M2 Overview Data Quality Course

M2 Overview

Data Quality Course

2

M2 Overview

Objectives: Log In Utilize M2 data dictionary Retrieve corporate documents and use

them Utilize M2 Slice and Dice capabilities Save, Open, Modify and Export M2 Files Describe process for creating ad-hoc queries

in M2

3

Launch M2 Icon from your Desktop Looks like a pie chart

Use training ID and password from class Even if you have an account (No PHI in classroom!)

3 Strikes rule for passwords! Raise your hand for help if you’ve had two warnings!

Using M2

4

REMINDER!

At work or in class. . .

Never leave a workstation unlockedWhen logged into M2!

Business Objects

5

M2 Data Dictionary

Spreadsheet format One tab per data file

Describes overall content; timing List of all data elements

Definition Valid Values Format Example Notes & Caveats

Updated monthly Very important for correct reports!

6

Table of contentsHyperlinked

7

Header InformationLocationUpdate CycleRecord DescriptionSource

8

•Objects listed in same order as in M2•Definition, Format, List of values

9

Let’s open the M2 DD1. Google “BEA M2”

2. Click the top result

3. Right-click “M2 Data Dictionary”, select “Save Target As…” and save to your Desktop

M2 Data Dictionary

10

Using the DD Effectively Don’t forget to update the DD each month

http://www.tricare.mil/ocfo/bea/functional_specs.cfm

Review definitions prior to using objects in a query

Be sure to compare values across files Objects with the same name sometimes have

different meanings and value sets

11

Using M2 Passwords: 800-600-9332, option 7 (EIDS - M2) [email protected] (gets routed to M2 POC) DB2 Database

Files are not generally integrated Business Objects Software

Client-server GUI-Interface (Structured Query Language) Analysis Capability

SQL: You pick the data elements you want to see And the filters you want to use SQL summarizes data per your instructions

12

Corporate Documents Corporate Documents are M2 Reports

Written by “Super Users” Intended to be used by a wide audience Very helpful for new users Prompted filters vs. All-MTFs already run

Retrieve tma.rm.enrollment.report.rep Same basic report that we just run; but With a prompted filter

13

Now let’s try a corporate document!

Hit File Retrieve From

Corporate Documents

14

15

•Empty report•Hit refresh (air conditioner)

16

•User is prompted for the enrollment DMIS ID•Enter it, and click okay•M2 thinks.. And then….

17

TLAR test!does That Look About Right?

18

Name Date Enrollment Loc Count

Jane Smith Oct-07 Walter Reed 1

Joe Jones Oct-07 Walter Reed 1Mary Johnson Oct-07 Wilford Hall 1Jane Smith Nov-07 Walter Reed 1Joe Jones Nov-07 Tripler 1Mary Johnson Nov-07 Andrews 1

•Basic Sample Data•If user asks for date and count:

FY CountOct 2007 3Nov 2007 3

M2 “Adds Stuff Up”

19

Name Date Enrollment Loc Count

Jane Smith Oct-07 Walter Reed 1

Joe Jones Oct-07 Walter Reed 1Mary Johnson Oct-07 Wilford Hall 1Jane Smith Nov-07 Walter Reed 1Joe Jones Nov-07 Tripler 1Mary Johnson Nov-07 Andrews 1

M2 “Adds Stuff Up”

•Basic Sample Data•If user asks for date and count where Enrollment Loc is Walter Reed:

FY CountOct 2007 2Nov 2007 1

20

Now you’ve written your first query Slice and Dice

Wonderful tool in M2 Allows you to manipulate data without re-running After your results are returned, use slice and dice to:

Rearrange Filter Sort Remove data elements Insert calculations Link objects

Using M2

21

Slice and Dice Icon looks like an “L” taking a nap

22

•Same data elements as in original query•The right side of the screen is used to design the output•Can do and undo to your heart’s content

23

•To remove a data element, just drag it to the left hand side of the screen.•Remove enrollment site

24

•Click apply•Close the panel (hit the “X” in the upper right corner)

25

Enrollment site is no longer displayed on tableBut is still in the ‘cube’

26

Let’s make a crosstabHit Slice and Dice Icon

27

Drag FY to the top of the line and move FM to the sideClick Apply

28

Results are in crosstab formatLet’s remove all but FY05+ next.Slice and dice again

29

•Put cursor on FY (see large box around it)•Hit filter button

30

Highlight years of interest

31

See filter applied to FY?

32

33

Using M2 The ad-hoc nature of M2 makes it

ideal for analysis But it’s also easy to use to “mess up”

Watch This!

34

Messing Up with M2 Just try taking the Fiscal Month out of

the table Back to slice and dice; Remove FM Click Apply

35

•But wait, Fort Hood was running ~20K per year! Now all of a sudden it’s that times ten!•These answers are wrong!•WHY?

36

Name Date Enrollment Loc Count

Jane Smith Oct-07 Walter Reed 1

Joe Jones Oct-07 Walter Reed 1Mary Johnson Oct-07 Wilford Hall 1Jane Smith Nov-07 Walter Reed 1Joe Jones Nov-07 Tripler 1Mary Johnson Nov-07 Andrews 1

•Basic Sample Data•If user asks for date and count:

FY CountOct 2007 3Nov 2007 3

REMEMBER THIS CHART?

37

FY Count2007 240,0242007 152,520

FM 2007 2008

1 20,141 19,409

2 20,203 19,177

3 20,291 18,944

4 20,173 19,080

5 20,129 19,118

6 19,941 18,907

7 19,848 19,065

8 19,952 18,820

9 20,233  

10 20,004  

11 19,530  

12 19,579  

•M2 automatically adds up the measures in your reports•If you remove month, adds up across months!•Each row represents a person enrolled… people are not additive over time!

38

Messing Up with M2 Simple Lesson:

Be very careful Always apply a “That Looks About Right”

test (“TLAR”) Underlying data can be tricky! Take the WISDOM Class Use your DD

39

What Next? Can hit save

Creates a “.rep” file; can be re-run later Can hit “edit / copy all” to put on clipboard

Can easily paste into spreadsheet software Can hit “Save As” to

Save as “text”, “Excel”, etc…

Can also use M2 to further analyze, rearrange, etc… Slice and Dice

Save as “.rep”Copy to Excel

40

Building Ad Hoc Reports in M2

41

•Blank M2 Screen•Functionality is greyed out when it can’t be used •“New File” and “Open File” buttons look just like in regular Office products

42

Let’s build our first query

Hit the File New button

43

M2 Query Panel• List of files• Results panel• Conditions panel

44

Quick Review:• Open and close boxes to the left• Review file names• Consider files described in earlier lecture

45

Simple to Use Think of as “Enrollment File” Open up DD Record Description:

Not really very descriptive Monthly tabulation of records from Relationship

Detail By year, by month count of eligible beneficiaries with

a special relationship in the MHS See ACV Group

Relationship Summary

46

TRICARE Prime Enrollment How many Prime Enrollees in your:

MTF? Parent MTF? Region? Multi-Service Market Area? Etc….

Identify needed data elements using data dictionary Enrollment Site, FY, FM, Enrollment Count ACV Group

47

Open Relationship Summary• Find objects you want in your

report and drag to “results panel”

48

M2 will only retrieve the objects you ask it to retrieve

49

•Use conditions panel to limit data•From entire world, to area of interest•If I hit run now with no conditions………

50

•Summary of All Records, Over All Time•List of variables•Data table

51

• Assuming you didn’t want the whole world•Hit button that looks like a query panel to modify the query

52

•Query panel,•But isn’t opened to the table you were using•To modify, open up relationship summary and go from there

53

Limit to your area of interest by dragging data elements to filter on into conditions box

54

• List of operators• Click the one you want

55

After clicking “equal to”, a set of options are displayed

56

Select from the list of values

57

Complete enrollment site conditionAdd ACV Group Condition

58

Fort Hood Prime EnrolleesBy Year and Month

59

Using M2

Using M2 is as simple as: Dragging and Dropping to give the computer

instructions for your query; and Doing the dreaded WORD PROBLEM!

The software is easy! The word problem can be hard

WISDOM Course Focus on the word problem

60

Recap and What Next? Congratulations; you have

Written a basic query Used the M2 data dictionary Run an existing query Modified a query Saved a query Put query results in Excel!

Next Session: Practice your new skills!