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EDW Overview 1 www.sungardhe.com The EDW: An Overview For Foothill-De Anza Community College District R. Joanne Keys, SunGard Higher Education October, 2009

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EDW Overview

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www.sungardhe.com

The EDW: An Overview ForFoothill-De Anza Community College District

R. Joanne Keys, SunGard Higher Education

October, 2009

EDW Overview

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Copyright © SunGard Higher Education. 2007. All rights reserved

The Agenda

Objective: Set the stage for a successful implementation of the Enterprise Data Warehouse (EDW)

� An Overview and Demonstration

� The Installation

� The Hardware and Software

� The Implementation

� Training

� Testing

� Data quality

� Information completeness

� Moving Forward

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The EDW

The EDW complements the ODS by providing business-event focused snapshots of institutional characteristics and measures to further support an aligned, information-based management support environment.

The EDW enables decision makers at every level of the institution to have ready access to enterprise-wide comparative data so that they can proactively evaluate and manage the state of the organization.

The expected training audience for the EDW implementation is theEDW’s technical support team, and power report writers from across the orientation given the high level of functional and technical inter-dependents involved in the EDW’s delivery.

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The EDW in Pictures

EDW Overview

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EDW OverviewSubject Content

Gift Summary

Grants and Projects

RecruitingAnd Admissions

AR Customer Employee

Course Registration

Academic ProgramCourse

Employee Position

Employee Application

General

Ledger

Operating Ledger

Accounts

Receivables

Human Resources

Financials

ManagementAdvancement

Employee Degree

AR Revenue

Enrollment

Pre-student

Financial Aid

Student Financial Aid

Financial Aid

Graduation

Completion

� Broad Analytics Coverage� Conformed, shared dimensions enable cross-

functional analysis� Provides best flexibility for satisfying broad, diverse standard and

ad-hoc reporting requirements

� Specifically Designed for Multi-Dimensional Analysis� Star Schemas

� ** Optional** Cognos FM metadata packages and PowerPlay cubes

� Captures Historical Information � Event Snapshots Based on Institutional Business Need� Enables Trend Analysis, Forecasting

Student/ Academic

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The Star SchemaEnrollment

ENROLLMENTENROLLMENT

FACTFACT

TIME

DIMENSION

MULTI_SOURCE_KEY (FK)MULTI_SOURCE_KEY (FK)

TIME_KEY (FK)TIME_KEY (FK)

STUDENT_KEY (FK)STUDENT_KEY (FK)

DEMOGRAPHIC_KEY (FK)DEMOGRAPHIC_KEY (FK)

ENROLLMENT_STATUS_KEY (FK)ENROLLMENT_STATUS_KEY (FK)

ACADEMIC_STUDY_KEY (FK)ACADEMIC_STUDY_KEY (FK)

PERSON_UID

AGE

TOTAL_CREDITS_GENERATED

TOTAL_BILLING

TOTAL_CONTACT_HOURS

FTE_NUMERATOR

FTE_DENOMINATOR

TUITION_CHARGES

FINANCIAL_AID_AMOUNT

TOTAL_CEU

TOTAL_CEU_BILLING

INST_ACAD_PER_CREDITS_ATTEMPT

INST_ACAD_PER_CREDITS_EARNED

INST_ACAD_PER_GPA_CREDITS

INST_ACAD_PER_QUALITY_POINTS

INST_ACAD_PER_CREDITS_PASSED

STUDENT_LEVEL_CREDITS_ATTEMPT

STUDENT_LEVEL_CREDITS_EARNED

STUDENT_LEVEL_GPA_CREDITS

STUDENT_LEVEL_QUALITY_POINTS

STUDENT_LEVEL_CREDITS_PASSED

INST_LEVEL_CREDITS_ATTEMPT

INST_LEVEL_CREDITS_EARNED

INST_LEVEL_GPA_CREDITS

INST_LEVEL_QUALITY_POINTS

INST_LEVEL_CREDITS_PASSED

DEMOGRAPHIC

ENROLLMENT

STATUS

STUDENT

MULTI

SOURCE

DIMENSION

ACADEMIC

STUDY

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EDW Overview

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EDW Overview

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EDW Overview

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EDW Overview

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EDW Overview

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EDW Overview

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EDW Overview

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EDW Overview

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EDW Overview

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The Installation

� Installed in an existing instance of the ODS

� Additional EDW specific design repository

� Two EDW specific target schemas

� ETL loads from ODS into EDW

� Uses the same administrative interface as the host ODS

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The Installation

� Populate a determined set of the selected Star

Schemas with at least one event load process to confirm the installation (based on available data).

� Confirm the readiness of the selected report writer to

support the training

� Cognos – limited support provided by SGHE

� Other Reporting Tools – school is responsible for set up and

testing

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The Implementation

� System and Application Training: The First

Engagement

� Understanding the technical environment: Data movement,

transformation and cleansing, and storage

� Understanding the business purpose: The audience and

purpose

� The Testing: The Next Engagements

� EDW to ODS or Banner comparison for data consistency

� Data completeness in light of your strategic direction

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The Implementation

� The Extract Event Schedule

� What stars will you run

� How often will you run them

� Delivering the solution to its users

� To Whom

� When

� How

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Supporting Documentation

� The EDW/ODS Handbook

� Provide core application documentation of both supporting processing and usage considerations

� EDW ERD

� The Meta Data

� Provides documentation of both target and source

� At Target Star Schema and ODS Source View level

� At the Column level

� Relates EDW to ODS, and ODS to Banner

� Customizable at the local level

� Delivered as data within the database to be subsequently generated as static HTML for deployment on the client intranet

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Application Basics

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EDW Architecture ODS ���� Cube

EnrollmentSTAR

Enrollment

ODS

Cleansing

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New Concepts

� Cleansing

� Manage, and build the descriptions associated with codes

(Default, Long, and Short)

� Create new concepts and descriptions (Test Score Ranges,

Percentile Ranges, Age)

� Identify anomalies within the data (a.k.a. data integrity audit,

preferably managed in the OLTP system)

� Extract Events Schedule

� Star Schema

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The Star SchemaEnrollment

ENROLLMENTENROLLMENT

FACTFACT

TIME

DIMENSION

MULTI_SOURCE_KEY (FK)MULTI_SOURCE_KEY (FK)

TIME_KEY (FK)TIME_KEY (FK)

STUDENT_KEY (FK)STUDENT_KEY (FK)

DEMOGRAPHIC_KEY (FK)DEMOGRAPHIC_KEY (FK)

ENROLLMENT_STATUS_KEY (FK)ENROLLMENT_STATUS_KEY (FK)

ACADEMIC_STUDY_KEY (FK)ACADEMIC_STUDY_KEY (FK)

PERSON_UID

AGE

TOTAL_CREDITS_GENERATED

TOTAL_BILLING

TOTAL_CONTACT_HOURS

FTE_NUMERATOR

FTE_DENOMINATOR

TUITION_CHARGES

FINANCIAL_AID_AMOUNT

TOTAL_CEU

TOTAL_CEU_BILLING

INST_ACAD_PER_CREDITS_ATTEMPT

INST_ACAD_PER_CREDITS_EARNED

INST_ACAD_PER_GPA_CREDITS

INST_ACAD_PER_QUALITY_POINTS

INST_ACAD_PER_CREDITS_PASSED

STUDENT_LEVEL_CREDITS_ATTEMPT

STUDENT_LEVEL_CREDITS_EARNED

STUDENT_LEVEL_GPA_CREDITS

STUDENT_LEVEL_QUALITY_POINTS

STUDENT_LEVEL_CREDITS_PASSED

INST_LEVEL_CREDITS_ATTEMPT

INST_LEVEL_CREDITS_EARNED

INST_LEVEL_GPA_CREDITS

INST_LEVEL_QUALITY_POINTS

INST_LEVEL_CREDITS_PASSED

DEMOGRAPHIC

ENROLLMENT

STATUS

STUDENT

MULTI

SOURCE

DIMENSION

ACADEMIC

STUDY

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EDW Architecture Tables ���� Cube

WFT_* WDT_*

Summarization View

The Cube

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EDW OverviewEDW and the Reporting Tool

EDW

Oracle The Reporting Toolset

End User

Data Definition

ReportDefinition

ApplicationServer

Data

Report Output

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Moving Forward

� Confirmation of the hardware and software

environment

� Combined Technical and Functional Training

� Testing

� Develop a Roll-out Plan that will work for the College

� Confirming alignment of strategic direction and the EDW

� Preparing and training the audience

� Just getting it started!

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Questions?Questions?Questions?Questions?Answers!Answers!Answers!Answers!

Your Input!!Your Input!!Your Input!!Your Input!!

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