Pennsylvania BANNER Users Group 2007 Getting Started with Self-Service Reporting.

Pennsylvania BANNER Users Group

2007

Getting Started with Self-Service Reporting

General Announcements:

Please turn off all cell phones/pagers If you must leave the session early, please do so as

discreetly as possible Please avoid side conversations during the session Questions will be answered at the end of the session

Thank you for your cooperation

Immaculata University

A private, liberal arts, coeducational Catholic University 375+ acres on a hill overlooking historic Chester County,

Pennsylvania; about 20 miles west of downtown Philadelphia

Immaculata University

Three (3) Colleges offering associate, bachelor's, master's and doctoral degrees:

– College of Undergraduate Studies – 861 students (for Fall 2007)

– College of Graduate Studies – 1120 students (for Fall 2007)

– College of Lifelong Learning – 1991 students (for Fall 2007)

Fall 2005 - 1st Undergraduate coeducational class

Definition of the Problem

Challenges with Baseline Banner reports– Student Attributes

• Primary Attributes & Secondary Attributes

Challenges with MS Access reports– Complex Development Requirements

• Need for Subqueries Max Effective Term• Role-Level Security Required• Client Install Required; Version & PC Idiosyncrasies

Uncertain Needs/Requirements

Multi-Faceted Solution

1. Information Layer• Custom Views & Functions

2. Presentation Layer• Self-Service Banner

Information Layer

Core, Custom Views– Consolidates information around common areas of business

• Simplifies retrieval of data– Provides for consistent results

• Common “Joins”• Use of functions that contain IU “Business Logic”

– Simplifies Security• Banner Role-Level Security – as needed for MSAccess

– Flexible to be used by multiple applications• Banner Self-Serve, Banner Population Selections, MSAccess, or any other

reporting application Supports All IU Reports (whenever possible)

Information Layer…

Examples:– Core, Custom Views

– Custom Functions• Encapsulates Immaculata University business logic• f_iu_get_primary_attribute()

– Returns the primary attribute for the specified Student & Term from the Student Attribute Table (SGRSATT)

• General Person View (GZVCGEN)• Student View (SZVSTUD)• Enrollment View (SZVENRL)• Degree/Academic History (SZVDEGR)• Course Catalog View (SZVCRSE)

• IPEDS View (SZVIPED)• Recruit View (SZVRECR)• Admission View (SZVADMS)• Accounts Receivable (TZVBURS)• Institutional Advancement (AZVCONS)

Presentation Layer

** Self-Service Reporting **** Self-Service Reporting ** (“Matrix”)– Core technical competencies

• Banner/Oracle Web Development using PL/SQL– Familiar, easily accessible user-interface– Robust, standardized reporting solution– 12 “Matrix” Reports serve:

• 10 Departments (approximate)

• 50 Key Users (approximate)

Presentation Layer…

Ctrl-Click to SelectMultiple Parameters

Presentation Layer…

Information in BLUE hyperlinks to

additional, detail information

Presentation Layer…

Drill-Through to Detail Information Page

Option to “Download” to a

Spreadsheet

Benefits of our Self-Service Reporting Solution…

Runtime Parameters– One report serves multiple needs

Drill-Through Capability– Option to navigate from high-level to detail-level

Option to Save to Spreadsheet– Option to download the report information into a

MSExcel spreadsheet (*.csv file)

Accessible from any location (with internet connection)

Technical Overview

Quick Tips BEFORE developing Self-Service Reports– Don’t “Ready, Shoot, Aim” !

– A little planning goes a long way…

– “Banner Web Development” Training (from SunGardHE)• Joseph Langevin, SunGardHE Sr. Technical Consultant

– Adhere to Development Methodologies• Define, Design, Code, Test, Implement, Feedback…

– Adhere to Standards & Naming Conventions

Self-Service Report Development Steps

1. Adopt “Modular Reporting” Model

– Develop one (1) “Package” Per Report

Example: BZSKCANL = Course Analysis Report

– Utilize “Information Layer”

Self-Service Report Development Steps

2. Create “Download to Spreadsheet” Procedure– Create Procedure as “csv” – bzskcanl.csv– Format Web Browser – Add BEFORE print logic

owa_util.showpage;

owa_util.mime_header('text/comma-separated-values');

– Print Comma-Delimited Information – htp.print()

Self-Service Report Development Steps

3. Compile Report as Banner User = “baninst1”

CREATE OR REPLACE PACKAGE baninst1.bzskcanl AS …

4. Grant privileges to run report in Banner Self-Service WWW_USER is the proxy user for Banner Self-Service

GRANT EXECUTE ON bzskcanl TO www_user;

Self-Service Report Development Steps…

5. Add new, custom report to WebTailor Add ALL Procedures in your new Report Package

Self-Service Report Development Steps…

6. Secure Reports– Create custom “WebTailor Role”

• Create one (1) “WebTailor Role” Per Report

INSERT INTO TWTVROLE(TWTVROLE_CODE,TWTVROLE_DESC,TWTVROLE_ACTIVITY_DATE,TWTVROLE_USER_DEFINED_IND)

VALUES('IU_CRSE_ANALYSIS','IU Course Catalog Reporting',trunc(SYSDATE),'Y');

– Add Users to custom “WebTailor Role” INSERT INTO TWGRROLE

(TWGRROLE_PIDM,TWGRROLE_ROLE,TWGRROLE_ACTIVITY_DATE) VALUES

(12345,'IU_CRSE_ANALYSIS', trunc(SYSDATE));

Self-Service Report Development Steps…

Organize your Custom Reports

Add custom Report to a custom Menu– Create new Menu to “WebTailor” – bmenu.IU_Reports– Click “Customize Menu Items” to add custom report to

custom menu – bzskcanl.P_Display_Canl_Choices

Organize your New, Custom Reports…

Add custom Menu as a custom Tab– Add to “standalone_role_nav_bar”

Future Direction

Expand & Enhance Banner Self-Service “Matrix” Reports with Key University Reports

Capture Usage & Performance Statistics– Self-Service “Matrix” Usage Report

Improve Reporting Architecture– Move toward a dedicated reporting architecture……away from a production, transactional reporting

architecture (Banner)

Future Direction…

Additional Reporting Tools Argos (from eVisions)

– Batch, Burst Nightly Reports to Users

• Longitudinal (Year-Over) Analysis• Dynamic Charts, Graphs, & Data• Argos Co-Op

Thank You !

Patrick Kelly – Director, Administrative Computing– pkelly@immaculata.edu

Fred Lukens – Systems/Reporting Analyst– flukens@immaculata.edu