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1. VHA Support Service Center ProClarity Desktop
Pat Gadbaw
Scot Dingman
2. 2 Course Objectives Learn 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. 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. 4 Course Tools VSSC Web Site vssc.med.va.gov
ProClarity Desktop
ProClarity Briefing Books (BB)
ProClarity Desktop (need software)
Protected Health Information
(PHI Task Code Required for PHI Cube’s & BB’s)
5. 5
Link to VSSC Home Page
http://vssc.med.va.gov/
6. 6
7. 7 Link to Cube Documentation
http://fcdm.vssc.med.va.gov/Definitions/default.aspx
Link to Cube Library – will take you directly to the chosen cube via ProClarity Desktop
http://vssc.med.va.gov/cube.asp
8. 8 Cube Library
9. 9 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).
10. Begin Class Demo & Exercises
11. 11 Two Options: Cube or Briefing Book Server (PAS)
12. 12 ProClarity Desktop To Cube Servers
13. 13 ProClarity Desktop Cube Server Addresses SQL2000 database cubes (all cubes on these server are being converted to sql2005)
Vhaaacdw04.vha.med.va.gov
Vhaaacdw05.vha.med.va.gov
SQL2005 database cubes (will be expanding to other servers as sql2000 cubes are converted)
Vhaaacdw14.vha.med.va.gov
Vhaaacdw17.vha.med.va.gov
14. 14 ProClarity Desktop Cube Server CDW17 Libraries
15. 15 ProClarity DesktopCube
16. 16 To Pre-built Briefing Books on ProClarity Analytics Server (PAS)
17. 17 ProClarity Desktop To Pre-built Briefing Books
18. 18 Briefing Book Library (PAS) via ProClarity Desktop
19. 19 ProClarity BB via Desktop
20. 20
21. 21 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
22. 22 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.
23. 23 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.
24. 24 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
25. 25 Creating Reports (right click provides many options)
Arrange Report Layout
Select Measures and Dimensions
Select Members (Items)
Select Descendants Option
Select Background Items & set up slicers
Create a Report
26. 26 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)
27. 27
28. 28
29. 29 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
30. 30 Formatting Reports (right click on report)
31. 31 Chart functions by right click Drill Down
Drill Up
Show only
Hide
Actions
Chart type
Series properties
Chart properties
32. 32 Formatting charts(right click on chart)
33. 33 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)
34. 34 Add a view to Briefing Book
35. 35 Send a Briefing Book via email
36. 36 Export Data to Excel & Power points
37. 37 Advanced Functions Decom tree
Exception Highlighting
Perspective
Performance Map
KPI Designer
Selector
Attribute dimension in sql 2005
How to re-point briefing book
38. 38 Decomposition Tree
39. 39 Perspective (Scatter Diagram)
40. 40 Performance Map
41. 41 Training Resources VSSC Portal
http://vssc.med.va.gov/
ProClarity Desktop built in tutorial
VSSC training calendar http://training.vssc.med.va.gov/default.aspx
VSSC online training 24/7 webcams, PowerPoint’s, practice exercises http://training.vssc.med.va.gov/Topics/default.aspx
Newsletter – latest information on new VSSC products- sign up for listserv http://vaww.listserv.med.va.gov/archives/dwdm-fcdm-l.html
Downloading ProClarity Desktop from VSSC
http://vhaaacapp3.vha.med.va.gov/proclarityea/
42. 42 ProClarity Software Downloads We recommend for all Data Analysts:
ProClarity Desktop Professional and Business Reporter
ProClarity KPI Designer
http://vhaaacapp3.vha.med.va.gov/proclarityea/