Transcript Name of Presentation

Progress in Institutional
Reporting
June 5, 2015
Introduction
UNM has made great strides in the development of reporting
applications to assist the campus community in day-to-day
operations.
Institutional reports are accessible through links on the Faculty and Employee
tabs of My UNM Portal.
The reporting applications have distinct styles that support different reporting
needs that appeal to different types of report consumers.
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Managed reporting interfaces with dynamic filters that produce pre-formatted reports
Guided queries with pre-joined data for ad hoc reporting
Open ad hoc query and report development
In the near future Dashboards for mobile devices
We have quite a bit of material to present, please reserve questions for the end of the
presentation
Agenda
• HR Reports - Elizabeth Garcia
• Financial Reports - Christie Herman and Amie Ortiz
• Enrollment Management Reports- Val Martinez and
Anthony Ballo
• Managed Reports/Reporting Applications - Kyle
Roth
• OIA Informatics – Paige Briggs and Kevin Warne
• DataMarts at UNM- Rita Abeyta
HR Reports
Presented by
Elizabeth Garcia
HR Reports
• HR Reports are accessible through the HR Reports link on the Employee tab of
the My UNM Portal.
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To gain access to HR Reports either of the two roles are required
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HR Reports Viewer for Departments
HR Reports Sensitive Viewer for Departments
• A short 20 minute training course is required for role access approval
HR Reports
• HR Reports provides the user with an interactive and dynamic way to analyze
data.
• All HR Reports are Customizable by all users.
• No need to understand how to create custom SQL queries or joins.
• Only an Internet browser is needed, no client install is required.
• All users have the ability to:
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Add or Remove Report Columns
Create Graphs
Filter Data
Create Custom Computations
Highlight Specific Rows
Create Groupings
Aggregate Data
Save Customized Reports
HR Reports
• All HR Reports are Responsive in design
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Adjusts for any screen size
Easily viewable on phone or tablet screen resolution
Mobile Portrait View
Tablet Landscape View
Future of HR Reports
• Provide a graphical interface so users can quickly view overall statistics and
provide the ability to drill down on graphs to get detail data.
Future of HR Reports (cont.)
• Users will have ability to Pivot their data sets.
• Rest Data Services
• New modernized look and feel of report applications
HR Reports - Current
HR Reports - Future
Future of HR Reports (cont.)
• Community Request Application for Report Requests or Enhancements
• Demo
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https://apex.oracle.com/pls/apex/f?p=96858:1
https://apex.oracle.com/pls/apex/f?p=98191:1
Financial Reports
Presented by
Christie Herman and Amie Ortiz
Financial Reports
• Published Reports
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NEW: Current and prior year dropdowns
NEW: FORFAPI – F&A Generated by PI now allows you
to run by PI
Save Selections
• InfoAssist
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NEW: Recomputed option in Column Totals
• Guided Ad Hocs
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How to get the most use out of these extracts
Amie Ortiz and Christie Herman
Financial Reports
Live Demonstration
Amie Ortiz and Christie Herman
Financial Reports
• Published Reports
New Options for Prior and
Current Months on many
reports. There are no
validations on whether the
prior month has closed, so
please continue to be
cognizant of the month
close schedule and check
your alerts from FSSC.
Amie Ortiz and Christie Herman
Financial Reports
• Published Reports
New dropdown option in
the FORFAPI F&A
Generated by PI Report.
Note that this is truly the
PI – if your faculty member
is a co-PI, the indices will
not be reported by his/her
name.
Amie Ortiz and Christie Herman
Financial Reports
• Published Reports
Some reports have a “Save
Selections” option; use this to
save the dashboard so you don’t
have to re-enter your selections
each month. Note that you will
run the file from your
MyContent folder and that you
will need to update any dates or
fiscal period information.
Amie Ortiz and Christie Herman
Financial Reports
• InfoAssist
There is a new
“Recomputed” option
under Column Totals in
InfoAssist. This enables
you to display accurate
totals when using
Computed fields in your
report.
Amie Ortiz and Christie Herman
Financial Reports
• Guided Ad Hocs
Pivot Tables are great for
comparing data – for
simple comparisons, you
can do this straight from
Active HTML output.
(From the dropdown on
your numeric field, select
Pivot  Group By
(selection) Across
(selection)
Amie Ortiz and Christie Herman
Financial Reports
• Guided Ad Hocs
MyReports will organize it for you; in about five
seconds, you can get a simple visual of the
activity on your account compared over a
period of years! This example was Pivoted on
Sum Year to Date Activity Group By Account
Across Fiscal Year.
For more complex manipulations, nothing
compares to Excel’s PivotTables, though –
choose Excel as your output and manipulate
from there.
Amie Ortiz and Christie Herman
Financial Reports
• Guided Ad Hocs
FSM does not provide
support for Excel, but you
can find some great
information on
Lynda.unm.edu or even
searching online.
Insert a PivotTable, leave
the defaults, then drag
and drop fields in the GUI
to generate the table.
This is a quick way to get
all of your indices on one
spreadsheet for multiyear comparisons!!
Amie Ortiz and Christie Herman
Financial Reports
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Additional Resources
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Training: Expand the Finance option on myreportsinfo.unm.edu to view “Training
Documents” and “Training Videos”
Information on Fields: Expand the Finance option on myreportsinfo.unm.edu and select
“Data Dictionary”
To report a problem with a published report, email [email protected]
Amie Ortiz and Christie Herman
Enrollment Management Reports
Presented by
Val Martinez and Anthony Ballo
Public Portal
You won’t need
to log in for some
reports soon!
Old Fill Rate
New Fill Rate with Historical Data
Old Registration Statistics
New Registration Statistics
Freshman Cohort Information
Check out MyReportsInfo.unm.edu
Click on ‘EMRT/Student’ for…
Information about
in-person training.
A list of BAR roles to
access Student
MyReports
Newly Available:
Frozen census data available in MyReports
For questions and feedback, email
[email protected]
Managed Reports – Reporting Applications
Presented by
Kyle Roth
Faculty Affairs and Services
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Delivery Options
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State Budget Reporting
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Budget Reports
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Academic Forecasting Tool (ROM)
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OIA Informatics
Presented by
Paige Briggs and Kevin Warne
Informatics and Data Visualization
Data visualization is the presentation of data in a pictorial or graphical format.
For centuries, people have depended on visual representations such as charts
and maps to understand information more easily and quickly.
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As more and more data is collected and analyzed, decision makers at all levels
welcome data visualization software that enables them to see analytical results
presented visually, find relevance among the millions of variables, communicate
concepts and hypotheses to others, and even predict the future.
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Because of the way the human brain processes information, it is faster for people
to grasp the meaning of many data points when they are displayed in charts
and graphs rather than poring over piles of spreadsheets or reading pages and
pages of reports.
Interactive Visualization
Interactive data visualization goes a step further - moving beyond the display of static
graphics and spreadsheets to using computers and mobile devices to drill down into
charts and graphs for more details, and interactively (and immediately) changing what
data you see and how it is processed.
http://informatics.unm.edu/
• Built with web standards javascript/css/html
• Ruby on Rails backend
• Harnesses the powerful visualization library D3 (Data-Driven Documents)
- Allows for highly customized data visualizations
-Using extensive library of reusable charts built on top of D3
• The use of D3 and jQuery allow for a response and intuitive dashboard design
• Uses OIA student data mart to make frequent updates to much of the
underlying data
http://informatics.unm.edu/
The DataMarts
Presented by
Rita Abeyta
Data Marts at UNM
How the Data Marts Came to Be
• With the increasing number of data reporting requests, the Office of
Institutional Analytics determined that there needed to be a mechanism in
which data was made more understandable for business users.
• OIA set out to create a mechanism that would answer the numerous business
oriented data requests that are received daily.
• The primary goal was to be able to report on institutional data in an easier
and simpler fashion with the ability to slice and dice the data.
• User Empowerment: Enable data-driven decision making and future
forecasting from historical trends.
Make up of the Student Data mart
• The student data mart consists of several dimension and fact tables. There
are currently 12 dimension tables and 14 fact tables in production.
• Most of the data for the student data mart is based off of data from the
Student ODS views. Recently, frozen data from the HED 21 day census files
have been brought into the data mart. All source files have been restructured
into a star schema format.
• We are currently developing many other dimension and fact tables related to
student data. Projects are underway to include additional types of data, such
as advising data.
Make up of the Student Data mart
Student Dimension Tables
Student Fact Tables
Academic_Calendar_Dim*
Course_Enrollment_Fact
Student_Term_Summary_Fact
Course_Dim
Degrees_Awarded_Fact
Test_Scores_Fact
Department_Dim
Financial_Aid_Fact
Financial_Aid_Fund_Dim
FZ21_College_Enrollment_Fact
FZ21_Course_Dim
FZ21_Dept_Enrollment_Fact
FZ21_Student_Dim
FZ21_Major_Enrollment_Fact
Institution_Dim
FZ21_Student_Course_Fact
Instructor_Dim
HS_Transfer_GPA_Fact
Person_Dim *
Instructional_Assignment_Fact
Program_Dim
Program_Enrollment_Fact
Student_Dim
Student_Enrollment_Fact
Test_Type_Dim
Student_Level_Summary_Fact
Example of Star Schema Model
Make up of the Financial Data mart
• The financial data mart consists of several dimension and fact tables. There
are currently 14 dimension tables and 4 fact tables in production.
• All of the data for the financial data mart is based off of data from the Finance
and HR ODS views. All source files have been restructured into a star schema
format.
• Projects are underway to include additional types of data, such as faculty data
and enhancements being done for the Academic Forecasting Tool (aka ROM).
Make up of the Finance Data mart
Finance Dimension
Tables
Finance Fact Tables
Account_Dim
Acc_Cat_Summary_Fact
Activity_Dim
Finance_Fact
Employee_Job_Dim
Labor_Benefits_Fact
Employee_Position_Dim
Labor_Cost_Dist_Fact
Fiscal_Time_Dim
Fund_Dim
Grant_Dim
Index_Dim
Instructor_Dim
Position_Class_Dim
Program_Dim
The Data Mart Achieves Better Performance
Because of
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Logical schema design i.e. Star Schema
Indexing appropriate columns
Smaller portion of physical database queried.
Using Surrogate Keys
Summary
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Different report models provide information to a variety of report consumers
Different data structures provide data in support of the reporting needs
Data access to the various reports is granted through the Banner Authorization Request form
Training is offered through workshops and on-line or instructor-led classes
Reporting will continues to expand to include other data, responsive design, public portals, and
more
Useful Links
http://myreportsinfo.unm.edu/
http://it.unm.edu/alerts/
https://my.unm.edu/ Links on the Faculty and Employee Tabs
• Banner Authorization Request Forms
• HR Reports
• MyReports