Webinar - Will Hoehn Q/A Adam Lumia Oct 2, QSS Advanced Reporting Platform

Transcription

1 QSS Advanced Reporting Platform Webinar - Will Hoehn Q/A Adam Lumia Oct 2,

2 Topics to be covered QARP? QSS online data store De-normalized data that s accessible with generic tools Jaspersoft o Business Intelligence tool Simple Ad hoc reporting charting, crosstabs, and dashboards Complex report generation, Output capability to variety of formats including PDF, HTML, Excel, RTF, ODT, CSV, and more Robust scheme of role based permissions 2

3 QARP Accessible data combined with Jaspersoft sbusiness Intelligence Package Consists of three components 1. Your data Finance data HR information o Employee demographic data o Credentials o Leave records Payroll o Payroll Deductions o Payroll Deduction History o Payroll History o Retirement Reporting History Fixed Assets 2. Online data store De-normalized data from QSS databases 3. Jaspersoft Business Intelligence Reporting tool QSS Databases Finance, HR Data Store Reporting Tools 3

4 QSS Online Data Store Database designed for ease of data access o De-normalized data reduces needs for Joins o Isolated from production data to avoid contention of server resources o Available for Version H, and Version L 4

5 Viewing the Online Data Store with dbvisualizer 5

6 Fund, Resource, Object Summary report for Model 01 directly from the data store. (nice, but end user friendly?) 6

7 Fund, Resource, Object Summary report for Model 01 from JaspersoftAd Hoc View Drag data fields to create a view Set filters for data selection User friendly field names can be set in the Domain 7

8 Totals Only Totals with Detail 8

9 Add/Remove fields as Columns or Groups 9

10 Fixed Assets Listing by Category/Type 10

11 Financial Activity by Fund, Resource, Project Year 11

12 Fund, Resource by Object 12

13 Sample Crosstab Open/Close to drill down to row level elements 13

14 Vendor Activity listing 14

15 Employee Listing 15

16 About Jaspersoft Recently acquired by TIBCO Part of the open source community Java based reporting tool Can be imbedded in Java-EE and Web based applications Report definitions make use of xml (jrxml) files 16

17 Benefits Ad hoc reporting Easier and broader dissemination of information Friendly user interface for casual users Ability for analysts to create sophisticated reports, charts, crosstabs, and dashboards to meet local needs via ireport 17

18 Web Interface Login Page 18

19 Using the Web Interface Administrator Consumer 19

20 List of Reports 20

21 Creating an ad hoc report Domains define which tables/columns are available and allow ordering and labeling of tables/columns. Choose whether this will be a report, chart, or a crosstab. 21

22 Select items to include Can select entire table, or individual fields. 22

23 Design the report layout Drag fields from the left area onto the report area. Right click fields to indicate options such as sorting /grouping / filtering 23

24 Sample Crosstab Sample cross tab. Arrows expand / collapse row and column summaries 24

25 Sample bar chart 25

26 Getting started Define the datasource Create Domain that uses the data source 26

27 Role based permissions Access to tables can be defined by Domain Access to Domains limited by Permissions Role named Role_User has Read Only access to Domain named QSS 27

28 Assign Users to Roles 28

29 Folders and Reports also by Permission This example is for a specific report. The asterisks indicate that permissions were inherited from a higher level. 29

30 ireport Desktop tool for developing reports 30

31 ireportcan access the Jaspersoftrepository Reports developed with irreport can be published to the Jasper repository Reports developed and saved via the web interface are accessible to ireport 31

32 ireport full IDE for report development May be perplexing to the newcomer 32

33 Sample Vendor History report created with ireport. 33

34 How is QARP different fromqords? QORDS is a QSS product that also creates denormalized databases for Version H or Version L data. QORDS is not a pre-requisite for using QARP The QARP data store is a superset of QORDS o QORDS consists of separately licensed modules by product area o QORDS uses separate databases for each licensed module o QORDS does not include any reporting tools o QARP is not licensed by product area o QARP maintains a single data store o QARP comes with Jaspersoft reporting tools 34

35 Your comments are appreciated! Go to provide feedback on today s webinar. Thank You! 36