Discoverer Viewer for the Michigan BCCCP, WISEWOMAN, and Colorectal Programs

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Rachel Russell
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1 for the Michigan BCCCP, WISEWOMAN, and Colorectal Programs

2 Table of Contents Introduction 1 Why 1 What are workbooks 2 What are worksheets 2 How Do I Access Discoverer 3 Opening 3 Connecting to 4 Errors When Returning to 5 A Required Setting in Preferences 6 Finding Reports in 7 How do I find the report I want 8 Running Reports in 9 Change selection parameters 10 Using Discoverer tools 10 Saving changes to a worksheet 11 Exporting Discoverer Worksheets 13 A special note about macro security level setting 14 Printing Directly from 15 Printable Page: Content and Page Setup 15 Hiding columns by changing sort criteria 17 Other Useful Settings in 18 Discoverer Preferences 18 Worksheet options 19 BCCCP Workbooks 20 WISEWOMAN Workbooks 21 MCRCEDP Workbooks 21 Claims Related Workbooks 22 i

3 Introduction is a web based reporting software. For Michigan BCCCP, WISEWOMAN and MCRCEDP purposes, the software will be run through a Michigan Department of Community Health network server. will be accessed through the Internet rather than installed as software on your personal computer. Discoverer allows real-time access to a copy of MBCIS (Michigan Breast Cancer Information System) data. Because is a separate reporting tool for MBCIS data, one cannot add or edit MBCIS data through it. For your convenience, a link to is available on the main menu of the MBCIS thin client software application. With, MBCIS users will have access to numerous reports that retrieve data directly from MBCIS. Reports are stored within folders called workbooks. Most workbooks have numerous variations that emphasize different sorts or page items that you can adjust. To run a report, just open the workbook and choose the name of the worksheet (i.e. report) you want. Report data will be retrieved from MBCIS and shown on your screen in the form of a table. With you can analyze data online and print reports. Newer features in allow you to modify the format of the report before printing. For instance, you can move columns around or hide them, change sort criteria, or apply conditional formatting to the values displayed in the report. You can save your customized set of changes for future use. For even greater flexibility, it is recommended that you export your data to another program such as MS Excel for analysis and printing. Why? The thin client version of MBCIS is the result of much planning, programming work, and application testing to provide you with the best system possible. Although it would be convenient for end users to have all data reports built directly into MBCIS, the main drawback of doing this is that the greater the number of hard-coded reports in the system, the slower the system will run for all end users. (The details involve the processing limitations of the server on which MBCIS resides, the Internet connection speed of end users, and the number of processes the program requires for a given task.) The process for making minor changes to hard-coded reports is time consuming. Thus, the Discover Viewer tool provides a way to access MBCIS data without affecting the functionality of MBCIS. It also provides for easier report customization. 1

4 What are workbooks? Workbooks are files that contain worksheets displaying data retrieved from the database. If you are familiar with spreadsheet applications (e.g. Excel) you can think of a workbook as a spreadsheet file. workbooks are stored permanently on the server alongside MBCIS, but they can be added or changed by a programmer with the appropriate MBCIS access rights. What are worksheets? Worksheets contain the data from MBCIS that you want to analyze, and they include some components to help you analyze the data. For example, a worksheet can contain parameters, totals, percentages, exceptions, and calculations. If you are familiar with spreadsheet applications (e.g. Excel) think of a workbook as a spreadsheet document and worksheets as different sheets in that spreadsheet document. 2

5 A worksheet How Do I Access? To use, you will need access to MBCIS, and to access MBCIS you will need a Single Sign On or SSO id. The SSO id is granted by the State of Michigan and is used to get you into the state server where MBCIS resides. Your SSO id and MBCIS id will be the same and share the same password. In addition to getting a SSO id, to use MBCIS you will need to complete the required MBCIS training and submit the User Agreement found in the front of the MBCIS user s manual. After your id and training is in place, the last step is to apply for access to the MBCIS Application through the SSO portal. Please refer to the MBCIS user s manual for details of this process: You must have access to MBCIS to follow the subsequent instructions in this manual. Opening To open, click on the Link to found in the Reports section of MBCIS (refer to graphic below). 3

6 Connecting to 1. When you first click on the link in MBCIS, you will be taken to the Connect to OracleBI Discoverer screen. Fill in the fields as indicated: 2. Connect To is an optional field. It should be left at its default. 4

7 3. User Name Your User Name will be the same as your SSO id. 4. Password Although your SSO and MBCIS user names and passwords are the same, your Discoverer Password is maintained separately in your MBCIS account. It does not change when you update the password associated with your SSO account. If you do not know your Discoverer password, please call a member of the BCCCP data team to reset it for you. 5. Database The database name is pbc2 6. Leave the End User Layer field blank or enter eul_mbcis as shown above. 7. Leave the Locale field at its default value. 8. Click to start Discoverer. You should see a list of worksheets that looks something like this: Errors When Returning to Repeat the steps listed above to return to at a later time. Connecting should only take a few seconds at most. If you do not connect, you will likely see an error message for invalid username or invalid password. Retry logging in. 5

8 Errors when connecting to Discoverer have 4 possible causes: Incorrect login information entered There is a problem with your Internet connection There is a problem with the State s server You do not have privileges to use If you rule out the first two items listed above, you may need to call for assistance. Contact Mike at , or carrm7@michigan.gov. A Required Setting in Preferences A change to the Fan Trap Detection feature in Discoverer preferences is required before you can run reports: A Preferences link is available after you have logged onto. As shown below, it is located in the upper right corner of the Worksheet List screen: 1. Click on the Preferences link. A new screen with settings for Query Governor, Measure Unit, Axis Label, Summary Data, and Fan Trap Detection is opened. 6

9 2. Scroll down to Fan Trap Detection. Use of this feature will cause many reports available to you to crash or not run at all. Therefore, the box next to Enable fan-trap detection must be unchecked, as shown below: 3. Click after you have made this change. Finding Reports in What you typically think of as a report is called a worksheet in. In, a group of related Worksheets or reports are contained in Workbooks. The relationship between workbooks and worksheets is analogous to the way they are used in Microsoft Excel. In the Worksheet List, all workbooks available to you are shown alphabetically. In addition to workbook names, the Worksheet List also shows the workbook Description, the workbook Owner, and the date the report was Last Modified. The workbook owner is who created the report. Artificial WW and BCCCP owners have been set up to help you determine which data are associated with each report. 7

10 How do I find the report I want? There are two ways to find a specific report (i.e. worksheet) in. You can scroll down the list of workbook names found in the Worksheet List until you find a workbook that sounds promising. To see the individual worksheets in a workbook, click on the arrow icon next to the workbook name. Another way to find reports is to use the search utility. Enter a key term from the title of the report (i.e. worksheet) you want to find and click the button. In the example below, the word caseload is searched. Results displayed are based on workbook names and descriptions only. (Individual worksheet names are not searched.) To view the worksheet names for a particular workbook, click on the arrow icon next to the workbook name. 8

When you click on the arrow icon ( workbook are displayed: ) next to a workbook name, all worksheets in that

will immediately attempt to retrieve the data for your worksheet.

Sometimes you will be given an estimate of how long it will take Discoverer to pull the report data.

11 When you click on the arrow icon ( workbook are displayed: ) next to a workbook name, all worksheets in that Running Reports in To run a report, click on the name of the worksheet you want. will immediately attempt to retrieve the data for your worksheet. While the report is running you will see a Query Progress screen. Sometimes you will be given an estimate of how long it will take Discoverer to pull the report data. When you have a report open, a Worksheets list will be displayed on the left side of the screen. The worksheet you have open will be shown in black font and other available reports in the same workbook will be underlined in brown font. 9

To return to the listing of all available reports, above the report title is a connection tree. Click on the Workbooks link in the tree to return to the full report list.

12 To return to the listing of all available reports, above the report title is a connection tree. Click on the Workbooks link in the tree to return to the full report list. Change selection parameters All of the reports you will run will have Page Items. These are fields above the report body that are held constant for what you are seeing below in the data rows. Most reports have one or more Page Items that you can adjust to change what you get in your report. In the sample claim report shown below, the user is in the process of selecting the month for the report data. Note: A few reports have parameters that you have to type in yourself. For example, you may be asked to enter a service date range prior to the report running. Using Discoverer tools When you have a Discoverer report displayed on your monitor, you will find a Tools bar above the main body of the report. The tools available to you are listed as links in brown font. What these tools allow you to do: o Layout move existing columns around 10

o Format change the look of column contents, including cell color, font appearance and size, and apply conditional formatting o Stoplight colored cell formatting for a field based on ranges you

13 o Format change the look of column contents, including cell color, font appearance and size, and apply conditional formatting o Stoplight colored cell formatting for a field based on ranges you specify o Sort sort report contents on a specific column o Rows and Columns change the number of rows or columns in your report The most useful tool is Rows and Columns. You may safely ignore the rest. The graphic below shows you a sample report where the Rows and Columns link has been clicked. The tool shows the current number of rows and columns displayed in your report. Compare the number of columns the tool shows with the total number of columns in your report. This is the number you see at the top of the report body. To see all of the columns in your report simultaneously (i.e. all on the screen at once); simply change the 6 to 13. Saving changes to a worksheet If you have made any changes to a report, such as adjusting the number of columns displayed, your report will be saved to your Discoverer account with a new workbook name. Saved reports will clutter up your list of workbooks. Only save a report if you have made changes you do not want to repeat every time you run a report. 11

Note: If you change a worksheet and then try to switch to a different worksheet without saving it, Discoverer

14 To save a report, select the Save as link from the Actions menu on the left side of the screen. A default name will appear for the file you are saving. Note: If you change a worksheet and then try to switch to a different worksheet without saving it, Discoverer will prompt you to save or discard the changes you have made. If you click Yes, you will see the proposed default name as shown above and you can elect to save it or cancel. 12

How a saved report looks on the list of workbooks is shown in this graphic: Note that alphabetical order for the workbook list is maintained and your report can be identified by looking

Exporting Discoverer Worksheets To export a Discoverer worksheet as a different file type: 1. Display or open the desired worksheet. 2.

15 How a saved report looks on the list of workbooks is shown in this graphic: Note that alphabetical order for the workbook list is maintained and your report can be identified by looking for your user id under the Owner column in the workbook list. Please note: If you want a custom report that you created deleted, you will need to call Mike at for assistance. Exporting Discoverer Worksheets To export a Discoverer worksheet as a different file type: 1. Display or open the desired worksheet. 2. Click on the Export link from the Actions menu on the left side of the screen. 3. The "Export Options page will be displayed. Choose export type from the drop down list, and click to display the "File Download page that looks like this: 13

4. To save your data, click. The Save As dialog box will then open and you can rename the exported file before saving it. You can also control where the file gets saved.

If you are exporting the file as an Excel document, the exported file will open up in Excel. However, if you close the whole window with the browser button your exported data may be lost.

16 4. To save your data, click. The Save As dialog box will then open and you can rename the exported file before saving it. You can also control where the file gets saved. Using instead of saving is not recommended. This will display the data in the application associated with the type of file you are saving. If you are exporting the file as an Excel document, the exported file will open up in Excel. However, if you close the whole window with the browser button your exported data may be lost. A special note about exporting to MS Excel--Macro security level setting: Excel will not allow you to open a Discoverer worksheet exported to an XLS file if your macro security level in Excel is set to High. Excel displays an alert and prevents you from opening the worksheet. To continue from this warning, select Enable Macros. reports use a type of macro that cannot be disabled. 14

To change your security setting in Microsoft Excel, follow this path: Tools/ Options/ Security/ Macro Security In the Macro Security interface, select a lower setting than the default.

17 To change your security setting in Microsoft Excel, follow this path: Tools/ Options/ Security/ Macro Security In the Macro Security interface, select a lower setting than the default. Printing Directly from Instead of printing reports from, it is recommended that you export your worksheet data as a Microsoft Excel worksheet and then work from the Excel document. This will give you much more flexibility than trying to print directly from (refer to preceding section). Printing in has improved over time. You can now preview a PDF of your report to see how your selected changes affect how your report will look. There are two ways to adjust how your report will look on paper before printing it: 1) You can adjust settings in Discoverer s Printable Page Options, and 2) You can hide unnecessary columns on your report to make the report body narrower. Printable Page: Content and Page Setup With the report data you want to print open, do the following: 1. On the left side of the screen click the Printable page link to display your report. 2. As desired, adjust the Content section of the Printable Page Options with the available radio button choices: 15

18 3. You can click on to see a PDF version of how your report will look when printed. 4. Open Page Setup and make adjustments there as desired. 16

5. Clicking on or will take you to a PDF version of your report for you to inspect, print, and/or save.

individual columns through the Sort tool: 1. Display or open the worksheet that you want to analyze. 2.

You can use the sort table to suppress fields that you do not want to print by checking the Hide Column button

19 5. Clicking on or will take you to a PDF version of your report for you to inspect, print, and/or save. Hiding columns by changing sort criteria A different way to adjust your report prior to printing it is to hide individual columns through the Sort tool: 1. Display or open the worksheet that you want to analyze. 2. Click the Sort link and then click the More link to display the Sort Table. 3. You can use the sort table to suppress fields that you do not want to print by checking the Hide Column button for each field you do not want to see on your report. Note: Making changes to the sort criteria will cause the report to reload and may take a few seconds. 17

20 Other Useful Settings in There are many settings and buttons you can play around with in Discover Viewer. Some of them have already been covered in earlier sections. A few other settings that you may find useful for running or printing reports in are covered in this last section. Discoverer Preferences The Preferences link was introduced earlier with regard to the required fan trap setting in that needs to be changed to run reports (refer to page 6). It is available from the List of Workbooks screen in the upper right corner of the screen. Some additional choices in Preferences that you may find useful for running reports are covered here. One section that may be of interest to you is the Query Governor. Review the default settings and decide if you want to adjust them. It is recommended that you turn off the check box next to Limit retrieved query data to Any change made in the Preferences interface can be undone later. 18

21 Worksheet options The Worksheet options link under the Actions menu is available when you have a report open. The most useful setting in this interface is the box that shows how null values are displayed in your reports. The default setting is the word NULL. If you do not like to see the word NULL throughout your reports, you can delete this so that you see blanks instead. If you cannot adjust settings in to get what you want to print, please call Mike at for assistance or him at carrm7@michigan.gov. 19

22 BCCCP Workbooks Last Updated 4/20/2012 Assessment Incomplete Results Authorized Office Visits Cancer Counts--Breast Cancer Counts--Cervical Case Management by Program Caseload by Age Group, Listings and Tables Caseload by Enrollment Site CDC Pap Policy FY2012 Eligibility-Ineligibility Report Client Enrollment Information Client Enrollment Information---Sort by Age Client Mailings Client Most Recent Enrollment Clients Near 50 Clients Near 65 Clinical Data Quality Assurance (Out of Range Dates) Clinical Data Quality Assurance (Service Date Issues in MBCIS) Clinical Data Quality Assurance (Spaces in Old Client ID) Family Planning Services by Client Historical Caseload Tables LCA Transfer Cases MBCIS Users Never/Rarely Screened for Pap Test Reminder Labels (Anniversary Date) Reminder Master List (Reminders Tab) Reminder Master List, Select Enrollment Site (Anniversary Date) Service Type by Facility 20

23 WISEWOMAN Workbooks Last Updated 4/20/2012 * WW Authorized Services * WW Claim Lines from Paid Services Table * WW Rejected Claims BP Indicator Case Management Case Summaries by Intervention Level and FY Caseload Client Enrollment Information (with Mailing Lists) Diabetes Screening Facilities Follow-Up Contacts Lifestyle Counseling Contacts MSU Extension Referrals Project Fresh Eligibility Quality Assurance 1--MDE Error Fixes Quality Assurance 1A--Missing Data Quality Assurance 2--Incomplete Cycles Affecting Caseload Quality Assurance 3--Cholesterol CPT Code Missing Quality Assurance 4--Services Not Authorized to Pay Quality Assurance 5--Invalid Health History Data Reminders Results by Service Type Risk Factors MCRCEDP Workbooks Last Updated 3/27/2012 Colonoscopy Report MCRCEDP Enrollment Report MCRCEDP Incomplete Cases MCRCEDP Positive Exam, No Follow-up Report MCRCEDP Rescreen Report 21

24 Claims Related Workbooks Set 1 Reports created by the billing group for your use. These reports show individual claims or claim sets based on claim status (For help contact Tory, doneyt@michigan.gov): * NEW * All Claims (Paid, Rejected, & Pended) User enters MBCIS number or Provider Federal Tax ID. * NEW * Clients NOT ENROLLED This report is not relevant to WISEWOMAN agencies. * NEW * Payments User enters payment number. * NEW * PEND User enters LCA id or Provider Federal Tax ID. IMPORTANT: Catherine s, Hackley, Detroit HD, and McAuley must use the Provider Federal Tax ID option to get an accurate report. * NEW * REJECTIONS User enters LCA id or Provider Federal Tax ID. IMPORTANT: Catherine s, Hackley, Detroit HD, and McAuley must use the Provider Federal Tax ID option to get an accurate report. Set 2 WISEWOMAN Specific Reports (For help contact Mike, carrm7@michigan.gov): * WW Authorized Services * WW Claim Lines from Paid Services Table * WW Rejected Claims 22

DISCOVERER Discoverer January 2015

DISCOVERER Discoverer January 2015 Table of Contents Introduction 1 What are workbooks 2 What are worksheets 2 What is my username for Discoverer 3 Opening Discoverer 4 Connecting to Discoverer 4 A Required