Embed Size (px)
DESCRIPTION
Overview of PeopleSoft Data Warehouse Implementation. August 3, 2006. EPM Architecture. Multidimensional Warehouse. Facts – typically numeric values to quantify or calculate a company’s activities. In star schema development it is the central table used to connect dimensions. - PowerPoint PPT Presentation
Citation preview
Overview of PeopleSoft Data Warehouse Implementation
August 3, 2006
EPM Architecture
Multidimensional Warehouse
Facts – typically numeric values to quantify or calculate a company’s activities. In star schema development it is the central table used to connect dimensions
Multidimensional Warehouse
Dimensions - Allow analytics across subject matter areas Uses Conformed dimensions - dimensions that mean the
same thing in every possible fact table to which they can be joined—and therefore the same thing in every functional warehouse.
Common (Calendar, Time, Business Unit, Time Zone, Unit of Measure, Currency, Language)
Shared (Department, Item, Account, Person, Jobcode, etc.) Subject Area (Billing Status –GL & Prof, Aging Category-
Payables)
PeopleSoft Mart Mart refers to a PeopleSoft product that contains specific subject
areas related to one of the delivered PeopleSoft functional warehouses.
Marts are derived from the MDW and are modeled to support analytic requirements, but not limit you to reporting only in that subject area.
Must license a supported reporting tool separately (e.g. Hyperion Reports) to access data – open reporting structure
Supply Chain Warehouse
Supports reporting for the following business processes Order Fulfillment Procurement
Datamarts Procurement Spend Inventory Sales Orders
Financial Warehouse Supports reporting for the
following business processes Procurement Financial Control and
Reporting Project Management Financial Control and
Reporting
Datamarts
Payables General Ledger and
Profitability
Hyperion Integration
Implementation Consideration
Our project timeline and scope will be dependent on Transaction applications.
Understanding Source data, customizations and configuration is necessary to validate delivered transformations, dimensions, and facts.
Overview of reporting environment
Datamarts
Payables General Ledger and
Profitability
Overview of reporting environment
Rept Rqmt 1
Rept Rqmt 2
Rept Rqmt 3 Rept Rqmt 4Rept Rqmt 5
Rept Rqmt 6
PS_JRNL_LN PS_F_JOURNALPS_JRNL_HEADER
PS_BU_LED_GRP_TBLPS_S_SET_CNTRL_RECPS_D_DEPTPS_D_PRODUCTPS_D_PRJPS_D_PROGRAM_FDMPS_D_BUSINESS_UNITPS_D_DET_PERIODPS_D_BUDGET_REFPS_D_OPER_UNITPS_D_ACCOUNTPS_D_ACCOUNTPS_D_LEDGERPS_D_JRNL_SOURCEPS_D_FUNDPS_D_FUNDPS_D_STAT_CODEPS_D_SCENARIOPS_D_CHARTFIELD1PS_D_CHARTFIELD2PS_D_CHARTFIELD3PS_D_GL_ADJ_TYPEPS_D_CLASS_FIELD PS_D_BOOK_CODE PS_D_PATTERN_DAY
General Ledger and Profitability Mart helps finance organizations analyze their organization's assets,liabilities, equity, and profit and loss position to better understand the factors that influence profitability.
GL & Profitability
F_JOURNAL
D_DEPT
D_JRNL_SOURCE D_ACCOUNT
D_DET_PERIOD
PS_LEDGER PS_F_LEDGERPS_LEDGER_BUDG
PS_S_SET_CNTRL_RECPS_BU_LED_GRP_TBLPS_D_DET_PERIODPS_D_PRJPS_D_LEDGERPS_D_ACCOUNTPS_D_ACCOUNTPS_D_DEPT_TBLPS_D_SUBLEDGERPS_D_BUSINESS_UNITPS_D_FUND PS_D_PRODUCT PS_D_CHARTFIELD2PS_D_BUDGET_REFPS_D_STAT_CODEPS_D_BOOK_CODEPS_D_CHARTFIELD1PS_D_OPER_UNITPS_D_PROGRAM_FDM PS_D_GL_ADJ_TYPE PS_D_CLASS_FIELD PS_D_CHARTFIELD3 PS_F_LEDGERPS_P_RAVG_SETUP
General Ledger and Profitability Mart helps finance organizations analyze their organization's assets,liabilities, equity, and profit and loss position to better understand the factors that influence profitability.
GL & Profitability
F_LEDGER
D_DEPT_TBL
D_BOOK_CODE D_ACCOUNT
D_DET_PERIOD
PS_PF_LEDGER_F00 PS_F_PROFITABILITY
PS_SET_CNTRL_RECPS_PF_SCENARIO_DFNPS_D_DET_PERIOD_EPS_D_BUS_UNIT_PFPS_D_ACCOUNTPS_D_DEPTPS_D_PRJPS_D_OPER_UNITPS_D_FUNDPS_FUND_TBLPS_D_PRODUCTPS_D_PF_SOURCE PS_D_CUSTOMERPS_D_SCENARIOPS_D_CHARTFIELD1PS_D_CHARTFIELD2PS_D_CHARTFIELD3PS_D_ABM_OBJECTPS_D_CHANNELPS_D_DIMENSION1PS_DIMENSION1_TBLPS_D_DIMENSION3PS_DIMENSION3_TBLPS_D_DIMENSION2PS_DIMENSION2_TBLPS_R_ACCOUNT
General Ledger and Profitability Mart helps finance organizations analyze their organization's assets,liabilities, equity, and profit and loss position to better understand the factors that influence profitability.
GL & Profitability
F_PROFITABILITY
D_ABM_OBJECT
D_PRJ D_ACCOUNT
D_DET_PERIOD
ACCOUNTS PAYABLE (AP)Source Table Name Target Table Name Lookup Table Name
PS_VCHR_ACCTG_LINE PS_F_AP_ACCOUNT_LNPS_VOUCHER
PS_S_SET_CNTRL_RECPS_D_BUSINESS_UNITPS_D_BUSINESS_UNITPS_D_PRJPS_BU_LED_GRP_TBLPS_D_LEDGERPS_D_ACCOUNTPS_D_OPER_UNITPS_D_PROGRAM_FDMPS_D_CLASS_FIELDPS_D_CHARTFIELD1PS_D_CHARTFIELD2PS_D_DT_PATTERNPS_D_DEPTPS_D_BUDGET_REFPS_D_STAT_CODEPS_D_CHARTFIELD3PS_D_FUNDPS_D_SUPPLIERPS_D_PRODUCTPS_D_PATTERN_DAY
Payables
F_AP_ACCOUNT_LN
D_DEPT
D_BU_LED_GRP_TBL D_ACCOUNT
D_PATTERN_DAY
Payables Mart provides information about suppliers, vouchers, match exceptions, and payments to help youclosely manage your cash position.
PS_VOUCHER PS_F_AP_TRANPS_PAYMENT_TBL
PS_S_SET_CNTRL_RECPS_D_SUPPLIER PS_D_BUSINESS_UNITPS_D_DAYPS_D_PERSON_APOPID PS_D_AP_DOC_TYPEPS_D_AP_VTR_TYPEPS_D_APPOST_STATUS PS_D_PYMNT_TRMSPS_PYMNT_VCHR_XREFPS_D_AP_VTR_STAT PS_S_BUS_UNIT_APPS_D_PERSON_APOPID PS_D_AP_DOC_TYPEPS_D_AP_PTR_TYPE PS_D_SUPPLIERPS_D_PYMNT_MTHDPS_D_BANK_ACCTPS_D_AP_PTR_STATPS_D_APPOST_STATUS
Payables
F_AP_TRAN
D_PERSON_AP_OPID
D_AP_DOC_TYPE D_ACCOUNT
D_DAY
Payables Mart provides information about suppliers, vouchers, match exceptions, and payments to help youclosely manage your cash position.
D_AP_VTR_TYPE
D_AP_PTR_TYPE
PS_VCHR_MTCH_EXCPT PS_F_VCHR_MTCH_EXP PS_VOUCHER
PS_S_SET_CNTRL_RECPS_D_BUSINESS_UNITPS_D_MATCH_RULEPS_D_DAYPS_D_PERSON_APOPIDPS_D_SUPPLIER
Payables
F_VCHR_MTCH_EXP
D_SUPPLIER
D_PERSON_APOPID D_ MATCH_RULE
D_DAY
Payables Mart provides information about suppliers, vouchers, match exceptions, and payments to help youclosely manage your cash position.
PS_CM_ACCTG_LINE PS_F_INV_LDGR PS_S_SET_CNTRL_RECPS_TRANSACTION_INV PS_D_LOT
PS_D_BUS_UNITPS_X_DEPLETION_EPS_D_UOMPS_D_INVST_REASONPS_D_INV_ITEMPS_D_DAY
Inventory
F_INV_LDGR
D_UOM D_ INV_ITEM
D_LOT
Inventory Mart enables you to analyze inventory accuracy, demand, movement, and turns, so you can shaveexcess without endangering your flexibility.
D_DAY
PS_TRANSACTION_INV PS_F_INV_TRANS PS_S_SET_CNTRL_RECPS_DEMAND_INVPS_SHIP_INF_INVPS_PHYSICAL_INVPS_SF_ISS_TRANSFERPS_DEMAND_INF_INVPS_RECV_LN_SHIPPS_PO_LINE_DISTRIBPS_RECV_LN_DISTRIBPS_BU_ITEMS_INVPS_D_DAYPS_D_INV_LOCATIONPS_D_BUSINESS_UNITPS_D_INV_ITEMPS_D_LOTPS_X_DEPLETION_EPS_SF_PRDNID_HEADR
Inventory
F_INV_TRANS
D_DEMAND_INF_INV D_ PHYSICAL_INV
D_LOT
Inventory Mart enables you to analyze inventory accuracy, demand, movement, and turns, so you can shaveexcess without endangering your flexibility.
D_DAY
D_RECV_LN_SHP
PS_PHYSICAL_INV PS_F_PHYSICAL_INV PS_D_BUSINESS_UNITPS_D_INV_ITEMPS_D_LOTPS_D_INV_LOCATIONPS_S_SET_CNTRL_RECPS_D_DAYPS_D_INV_ITEMPS_D_SUPPLIERPS_D_BUYERPS_D_PO_STATUSPS_D_CNCL_STATUS
Inventory
F_PHYSICAL_INV
D_PO_STATUS D_ SUPPLIER
D_LOT
Inventory Mart enables you to analyze inventory accuracy, demand, movement, and turns, so you can shaveexcess without endangering your flexibility.
D_DAY
D_INV_LOCATION
INVENTORYSource Table Name Target Table Name Lookup Table Name
PS_COUNT_HDR_INV PS_F_INV_CYCLE_CNT PS_D_INV_LOCATIONPS_TRANSACTION_INV PS_D_INV_ITEM
PS_D_LOTPS_S_SET_CNTRL_RECPS_CM_DEPLETE,PS_CM_DEPLETE_COSTPS_D_BUSINESS_UNIT
Inventory
F_INV_CYCLE_CNT
D_INV_LOCATION D_ INV_ITEM
D_LOT
Inventory Mart enables you to analyze inventory accuracy, demand, movement, and turns, so you can shaveexcess without endangering your flexibility.
Procurement PS_RECV_LN_SHIP, PS_F_PO_SHIP_RCPT PS_S_SET_CNTRL_RECPS_RECV_HDR PS_PO_DISTRIB_PRVPS_PO_HDR PS_PO_LINE
PS_PO_LINE_DISTRIBPS_PO_LINE_DISTRIBPS_D_BUS_UNITPS_D_DLVRY_STATUSPS_D_PO_STATUSPS_D_CNCL_STATUSPS_D_RECV_STATUSPS_D_COMP_STATUSPS_D_CARRIERPS_D_CHANNELPS_D_SUPPLIERPS_D_ACCOUNTPS_D_INV_ITEM_E
PS_PO_LINE PS_F_PROC_CTLT PS_REQ_HDRPS_PO_HDR PS_REQ_HDR
PS_D_BUYERPS_D_SUPPLIERPS_PO_DISPATCHEDPS_VOUCHERPS_RECV_LN_SHIPPS_S_SET_CNTRL_RECPS_PYMNT_VCHR_XREFPS_D_BUSINESS_UNITPS_ITM_VENDOR_LOCPS_PO_LINE_DISTRIBPS_D_CHANNELPS_D_DAYPS_D_INV_ITEM_EPS_D_ORIGINPS_D_DEPTProcurement Mart captures information about buyers, requisitions, purchase orders, shipments, and product
quality, giving you a complete picture of buyer and supplier performance
F_PO_SHIP_RCPT
D_ACCOUNT D_ DLVRY_STATUS
D_PO_LINE
Procurement
PS_RTV_LN_DISTRIB,PS_RTV_LN, PS_F_RTV_DIST PS_S_SET_CNTRL_RECPS_RTV_HDR,PS_PO_LINE_DISTRIB,PS_PO_LINE,PS_PO_HDR,PS_PO_LINE_SHIP, PS_RECV_LN_SHIPPS_RECV_HDR PS_D_RTRN_REASON
PS_D_SUPPLIERPS_D_BUSINESS_UNITPS_D_UOMPS_D_CNCL_STATUSPS_D_PO_STATUSPS_D_RTVLN_STATUSPS_D_RTV_STATUSPS_D_RECLN_STATUSPS_D_INV_ITEMPS_D_DAYPS_D_BUYERPS_D_DEPTPS_VOUCHERPS_D_CARRIERPS_D_CHANNELPS_D_SHIPTO
Procurement Mart captures information about buyers, requisitions, purchase orders, shipments, and productquality, giving you a complete picture of buyer and supplier performance
F_RTV_DIST
D_SUPPLIER D_ VOUCHER
D_RTVLN_STATUS
Procurement
PROCUREMENTSource Table Name Target Table Name Lookup Table Name
PS_VCHR_MTCH_EXCPT, PS_VOUCHER & PS_F_MTCH_ANLYS PS_S_SET_CNTRL_RECPS_VOUCHER_LINE PS_D_BUYER
PS_D_MTCH_STATUSPS_D_INV_ITEMPS_D_SUPPLIERPS_D_BUSINESS_UNITPS_D_MATCH_RULE
PS_PO_LINE_DISTRIB, PS_PO_LINE & PS_F_PO_DIST PS_S_SET_CNTRL_RECPS_PO_HDR PS_D_CHANNEL
PS_D_DEPTPS_D_UOMPS_D_BUSINESS_UNITPS_D_DAYPS_D_INV_ITEMPS_D_SUPPLIERPS_D_BUYERPS_D_PO_STATUSPS_D_CNCL_STATUS
PS_PO_LINE and PS_PO_HDRPS_F_PO_LINE. PS_PO_DISTRIB_PRVPS_S_SET_CNTRL_RECPS_D_BUYERPS_D_PO_STATUSPS_D_CNCL_STATUSPS_TRANSACTION_INVPS_D_ACCOUNTPS_D_BUSINESS_UNITPS_D_LOTPS_D_SUPPLIERPS_D_INV_ITEMPS_D_INV_ITEM_EPS_PO_LINE_DISTRIBPS_PO_LINE_SHIPPS_RECV_LN_SHIP
Procurement Mart captures information about buyers, requisitions, purchase orders, shipments, and productquality, giving you a complete picture of buyer and supplier performance
F_MTCH_ANLYS
D_MATCH_RULE D_ INV_ITEM
D_MTCH_STATUS
Procurement PS_REQ_LINE,PS_REQ_HDR PS_F_REQN PS_S_SET_CNTRL_RECPS_D_UOMPS_D_BUSINESS_UNITPS_D_BUYERPS_S_PSOPRDEFNPS_REQ_LN_DISTRIBPS_D_REQ_STATUSPS_D_REQLN_STATUSPS_D_ORIGINPS_D_DEPTPS_D_PERSONPS_D_INV_ITEM
PS_REQ_LINE,PS_REQ_HDR PS_F_REQN_ANLYSIS PS_S_SET_CNTRL_RECPS_D_BUSINESS_UNITPS_S_PSOPRDEFNPS_REQ_LN_DISTRIBPS_D_BUYERPS_D_REQ_STATUSPS_D_INV_ITEMPS_D_REQLN_STATUSPS_D_PERSONPS_D_ORIGINPS_D_DAYPS_D_DEPTPS_PO_DISPATCHEDPS_RECV_LN_SHIPPS_VOUCHERPS_PO_LINE_DISTRIB,PS_PO_DISPATCHED,PS_RECV_LN_SHIP,PS_PYMNT_VCHR_XREF D,PS_VOUCHER
PS_RTV_LN,PS_RTV_HDR,PS_PO_LINE,PS_PO_HDR and PS_RECV_HDR PS_F_RTV PS_S_SET_CNTRL_REC
PS_D_CNCL_STATUSPS_D_UOMPS_D_BUSINESS_UNITPS_D_BUYERPS_D_SUPPLIERPS_D_SHIPTOPS_D_PO_STATUSPS_D_RTVLN_STATUSPS_D_RECLN_STATUSPS_D_RTV_STATUSPS_D_CARRIERPS_D_DAYPS_D_INV_ITEM_EPS_D_RTRN_REASON
Procurement Mart captures information about buyers, requisitions, purchase orders, shipments, and productquality, giving you a complete picture of buyer and supplier performance
Spend
SPENDSource Table Name Target Table Name Lookup Table Name
PS_VOUCHER,PS_PYMNT_VCHR_XREF PS_F_VCHR PS_PAYMENT_TBLPS_D_BUSINESS_UNITPS_D_SUPPLIER
PS_VOUCHER,PS_VOUCHER_LINE PS_F_VCHR_LN PS_VCHR_ACCTG_LINEPS_PO_HDRPS_PO_LINEPS_D_BUSINESS_UNITPS_S_SET_CNTRL_RECPS_D_INV_ITEMPS_S_SET_CNTRL_RECPS_PYMNT_VCHR_XREFPS_PO_LINE_SHIPPS_D_DAYPS_D_BUYERPS_D_DAYPS_D_UNSPSCPS_D_LEDGERPS_D_CAPS_D_PYMNT_MTHDPS_D_SUPPLIERPS_PO_LINE_DISTRIBPS_D_AP_DOC_TYPEPS_D_ACCOUNT
Spend Mart provides full visibility into the source-to-settle process to help you to drive down unit costswithout sacrificing product and service quality
F_VCHR_LN
D_SUPPLIER D_ INV_ITEM
D_PO_HDRD_DAY
Justification: DonePlanning: Need Project PlanBusiness Analysis: Not done Design: Not done but a huge head startConstruction: Not done but a huge head startDeployment: Not done
Delivered Vanilla Design and Construction is STRONG - Huge Head Start
Recommended reporting solutions Divided into major categories
Data Warehouse On-line Lookup Delivered report (i.e. SQR) Defer until later phase Download Not needed
Considerations: Sufficient granularity Sufficient timeliness (i.e. Data Warehouse 1 day lag) Has all the fields? Issues – decision still pending on data capture Issues – requires further development in Data Warehouse Historical data will not be there day one
Goal: To have the best solution for this phase, with time and resource constraints.
Status of report development Data in Warehouse Models in Warehouse % complete (i.e. 7 out of 40) Design status
Design pending issues, Design Not signed off, Design signed off
Development status In development Developed, ready to be QA’d Development QA’d and Signed off
Naming standards used
Technical Side
Tip for organizing documentation
ETL Ascential Jobs
Tip for organizing ETL Ascential Jobs
Tip for organizing ETL Ascential Jobs
