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Business Objects Overview

Business Objects Overview. 2007 MEPRS Conference. Unit Objectives. After completing this module, workshop participants will be able to:. Execute Business Objects and successfully log on to the EAS IV Repository. Distinguish key components of the Business Objects query panel.

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Business Objects Overview

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  1. Business Objects Overview 2007 MEPRS Conference

  2. Unit Objectives After completing this module, workshop participants will be able to: • Execute Business Objects and successfully log on to the EAS IV Repository. • Distinguish key components of the Business Objects query panel. • Distinguish between dimensions and measures across EAS IV Repository classes. • Create and execute an EAS IV Repository query. • Save an EAS IV Repository query and report. • Retrieve and edit a saved EAS IV Repository report.

  3. Outline • Introduction • Logging-on • Creating & Running Queries • Modifying Queries • Saving Queries

  4. Introduction • What is Business Objects? • Business Objects is a commercial-off-the-shelf (COTS) software product that provides the EAS IV Repository user with a Windows graphical user interface (GUI) for data access and decision support.

  5. Introduction • Using Business Objects you can: • Create, execute, and manage database queries • Execute predefined queries • Create reports and charts to analyze query results • Export data to other applications • Share MEPRS reports with other users across the world

  6. Introduction • What is a query? • A query is a set of data elements and conditions defined by a user to search and retrieve data stored in the relational database on the server.

  7. Introduction • Universe: • Separate Relational Databases • EAS IV Universe • MQ3DATA and MQ3TBL in MEQS III • Class: • Logical groups of similar information • For example, Class 01: Location • Objects: • Unique data elements • For example, Fiscal Year

  8. Logging-on Use the drop-down buttonto select a domain -- forexample, EAS IV Repository,MEQS, M2

  9. Logging-on Cancel out of the New Report Wizard

  10. Logging-on Select OPTIONS from the TOOLS Menu Under the New Document tab choose “Use a Default Template” and “Use the Default Universe.” Select EASIV Repository Universe from the drop down menu.

  11. Creating and Running Queries EAS IV Repository Universe Query Panel Toolbar Result Objects Box Classes and Objects box Conditions Box Query Buttons

  12. Creating and Running Queries Click on + sign next to icon to expand and see Objects for each Class. Objects Classes

  13. Creating and Running Queries Measures vs. Dimensions • Measures are indicated by pink circles which represent quantitative data such as Total Visits and Personnel Expenses. Measures can be used in calculations. • Dimensions are indicated by blue squares and represent qualitative data such as Parent DMIS ID or Fiscal Year. Dimensions are never used in calculations. (i.e. adding FY 2002 + FY 2003 = FY 4005 would never make sense).

  14. Creating and Running Queries Select help icon Click on an Object Object definition appears at bottom of screen

  15. Creating and Running Queries • Adding Objects • to Result Objects Box: • Double-click Object • Drag and drop Object • Drag and drop entire Class -- adds all Objects within the Class (Select and stretch objects in Results Objects box to see full descriptions)

  16. Creating and Running Queries Deleting Objects from Result Objects Box: - Click and hit Delete key - Right-click and select Remove

  17. Creating and Running Queries Wrap Result Objects Objects are wrapping.

  18. Creating and Running Queries You can rearrange Result Objects by clicking and dragging. This is easier when objects are not “Wrapped”

  19. Complex Conditions 1. Complex Conditions involve two steps. 1) Select an Operator, and 2) Select an Operand 2. Use Complex Conditions to better define your query, eliminating unneeded data.

  20. OPERATORS

  21. OPERANDS

  22. Creating and Running Queries Condition appears in Condition Box.

  23. Creating and Running Queries Applying another condition. Notice when added to Conditions Box, it adds the word “And”.

  24. Creating and Running Queries Click to run

  25. Creating and Running Queries Query results are produced. Notice that Parent DMIS ID is sorted in ascending order.

  26. Modifying Queries To make a change in your query, - select Data, Edit Data Provider… - or select Edit Data Provider icon.

  27. Modifying Queries You will return to the Query Panel where you can make any necessary changes. Once changes are made, press Run again.

  28. Modifying Queries Modified query results

  29. Creating and Running Queries Deleting a Complex Condition Click on Condition to be deleted Right click and select Delete or Hit Delete key

  30. Saving Queries - File - Save As...

  31. Saving Queries Select directory where you want to save report. Name the file File will be saved as *.rep, a Business Objects report. Click Save when finished.

  32. Saving Queries Close report File Close

  33. Hands-on Application Exercise 1

  34. Exercise 1a: Challenge • Log on to EAS IV Repository • Prepare a report listing the following 4th Quarter FY 2006 data for USA Hospital Landstuhl (DMISID 0607): • Fiscal Year • Parent DMIS ID • Fiscal Month • Available FTE • Personnel Direct Expenses • Direct Expenses • Keep query open when finished

  35. Exercise 1a: Approach

  36. Exercise 1: Results • Keep query open when finished Note: Report created 1 August 2007

  37. Wildcards • Wildcards are used with the “Matches pattern” or “Different from pattern” operators • Two wildcards are valid in Business Objects • “%” represents all characters • This query returns all 4th-level FCCs ending in “5” (APVs) at DMIS ID 0037

  38. Wildcards • The second wildcard, “_” represents specific character positions • This query returns all 4th-level FCCs beginning with “A” and having an “X” in the 3rd position (inpatient costpools) at DMIS ID 0037

  39. Exercise 1b: Challenge • Log on to EAS IV Repository • Modify the query built for Exercise 1a to include the same data by Ambulatory 3rd Level FCC. (Hint: Display the 3rd Level FCCs in the final report.)

  40. Exercise 1b: Approach

  41. Exercise 1b: Results Note: Report created 1 August 2007

  42. Review of Objectives

  43. Unit Objectives • Execute Business Objects and successfully log on to the EAS IV Repository. After completing this module, workshop participants will be able to: • Distinguish key components of the Business Objects query panel. • Distinguish between dimensions and measures across EAS IV Repository classes. • Create and execute an EAS IV Repository query. • Save an EAS IV Repository query and report. • Retrieve and edit a saved EAS IV Repository report.

  44. Business Objects Overview Questions? Comments?

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