Business Intelligence (BI)€¦ · Reviewers and Microstrategy users who need to run analytics using transactional data from FY13 to FY17 •Hands-on exercises using your own departmental

Business Intelligence (BI) Last Updated: 05/15/2017 1

Business Intelligence (BI)


• Silence cell phones • Emergency calls taken outside

• No texting

• No online browsing or emailing

• Be an active participant

• Be prepared to be called on by name

Ground Rules


• 2-hour session

• Target audience: Cost Center Managers, Finance Reviewers and Microstrategy users who need to run analytics using transactional data from FY13 to FY17

• Hands-on exercises using your own departmental data

Course Overview


Curriculum Overview

Business Intelligence 2

PowerPivot Microsoft Power BI

Additional

Workday Reporting Webinar

3 Optional

Prerequisites

1


Sneak Peek

CBL ILT Course ILT Topic Optional Curriculum

Content

Practice

Lab

SSRS Reports

FDM 101

Practice Lab:

Business

Intelligence


• This is not an Excel class

• For training on Excel, please access Lynda.com’s custom playlists via ULearn

Clarifications


June 1, 2017

BI Portal

• Phase 1 of the University’s business intelligence (BI) portal Reports launches on June 1, 2017, introducing trend and ad-hoc reporting on current and historical data.

• Five years (FY13 to FY17) of detailed transactional financial data will be available and viewable in different report formats using the Financial Records System (FRS) format

Clarifications

June 1 September 1 Future


June 1, 2017

DMAS, Microstrategy and DOLFIN

• DMAS and the Microstrategy data warehouse will be updated with FY18 data until Workday Finance go-live

• The data refresh for Microstrategy will continue through Workday Finance go-live

• DOLFIN will maintain functionality for ad-hoc reporting, data

analysis and longitudinal reporting

Clarifications



September 1, 2017

BI Portal

• Starting September 1, 2017, the reports will be available using both, FRS and Workday’s Financial Data Model (FDM) formats.

• Fiscal Year 2018 data from Workday will also be loaded nightly into the data warehouse.

Workday

• Standard, delivered reports and custom reports for fiscal year 2018 will be available in Workday for FY2018 beginning with Finance go-live (on-demand and operational reports)

Clarifications



Future

BI Portal

Phase 1 includes financial data only. Subsequent phases will add Workday Human Capital Management (HCM) and CaneLink Student Data to the warehouse.

Clarifications



What will you know and be able to do?

• Define Business Intelligence

• Describe what Reports is

• Demonstrate how to create reports using PowerPivot

• Demonstrate how to run SSRS reports

• Explain Power BI’s use

Learning Objectives


What is Business Intelligence (BI)?

Business Intelligence is a set of methodologies, processes, architectures, and technologies that transform raw data into meaningful and useful information used to enable more effective strategic, tactical, and operational insights and decision-making.

Introduction


What is Reports?

• University of Miami’s Enterprise Data Warehouse

• Microsoft platform • PowerPivot: Excel pivot tables for longitudinal (trend) and ad-hoc

reporting

• SSRS Reports: Standard data reports

• Power BI: Data visualization and dashboards

• SharePoint: reports.miami.edu

• Use Internet Explorer or Edge for best results

Introduction


What security do I need to access Reports?

• Single Sign-On (SSO) and DUO

• If you are accessing the BI portal while connecting from a network external to UM:

1. Connect to VPN

2. Connect to see BI portal reports

• Data visibility is based on FRS security

• Starting September 1, 2017, security will be based on Workday security roles

Introduction


Introduction

Financial

Reporting

Help

• About Us

• Contact Us

• FAQs


Introduction

Financial

Dashboard My Pivot

Grid

Standard

Reports


Hands-On Activity

Instructions: • Use Internet Explorer

• Access portal

• Follow instructor


Knowledge Check 1

What is the new business intelligence portal

called?

Reports

What is its web address?

reports.miami.edu

Which browsers are recommended to access

Reports?

Internet Explorer and Edge

What determines your data visibility when using

Reports?

FRS security


PowerPivot


What is PowerPivot?

• Excel add-in to create pivot tables • Rotate data labels to summarize, count, average or sort data

• Allows for ad-hoc reporting

• Includes drill-down capability

• Apply regular Excel features as desired • Apply formatting

• Create graphs

• Print

PowerPivot

FRS security will determine report results.

Focus on the process of using PowerPivot, not the results!


Hands-On Activity

Instructions: • Use Internet Explorer

• Access portal

• Follow instructor


Scenario 1

Your manager has asked you to produce a report that shows

• total transactions

• for your department

• for fiscal year 2016.


Scenario 2

Your manager has asked you to produce a report that shows

• a breakdown of Telecom charges

• for your department

• for fiscal year 2016.

Use sub-object codes 3851 - 3859 for the report.


Scenario 3

You would like to produce a report that shows a summary of all Telecom charges to see if your department’s expenses have increased or decreased over the last 5 years.


Scenario 4

Your manager has asked you to provide another report to show a breakdown of specific Telecom charges by FRS accounts.


Scenario 5

Your manager really liked your pivot table breakdown of specific Telecom charges, but also would like the information in a graph.

However, he/she does not want to include the account number in the visualization.


Knowledge Check 2

To add a data label to the ROWS area, you can

either check its box or drag it.

A. True

B. False

A. True


Knowledge Check 3

If you do not see the Analyze or Design tabs,

what do you have to do?

Click inside the pivot table


SSRS Reports


What is SSRS?

• SQL Server Reporting Services

• Standard data reports

• Print or export into multiple formats (e.g. Excel)

Available SSRS Reports

• Year-to-Year Actual Comparison

• FRS Monthly Sub-Object Code Transactions

• FRS Monthly Sub-Object Code Transaction Summary

• FRS Year-to-Date Sub-Object Code Transactions

• FRS Year-to-Date Sub-Object Code Transaction Summary

SSRS Reports


Hands-On Activity

Instructions

Run the following SSRS reports:

1. Year-to-Year Actual Comparison

2. FRS Monthly Sub-Object Code Transactions

3. FRS Monthly Sub-Object Code Transaction Summary

4. FRS Year-to-Date Sub-Object Code Transactions

5. FRS Year-to-Date Sub-Object Code Transaction Summary

Backup for class – screen shots for each of these reports /

samples


Knowledge Check 4

How do you access SSRS Reports from the

Reports’ landing page?

Financial Folders link > Finance School folder


Microsoft Power BI - Overview


What is Power Business Intelligence (BI)?

Allows you to connect unrelated sources of data and visualize and share that data with others

• Power BI Desktop: Create reports

• Power BI Service: Reports are published here to be viewed

• Power BI Mobile: Consume reports here if shared via Service

Microsoft Power BI

Source: powerbi.microsoft.com


Data visualization may include dynamic dashboards with single numbers, graphs, pie charts or maps and drill-down capability.

Microsoft Power BI

Source: powerbi.microsoft.com


Wrap-Up


Summary

The new business intelligence portal is called Reports and can be

accessed at reports.miami.edu

If accessing Reports remotely, you must connect via VPN first

It is recommended that you use Internet Explorer or Edge for best

results

Reports consists of three sections: PowerPivot (Excel Online-FRS

Finance Page), SSRS Reports (Financial Folders) and Power BI

(Financial Dashboard)

Data visibility is based on FRS security


Excel Training

• Access Lynda.com Custom Excel Playlists through ULearn

• Search using keyword “playlist”

• Click title

• Click Launch

Additional Training


• Business Intelligence Practice Labs • June 1 and June 2, 2017

• Sign up in ULearn once you get email reminder

• Refresher training available in August • Reports using FDM values

• Pre-requisite: FDM 101

Additional Training


June 1, 2017

• BI Portal go-live: reports.miami.edu

• Five years (FY13-FY17) of detailed financial data will be available and viewable in FRS format

September 1, 2017

• Same reports available with FDM values and with FRS/FDM crosswalk

• FY18 finance data will be loaded from Workday nightly

Remember!


Curriculum Overview

Business Intelligence 2

PowerPivot Microsoft Power BI

Optional

Prerequisites

1


Sneak Peek

CBL ILT Course ILT Topic Optional Curriculum

Content

Practice

Lab

SSRS Reports

Additional 3

Workday Reporting Webinar

FDM 101

Practice Lab:

Business

Intelligence


Support Resources

Tip Sheet

• Business Intelligence (coming soon)

Business Intelligence (BI) Portal: reports.miami.edu

Decision Support Services: http://it.miami.edu/about-umit/divisions-and-subunits/applications-and-services/decision-support-services/index.html

Lynda.com: http://it.miami.edu/a-z-listing/elearning-lynda-com/index.html

Multi-Factor Authentication (MFA): http://it.miami.edu/about-umit/it-news/enroll-in-multi-factor-authentication-mfa/index.html

Virtual Private Network (VPN): http://it.miami.edu/a-z-listing/virtual-private-network/index.html

FRS/FDM Conversion Tool: http://workday-finance.it.miami.edu/resources/frs-to-fdm/index.html (not compatible with Internet Explorer)

Workday Finance: http://workday-finance.it.miami.edu/

Workday Finance Training Catalog: http://workday-finance.it.miami.edu/training/workday-finance/training-catalog/index.html

http://it.miami.edu/about-umit/divisions-and-subunits/applications-and-services/decision-support-services/index.html

















http://it.miami.edu/a-z-listing/elearning-lynda-com/index.html










http://it.miami.edu/about-umit/it-news/enroll-in-multi-factor-authentication-mfa/index.html
















http://it.miami.edu/a-z-listing/virtual-private-network/index.html










http://workday-finance.it.miami.edu/resources/frs-to-fdm/index.html







http://workday-finance.it.miami.edu/



http://workday-finance.it.miami.edu/training/workday-finance/training-catalog/index.html









Questions

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Business Intelligence (BI)€¦ · Reviewers and Microstrategy users who need to run analytics using transactional data from FY13 to FY17 •Hands-on exercises using your own departmental