Business Intelligence (BI) ReportingTraining

• Prepare you for Go-Live on 8/5• Explain how to navigate and manage the wealth

of data you now have access to• Realize the same data retrieved from ALICE is

available in the new reports• Understand how BI Reporting will increase

function functionality• Recognize multiple reports pulling similar data

have been combined to eliminate duplicates

Why We Are Here

Objectives

• Define key BI Reporting terms• Understand and Access BI Standard Reports• Understand and Access BI InfoCube Reports• Export and manage data as needed

Terminology

New Term DefinitionQueries The pre-established parameters that determine the data

elements that are pulled for a report.

Workbook An Excel workbook is the format used to deliver queries through pivot tables. In some cases, a workbook will have multiple tabs. Each tab of a workbook is a separate query. These are also known as InfoCube reports.

Sort Function that allows you to sort the columns of a report using ascending or descending order.

Filter Function that allows you to filter report results based on the associated members or measures. For example, you can include or exclude the members in a specific column.

Pivot Table A feature within Excel in which you can identify several data points and the tool will match the data and place it into an easy to manage format.

• BI refers to an application process used to analyze Keefes’ raw data within Oracle

• It is made up of several related activities:– Data mining– Online analytical processing– Querying– Reporting

• BI is used for the following reasons:– Improve business decision making– Cut costs– Identify new business opportunities

What is Business Intelligence?

• BI is more than just a corporate reporting and more than a set of tools to coax data from Oracle

• Supervisors and Managers can jump in and start analyzing data rather than wait on IT to run reports

• Accurate decisions can now be made by local organizations

• With knowledge comes power and this new tool must be managed and understood– Data extracted will be used to make business decisions– Responsibilities determines access to reports

What is Business Intelligence?

• A query is a term used to describe a Standard Report in the BI tool

• It is a request for data based on a selection of characteristics and key figures

• Queries are typically developed at a high level for a specific business purpose

• Most of these reports are derived from the ALICE reports or screens accessed the most often

Queries vs. Workbooks

• A workbook is the term used to describe an InfoCube report

• You can insert a query more than once into a workbook using pivot tables to display different views of data

• You can store the workbook in your Favorites folder or you can save the workbook as an Excel spreadsheet

Queries vs. Workbooks

• Currently there are several reports generated in ALICE which capture the same or similar data

• The new BI tool is used to extract the data needed to make it available for disemination

• Effort by the BI Reporting team was made to bring together reports containing the same or similar data

Effort to Combine Reports

• Combining reports with a similar purpose• Example below shows Salesman and Ship to Name

not included in all ALICE reports• Majority of data is similar so 1 report is created

Similar Reports

ALICE Report Name

SECINVSCN3

SECINVSOH3

SECPAKCP10

SECPAKCSP4

OMR3170 – Keefe Securepak State Sales Credit Report

• Select parameters will drive the data extraction• Result is a complete report with all the listed data• Report can be exported and saved and columns not

needed can be hidden or deleted

Similar Report Results

• Link can be added to your desktop or favorites• Menu tree is based on Company > Business Area

(Keefe Group > KGFinancial)• Access is based on your job responsibilities

BI Reporting Home Page

• Standard reports used on a day to day basis– Used for a specific purpose to perform job or function– Contains sets of pre-determined data based on the

selected parameters and need– Mostly used by managers and end users

• InfoCube reports are used when needed– Used to extract larger and more specific data– Mostly used by supervisors and executives

Telling the Difference

Standard Report Icon

InfoCube Report Icon

• Pre-defined parameters are selected and data matching the parameters displays in a Excel format

• Parameters vary from report to report and help narrow down the search of data

BI Standard Report Analysis

Standard Report Example

• Identify the data to retrieve from Oracle• Depending on report parameters can be different

Standard Report Parameters

Inmate Only Sales Report

Items Sold Below Cost Report

• Below are just some examples of Standard Reports

Standard Reports

• Data is exported periodically from Oracle and stores it into InfoCubes

• Data is refreshed into the ‘cube’ every hour• Data extracted and viewed could be an hour old• Queries are run pulling data into a MS Excel format• Once export to Excel user has control of what can

be placed in the report

Oracle to BI InfoCube Analysis

InfoCube Report Example

• This is what an InfoCube report looks like in Excel• Pivot tables are used to control the data displayed

InfoCube Pivot Tables

• You don’t need to be a Pivot Table expert to manage InfoCube Reports

• Drag and Drop into respective tables– Report Filter – Helps manage data in report– Column Label – Manages columns headers with a report– Row Labels – Manages the data placed in the rows – Values – Enters value for the rows (dollars, inmates, etc.)

Pivot Tables

Pivot Tables

• Based on the information you put in the filters affects the data displayed

• This example shows how the data is distributed

• Oracle is mainly used for real time reporting requirements and transactional data inquires– Vendor Line Items– Orders on Hold Report

• Oracle can be used for aspects not found in BI Reporting such as planning or forecasting

• The BI application is a better choice when more advanced data analysis is needed – Sales and Profit Margin between Orgs and/or On-sites– Breakdown of items sold by facility and organization

Oracle or BI Reports?

• Now that we have covered the basics we are going to access the knowledge center– Navigate the BI Reporting Tool– Access a BI Standard Report– Access a BI InfoCube Report

• After the knowledge center we will access the BI Reporting tool and let you run a few reports– More practice you have will better prepare you– Try as many reports as possible and ask questions

Exercise

BI Reporting Review

Now you should be able to:• Define key BI Reporting terms• Understand and Access BI Standard Reports• Understand and Access BI InfoCube Reports• Export and manage data as needed

Questions

Thank you