Better Business through Better Reporting

Transcription

1 Better Business through Better Reporting slide 1

2 Dee Dee Schoenfield Manager, LaGov Data Warehouse Team Beth Adams Training, LaGov Data Warehouse Team slide 2

3 Benefits of Data Warehouse Reports: do not impact production performance retrieve large quantities of data quickly access data in a common format analyze data across organization evaluate data, make adjustments build trends, make decisions slide 3

4 contains custom reports and dashboards reflects data gathered from LaGov Financial System (ECC) LaGov Purchasing System (SRM) DOTD Legacy Systems slide 4

5 LaGov Financial System ECC extracts financial data Nightly Cycle runs each evening after close of business loads data into Business Intelligence System BI LaGov Purchasing System SRM extracts purchasing data stores data in LaGov Data Warehouse DW Reports and Dashboards refresh early each morning slide 5

6 All LaGov Systems ( ECC, SRM & BI ) are in sync each morning before the Data Warehouse reports and dashboards are refreshed. slide 6

7 Access the LaGov ERP portal via Louisiana.gov website DOTD s intranet website

8 Log into LaGov ERP portal slide 8

9 Tab for each LaGov System slide 9

10 Tab for each area of Data Warehouse slide 10

11 Select from the list of reports: slide 11

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16 Data Warehouse reports: WebIntelligence (Webi) reports easily manipulated can be downloaded into several formats Crystal reports highly formatted structure can be downloaded to PDF format slide 16

17 Most Webi reports are standardized with (3) report tabs: 1) Base report highly formatted for review and printing 2) Raw Data flat table to analyze and manipulate data 3) Quick Tips how to use the report slide 17

18 1) Base report highly formatted for review and printing slide 18

19 2) Raw Data flat table to analyze and manipulate data slide 19

20 3) Quick Tips how to use the report slide 20

21 Input Controls allow users to filter reports. examples of input controls as checkboxes slide 21

22 Input Controls as entry boxes allow users to filter / search for even more specific data within a report. slide 22

23 report header left panel report body report tabs slide 23

24 close / hide the Detailed Navigation Panel to gain more real estate select / check the Sections / Districts input control to display data slide 24

25 Data now displays for Districts 02 & 03 slide 25

26 Zoom-view slide 26

27 To display ALL of the report data: Select (All) on all input controls can create report of many pages slide 27

28 with lots of detailed data slide 28

29 Webi s Fold / Unfold toolbar slide 29

30 Fold / Unfold toolbar clicking on the numbers in sequence shows and hides detailed data. slide 30

31 Webi reports are folded for summarized data view slide 31

32 Zoom-view Webi reports are folded for summarized data view slide 32

33 Webi reports are unfolded for detailed data view. slide 33

34 Zoom-view Webi reports are unfolded for detailed data view. slide 34

35 Data Warehouse reports can be: saved printed dowloaded slide 35

36 click on Raw Data tab to download table format slide 36

37 Report downloads to an Excel spreadsheet slide 37

38 click on any report tab print to PDF slide 38

39 Report downloads to PDF format slide 39

40 Reports convert to PDF as displayed: with specific filters as selected with the data as selected in folded (summarized) view or in unfolded (detailed) view slide 40

41 Crystal Reports Report Title designated with * highly formatted structure = WYSIWYG navigate the report differently slide 41

42 Crystal Reports: can filter for specific data can refresh with different parameters can be downloaded and printed to PDF slide 42

43 Zoom-view Crystal Reports: slide 43

44 in closing slide 44

45 Better reports are created when collaboration exists between engaged users functional experts technical creators slide 45

46 Reporting tools that enable managers and employees to make better decisions... slide 46

47 Reporting tools that enable managers and employees to make better decisions... Better Business through Better Reporting slide 47

48 any questions? slide 48