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BI506 Inherit the DataWindow - Implementing Performance Measurements Through PowerBuilder

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George E. Pataki - Governor. Robert R. Snashall - Chairman ... As part of a comprehensive Business Process Improvement initiative, the Board ... – PowerPoint PPT presentation

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Title: BI506 Inherit the DataWindow - Implementing Performance Measurements Through PowerBuilder


1
BI506Inherit the DataWindow - Implementing
Performance Measurements Through PowerBuilder
Thomas B. Wegener Manager, MIS\Research NYS
Workers Compensation Bd tom.wegener_at_wcb.ny.state.
us
2
Implementing Performance Measures through
PowerBuilder
  • INTRODUCTION
  • Background
  • Our Problem
  • Our Solution

New York State Workers' Compensation
Board George E. Pataki - Governor Robert R.
Snashall - Chairman
3
Implementing Performance Measures through
PowerBuilder
  • INTRODUCTION
  • The Team
  • Background
  • Our Problem
  • Our Solution
  • Architects
  • Bob Riley
  • Mihir Vasavada
  • Developers
  • Tomy Abraham
  • James Caiello
  • James McLoughlin
  • Michelle Poulsen
  • Laurie Stedman
  • Robert H. Stevens
  • Dennis Wheeler

4
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Our Problem
  • Our Solution
  • As part of a comprehensive Business Process
    Improvement initiative, the Board recognized the
    need to measure performance.

5
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Our Problem
  • Our Solution
  • The traditional approach to measuring performance
    in the public sector is to count the volume of
    work performed.

6
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Our Problem
  • Our Solution

Deemed inadequate, the Board elected to replace
this traditional volumetric focus with a
Balanced Scorecard approach to measuring
performance.
7
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Our Problem
  • Our Solution
  • Approach was based on
  • The Balanced Scorecard Strategic Measures that
    Drive Performance
  • -Robert S. Kaplan David P. Norton
  • Database of Best Practices
  • -PriceWaterhouseCoopers
  • NYS Workers Comp. Board
  • -Office of MIS\Research

8
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Our Problem
  • Our Solution
  • The Keys to Measurements
  • Few in Number
  • Quantifiable Goals
  • Each is Part of a Balanced Set
  • Measures Take a Broad Focus
  • Quantity
  • Quality
  • Speed
  • Duration
  • Customer Satisfaction

9
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Our Problem
  • Our Solution
  • The Steps
  • Brainstorm Measurement Set
  • Filter Measurement Set
  • Identify Reporting Levels
  • Design Reports
  • Build a Delivery System

10
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Brainstorm Measurements
  • Our Problem
  • Our Solution
  • The Mantra
  • Measurements are easy to develop. That is why
    companies have too many of them.
  • Place emphasis on finding the right ones!

11
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Filter Measurement Set
  • Our Problem
  • Our Solution
  • The Filtering Process
  • Will measure drive behavior that supports
    success?
  • Is it easy to understand?
  • Is the data available?
  • Is the set balanced?
  • Are measurement definitions complete, clear and
    accurate?
  • Are the results actionable?

12
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Identify Reporting Levels
  • Our Problem
  • Our Solution
  • The Organizing Process
  • Identify Report Frequency
  • Monthly
  • Quarterly
  • Semi-Annual Annual
  • Identify Report Levels
  • Corporate
  • Division/Plant
  • Work Cell/Department

13
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Design Reports
  • Our Problem
  • Our Solution
  • Components of a Good Management Report
  • Display the Data
  • Develop a Chart/Graph
  • Establish the Goal
  • Include a Narrative Analysis

14
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Build a Delivery System
  • Our Problem
  • Our Solution
  • Integrate Performance Measurements into
    Management Programs
  • User Friendly Access
  • Single Collection Site
  • Navigational Aides
  • Supports all Report Levels

15
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • BACKGROUND
  • Our Problem
  • Our Solution

The Gotcha When implementing a Balanced
Scorecard, there should only be a few performance
measures BUT You will still end up with a large
number of reports to develop and deliver !
16
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • Background
  • OUR PROBLEM
  • Our Solution
  • The Gotcha
  • 50 Performance Measurements
  • Leveled
  • Trended
  • Sliced
  • Diced
  • Translated into 300 Reports!

17
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • Background
  • OUR PROBLEM
  • Our Solution

Who wants to code 300 reports By Hand.. ??
18
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • Background
  • OUR PROBLEM
  • Our Solution

.and Who wants to deliver 300 reports By
Hand.. ??
19
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • Background
  • (Y)OUR
  • PROBLEM
  • Our Solution

When implementing a (large) collection of
standardized reports, how do you leverage the
work effort of developing the report
layout(s) ???????????
20
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • Background
  • Our Problem
  • OUR SOLUTION
  • Develop Template Report DataWindows for Re-Use
  • Display Logic in
  • Template DataWindows
  • Business Logic in
  • Stored Procedures
  • Batch Programming Ties
  • Build Supporting Architecture

21
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • Background
  • Our Problem
  • OUR SOLUTION
  • A Simplified Schematic

Business Logic Here
Stored Procedures
Operational Data
Display Logic Here
Performance Data
DataWindow
22
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • Background
  • Our Problem
  • OUR SOLUTION
  • Components of a Good Management Report
  • Display the Data
  • Develop a Chart/Graph
  • Establish the Goal
  • Include a Narrative Analysis

Reminder....
23
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • Background
  • Our Problem
  • OUR SOLUTION
  • Display the Data
  • Develop a Chart/Graph
  • Establish the Goal
  • Include a Narrative Analysis

Sample Data and Sample Target!
24
Implementing Performance Measures through
PowerBuilder
  • Introduction
  • Background
  • Our Problem
  • OUR SOLUTION
  • Develop Template Report DataWindows for Re-Use
  • 300 Reports could be handled by
  • 14 Template Styles
  • Snapshots
  • Outcomes
  • Trends
  • Aging
  • Intervals

25
Implementing Performance Measures through
PowerBuilder
Different Topics Different Sources Of Data
Same Format
Sample Data and Sample Target!
Sample Data and Sample Target!
26
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Develop Template Report DataWindows for Re-Use

.BUT As soon as you change the Source of Data
for the DataWindow the columns are lost and
formatting is impacted.
PB Fundamentals....
27
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Develop Template Report DataWindows for Re-Use

So, How do you convince the DataWindow to
retain columns and display logic as you implement
different topics using the same style?
Challenge...
28
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles

Performance Data Place Holder
Performance Data
Challenge Met!
DataWindow Source
UNION ALL
Template DataWindow
29
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • Generic Display Columns

Performance Data Place Holder
The DataWindow is painted with generic data
columns from a table containing no data only
columns of various data types.
30
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • Generic Display Columns

Performance Data Place Holder
These generic columns act as Place Holders for
the real Performance Data youll want to present
in your report.
31
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • Generic Display Columns

Performance Data Place Holder
The first part of the UNION will have an
impossible condition in the WHERE clause it
will never return any rows.
32
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • Business Data

Performance Data
The second part of the DataWindows source will
contain real Performance Data
33
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • Business Data

Performance Data
but in the Template, it is simply primed for a
quick find and replace.
34
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • UNION Rules

UNION ALL
The UNION ALL in the source of the DataWindow
will retain the empty place holder columns and
insert rows with the real Performance Data
35
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • Basic Building Blocks
  • STEP 1 PBL
  • See Concept DataWindow
  • See SQL Source
  • STEP 2 PBL
  • See Concept DataWindow
  • Add Graph Object
  • See SQL Source

Hands On!
36
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • More Building Blocks
  • Our Template Style is missing a few elements that
    could be Table-Driven.
  • For each Topic you Report on
  • Standard Header
  • Text Titles
  • Foot Notes
  • Narrative Analysis

Close But No....
37
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • More Building Blocks
  • STEP 3 PBL
  • See Concept DataWindow
  • Add Report Header
  • Add Report Titles
  • Add Report Footnotes
  • Add Narrative Analysis
  • Show Database Entities
  • Review DataWindow Source

Hands On!
38
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • There are characteristics of a DataWindows
    presentation that you want to affect at runtime
    (viewtime).
  • Reports are published in stages
  • Sneak Preview
  • Draft
  • Final

Almost There...
39
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles
  • STEP 4 PBL
  • See Concept DataWindow
  • See Sneak Preview Bitmap
  • See Draft Bitmap
  • Show Database Entities
  • Review DataWindow Source

Hands On!
40
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles

Once youve developed a Template Style
DataWindow it becomes available to all developers
for simliar reports. You Inherit the
DataWindow by creating a new copy for your next
report.all formatting is retained by the UNION.
That's It!
41
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Template Report Styles

Once youve developed a Template Style
DataWindow it becomes available to all developers
for simliar reports. The developers time is
focused on the business logic required to extract
and summarize the answer to the business question.
That's It!
42
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Creating a New Report
  • Implement a new report from a Template Style in
    15 minutes
  • STEP 5 PBL
  • ID Source of Business Data
  • Inherit A Template
  • Modify Source Code
  • Observe DataWindow
  • Save New Report

Hands On!
43
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Creating a New Report

There are characteristics of a DataWindows
Presentation that must be set using
PowerScript. How do we accomplish this?
PB Fundamentals....
44
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Creating a New Report
  • Change the appearance of the Target Line Overlay
  • STEP 6 PBL
  • See as is Target Line
  • Modify the Graph Overlay
  • (PBM_DWNGRAPHCREATE )
  • See Modified Target Line

Hands On!
45
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Putting It All Together
  • Table Drive Report Specific Data
  • Table Drive Issue Specific Data
  • Table Drive Business Data Using Stored
    Procedures
  • Present it Through A Template Style DataWindow
  • Provide Navigational Aides

46
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Putting It All Together!
  • STEP 7 PBL
  • See Database Entities
  • See Complete DataWindow
  • See Source SQL

Hands On!
47
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Advanced Topics
  • You can add to the basic building blocks and
    include
  • The ViewTime Environment
  • Automated Leveling
  • Business Unit
  • Region
  • Enterprise
  • My Favorites
  • Drill Downs, Related Reports

Enhancements...
48
Implementing Performance Measures through
PowerBuilder
  • OUR SOLUTION
  • Putting It All Together!

With these basic building blocks ( plus a few
enhancements ), we created an environment for
Implementing and Delivering a comprehensive
suite of Management Reports that looks like
this..
49
Implementing Performance Measures through
PowerBuilder
The Front End
50
Implementing Performance Measures through
PowerBuilder
Report Selection Filtering
51
Implementing Performance Measures through
PowerBuilder
Report Viewing Navigation
52
Implementing Performance Measures through
PowerBuilder
  • YOUR SOLUTION
  • Advanced Topics

With these basic building blocks ( plus a few of
your own enhancements ), you can create an
environment for Implementing and Delivering a
comprehensive suite of Management Reports that
could look like ???????
53
Implementing Performance Measures through
PowerBuilder
  • The Team
  • Architects
  • Bob Riley
  • RHS Consulting, Inc.
  • Slingerlands, New York
  • bob.riley_at_wcb.ny.us
  • RHS_at_capital.net
  • Mihir Vasavada
  • Indotronix International Corp.
  • Poughkeepsie, NY
  • mihir.vasavada_at_wcb.ny.us
  • mihirvasavada_at_hotmail.com
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