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Data Warehouse and Business Intelligence (DW/BI) Reports
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Data Warehouse and Business Intelligence (DW/BI) Introduction
The Reporting Approach describes the reporting solution available in Florida PALM and the Data Warehouse. A comparison of the reporting solution for Florida PALM and the Data Warehouse/Business Intelligence (DW/BI) is described in the table below. See the Reporting Approach for more information and definitions.
Reporting Solution Overview
Florida PALM (PeopleSoft) | Data Warehouse (OAC) | |
---|---|---|
Report Type(s) | Primarily Operational Other types if real-time data is needed | Primarily Analytical, Statutory, Historical, and Strategic |
Florida PALM Data | Operating data used in FIN & HCM Modules | Subset of Florida PALM Data (master data, balances, completed transactions) with key data fields |
Legacy Information | Limited to information loaded as part of conversions | Includes separate section for information loaded from the FLAIR IW Data |
Data Refresh Schedule | Real-time or near real-time data available for reports | Nightly data refreshes (next day data available for reports) |
Report Complexity | Mostly simple calculations or logic; few BI reports | Simple to complex calculations or logic; more BI reports |
Key Reporting Tools | PS Query; BIP (Business Intelligence Publisher) | BI Classic, BIP (Business Intelligence Publisher) |
Users can choose the report output types based on their specific need. The output types most expected for use in Florida PALM and the DW/BI are Excel (.xls), Portable Document Format (.pdf), which is a print-ready format, and Comma-Separate Values (.csv), which is a text file that has a specific format which allows data to be saved in a table structured format. The .csv format is most often used for large data extracts. All output types (query or print-ready reports) are referred to as 'reports'.
Users will be able to export data. Data extracts are subject to default or configured row limits (usually 200,000 rows). The DW/BI reporting tools are designed to support analysis and targeted data extracts, rather than obtaining entire populations of transaction data to support replication outside Florida PALM and the DW/BI. Users should use filters to retrieve the minimum number of rows needed in the report.
The DW/BI solution will provide report functionality to fulfill the State's business requirements and business processes. As the report designs are completed, the Project will provide a list of new or updated reports.