People Soft EPM OBIEE Data Warehouse Reporting Project

People. Soft EPM & OBIEE Data Warehouse Reporting Project Update Wednesday, April 11, 2012 Tejune Kang, Jen Drake (ITS)

Agenda • Data Mart • Review of Architecture • Timeline • Project Updates • Subject Areas • Screen Shot Examples

Campus Solutions Warehouse Data Marts Contains: Financial Aid & Student Finances Data marts are logical divisions within the Campus Solutions Warehouse and are comprised of subject-specific dimensional data models designed around a specific institutional process.

UNC People. Soft Warehouse Architecture Data. Stage Ascential: Extract, Transform, Load (ETL) People. Soft EPM v 9. 1: Data Warehouse People. Soft Campus Solutions People. Soft FSCM Logical Layers Operational Warehouse Staging (OWS) Operational Warehouse Enriched (OWE) Multi. Dimensional Warehouse (MDW) ETL Jobs People. Soft HCM Source Environments (ERP) ETL Jobs People. Tools EPM = Enterprise Performance Management Reporting Tool Oracle Business Intelligence Enterprise Edition (OBIEE)

OBIEE Architecture Data Flow

Subject Area April – May: Validation Period • Student Records Release 1 (R 1) – 4/23/2012 (Data Stewards Validation) – – • Term Enrollment Academic Plan Summary Class Enrollment Class General Availability, No Later than September 2012

Subject Area April – May: Validation Period • Student Records Release 2 (R 2) – ~5/29/2012 (Data Stewards Validation) – – – • Class Meeting Pattern Class Instructor Student Degrees Academic Program Detail Enrollment Requests General Availability, No Later than September 2012

Project Updates • Analysis Phase – 100% Complete • Design Phase – 100% Complete • Development Phase – 100% Complete • Testing Phase – 85% Complete • Production Readiness/Cutover – 60% Complete • On Schedule for Release 1 (4) Subject Areas on Monday 4/23/2012 (Data Stewards Validation Period)

OBIEE Subject Area: Student Records (1/4) CSW - Student Records - Academic Plan Summary • CSW - Student Records - Academic Program Detail • CSW - Student Records - Class Enrollment • • CSW - Student Records - Class Instructor • CSW - Student Records - Class Meeting Pattern CSW - Student Records - Enrollment Requests • CSW - Student Records - Institution Summary • CSW - Student Records - Student Degrees • CSW - Student Records - Term Enrollment •

OBIEE Subject Area: Campus Community (2/4) • CSW - Campus Community - Person Check List • CSW - Campus Community - Service Indicators • CSW - Campus Community - Organization Check List • CSW - Campus Community - Campus Events • CSW - Campus Community - Event Meetings • CSW - Campus Community - Organization Communications • CSW - Campus Community - Person Communications

OBIEE Subject Area: Admissions and Recruiting (3/4) • CSW - Admissions and Recruiting - Admission Application Status • CSW - Admissions and Recruiting - Admissions Funnel • CSW - Admissions and Recruiting - Application Evaluation • CSW - Admissions and Recruiting - Application Test Scores • CSW - Admissions and Recruiting - External Academic Summary • CSW - Admissions and Recruiting - External Test Scores • CSW - Admissions and Recruiting - Prospects to Applicants to Enrollees • CSW - Admissions and Recruiting - Recruiting • CSW - Admissions and Recruiting - Student Response

OBIEE Subject Area: Student Financials and Financial Aid (4/4) • CSW - Student Financials Services - Award Disbursement • CSW - Student Financials Services - Award Snapshot • • CSW - Student Financials Services - Bill Summary CSW - Student Financials Services - Credit History CSW - Student Financials Services - Payment & Charges Cross Reference CSW - Student Financials Services - Pending Payments CSW - Student Financials Services - Student Financials Accounting Line CSW - Student Financials Services - Student Financials Payment Details CSW - Student Financials Services - Student Financials Transactions • CSW - Student Financials Services - Student Financials Transactions Details • • •

OBI Screen Shot Example

Enrollment Stats – Honors Courses Fall 2011 & Spring 2012 Total Enrollment Capacity Total Enrollment # Offerings 2011 Fall 2012 Spr Subject Grand Total 4453 AMST 40 ANTH 63 ART 1854 1583 1359 40 124 10 44 20 3 25 35 106 2 15 6 2 BIOL 68 BIOS 15 CHEM 106 76 144 81 8 4 CLAS 102 68 16 62 5 4 CMPL 48 141 0 20 COMM 20 54 5 13 0 2 1 1 37 1 2 DRAM 2067 94 27 90 5 3 ECON 189 97 101 105 9 4 ENGL 212 102 190 57 10 5 ENST 38 47 44 49 2 1 FREN 22 18 19 9 1 1 GEOL 24 HIST 116 114 71 96 5 5 HNRS 813 465 393 298 55 41 LING 24 MATH 64 25 MUSC 24 1 21 1 60 23 3 1 35 59 22 43 2 3 PHIL 111 92 107 85 5 4 PLCY 84 24 87 0 4 4 POLI 68 92 60 83 3 4 PSYC 48 106 25 102 2 5 RELI 25 49 22 41 1 2 SLAV 48 SPAN 36 WMST 15 21 36 33 11 2 25 2 3 2 Summarizes Total Capacity, Total Enrollment, # Offerings for Honors classes by Subject as a Term over term comparison Note this is TEST data.

Class Data • Courses offered by term - Course data: Department offering, Section, SSR Component, Class status, class attributes (honors, Gen Ed), combined sections – Location and campus – Instruction Mode – Primary Instructor – Academic Group & Academic Organization (Department rollup) • Summarize Enrollment Capacity, Total Enrollment

Enrolled Students by Catalogue Num & Section Choose: Catalog Number and Section - Spring 2112 - Enrolled Students Note this is TEST data. Subject Code Catalog Number CHIN 102 Student Enrollment Count 85 204 40 212 29 306 33 354 26 361 38 408 16 414 11 456 10 490 6 510 21 562 22 590 12 Catalog Number 414 Primary Instructional Section 001 Person (trim) First Name Person Email (trim) Academic Program Desc Gender Code Age Range 7143 Jiakun ing@live. unc. edu_UNC AS Bachelor of Arts M 20 -30 7148 Hsiao-Han chen@live. unc. edu_UN AS Bachelor of Science F 20 -30 7152 Jun- Zhu ei@email. unc. edu_UNC AS Bachelor F 20 -30 7200 David ogron@live. unc. edu_U AS Bachelor M 20 -30 Han Fang ielli@email. unc. edu_ AS Bachelor of Arts F 20 -30 Jamie huu@email. unc. edu_UN AS Bachelor of Arts F 20 -30 Kristina sieh@email. unc. edu_U AS Bachelor of Arts F 20 -30 Linda ngll@live. unc. edu_UN AS Bachelor of Science F 20 -30 ISABELLA sun@live. unc. edu_UNC AS Bachelor F BELOW 20 Kun ngk 1@live. unc. edu_UN AS Bachelor M BELOW 20 Xuezhou an@live. unc. edu_UNC AS Bachelor F BELOW 20 7201

Class Enrollment data • Student data – – – Academic Career, Program Status, Action, Reason Bio-demo attributes (Address, Email, Phone, Citizenship) • Class data Course data: Department offering, Section, SSR Component, Class status, class attributes (honors, Gen Ed), combined sections, Location and campus, Instruction Mode, Primary Instructor, Academic Group & Academic Organization (Department rollup) • Summarize Units (Taken, Progress, Earned), Grades,