Proliance Analytics. Brant Carter Director Product Management, Meridian Systems

Transcription

1 Brant Carter Director Product Management, Meridian Systems

2 Agenda 1. Introductions 2. Content Strategies 3. Delivery Strategies 4. Hands On: Contract Dashboard

3 Content vs. Access: Content Access Reports Web Dashboards Analytics Applications Phones Queries Tablets

4 Content Strategy: Report : A layout or visualization of data Can contain multiple queries Query : A set of data based on a criteria Can span multiple entities if relationships are established Model : A business view of the data Abstracts the tables into logical entities (Documents, etc..) Database : Where the data is stored (tables) Report Query Query Model Database

5 Operational BI Support the execution of a Business Process Question: Should I approve this Change Order? What type of data would you need to answer this question? 1. What other change orders have been submitted? 2. What is the nature of the change? 3. What is the cause of the change? 4. Is there enough money to fund the change?

6 Operational BI Reports are typically in List or Detail format Detail Report List Report:

7 Operational BI Register Views offer good Operational BI capabilities

8 Operational BI Register Views offer good Operational BI capabilities

9 Analytical BI Discovery of meaningful patterns in data Question: How are my renovation projects performing? Data required to answer this question: 1. What are the expected completion costs? 2. What is the schedule variance? 3. What is the cost variance? Answering these questions will require summarizing lots of data.

10 Analytical BI Lists are not the right tool for the job Need a better way to interact with the data : CUBE Question: What is a CUBE?

11 Analytical BI : CUBE basics: Dimensions & Measures Dimensions A data element that categorizes the data Examples: Project Type Project Location Project Date Uses: Grouping Filtering

12 Analytical BI : CUBE basics: Dimensions & Measures Measures (Facts) Data about the subject being analyzed Examples: Project Completion Cost Project Budget Project Duration Uses: Aggregation Trends

13 Analytical BI : CUBE basics: Dimensions & Measures Date Region North East South East Mid West South West North West Type New Construction Renovation Remediation

14 Slicing: Taking a Multi Dimensional CUBE into a 2 Dimentional Table Dicing: Taking a Multi Dimensional CUBE and filtering one of the dimensions to create a smaller CUBE Drill Through Taking a single Dimension and expanding into that element to create a new CUBE

15 Analytical BI : CUBE basics: Dimensions & Measures Time Dimension: Time as a hierarchy: Year Quarter Month Week Day Data can be grouped by any of these levels Drill Through is supported through the hierarchy

16 Analytical BI : CUBE basics: Dimensions & Measures Time Dimension : Drill through How many active projects by year, quarter, month Projects Projects Q1 187 Q2 154 Q3 123 Q4 59

17 Analytical BI : CUBE basics: Dimensions & Measures Time Dimension : Trends How many active projects by year, quarter, month Q1 Q2 Q3 Q4

18 Analytical BI : CUBE basics: Dimensions & Measures Pivot Tables:

19 Content Map Analytical BI Portfolio Analytics Business Process Analytics Operational BI Operational Report Proliance Document Operational Report Proliance Document Operational Report Proliance Document

20 Security Implications : Operational Reports User 1 User 2 Secure the Data Reports only show records that the user has permission to read The same report might show different data depending on the user Report Record 1 Record 2 Report Record 2 Record 3 Proliance Application Security Record 1 Record 2 Record 3

21 Security Implications : Analytical Reports User 1 User 2 Secure the Content Reports only show data from workspaces the user has permission* The report will always show the same data. *Proliance has two workspace level access levels Portfolio / Program Workspaces Project Workspaces Report Record 1 Record 2 Record 3 Report Proliance Workspace Security Record 1 Record 2 Record 3 X

22 Example : Analytical Content

23 Access Strategy Deliver content to users through multiple access technologies Report Element Element Element Web Mobile Dashboards

24 Web Delivery

25 Mobile Delivery Mobile Primer Technology Web Apps Notes Web Technology (HTML 5) Web Distribution (HTTP) Run in Browser (Safari, Chrome) Native Apps Platform Technology App Store Distribution Run on OS (ios, Android)

26 Mobile Delivery Mobile Analytics Safari Web Safari Mobile Gateway Report Server Report Report Report Report Native Cognos App

27 Dashboards Dashboard: multiple reports / visualizations into a single page Two primary types of Dashboards Dashboard Type Standard Dashboard Features Fixed Layout Access: Cognos Portal User Dashboards Customizable Layout Access: Business Insight

28 Standard Dashboards

29 Customizable Dashboards

30 Active Content Traditional Reports Filtering & Grouping is done on the Server Active Content Filtering & Grouping is done on the Client Report Report Data Data Database Database

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32 DEMO : Active Reports

33 Mobile Delivery Technology Safari (Regular) Notes Report Content will mostly display, but won t be optimized. Business Insight : Not available Safari (Mobile Gateway) Active Reports : Not available Report content will be optimized for display Business Insight : Reduced Capabilities Cognos App Active Reports : Not available Report Content will be optimized for display. Business Insight : Reduced Capabilities Active Reports : Work well.

34 Mobile Delivery Phones Proliance Mobile App to be extended to include Analytic content delivered via Web Technology Tablets (ipads) Proliance Standard Dashboards along with Active Content delivered via Native Technology

35 Models Data Groups Contract XREF Company Change Change Order Change Order Order Invoice Invoice Invoice Cost Event Instruction RFI

36 Hands On: Contract Dashboard

37 DEMO: Building the Contract Dashboard

38 Access Analytics Enhanced Environment Analytics Cognos X X Desktop Connection Dashboards X User Configured Mobile X Phone Active Reports X Tablets Upgrade Program for Analytics Enhanced Analytics is available. 38

39 Summary Lots of new capabilities being introduced. Will be delivered in phases Content is a key component of the strategy