VHA Support Service Center

1. VHA Support Service Center ProClarity Desktop Basics For VEHU 2008 Conference Pat Gadbaw Donna Rodriguez

2. Course Objectives Lean how to Access Cubes and Briefing Books via ProClarity Desktop Cubes (Data) currently available Desktop Layout Navigating the Desktop & Using the Commands Customize Pre-built Views Create Your own View Saving & Sharing Data Additional Training Resources ½ hr to 1 hr½ hr to 1 hr

3. Definitions A Cube is a multi-dimensional database based on SQL and OLAP cube technology ProClarity is an analytical platform that sits on top of the database designed for rapid queries and reports web based version (PAS- ProClarity analytic server) desktop version ( class focus) A Briefing Book is a series of views (reports) displaying data from a cube(s)

4. Link to VSSC Home Page http://vssc.med.va.gov/klf_default.asp

5. VSSC ProClarity Desktop Basics Have you been to the VSSC portal before and used the products/ reports located there? a. Yes b. No

7. ProClarity Desktop Downloads

8. Cube Library

9. VSSC Cube and Briefing Book Servers Cube Servers Holds the VSSC production cubes Vhaaacdw14.vha.med.va.gov Vhaaacdw17.vha.med.va.gov ProClarity Analytic Server (PAS) Holds the VSSC briefing books http://vaww.fcdm.med.va.gov/pas

10. Protected Health  Information (PHI Task Code) A Protected Health Information (PHI) task code, implemented in January 2007, is required to access products with PHI icon on the VSSC web site or ProClarity Analytics Server This task code is a lower level access code than real ssn; therefore, if you already have station, visn or national level real ssn, you do not need to apply. To access PHI, including provider-specific information, the PHI – 110NN07 task code must be added to VA Form 9957 to allow a user to see all variables that were previously removed to de-identify the PHI such as dates, scrambled social security number, zip codes, names, and any other unique identifying number, characteristics or codes. The approval process for this task code is as follows: Requesting Individual signs VA Form 9957, first approval official is the Supervisor and second approval official is the Director. The point of contact will either be the ACRS Point of Contact or the Information Security Officer. When signatures are completed, the ACRS POC will enter the information in the National Security SSN Database (NSSD). RealSSN Task code is also obtained via VA Form 9957 Form and directions can be found at VSSC FAQ#2

11. Begin Live demo using ProClarity Desktop

12. VSSC ProClarity Desktop Basics What do you need to do to install ProClarity Desktop software? a. Download from the VSSC portal at http://vssc.med.va.gov/ b. Include 6.3 Hot fix c. Have administrative rights on your computer or obtain local IM assistant for installation d. All of the above D. All of the aboveD. All of the above

13. VSSC ProClarity Desktop Basics A Cube is a multi-dimensional database based on SQL and OLAP cube technology a. True b. False TrueTrue

14. VSSC ProClarity Desktop Basics ProClarity is an analytical platform that sits on top of the database designed for rapid queries and reports including a. web based version (PAS- ProClarity analytic server) b. desktop version ( class focus) a. True b. False TrueTrue

15. ProClarity Desktop Basics A Briefing Book is a series of views (reports) displaying data from a cube(s) a. True b. False TrueTrue

16. VSSC ProClarity Desktop Basics What does the “red check mark icon” next to Cubes & Briefing books on the VSSC portal mean and how do you obtain? a. Protected Health Information b. A special task code “110NN07” is required for PHI products c. If you have task codes for real SSN, you do not need PHI Task Code d. Frequently Asked Question (FAQ) #2 on the VSSC portal provides directions to obtain PHI. e. All of the above f. None of the above All of the aboveAll of the above

17. First Exercise Wait Time EWL Part 1 Page 1 to 13 Go to Cube to Create and Save View Menu bar, tool bar, desktop work area (data layout area, set up panel) Set up panel ( measures, dimensional hierarchies, attributes)Menu bar, tool bar, desktop work area (data layout area, set up panel) Set up panel ( measures, dimensional hierarchies, attributes)

18. ProClarity Desktop Basics ProClarity Desktop has several major areas displayed when you first open it to be used in managing the software and report development from the cube. These include: a. Menu Bar, Tool Bar, Set Up Panel, Data Layout Area b. Tool Bar, Measures, Data Layout Area, PHI c. Set up Panel, Data Layout Area, Actions d. Data Layout area, Menu Bar, Tool Bar, Attributes A.A.

19. ProClarity Desktop Basics The Set Up Panel is the critical area for developing the view of the data that you want. This is where you select the Measures and Dimensions that you want displayed in rows, columns and the background. True False TrueTrue

20. VSSC ProClarity Desktop Basics To Create a Report (view), you must a. Select measures and dimensions ( data elements) b. Select descendents of dimensions c. Determine what items will be in rows and columns d. Determine background slicers e. All of above All of the aboveAll of the above

21. ProClarity Desktop Basics If you have laid out your report with dimensions and measures in your rows, columns and background but nothing has changed in your Data Layout Area (report viewing area). You need to: a. Click on Reset b. Click on Apply c. Click on Back d. None of the above B clinic on ApplyB clinic on Apply

22. VSSC ProClarity Desktop What are the steps in creating and saving a view in a briefing book? a. Create Report, Go to” Book” on Menu Bar to name & save view to Briefing Book b. Create Report, Go to” Book” on Menu Bar to create, name & save view to Briefing Book, Use File to save Briefing book to secured site locally c. Create Report, go to "My View" on Menu Bar to create, name & save view. Then go to File and save to local secured location. d. All of above. e. None of above. BB

23. ProClarity Desktop Basics What can be used to Format views (Reports)? a. Create a grid, graph and/ or grid & graph combined b. Add Total c. Sort Data and or Filter Data d. Expand Dimension e. Pivot View f. All above g. a, b, c, and e above G.G.

24. Exercise Wait Time EWL Part 2 Page 14 to 28 Add create measure & graph to view Menu bar, tool bar, desktop work area (data layout area, set up panel) Set up panel ( measures, dimensional hierarchies, attributes)Menu bar, tool bar, desktop work area (data layout area, set up panel) Set up panel ( measures, dimensional hierarchies, attributes)

25. Demo Open Briefing book via ProClarity Desktop Outside of VEHU would go to PAS server Example next two slides

26. ProClarity DesktopTo Pre-built Briefing Books on ProClarity Analytics Server (PAS)

27. ProClarity Desktop  To Pre-built Briefing Books

28. DEMO Customizing a VSSC ProClarity Briefing Book

29. Action in cube & BB

30. On VSSC Briefing books – always link to documentation

31. Cube & BB Documentation Purpose & Rational Description Typical use of data Target audience Data sources Update frequency Data dimensions & Measures with descriptions Actions Link to VSSC help desk

32. Sample of Pt SSN Action report

33. Sample screen shot of Date of Last Update

34. Exporting Data

35. Exporting to PowerPoint

36. Sharing Briefing Books via Email

37. Exercise using Wait Times Access List

38. VSSC ProClarity Desktop Basics What kind of things can you find in Actions? a. Link to Documentation b. Link to Date of last data update c. Real SSN reports d. All of the above e. None of the above

39. VSSC ProClarity Desktop Basics How can you share your information from ProClarity with other staff? a. Email Briefing book to them b. Download grid and graph to Excel c. Download grid to excel d. Download graph to PowerPoint e. a and b above f. a, c and d above

40. VSSC ProClarity Desktop Basics How can you get to VSSC cubes currently in Production? a. Use the Cube Library link on the VSSC portal under VSSC Top Links b. Use Cube link found under a specific Domain- Subject area on the VSSC portal c. Using the ProClarity desktop ICON on your computer and select “cube for Browsing on the welcome page and enter correct server address d. Production cube server addresses include: vhaaacdw14.vha.med.va.gov & vhaaacdw17.vha.med.va.gov e. In ProClarity desktop software, go to File and Cube to open up server (s) to choose a different cube f. All of the above g. None of the above

41. VSSC ProClarity Desktop Basics How can I get to VSSC Briefing Book Library on the VSSC ProClarity Analytic Server using ProClarity Desktop? a. Using ProClarity Desktop ICON on your computer and select “ProClarity analytic server” button on the welcome page and enter correct server address. b. Use server address: http://vaww.fcdm.med.va.gov/pas c. Use server address vhaaacdw14.vha.med.va.gov or vhaaacdw17.vha.med.va.gov or other new VSSC Production server d. Open Cube from VSSC portal and then go to drop down arrow next to Analytic server ICON on Tool Bar and select Retrieve Book e. All of the above f. a, b and d

42. Additional Training Material VSSC Training Portal http://training.vssc.med.va.gov/default.aspx

44. Training Calendar

45. Signing up for VSSC Live Meeting Class

46. Training Resources

47. Training Resources Under ProClarity Desktop

48. VSSC ProClarity Desktop Basics What kind of information can you find on the VSSC Training portal for ProClarity Desktop? a. Training Calendar to sign up for classes b. ProClarity Desktop Class Outline c. PowerPoint Overview d. Exercises to use on own e. All of the Above

49. DEMO PCP Panel Briefing Book If Time Allows

50. Please complete training Evaluation We value your feedback. Thank you

51. The Slides following are for Reference material

52. ProClarity Desktop Two Options: Cube or  Briefing Book Server (PAS)

53. ProClarity Desktop To Cube Servers

54. ProClarity Desktop Cube Server CDW17 Libraries

55. ProClarity DesktopCube

56. ProClarity Desktop To Pre-built Briefing Books on ProClarity Analytics Server (PAS)

57. ProClarity Desktop  To Pre-built Briefing Books

58. Briefing Book Library (PAS) via ProClarity Desktop

59. ProClarity BB via Desktop

61. Setup panel (hierarchies, rows, columns, background): The area where you will design the look of your report. You can click and drag the measures and dimensions to create a display that has your desired rows, columns and background detail. Measures: Measures are quantitative values contained in a cube. Ex: Number Unique Pts, Total Cost, ALOS Dimensions: Dimensions are the data elements/ attributes that you select to focus your analysis. They can be composed of hierarchical members. Ex: Facilities (VHA-VISN-Facility-Division), Time (FY-Quarter-Month- Day), Blood Pressure ranges. Selected dimensions will be in Rows, & Columns & Background

62. Menu Bar: Primarily used for saving and retrieving “views” and “books”. My Views are saved screen shots of a report you have created. The views will automatically update with new data when the cubes updates. Books contain one or more views that you have saved to a file on your hard drive. You can send these books to other people through e-mail. Additional Menu Bar options include: File, View, Navigate, Tools, Help.

63. Toolbar : Commands for extracting data from cubes and displaying data. Apply is an important command that you must use each time you change a layout and want to update data. Reset brings you back to the original view. Back takes you back one step. Setup shows and hides the Setup Panel. We recommend you leave the Setup Panel displaying at all times as you are learning ProClarity.

64. Toolbar : View, Sort, Filter additional commands used in defining the data to display. Views (4): grid, graph & 2 with grid & graph Sort: ordering of data from largest to smallest or reverse Filter: remove empty rows & columns, functions for <, >, = Advanced Functions: Analytic Server, Wizard, Decomp tree, Performance Map, Perspective, KPI Designer, Selector Status Bar @ Bottom shows the Server, Catalog and Cube to which you are currently connected

65. Creating Reports (right clickProvides many options) Arrange Report Layout Select Measures and Dimensions Select Members (Items) Select Descendants Option Select Background Items & set up slicers Create a Report

66. Creating New Sets, Members & Measures Sets, New Members and Measures, Search Hierarchy Creating a Set (will see individual members): A group of Members or Measures that are given a common name so they can be easily retrieved as a unit. For example, you can define a Set to include all facilities within one state, or within a consolidated health care system. If you select a saved Set, you will see each individual Member in the report. New Member (will see combined data) automatically sums the values of two or more Members from a Dimension to derive a single value. New Calculated Measure performs a calculation (a formula the user defines) of selected Measures to derive a value. Sets, New Members or New Measures are given a name and saved to the “My Items” folder. Search Function (hierarchy dimensions ) (Particularly useful for large dimensions like ICD9 codes or CPT codes)

67. Easy way to Select Hierarchy Descendents

69. Formatting Reports and Charts View (Grid, Chart, Both) Grid functions by right click Drill functions on a views & cells (up, down, hide, expand, collapse) Totals Sorting Data Filter Data Pivot view Grid properties Exceptions Highlighting Flatten rows & Column headers Actions: Drill to detail (SSN, data updates & documentation, etc.) Real SSN access required appropriate Task code. Complete VA Form 9957. See VSSC FAQ #2. Analyze in decom tree

70. Formatting Reports(right click on report)

71. Chart Functions by right click Drill Down Drill Up Show only Hide Actions Chart type Series properties Chart properties

72. Formatting charts(right click on chart)

73. Briefing Books and Views Saving a View: Views are saved screen shots of a report you have created. The views will automatically update with new data when the cubes updates Briefing Book: Books contain one or more views that you have saved to a file on your hard drive. You can send these books to other people through e-mail. Creating a Briefing Book –step 1 Saving a Briefing Book to your computer – step 2 (go to File -> Save As) Adding a Page to a Briefing Book Opening a Saved Briefing Book E-Mailing a Briefing Book Exporting Data to Excel & PP Add view to BB from another Cube (File->cube-create view- save in open BB)

74. Add a view to Briefing Book 

75. Send a Briefing Book via email

76. Export Data to Excel & PowerPoint 

77. Advanced Functions Decom tree Exception Highlighting Perspective Performance Map KPI Designer Selector Attribute dimension How to re-point briefing book

78. Decomposition Tree

79. Perspective (Scatter Diagram)

80. Performance Map