Intro to Cognos Beta Environment

1
Intro to Cognos Beta Environment

• July 22-24, 2003

2
Agenda

• Background Why are we here?
• Describe Data in Beta Environment
• Navigational Tutorial for Three Tools
• Guided Practice
• Questions and Answers

3
Why are we here?

• Enterprise Reporting tools will be the tools
  supported by the University and accessible to all
  faculty and staff.
• Early practice so you are ready for July 1,
  2004 launch
• Are the data and data definitions right?
• Sharingyour work will be useful to a larger
  community (Beta Testing Share)

4
(No Transcript)
5
Benefits of Enterprise Reporting

• Deliver information faster and with lower costs
• Reduce hard copy reports (no need to print)
• Eliminate need for shadow databases (no need to
  download)
• Eliminate reliance on tools du jour
• Eliminate reliance on IT staff to run reports
• Share report definitions with others
  electronically
• Broader access to university data

6
Data in Beta Environment

• UF Directory
• Active Directoryreal-time
• Payroll Cost Distribution
• Updated biweekly, each payday
• Current and Prior Fiscal Year
• Personnel
• Updated biweekly
• Snapshot of Current

7
Data in Beta Environment

• Student Information
• Updated Daily
• Snapshot of Recent Students
• FLAIR Financial Transactions
• Updated Daily and Monthly
• Current plus two prior years

8
Data on Go Live (August 4)

• Enterprise Reporting will appear as myUFL menu
  item for all UF Faculty and Staff
• Available data and queries depend on role
• Security Forms
• PDF form on myUFL menu under Enterprise
  Reporting

9
Data on July 1, 2004

• PeopleSoft data and systems replace current UF
  systems for
• ? General Ledger ? Human Resources
• ? Sponsored Research ? Benefits
• ? Billing ? Time and Labor
• ? Expenses ? Payroll
• ? Payables ? Inventory
• ? Purchasing ? Receivables
• ? Asset Management ? Projects

10
Data Marts

• A set of warehouse data optimized for reporting
  needs speed and usability
• Based on subject matter
• Directory Data Mart
• Financials Data Mart
• Personnel Data Mart
• May have access to all or some of the newsboxes
  (folders) within a Data Mart

11
University of Florida
Information Value Chain
Executive
Operational
Management
WebbasedReports
PeopleSoft (Student, HR, FIN, Payroll)
EnterpriseReporting (Optimized forbest response)
Information delivered to end user
OLAPcubes
Internal Analysis
Web based
Predictive Modeling
DirectDelivery
Reports Spreadsheets Via email
InformationETL
Data Mining
EnterpriseData Warehouses (Optimized easy ad
hocaccess)
UF LegacyData
Data Mining
Individually generated data stores, reports and
spreadsheets
Self-service data access for consumer
Data Mart reporting
Enterprise Data Marts and Cubes
Detailed
Summarized
Analyzed
Data Dissemination Data prepared presented to
various audiences
Data Transformation Data extricated, transformed
and loaded
Data Acquisition Data collected in Transactional
Systems
Data to Information
12
PowerPlay

• Draws information from relational databases to
  build OLAP cubeslarge datasets developed by
  project or central offices
• Users analyze data using Web, Windows or Excel
  environment
• Create and share reports with others

13
Cognos Query

• Similar to Viador but simpler wizard paradigm
  with Point and Click capability
• Direct access to near real-time data via the Web
• Run existing queries, design new ones, publish
  queries

14
Web Impromptu

• Managed, print-ready reports
• Created by central offices and limited number of
  developers
• Users can subscribe to reports and customize them
  to meet their specific needs

15
Sharing

• Send comments, suggestions, ideas, corrections to
  beta-reporting_at_ufl.edu
• Save your useful reports to BETA TESTING SHARE
  newsbox. Name and describe well
• In Future Create College/Dept/Unit folders for
  sharing

16
Question? Comment?