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Data Warehouse . Presented by: Adriene Williams. Data Warehouse: Subject Areas. Data Warehouse: Subject Areas. Data Warehouse: Background. Security Row-level security comes from SMART or SHARP Not module specific Roles
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Data Warehouse Presented by: Adriene Williams
Data Warehouse: Background • Security • Row-level security comes from SMART or SHARP • Not module specific • Roles • Power User: This role will be responsible for viewing reports and dashboards. This role will also personalize their own data warehouse dashboard(s), create queries, reports, and dashboards, and grant folder access to users • User: This role will be responsible for viewing reports. This role will also personalize the data warehouse dashboard(s)
Data Warehouse: Training • Instructor-led training (RP301) is required for the following roles: • Finance Power User • HR Power User • Web-based training (RP204: Intro to BI Reporting) is the prerequisite for RP301 and required for the following roles: • Finance User • HR User *DAGN101: Intro to SMART is also a prerequisite
Data Warehouse: Training • RP301: Ad Hoc Business Intelligence Reporting is a half-day class that is held once a month • Course Objectives: • Describe the flow of data to the data warehouse • Describe the use of subject areas to organize data • Create a new BI Answers request, including viewing and saving results • Perform common BI Answers tasks, including sort, subtotal, filter, format, and add formulas to a BI request • Create new dashboards including, modifying content, adding pages, and changing properties • Combine multiple views into a dashboard layout
Data Warehouse: DEMO Does not use the following funds: 1000, 1800, 1900, 2000, 7000, 8001, 8100, 8600 Includes the following funds: 1000, 1800, 1900, 2000, 7000, 8001, 8100, 8600
Data Warehouse: DEMO Does not use the following funds: 1000, 1800, 1900, 2000, 7000, 8001, 8100, 8600 Includes the following funds: 1000, 1800, 1900, 2000, 7000, 8001, 8100, 8600
Data Warehouse: DEMO The Budget figure includes transactions with the following analysis types: BUD, BD1, BD2, BD3, BD4, BD5, BD6, BD7, BD8, BXT. The Actual figure includes transactions with the following analysis types: ACT, CAC, CGE, CLB, DPR, EHR, LBR, TML, BCT, SFA, GLE
Data Warehouse: DEMO The Resource Amount figure includes transactions in the following analysis types: ACT, BCT, CAC, CGE, CLB, DPR, EHR, GLE, LBR, SFA, TML. Additionally, the request categorizes transactions using the following fund groups: 1000, 1800, 2000-2999, 3000-3999, 6000-6999, 7000-7999
Data Warehouse Resources • Sunflower Project website: http://www.da.ks.gov/smart/ • SHARP website: http://www.da.ks.gov/sharp/ • Sunflower and SHARP Infolist • Subscribe at http://www.da.ks.gov/gov/listserv.htm • SMART Help Desk • Search the SMART Solutions Knowledgebase at https://dahelpdesk.ks.gov/sd/SolutionsHome.sd • Log in to Service Desk at https://dahelpdesk.ks.gov/ • Call 785-368-8000, Select Option 2 • SHARP Help Desk • Call 785-368-8000, Select Option 1