PeopleSoft EPM & OBIEEData 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 WarehouseData 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 PeopleSoft WarehouseArchitecture

PeopleSoft Campus Solutions

PeopleSoft FSCM

PeopleSoft HCM

DataStage Ascential: Extract, Transform, Load (ETL)

PeopleSoft EPM v9.1: Data Warehouse

Operational Warehouse

Staging(OWS)

Operational Warehouse

Enriched(OWE)

Multi-DimensionalWarehouse

(MDW)

PeopleTools

ETL Jobs

ETL Jobs

Source Environments(ERP)

Oracle Business IntelligenceEnterprise

Edition(OBIEE)

Logical LayersReporting Tool

EPM = Enterprise Performance Management

OBIEE Architecture

Data Flow

Subject Area April – May: Validation Period

• Student Records Release 1 (R1) – 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 (R2) – ~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

• 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

• 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

OBI Screen Shot Example

OBI Screen Shot Example

Enrollment Stats – Honors CoursesFall 2011 & Spring 2012

Total Enrollment CapacityTotal Enrollment # Offerings

2011 Fall 2012 Spr 2011 Fall 2012 Spr 2011 Fall 2012 Spr

Subject

Grand Total 4453 1854 1583 1359 141 106

AMST 40 40 2

ANTH 63 124 10 20 3 6

ART 44 25 2

BIOL 68 48 35 15 5 2

BIOS 15 0 1

CHEM 106 76 144 81 8 4

CLAS 102 68 16 62 5 4

CMPL 20 13 1

COMM 20 54 0 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 24 1

HIST 116 114 71 96 5 5

HNRS 813 465 393 298 55 41

LING 24 21 1

MATH 64 25 60 23 3 1

MUSC 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 21 2

SPAN 36 36 33 25 2 2

WMST 15 11 3

Summarizes Total Capacity, Total Enrollment, # Offerings

for Honors classesby Subjectas 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

Subject Code Catalog NumberStudent Enrollment Count

CHIN 102 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 Number414Primary Instructional Section001

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

7201 ISABELLA sun@live.unc.edu_UNC AS Bachelor F BELOW 20

Kun ngk1@live.unc.edu_UN AS Bachelor M BELOW 20

Xuezhou an@live.unc.edu_UNC AS Bachelor F BELOW 20

Choose:Catalog Numberand Section- Spring 2112- Enrolled

Students

Note this is TEST data.

Class Enrollment data

• Student data – Academic Career, Program– Program Status, Action, Reason– Bio-demo attributes (Address, Email, Phone, Citizenship)

• Class dataCourse 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,