Writing formulas * for the OBIEE Answers Super-User in

Download Report

Transcript Writing formulas * for the OBIEE Answers Super-User in

FORCES 2013 - Largo, Florida
Writing Formulas
for the
OBIEE Answers Super-User
in You!
How a little SQL, Excel and Notepad makes it easy(er)
Patrick McCormack, SPHR, Senior Human Resources Advisor
Organization Development (904) 665-7059
PATRICK MCCORMACK, SPHR
SENIOR HUMAN RESOURCES ADVISOR
JEA, \JACKSONVILLE, FLORIDA
• Reconfigured employee database for
US Navy PATRON 30
• Developed 1st Veterans Services
Tracking database for University of
North Florida
• Developed 1st Equal Employment
Opportunity Tracking database for
Mayor’s Office, City of Jacksonville
• Developed Self-Audit Timecard
tracking spreadsheet for Personnel
Office, City of Jacksonville
• Developed tracking database for DOT drug
and alcohol testing, City of Jacksonville
• HR Report Writer using D&B database, JEA
• HR Implementation Team Oracle, JEA
• HR Report Writer using Discoverer, JEA
• HR Implementation Team Oracle (R12), JEA
• HR Implementation Team OBIEE, JEA
• HR Report Writer using Business Objects, JEA
• HR Report Writer using OBIEE, JEA
2
Today
• Explore ways to create formulas
– Look at helpful SQLs and simple Fxs
– MS Excel as a formula worksheet builder
– Notepad as a tool and storage
• EXTRA – ease the burden of tracking
– Answer Reports
– Answer Formulas
3
4
5
Tools Used
• Notepad
• Microsoft Excel
• Microsoft Access
6
Materials
• SQL All-In-One for Dummies
(Allen G. Taylor)
• Dashboard & Report Design & Best Practices
(Amy Mayer & Kevin McGinley)
• Oracle Business Intelligence Answers, Delivers,
and Interactive Dashboards Users Guide V. 10.1.3.2
• Various internet available resources
• OBIEE SQL-92 help files
• And the . . .
7
Version 10g or 11g?
8
New or Regular User?
9
You might ask
What’s to
learn in the
first place?
© P.McCormack2012
10
11
12
13
14
<saw:report xmlns:saw="com.siebel.analytics.web/report/v1"
xmlns:xsd="http://www.w3.org/2001/XMLSchema"
xmlVersion="200705140"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:sawx="com.siebel.analytics.web/expression/v1">
<saw:criteria subjectArea="&quot;Human Resources Compensation&quot;">
<saw:columns>
<saw:column formula="&quot;Employee
Attributes&quot;.&quot;Employee Number&quot;"
columnID="c0"/>
<saw:column formula="&quot;Employee
Attributes&quot;.&quot;Employee Name&quot;" columnID="c1"/>
<saw:column formula="&quot;Salary
Facts&quot;.&quot;Actual Hourly Rate&quot; * 2080"
columnID="c2"/></saw:columns></saw:criteria></saw:report> 15
But when -
16
And
what happens when
the requested information
is not in the system in the form
the requester wants?
Let’s check
17
18
Helpful SQL
• CAST (text AS INTEGER)
cast("Employee Attributes"."Employee Number" as int)
19
Helpful SQL
• CASE WHEN THEN ELSE END [LENGTH/SUBSTRING]
CASE
when SUBSTRING(Job."Job Description" FROM LENGTH(Job."Job Description")-8 FOR
4) = '0070' THEN 'JEA AFSCME'
when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4)
= '0090' then 'JEA LIUNA'
when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4)
= '0179' then 'AFSCME TEMPORARY'
when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4)
= '0190' then 'LIUNA TEMPORARY'
when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4)
= '1618' then 'SJRPP IBEW'
when SUBSTRING(Job."Job Description" FROM length(Job."Job Description")-8 FOR 4)
= '2668' then 'EXTERNAL CONTRACTOR'
ELSE 'UNKNOWN' END
20
Helpful SQL
• CONCAT
CONCAT("Employee Personal Attributes"."Employee
Permanent Adderss Line 1","Employee Personal
Attributes"."Employee Permanent Adderss Line 2")
"Employee Personal Attributes"."Employee
Permanent Adderss Line 1"||"Employee Personal
Attributes"."Employee Permanent Adderss Line
2"||"Employee Personal Attributes"."Employee
Permanent Adderss Line 3“
21
Helpful SQL
•
•
•
•
LEFT, RIGHT
LENGTH (demonstrated)
LOCATE (demonstrated next slide)
SUBSTRING (demonstrated)
22
LOCATE
• Locate
CONCAT('00',SUBSTRING("Employee
Organization"."Employee Organization Name"
FROM LOCATE('4',"Employee
Organization"."Employee Organization Name")
FOR 3))
23
Helpful SQL
• TimestampAdd
TimestampAdd(SQL_TSI_YEAR, 26, "Employee
Personal Attributes"."Employee Birth Date")
SQL_TSI_SECOND
SQL_TSI_MINUTE
SQL_TSI_HOUR
SQL_TSI_DAY
SQL_TSI_WEEK
SQL_TSI_MONTH
SQL_TSI_QUARTER
SQL-TSI_YEAR
24
Helpful SQL
• TimestampDiff
TimestampDiff(SQL_TSI_DAY, "Employee Personal
Attributes"."Employee Birth Date",TIME.DATE)/365.2422
TimestampDiff(SQL_TSI_DAY, "Employee Personal
Attributes"."Employee Birth Date",Current_date)/365.2422
25
Multi-Program Formula Creation
26
27
28
29
30
Cut to
Excel
31
32
33
34
35
36
37
38
Writing a formula in Excel
39
Writing a formula in Excel
40
Writing a formula in Excel
41
Writing a formula in Excel
=Concatenate(a1,b1,c1)
42
Writing a formula in Excel
43
Writing a formula in Excel
44
Writing a formula in Excel
45
46
• Cut and Paste
• Complete Formula
Case
Else ‘Other’
End
47
CASE
when "Payment Type"."Payment
Tax)Participant + Child(ren)'
when "Payment Type"."Payment
Tax)Participant + Family'
when "Payment Type"."Payment
Tax)Participant + Spouse'
when "Payment Type"."Payment
Tax)Participant Only'
when "Payment Type"."Payment
Tax)Participant + Child(ren)'
when "Payment Type"."Payment
Tax)Participant + Family'
when "Payment Type"."Payment
Tax)Participant + Spouse'
when "Payment Type"."Payment
Tax)Participant Only'
when "Payment Type"."Payment
Tax)Participant + Child(ren)'
when "Payment Type"."Payment
Tax)Participant + Family'
when "Payment Type"."Payment
Tax)Participant + Spouse'
when "Payment Type"."Payment
Tax)Participant Only'
when "Payment Type"."Payment
Tax)Participant + Child(ren)'
when "Payment Type"."Payment
Tax)Participant + Family'
when "Payment Type"."Payment
Tax)Participant + Spouse'
when "Payment Type"."Payment
Tax)Participant Only'
when "Payment Type"."Payment
Tax)Participant + Child(ren)'
when "Payment Type"."Payment
Tax)Participant + Family'
when "Payment Type"."Payment
Tax)Participant + Spouse'
when "Payment Type"."Payment
Tax)Participant Only'
when "Payment Type"."Payment
Tax)Participant + Child(ren)'
when "Payment Type"."Payment
Tax)Participant + Family'
when "Payment Type"."Payment
Tax)Participant + Spouse'
when "Payment Type"."Payment
Tax)Participant Only' END
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 126.66 THEN 'Medical Medical Default Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 276.71 THEN 'Medical Medical Default Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 154.70 THEN 'Medical Medical Default Plan (Pre
Type Description" = 'Medical ER' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 271.84 THEN 'Medical Medical Default Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 97.98 THEN 'Medical Medical HDHP Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 214.05 THEN 'Medical Medical HDHP Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 119.67 THEN 'Medical Medical HDHP Plan (Pre
Type Description" = 'Medical ER' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 210.02 THEN 'Medical Medical HDHP Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 141.10 THEN 'Medical Medical High Option Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 308.26 THEN 'Medical Medical High Option Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 172.35 THEN 'Medical Medical High Option Plan (Pre
Type Description" = 'Medical ER' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 302.84 THEN 'Medical Medical High Option Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 389.24 THEN 'Medical Medical Default Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 689.34 THEN 'Medical Medical Default Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 445.32 THEN 'Medical Medical Default Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 135.92 THEN 'Medical Medical Default Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 300.97 THEN 'Medical Medical HDHP Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 533.11 THEN 'Medical Medical HDHP Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 344.35 THEN 'Medical Medical HDHP Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 105.01 THEN 'Medical Medical HDHP Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 433.62 THEN 'Medical Medical High Option Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 767.94 THEN 'Medical Medical High Option Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 496.12 THEN 'Medical Medical High Option Plan (Pre
Type Description" = 'Medical PT' and "COMPENSATION FACTS"."PAY ITEM AMOUNT" = 151.42 THEN 'Medical Medical High Option Plan (Pre
48
Ifnull(“Employment
Attributes”.”Employee
You Can Always
Write a Formula Last
Hire Date”,”Employment
Attributes”.”Employee
Directly into
Notepad
Adjusted Service Date”)
49
50
MAIN ENTRY
51
52
Library Database Brief Listing
53
Library Listing By Consumer
54
Library of Formula
55
Library of Formula
56
Items Covered
•
•
•
•
•
Why have easier ways to write formula
How a little SQL helps
How Notepad can help
How Excel can help
How Access can help
57
Do You Have
Any Questions?
© 2012.P.McCormack
58