Enterprise Reporting with ODS

Michael HansenCDO, Executive Director Institutional Analytics and Reporting Oregon State UniversityCorvallis, Oregon

michael.hansen@oregonstate.edu

Land Grant University - Est. 186832,000 Students9 - Colleges 4 - Campuses34 - Extension Offices

Oregon State University

o Overview of Oregon State’s ODS/EDW Implementation

o Cost Analysis

o Implementation

o Performance

o OSU’s CORE BI Solution

Today’s Roadmap

ODS/EDW Overview

o Banner FIS/HRIS/SIS

o In-House Data Warehouse 1995-2014

o BI Query and Appworx Primary Reporting Tools

o Report Development de-centralized

Oregon State pre-ODS/EDW

o June 2010 - Purchased Ellucian ODS/EDW, Cognos

o September 2010 - Project Implementation

o January 2013 - Project Closed Prior to Completion

o April 2013 - Project RestartProject Turned Over to Business/IT Project Team

o May 2013 - Cost Analysis, Requirements, RFI/RFP

o June 2014 - Deployed Hybrid BI Solution (ODS/CORE)

o June 2018 - BI Solution celebrated its 4th year of operations

ODS/EDW Project Overview

Project Restart

January 2013

April 2013 - Formed Business/IT Project Team

1) Maintain Baseline ODS/EDW

2) Develop Standard Report Directory 6-second Average Report Rendering Time

3) Future Migration Path

May 2013 - Requirements

12%840 users

100%6,200 users

$0 additional funding

May 2013 - Requirements

ImplimentationCost Analysis

Post Mortum

Cost Analysis

$1,250,000Implementation costs up to closing project

September 2010 through January 2013

Cumulative Costs 1 yr 5 yr 10yr

Software 305,000 305,000 305,000

Software Maintenance

28,000 310,000 1,040,000

Security Admin 306,000 950,000 1,820,000

Total 639,000 1,465,000 3,165,000

Cost Analysis

4.26 FTE / yrCost equivalent per/year

Implement Vendor BI Suite vs. Develop a BI Solution

1) Vendor BI Suite

a) No cost savings

2) Develop BI Solution

a) Leverage Site Licensesb) Adopt Open Source

Possible Cost Savings - Software Maintenance

$1,040,000Possible savings

Cumulative Costs 1 yr 5 yr 10yr

Software 305,000 305,000 305,000

Software Maintenance

28,000 310,000 1,040,000

Security Admin 306,000 950,000 1,820,000

Total 639,000 1,465,000 3,165,000

Object Level Security vs. Role Based Security

1) Object Level Security

a) No savings in maintaining current model

2) Role Based Securitya) One-time cost to assign secuirty levelsb) Automate administration through nightly loads/scripts

$1,820,000Possible savings

Possible Cost Savings - Security Admin

Cumulative Costs 1 yr 5 yr 10yr

Software 305,000 305,000 305,000

Software Maintenance

28,000 310,000 1,040,000

Security Admin 306,000 950,000 1,820,000

Total 639,000 1,465,000 3,165,000

Implementation

Meeting Project Requirements

1) Maintain Baseline ODS/EDW

2) Develop Standard Report Portal6-second Maximum Report Rendering Time

3) Future Migration Path

4) No Additional Funding to Implement

May 2013 - Requirements

1) Maintain Baseline ODS

Issues Encountered in Accomplishing Standard

Oregon State’s Business Practices:

1) Oregon State has over 200 modifications to Baseline BannerImplementation of Banner XE reduced mods to ~20

2) OSU’s use of ‘ID’ (SPRIDEN_ID) for Person SearchBaseline MST_PERSON.ID_NUMBER (SPRIDEN_ID) is not indexed in Baseline ODS

3) OSU’s use of FOPAL Shortcut (INDX)ACCOUNT _INDEX (ACCI_CODE) not universally supported in Baseline ODS

Requirements/Standards

1) Maintain Baseline EDW

Issues Encountered in Accomplishing Standard

1) Inadequate Bandwidth - Weekly load took 48 - 72 hours

2) Oregon State’s Business Practices did not match delivered EDW product

3) Required Full Rewrite - Product Dropped

Requirements/Standards

2) Develop Standard Report Portal6-second Maximum Report Rendering Time

Issues Encountered in Accomplishing Standard

1) ODS ViewsPoor performance (Views on Views and Functions)

2) DB Indexes OSU uses INDX short cut (ACCI_CODE, ACCOUNT _INDEX ) for FOPAL Elements which is not universally supported in ODS

3) OSU’s Data from 1995 to present is available If table statistics refreshed too infrequently on large tables Oracle execution plans will not be optimized

Object Name # Rows Threshold # of records # days Last Analyzed

MFT_TRANS_HISTORY 318,248,864 1% 3,182,489 69 07/15/2018

MPT_PAYROLL_DISTRIBUTION 138,730,080 1% 1,387,301 76 07/15/2018

MFT_OPERATING_LEDGER 48,121,755 1% 481,218 53 07/14/2018

MFT_GRANT_LEDGER 5,662,313 1% 56,623 62 06/23/2018

Requirements/Standards

2) Develop Standard Report Portal6-second Maximum Report Rendering Time

Issues Encountered in Accomplishing Standard

4) ODS Oracle Execution Plans (Oracle 11g)Added Oracle bind aware hint to SQL https://blogs.oracle.com/optimizer/entry/how_do_i_force_ahttps://oracle-base.com/articles/11g/adaptive-cursor-sharing-11gr1

Select /*+bind_aware*/ *From odsmgr.payroll_distributionWHERE org IN(N‘16’, N‘21’, N‘35’)

5) Added Custom SSRS driver to strip out Unicode string constants to deal with Oracle row by row comparison

SSRS prepends ‘N’ to IN(text) WHERE org IN(N‘16’, N‘21’, N‘35’) https://support.microsoft.com/en-us/kb/239530

Select /*+bind_aware*/ *From odsmgr.payroll_distributionWHERE org IN(’16’, ’21’, ’35’)

Requirements/Standards

3) Future Migration Path to Mitigate Vendor Lock-In

Issues Encountered in Accomplishing Standard

1) Oregon State’s Business Rules required rebuilding framework

2) Proprietary framework

Requirements/Standards

4) $0 in New Funds to Complete Project

Accomplished Standard

1) Purchase Jaspersoft Software Commercial License$36K per year net increase Funded through software maintenance cost savings $1,040K - 180K = $860K Savings

2) No New Positons Added or Funded Reallocated existing resources

Requirements/Standards

Architecture

BI Architecture

CAS

web server app server

access security controls

SSRS/Tableau report servers

ODS Banner

SQL Server

user account access

proxy access

User SecurityManaged at the

application layer

Role Based Access Control

6,000 employees

650 positions

classifications

security levels

250 employees

security overrides

13Months to implement ODS Reporting Solution

875 Standard Reports

2,400+ Regular BI Users

198 of 966 - 20% ODS objects used for production reporting

33custom db objects

75 - 8%ODS Objects in top 50 reports

Performance

Moniotoring andOptimization

BI Reporting Portal Adoption

-1,000

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

0

10,000

20,000

30,000

40,000

50,000

60,000

Month6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5

Year 2014 2015 2016 2017 2018

Reports Run Users

Linear (Users)

ODS Reporting Performance Metrics

0

1

2

3

4

5

6

7

8

9

10

12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6

2015 2016 2017 2018

Seconds

Year/Month

Report Rendering Average Time in Seconds

Monitor ODS Buffer Pool

Monitor Oracle Execution Plans

OSU CORE

BI Solution

OSU CORE

OSU CORE

Recognition & Awards

A Common CurrencyBest Practices for the Data-Driven University

2015 NACUBO INNOVATION AWARD

2016 TDWI Best Practices AwardsBI and Analytics on a Limited Budget

Questions?

Resources

Education Advisory Board, University Executive Roundtable

• Developing a Data-Driven University, Strategies & Best Practices for Increasing Reporting and Analytical Capacity to Improve Institutional Effectiveness

(©2010 The Advisory Board Company-21067)

• Reinventing IT Services, A Five-Year Road Map for Function

(©2011 The Advisory Board Company-23293)

EAB, IT Forum

• A Common Currency, Achieving Excellence in Data Governance and Adoption of Analytics(©2015 The Advisory Board Company-30820)

National Association of College & University Business Officers (NACUBO)

• Business Officer, March 2016 by Margo Vanover Porter

DYI Data, Oregon State University’s CORE initiative standardizes reporting and makes data accessible to all employees, with the end goal of improving student success

Oregon State University, Business Intelligence Center

For more information: http://fa.oregonstate.edu/bic