An Example of Leveraged

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September 12, 2008

An Example of Leveraged
Management Reporting
Using BIRT

Richard Shepherd

Student Enrollment Services

Rebecca Gribble

University Information Technology Services

B
usiness

I
ntelligence

R
eporting

T
ools


What are BIRT Reports?


Why BIRT?


How is it used?


Demonstration


Management Reporting


The Data


Questions


Developers: Eclipse

BIRT

Local Copy
of

CVS
Repository

Actual

CVS
Repository

es55
/
es65

.
rptdesign

Files

IUIE

Desktop Browser

Birt

Viewer



Open Source



HTML, CSV
or PDF
outputs



Can
use style sheets and
libraries



WYSIWYG
editor or XML
code



Built
in
functions



Report
parameter
linking



IUIE integration

Why BIRT?


Graphs


Drilldowns


Table of Contents


Hyperlinks


Crosstabs


Conditional formatting
-

facilitates Management
Reporting

Which means

Data Warehousing


Process of providing information to support
business decision making, including
presentation and access capabilities.



The foundation for Business Intelligence.

What makes up the IU Data Warehouse?

Data Warehouse and Reporting

IUIE

Departmental Systems

Aqua Data, Excel, Access

BIRT

Data Warehouse

Business Intelligence


A natural flow of data, from genesis to action




Reporting and analysis of data stored in the data
warehouse




Predictive analysis to improve the effectiveness
of strategic and tactical decisions

DSS1PRD

(data
warehouse)

Business Intelligence

OLAP, Oracle Data Mining,
Excel, Access, Cognos,
Business Objects, SAS,
etc.

BIRT

Departmental Systems

A Reporting Strategy
for the Third Era

Management Reporting

Example of a

BIRT Management Report

What We Mean By Management Reports

A reporting environment where



Decision makers have the information they need to
make decisions


Managers have the information they need to manage


We see where we are going, not just where we are or
where we have been


We see where we need to be and what we need to do


What We Mean By Management Reporting

Tools that provide executives & managers with the
ability to



Compare actual performance to goals & objectives


Highlight areas that require attention


Discover the reason why things are the way they are


Identify a course of action



The Management Reporting

Life Cycle

External
Systems

&

Data

Data

Business Goals
& Objectives

Data

Software Processes

Goals

Metrics


Reports

Take
Corrective
Action

Identify

Oppor
-
tunities

Reports

Dashboard

Summary

Summary

Groupings

Groupings


Transaction Detail

Key Performance

Indicators

Hi Level

Summaries

Lower Level

Groupings

Transaction

Detail

Is there

a problem?

Where is the
problem?

What is

causing it?

How do I

fix it?

Management Reporting

Roadmap

Management Reporting Perspectives


Questions answered


Decision making


Report types

Different views of the management reporting paradigm


Processes


Availability


Reporting tools

Demonstration
1

Demonstration
2

Where

Strategic

Executive

Integrated

Interactive

BIRT

Why

Tactical

Summary

Multi
-
step
Process

Multiple
reports

IUIE, BIRT, Ad
-
Hoc

What

Operational

Transaction

Manual

Request
Information

IUIE, Ad
-
Hoc

1

2

3

1

2

3

Where

Are We
Vs Our Goals

Why
Is It The
Way It Is

What

Do We
Do

1

2

3

Strategic

Tactical

Operational

Where

Strategic

Executive

Integrated

Interactive

BIRT

Why

Tactical

Summary

Multi
-
step
Process

Multiple
reports

IUIE, BIRT, Ad
-
Hoc

What

Operational

Transaction

Manual

Request
Information

IUIE, Ad
-
Hoc

1

2

3

1

2

3

Executive

Summary

Transaction

Where

Strategic

Executive

Integrated

Interactive

BIRT

Why

Tactical

Summary

Multi
-
step
Process

Multiple
reports

IUIE, BIRT, Ad
-
Hoc

What

Operational

Transaction

Manual

Request
Information

IUIE, Ad
-
Hoc

1

2

3

Deployment

Charts

Dashboards

Gauges

1

2

3

Integrated

Multi
-
step
Process

Manual

Where

Strategic

Executive

Integrated

Interactive

BIRT

Why

Tactical

Summary

Multi
-
step
Process

Multiple
reports

IUIE, BIRT, Ad
-
Hoc

What

Operational

Transaction

Manual

Request
Information

IUIE, Ad
-
Hoc

1

2

3

1

2

3

Interactive

Multiple
Reports

Request
Information

Where

Strategic

Executive

Integrated

Interactive

BIRT

Why

Tactical

Summary

Multi
-
step
Process

Multiple
reports

IUIE, BIRT, Ad
-
Hoc

What

Operational

Transaction

Manual

Request
Information

IUIE, Ad
-
Hoc

1

2

3

1

2

3

BIRT

IUIE, BIRT,
Ad
-
Hoc

IUIE, Ad
-
Hoc

Where

Strategic

Executive

Integrated

Interactive

BIRT

Why

Tactical

Summary

Multi
-
step
Process

Multiple
reports

IUIE, BIRT, Ad
-
Hoc

What

Operational

Transaction

Manual

Request
Information

IUIE, Ad
-
Hoc

1

2

3

Drilldowns

Highlights

Parameters

Navigation

IUIE


Drill to Chart
detail

Drill down to
other
groupings

Drill down to
Funding
Group


Graphics for
rapid analysis

Drill down to
Responsibility
Center


Drill down to
Organization

Parameter
driven
highlight
control

Highlight key
information


Drill down to
Account

Drill down to
Item Type


Drill down to
individual
transactions



Click here for an
admissions
comparison for:

Columbus

Undergrad

Degree Seeking

4088
vs

4078

User
selectable
columns

User
selectable
columns

Select which
column to
display

Select how
you want the
report
grouped

Select how
you want the
report
grouped

Select how
you want the
report
grouped

Increase
Profit

Organizational

Structure

Goals For The

Institution

Increase
Sales By

Increase
Sales

Financial

Statement

Profit

Sales

President

Vice Pres

Regional
Manager

Sales
Manager

Hierarchies which must be aligned

Reporting

Structure

KPIs &

Metrics

Dashboard

Dashboard

Summary

Summary

Percentage

5

(Not individuals)

Redesign
Invoice

Percentage

7

Dollars

8m

Sales Reps

3

Increase %
over prior
year

Sales
volume

Increase
sales force
by 3

Measure

Metric

#

Increase %
over prior
year


What do you manage, what do you have control over?


What are your objectives for each thing you manage?


What metrics can you use to measure performance?


What information is needed to measure performance ?


What information is needed to determine corrective action?


What information is needed to take corrective action?


Support, demand
from
executives
& managers


Understand the business objectives & metrics


Understand the hierarchy of information and responsibilities


Understand the information that is needed


Design the data to fit reporting needs


efficiently


Use data and information to drive positive business actions

Goals

Data

Flow

Keys To Success

BIRT
-

one of many tools for the journey

What goes up


Accessibility to
actionable information


Analyst’s time


Visibility of areas of
Key Performance
Indicators


Need for summary
data

What goes down


Development time


Reaction time to
potential shortfalls


Manual manipulation
of data

Parting thoughts


BIRT is a powerful tool
-

and UITS and SES are
providing resources to advance its use at IU


Centralized Management Reporting is under
-
utilized and yet offers many benefits


BIRT can provide self
-
sufficiency, better
business management tools, ability to drive
business decisions


Parting thoughts


Management Reporting requires resources, data
architecture and an understanding of your
business needs.


BIRT reports can be delivered from IUIE,
OneStart, Web pages


IUIE BIRT reports leverage IUIE security


Management Reporting should

tell you what you
need to do


and how to do it.



BIRT Exchange
http://www.birt
-
exchange.com/



Blogspot

http://birtworld.blogspot.com/



BIRT News Group Archive
http://dev.eclipse.org/newslists/news.eclipse.b
irt/index.php



Technical
http://www.eclipse.org/birt/phoenix/ref/



IU BIRT User Group listserv: SES
-
IUBUG
AT exchange DOT
indiana

DOT
edu

BIRT Resources


IU BIRT User Group meetings


UITS


Technical deployment


BIRT installation and training


SES/DSS


Personalized BIRT demonstrations


Developer orientation and assistance


Assistance in translating your business
management needs into management
reporting requirements

BIRT Resources



Questions??



:






Richard Shepherd






shepherr

AT
indiana

DOT
edu





Rebecca Gribble





rgribble AT
indiana

DOT
edu