hyperlinks Crosstabs Conditional formatting - facilitates Management Reporting
  7. Data Warehousing Process of providing information to support business decision making, including presentation and access capabilities. The foundation for Business Intelligence.
  8. What makes up the IU Data Warehouse?
  9. Data Warehouse and Reporting IUIE Data Warehouse Aqua Data, Excel, Access Departmental Systems BIRT
  10. Business Intelligence A natural flow of data, from genesis to action Reporting and analysis of data stored in the data warehouse Predictive analysis to improve the effectiveness of strategic and tactical decisions
  11. Business Intelligence BIRT DSS1PRD (data warehouse) Departmental Systems OLAP, Oracle Data Mining, Excel, Access, Cognos, Business Objects, SAS, etc.

  12. Management Reporting

    A Reporting Strategy for the Third Era
  13. Example of a BIRT Management Report
  14. What We Mean By Management Reports A reporting environment where Decision makers have the information they need to make decisions Managers have the information they need to manage We see where we are going, not just where we are or where we have been We see where we need to be and what we need to do
  15. What We Mean By Management Reporting Tools that provide executives & managers with the ability to Compare actual performance to goals & objectives Highlight areas that require attention Discover the reason why things are the way they are Identify a course of action
  16. The Management Reporting Life Cycle Business Goals & Objectives Reports External Systems & Data Data Identify Oppor-tunities Take Corrective Action Data Software Processes Goals Metrics Reports
  17. Management Reporting Roadmap Dashboard Key Performance Indicators Is there a problem? Hi Level Summaries Where is the problem? Summary Summary Groupings Groupings Lower Level Groupings What is causing it? Transaction Detail Transaction Detail How do I fix it?
  18. Management Reporting Perspectives Different views of the management reporting paradigm Processes Availability Reporting tools Demonstration 2 Demonstration 1 Questions answered Decision making Report types
  19. Questions Answered Where Are We Vs Our Goals 1 Why Is It The Way It Is 2 What Do We Do 3 1 2 3
  20. Decision Making Strategic 1 Tactical 2 Operational 3 1 2 3
  21. Report Types Executive 1 Summary 2 Transaction 3 1 2 3
  22. Management Reporting Demonstration Deployment Dashboards Charts Gauges
  23. Dashboards
  24. Dashboards
  25. Dashboards
  26. Graphical & Textual
  27. Trending & Projections
  28. The Process Spectrum Integrated 1 Multi-step Process 2 Manual 3 1 2 3
  29. The Availability Spectrum Interactive 1 Multiple Reports 2 Request Information 3 1 2 3
  30. The Reporting Tool Spectrum BIRT 1 IUIE, BIRT, Ad-Hoc 2 IUIE, Ad-Hoc 3 1 2 3
  31. Management Reporting IUIE Demonstration Drilldowns Highlights Navigation Parameters
  32. Drill down to the details or other reports Drill to Chart detail Drill down to Funding Group Drill down to other groupings
  33. Drill down to the details Graphics Drill down to Responsibility Center Graphics for rapid analysis
  34. Drill down to the details Highlight parameters Highlight key information Drill down to Organization Parameter driven highlight control
  35. Drill down to the details Drill down to Account
  36. Drill down to the details Drill down to Item Type
  37. Drill down to the details Drill down to individual transactions
  38. We Started Here!
  39. ‘Parameter Reports’ Click here for an admissions comparison for: Columbus Undergrad Degree Seeking 4088 vs 4078
  40. Parameter Driven Content User selectable columns User selectable columns Select which column to display
  41. Parameter Driven Content Select how you want the report grouped Select how you want the report grouped Select how you want the report grouped
  42. Navigation Within The Report
  43. Hierarchies which must be aligned Reporting Structure Financial Statement Organizational Structure KPIs & Metrics Goals For The Institution # Measure Metric 5 Increase % over prior year Percentage Dashboard President Increase Profit Profit Dashboard Vice Pres 7 Increase % over prior year Percentage Increase Sales Sales Increase Sales By 8m Sales volume Summary Regional Manager Dollars 3 Increase sales force by 3 Redesign Invoice Sales Reps Summary Sales Manager (Not individuals)
  44. What we need to know What do you manage, what do you have control over? What are your objectives for each thing you manage? What metrics can you use to measure performance? What information is needed to measure performance ? What information is needed to determine corrective action? What information is needed to take corrective action?
  45. Keys To Success Support, demand from executives & managers Understand the business objectives & metrics Understand the hierarchy of information and responsibilities Understand the information that is needed Design the data to fit reporting needs – efficiently Use data and information to drive positive business actions
  46. BIRT - one of many tools for the journey
  47. What goes up What goes down Development time Reaction time to potential shortfalls Manual manipulation of data Accessibility to actionable information Analyst’s time Visibility of areas of Key Performance Indicators Need for summary data
  48. Parting thoughts BIRT is a powerful tool - and UITS and SES are providing resources to advance its use at IU Centralized Management Reporting is under-utilized and yet offers many benefits BIRT can provide self-sufficiency, better business management tools, ability to drive business decisions
  49. Parting thoughts Management Reporting requires resources, data architecture and an understanding of your business needs. BIRT reports can be delivered from IUIE, OneStart, Web pages IUIE BIRT reports leverage IUIE security Management Reporting should tell you what you need to do – and how to do it.
  50. BIRT Resources BIRT Exchange http://www.birt-exchange.com/ Blogspothttp://birtworld.blogspot.com/ BIRT News Group Archive http://dev.eclipse.org/newslists/news.eclipse.birt/index.php Technical http://www.eclipse.org/birt/phoenix/ref/ IU BIRT User Group listserv: SES-IUBUG AT exchange DOT indiana DOT edu
  51. BIRT Resources IU BIRT User Group meetings UITS Technical deployment BIRT installation and training SES/DSS Personalized BIRT demonstrations Developer orientation and assistance Assistance in translating your business management needs into management reporting requirements
  52. Questions?? : Richard Shepherd shepherr AT indiana DOT edu Rebecca Gribble rgribble AT indiana DOT edu
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