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<name of school>
<date>
<consultant name>
Banner Performance Reporting and Analytics
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Introductions
� Name
� Title/function
� Job responsibilities
� Expectations
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Training Agenda
� Introductions
� Banner ODS Overview
� Banner ODS Architecture
� Banner ODS Concepts
� The Administrative User Interface
� Developing a Reporting Strategy
� Testing and Documentation
� Navigating through Banner ODS
� Questions and Concerns
� Report Writing Workshop
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Course Goals
� To provide the participants with an understanding of the Module of concentration and related information within the Banner Operational Data Store (ODS).
� To provide an understanding of the Metadata and Business Concept Diagrams so you are able to successfully support the ad hoc operational reporting needs as appropriate from Banner ODS.
� Create reports from Banner ODS using the Universities reporting tool.
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Course Objectives
After completing this course, you will be able to:
� Understand what Banner ODS is and how it operates
� Understand how to use the Banner ODS data in conjunction with your reporting tool
� Navigate knowledgeably through the Banner ODS metadata
� Develop a reporting strategy
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Information - The Common Component
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Information: The Common Component
� Information is needed to address performance obligations
� Information is needed by:� Executives: to monitor progress towards institutional priorities
� Administrators: to monitor daily operations
� IT: to provide enterprise intelligence and production reports
� IR: to monitor institutional trends, compliance
� Information and institutional intelligence required for measurable performance improvements
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Information: The Common Component
� In order to achieve their institutional mission, colleges and universities must define their business objectives to address and combat these pressures, such as:
� increase operational efficiency – maintain costs
� maximize funding – respond timely and appropriately to ensure revenue opportunities, i.e., governmental reporting, grant applications, etc.
� optimize accountability – legislative reporting, accreditation, budgetary reporting
� increase competitive positioning – institutional rankings, align curriculum to constituents’ demands
� The common component to these and other objectives is timely access to the information that is needed to achieve these objectives.
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Information: The Common Component
Performance
Management
Enterprise Data Warehouse
Operational Data Store
� Information needs to reach all levels of campus� Data from lower levels must be transformed to upper levels� Refined focus on supporting the actual business processes
Detailed data
Trend, summary
data
Performance
data
EXECUTIVES:Need visibility into progress towards our goals,
objectives
“Am I achieving my goals?”
MANAGEMENT:
Need timely trends, summaries, analytics of our operations
“How am I doing?”
KNOWLEDGE WORKERS:
Need to analyze trends and root causes
“Why is this happening?”
STAFF:Need detailed reports in many
formats and ad-hoc access“What is going on?”
What do I need to do?”
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Banner ODS Overview
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ODS: Today
� Ensures Consistent Reporting Results
� Common Data Source
� Common Business Concepts
� Banner Operational Data Store (ODS): Ad-hoc querying and daily reporting
� Enterprise Data Warehouse: Historic, trend reporting and analytics
EDW: HistoryJan Feb Mar Apr May …
• One Set of Data
• Data Changes Daily
• Daily Reporting
• Data Snapshots Based on Dates and Events
• Data Sets ‘Frozen’ for Point in Time
• Historic, Trend Reporting
• Analytics
HRFinance EM Student
Advancement AR
Adm
inT
oo
ls
Banner ODS OverviewBPRA Data Warehouse Solution
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Banner ODS OverviewPerformance Reporting and Analytics Architecture
Operational Reports
Common Data Model
Denormalized Structures
Operational
Data Store
Reporting
Tools
ETL Operational Data Store
Banner
Multi-DimensionalAnalysis
Enterprise ReportsTrends/Forecasts
EnterpriseData
Warehouse
Enterprise Star Schemas
ETL
OLAP
Tools
Reporting
Tools
Enterprise
Data Warehouse
Performance
Management
Digital Dashboard
Enrollment Funnel
AnalyticalApplications
Business Intelligent
Channels
Legacy
Other
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Banner ODS OverviewODS and the Reporting Tool
Banner
ODS
Oracle The Reporting Toolset
End User
Data
Definition
ReportDefinition
Application
Server
Data
Report Output
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Banner ODS Overview
� Simplifies information access
� Provides timely information to support all levels of management
� Improves information access performance
� Provides access to historical and summarized information
� Data refresh occurs at your specified interval
� Ensures consistent reporting results by providing a common data source and common business concepts
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Banner ODS Overview
� Data models and reports can be tailored to department-specific needs
� Uses Human Resources, Finance Fund/Orgn security
� Allows use of web-based reporting tools with graphical capabilities
� The ODS Administration component is web based
� Allows you to share solutions in an open environment
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Banner ODS Overview What is the ODS?
� Banner ODS uses reporting views to provide access to the data.� Security
� Display rules
� Banner ODS tables and reporting views were constructed with the business needs of Higher Education administration in mind.
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Banner ODS Overview Why use the ODS?
� Ability to produce reports without the overhead of a transactional system.
� Built to address reporting queries not for efficiency of data capture.
� Provides for the freeze of data to accommodate point in time reporting.
� Most upgrades to the administrative system do not affect Banner
ODS.
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Banner ODS Overview Key Features
� Banner ODS tables are constructed specifically for reporting.
� Banner ODS resides on a separate reporting Server.
� Banner ODS is populated from Banner as the source system using composite views.
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Banner ODS OverviewBusiness Concepts
Advancement
Advancement Prospect
Advancement RatingAnnual Giving
Campaign Giving HistoryConstituent
Constituent Entity
Designation Giving HistoryGift
Organizational ConstituentPledge
Common
EventInstitution
Organizational EntityPerson Demographic
Person RolePerson Supplemental
Relationship
Finance
Budget Availability LedgerBudget Detail
EncumbranceEndowment Distribution
Endowment UnitsFixed Asset
General Ledger
Grant and ProjectGrant Ledger
Invoice PayableOperating Ledger
Purchasing PayableTransaction History
Human Resources
Employee
Human Resource Application
Human Resource FacultyPayroll
Position
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Banner ODS OverviewBusiness Concepts
Accounts Receivable
Receivable Customer
Receivable Revenue
Student
Active Registration
Admissions ApplicationAdvisor Student List
Course CatalogEnrollment Management
Faculty AssignmentGovernment Reporting
Recruitment InformationResidential Life
Schedule Offering
Student Detail
Financial Aid
Financial Aid Application
Financial Aid Award and Distribution
Financial Aid Fund
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Banner ODS OverviewDefinitions
� ODS – Operational Data Store
� EDW – Enterprise Data Warehouse
� ETL – Extract, Transform and Load
� OWB – Oracle Warehouse Builder
� OLAP – On Line Analytical Processing
� Source – Where the data is coming from
� Target – Where the data is going to
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Banner ODS Overview Naming Conventions
� SunGard HE Banner
� Composite view – Ax_name
� PERSON_UID
� SunGard HE Banner Operational Data Store
� Database tables – MxT_name
� Reporting views – English name reports
� Subset of Reporting views – English name_SLOT
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ODS Architecture
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ODS ArchitecturePopulating the ODS
� Banner ODS is populated 3 ways.
� Initial Load
� Done during install
� Refresh
� Nightly? Weekly?
� Incremental Load
� Used when large amounts of data have been added to Banner
� Run the necessary Load Rule using the Administrative Tool
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ODS Architecture Initial Load Process
Banner Data Tables
Composite Views
Person View
Gift View
Operating Ledger View
Employee View
Recruitment View Academic Study
OWB
Person Table
GiftTable
RecruitmentTable
Operating
Ledger Table
Employee
Table
Academic
Table
Composite Tables
Security and Display Rules
Reporting ToolReporting Tool
Banner Operational Data Store
Person
GiftOp. Ledger
ViewAcademic
RecruitmentEmployee
Reporting Views
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ODS Architecture Incremental Refresh
Triggers
Triggers Triggers
Triggers
Triggers
Extract View
Extract View Extract View
Extract View
Extract View
Change Table
Change Table
Change
Table
Change
Table
Change Table
BannerDBLINK
PL/SQL
DELETE
PL/SQL ETL
PL/SQL UPDATE
Security and Display Rules
Composite Table
Composite Table
Composite Table
Composite Table
Composite
Table
Reporting ToolReporting Tool
ODS
Reporting View
Reporting View
Reporting View
Reporting
View
Reporting
View
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Banner ODS Concepts
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Banner ODS ConceptsComposite and Slotted Tables
� Composite Table
� Include the main data that is extracted from Banner and stored in Banner ODS
� Slotted Table
� Store data values for a specific code related to a base table
� Optimizes the speed of queries
� Need to keep these synchronized
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Banner ODS Concepts List of Values
� Banner ODS has a database schema called ODSLOV which owns the list of value views.
� Most, but not all, of the views are based on the MGT_VALIDATION composite table.
� MGT_VALIDATION is loaded using OWB from:
� Validation tables
� In some cases static lists of values (from Banner).
� Used by:
� Self-Service Reporting for search criteria.
� Cognos for parameter and condition sets.
� Oracle Discoverer End User Layer for parameter and condition sets.
� Other reporting tools for parameter and conditions.
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Banner ODS Concepts Display Rules
� Enable you to control and customize how data is stored in the Banner ODS composite tables and displayed in your Reporting views. � Example – test scores or address types.
� Determine the positional location of data in a view, or the hierarchical order in which a particular type of data should be retrieved. � “Positional“ display rules are required for all Slotted views.
� “Hierarchical” display rules are required for a sub-set of (non-slotted) Reporting views.
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Banner ODS Concepts Display Rules
� MGRSDAX is a copy of the Banner crosswalk validation table (GTVSDAX).
� MGRSDAX specifies the display rules that will define code values loaded into Banner ODS.� Internal Groups, Internal Codes, and Sequences set by SunGard (eg.
Address, ADMSADDR, 1)
� External Codes set by users (eg. PR)
� Need to review all delivered Display Rules.� Edit to reflect your institution’s specific code values.
� They will be used by report writers during development.
� NOTE: The rules for modules are detailed/defined in the modules slides.
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Banner ODS Concepts Freeze
� Allows the saving of snapshots of data tables and/or views at a point-in-time
� Need to determine a naming convention for frozen tables and views
� Freeze multiple related tables/views at once
� Create list of tables/views
� Schedule a process to freeze them all
� Freeze single table or view
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SecurityThe Basics
� Fine-Grained Access Control (FGAC) is a good way to secure
data within Banner ODS. It restricts a user to see only the
data they have been given access to.
� For example, only their own department.
� A way to “hide” information in specified columns while still allowing a user to see other information associated with the record
� The security rules are applied when the user searches for
information within Banner ODS.
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SecurityThe User
There are two types of Users in Banner ODS:
� Report writers requiring access to Banner ODS.
� Report consumers require an Oracle user account in your source system.
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SecurityAccess
� Full access to all data in Banner ODS.
� Full access to all data at the Organizational Concept level.
� Academic, Course and Academic, Financial, or Workforce
� Full access to all data at an element level.
� College, Department, Major, Organization, or Fund level
� Restricted access to data at the element level based on a list or range of values for a specific data element.
� Allow a user to access only data related to the user’s department or a range of fund codes.
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Banner ODS Concepts Security
� Using Fine-Grained Access Control you only have to create a single view or report and everyone can use the same version BUT again, access to specific data within the result-set is limited by the user’s security.
� This should be kept in mind when reports are going to be shared to areas outside of those requesting the report.
� The ‘numbers’ are only reflected for that area – not across campus.
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Banner ODS Concepts Self-Service Reporting
� Provides simple, ad hoc access to information in Banner ODS
� Delivered with report templates.
� Provide examples of common data retrieval needs across your institution
� Uses a filter – list – detail approach
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The Administrative UI
More of the Details
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The Administrative UI
� Execute and Monitor Processes
� Load and Refresh
� Freeze
� Checks and Balances
� Review Control Reports
� Set up and Maintain Display Rules
� View and Maintain Meta Data
� Security
� Fine-Grained Access
� NOTE – This is Primarily a technical responsibility that users should be aware of.
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The Administrative UI Schedule Process
� Schedule Banner ODS Mappings – used to load or update data in Banner ODS composite and slotted tables.
� Can be done for all of Banner ODS using
� Load All Banner ODS Products
� Refresh All Banner ODS Products
� Or you can load by module
� Load Finance
� Refresh Student
� Or by individual mappings
� Refresh Validation Tables
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The Administrative UI Schedule Process
� Freeze Multiple Banner ODS Tables/Views
� Create a list of tables and/or views to freeze
� Freeze a Single Banner ODS Table/View
� Enables the freeze of single Table/View situations
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The Administrative UI Banner ODS Utilities
� Use this option to report source change table counts, reconcile tables, add comments to reporting views, and run checks and
balances.
� Report Banner ODS Source Change Table Counts
� Transfer Banner Fine-Grained Access
� Reconcile Multiple Tables
� Reconcile a Single Table
� Banner ODS Checks and Balances
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The Administrative UI Control Reports
� When a process runs a control report is created to show the status
� Review daily� Use Admin tool
� Email to a distribution list
� Messages� View for individual error messages
� Select lines of report using Filter option
� Save report to a CSV file
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The Metadata
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Metadata Object Types
� Metadata is information about the structure of the data itself, such as the columns or fields in the data source, the format or the location of the data sources
� Target view – Banner ODS views that join related information from the Banner tables.
� Source Table – Tables from the Banner database
� Source Function – Functions that use data from Banner tables to create new data that is stored in Banner ODS.
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Metadata
� Provides documentation of both target and source views
� At Target Banner ODS and Banner Source View level
� At the Column level
� Relates Banner to Banner ODS, and Baner ODS to Banner
� Customizable at the local level
� Delivered as data within the database to be subsequently generated as static HTML for deployment on the client intranet
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Metadata
� Composite views represent a composite (mixture) of the tables selected from Banner and allow for a single piece of data to be extracted row-by-row.
� All the business logic is included in the view itself.
� Column names are generic
� Term becomes Academic Period
� PIDM becomes UID (unique ID)
� Data views are divided into the various Banner systems� Accounts Receivable� Advancement
� Common� Finance
� Financial Aid
� Human Resources
� Student
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MetadataReporting View Structure
� Target Column – Column name in the composite view target.
� Business Definition – Defines the target column in business terms.
� Database Data Type – Used for formatting purposes when writing
reports.
� Source Name – Source table, FUNCTION, CONSTANT, OR
CALCULATION
� Source Column – Source column name from the source table or view, if
the source is a table or view. Name of the PL/SQL function if the source is FUNCTION, description of the constant if the source is
CONSTANT, or description of the calculation used if the source is
CALCULATION
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Using the MetadataBusiness Concept Diagrams
� Entity Relationship Diagram (ERD) format.
� The Diagram provides a visual representation of the data.
� Only the primary keys are included in the Diagram in order to make it
easier to read.
� The keys represent the columns that uniquely identify a row or rows in a reporting view.
� A FK (foreign key) next to a column name designates the columns that are common between associated reporting views.
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Developing a Reporting Strategy
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Developing a Reporting Strategy
� Develop a Strategic Reporting Plan
� Data Standards Committee
� Develop a reporting team
� Strategic Reporting Team Members
� ODS Administrator – usually from IT
� Reporting Tool Administrator
� Key Report Writers
� End Users
� Key Administrators – The people who have a broad knowledge of the university
and the ability to make or escalate key decisions regarding reporting on campus
� IT Representative
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Developing a Reporting Strategy
� Strategic Reporting Team Responsibilities� Manage expectations of reporting community
� Make recommendations on access
� Assist IT group with decision-making involving end users and executives
• ODS Administrator Responsibilities� Manage the ODS (loads, refreshes, security, metadata)
� Review logs and checks for errors
� Freeze views
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Developing a Reporting Strategy
� Organizational Experts
� responsible for data
� assist with design of reports
� Department Training
� Who will be responsible?
� When will training occur?
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Developing a Reporting Strategy
� Who are the users?
� Power users – ad hoc
� Business users - managed
� Casual users – directed
� IT
� Why do we need this report?
� What is the value it adds to the organization?
� Where is the data for the report coming from?
� What tools do they need?
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Testing and Documentation
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Testing and Documentation
� Use reports you trust
� Against Banner
� Banner forms
� Create reports focused on business issues via the reporting tool
� Testing Sufficiency of Content
� Is the data accurate?
� Is all necessary data available?
� What are the documentation needs?
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Testing and Documentation Why is my Data out of Sync?
� Currency of data in the ODS
� Timing of a query and when ODS refreshed
� Display Rule Definitions
� Rules may differ between two systems
� Security Rule Definitions
� Rules may differ between two systems
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Testing and DocumentationReference Materials
� Banner Operational Data Store Handbook
� Banner Operational Data Store Release Guide
� Banner Operational Data Store Installation Guide
� Banner Operational Data Store Upgrade Guide
� GTVSDAX Handbook
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Testing and Documentation
� The ODS Handbook
� Provide core application documentation of the supporting processing and usage considerations
� Delivered in Adobe Acrobat format
� The Meta Data
� Provides documentation of both target and source
� At Target Banner ODS and Banner Source View level
� At the Column level
� Relates Banner to ODS, and ODS to Banner
� Customizable at the local level
� Delivered as data within the database to be subsequently generated as static HTML for deployment on the client intranet
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Address Views
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Reporting ViewsAddress
Address
Address_By_Rule
Address_Current
Address_Preferred
Geographic_Region
Person
Person_Address
Internet_Address
Internet_Address_Current
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Reporting ViewsAddress
� Contains all mailing addresses in the administrative system for a person or entity.
� Contains Start and Stop Dates, Address Status Indicator, Address Type and Address Number and Preferred Address Indicator.
� You must understand the rules of selection such as Address Type,dates and statuses to limit the records returned.
� This does not use the address hierarchy approach.
� Advantage - lets you select addresses for future dates (those already coded to return active addresses use the SYSDATE as the date of currency)
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Reporting ViewsAddress_By_Rule
� Will return one currently active address for entity, based on the current date and address rule specified
� Utilizes the values defined within the MGRSDAX table to identify a hierarchy of addresses to select from, so that a user can obtainwhichever hierarchy of addresses they choose based on the business need (one hierarchy for Admissions, another for Registrar, or defined address rule, etc.).
� Most important and most frequently overlooked, is that the ADDRESS_RULE parameter MUST be supplied or the resultant retrieval will appear as a Cartesian product.
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Reporting ViewsAddress_By_Rule
� Set up to use the ODS profile selection, so that an individual can have their own hierarchy that overrides the address rule provided as the default.
� All addresses retrieved by this view could have the parameter set up in the reports to allow for the hierarchy of 'ADMSADDR", but specific individuals, using their own profile, can obtain the same report, using the same parameters, but with an overridden address hierarchy.
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Reporting ViewsAddress_Current
� Designed to allow the user to obtain only current addresses
� Multiple addresses will be returned
� Does not use the address hierarchy approach.
� Contains the Address Type, Address Number and Preferred Address Indicator
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Reporting ViewsAddress_Preferred
� Designed to return only the preferred, current address for an individual.
� Checks the preferred indicator in Banner, checking first in Advancement for a preferred address type, and then defaulting toPREFADDR Rule value for the Address Rule.
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Reporting ViewsGeographic_Region
� Contains data about the geographic regions associated with the addresses of an entity.
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Reporting ViewsPerson
� Contains the Preferred Address of the person as set by the preferred address of the institution
� Preferred Address of the institution is set in Banner in the GTVSDAX table – ADDRESS Internal Group/ PREFADDR Internal Code. The value can be changed in the ODS by changing the Display Rule forADDRESS and PREFADDR rule.
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Reporting ViewsPerson_Address
� Contains information used to add a mailing address to a report or print a mailing label. Since the main purpose of this reporting view is to support correspondence, only persons who are not deceased will appear in this reporting view.
� This view is the primary address view indicated on metadata business concept diagrams.
� Utilizes the values defined within the MGRSDAX table to identify a hierarchy of addresses to select from, so that a user can obtainwhichever hierarchy of addresses they choose based on the business need (one hierarchy for Admissions, another for Registrar, or defined address rule, etc.).
� Most important and most frequently overlooked, is that the ADDRESS_RULE parameter MUST be supplied or the resultant retrieval will appear as a Cartesian product.
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Reporting ViewsInternet
Internet_Address
� Contains all internet addresses data for entities (Person and Organizations in Banner ODS.
� Contains the Internet Address Preferred Indicator
Internet_Address_Current
� Contains only active internet addresses
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Banner and Banner ODS
Making the Connection
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Banner and Banner ODSMaking the Connection
� Simple Steps
� Know the Banner form you need data from
� Use dynamic help query to identify the table and field names
� Use the Metadata to crosswalk from Banner to Banner ODS
� Identify the Banner ODS views and fields needed
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Match the Table Name…
�In the web interface or via your reporting tool access the Meta Data
�Select the appropriate business reporting view
�Locate the Source Reports and select the table
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Locate the Field Name…
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Questions and Answers
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<consultant name><consultant name>@sungardhe.com
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