Report Writing

Discoverer Plus/ Report Writing Overview          ODS First Look at Discoverer Plus Where to start… What you see Create a report Condition...
Author: Job Ray
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Discoverer Plus/ Report Writing

Overview         

ODS First Look at Discoverer Plus Where to start… What you see Create a report Conditions/Parameters/Calculations Sorting/Formatting Totals Tips and Tricks

ODS Overview  ODS – – – – –

Operational Data Store OLAP Database - Online Analytical Processing Tables/Views Designed For Reporting Day Old Data Incrementally Refreshed Nightly

ODS Functionality Banner

ODS

Banner INB/SSB

Discoverer ADMISSIONS APPLICATION

RECRUITMENT INFORMATION COURSE ATTRIBUTE

AS_COURSE _ATTRIBUTE AS_ADMISSIONS _APPLICATION

AS_ENROLLMENT

MST_RECRUITMENT _INFORMATION

AS_CURRICULUM

MST_ADMISSIONS _APPLICATION

AS_RECRUITMENT _INFORMATION

Nightly ETL Process

ENROLLMENT

CURRICULUM

MST_ENROLLMENT

MST_COURSE _ATTRIBUTE

MST_CURRICULUM

Finding Your Data In The ODS  ODS Metadata – Available From “Blue Screen”  http://banods0.ivytech.edu:9040/metadata/ODS_index.html

Discoverer Names and Definitions      

Workbook/ Worksheet Table/Crosstab Page Items Business Area Folders/Views Joins

 Items – – – –

Page Axis Top Axis Side Axis Data Point

 List of Values  Conditions  Parameters  Calculations

Where to Start…  Available at: http://banods0.ivytech.edu:7779/discoverer/plus

 Username/Password as assigned  Database: – ODWP for data from PROD (day old) – ODWT for test data

 Open or create new report

What you see 

When a report opens, if there are parameters set, you will need to input these before report will query

What you see

Creating a report  Using the Wizard – Walk through to add necessary parts of report

 Start with ‘known’ items  Add advanced conditions/calculations after successfully running  Use metadata lookup to find fields if you don’t know where they are

Item Types  Strings and Dates  Numbers  Pre-defined calculation – Will add item with a calculation on it – Bold value is the default

Conditions  Filters query results based on what report writer sets – Ex: only show results where campus=A1

 Can be combined with parameters to allow user to set values for conditions  Using % as a wildcard requires a ‘LIKE’ condition instead of ‘=’

Parameters  Conditions that users define value before query runs each time  Options – Required or Optional – Multiple values or single value

 If allowing users to use a ‘%’ wildcard, the LIKE condition must be used

Sorting  Group Sort – Shows only the 1st occurrence of a value

 Normal Sort  Sort Order – Group sorts must always precede normal sorts

 Breaks – You can add lines, blank rows or page breaks at breaks in group sorts

Formatting  3 ways to format data – Icons in toolbar – Format -> Data – Right-click -> Format Data

 Conditional Formatting – Assigns format when pre-set conditions are met

 Setting default formats – Tools->Options->Formats – Will assign formats set to all future sheets created

Totals  Quick and Dirty totals – Select column then choose function from dropdown menu  ‘Normal’ total – Click ‘New Total’ button – Select Item, total type, grand/subtotal

Tips and Tricks  Smaller Datasets=shorter run times – Apply conditions to limit results – While building, restrict to only 1 result to test

 Get data from one place if possible – Fewer joins will mean shorter run times

 Addresses – Apply condition to ‘Address Rule’ (ex:STDNADDR) or report may never return

Tips and Tricks  Avoid huge folders – Student, Government Student – Transaction History, Chart of Accounts, Fund

 To close Discoverer: File -> Exit – Do not use the ‘Big Red X’ – That will leave session open on server

 Close Discoverer when you leave your desk – Discoverer will timeout when not in use – This will also leave your session open

Putting It All Together  Create A Report In Discoverer – – – –

Start with a form in Banner Find the data elements for a report Use the metadata to find the elements in the ODS Use Discoverer Plus to create the report

Questions? If you have issues writing a report, please create a HIM ticket and assign to ‘ITS Report Support’