Enterprise Reporting and Information Service

1. Enterprise Reporting and Information Service 2006 User Guide

2. ~Introduction~ • Enterprise Reporting and Information Service (ERIS) is a data warehouse which stores snapshots of information and allows users to easily view reports in a graphical interface. The user can filter the data stored in ERIS to view only a subset of information defined by the type of report being viewed. These reports can then be exported to allow easy offline viewing, saving, or archiving. • The guide is broken up into parts: • Login and Viewing Reports • Customizing your Dashboard • OLAP Queries • Help • Menus and Folders

3. ~Login to the ERIS Website~ Enter ERIS UserID: Enter ERIS Password: To log into ERIS go to: http://eris.msmc.la.edu Press “Login”

4. ~Log in and Viewing of Reports~ This section will show you how to login to ERIS and view ERIS Standard Reports

5. ~Once you Log in you will see the following~ For help on any web page click here for more information To expand a folder and view its contents, click plus sign To view the available reports click here To view help information, click on plus sign

6. ~Expanding all pluses shows all available reports~ If you expand all the pluses, you will see all available reports To view a report, click on it’s name

7. ~Selecting the parameters for a report~ After selecting all parameters, click here to view your report Select the 1st parameter, in this case the Snapshot. The number of parameters may vary per report.

8. ~The generated report~ Here you can navigate to the next page of the report Clicking on one of these buttons will export the report to save locally on your computer. You may also just view the exported file in your browser You can also update the parameters of your report and view the new updated version Any blue text is a clickable link to a detail down report. Click on the Link to view the sub-report.

9. ~Clicking on the excel export~ • Clicking on the “Excel” export button will open a new browser window and give you the options to “Open”, “Save”, and “Cancel” Clicking on “Save” will generate an excel file to be saved locally on your computer. The file name will be the same as your user name, but you can change it Clicking on “Open” will open an excel file in the current browser Clicking on “Cancel” will cancel the export

10. ~Clicking on the other export types~ If you choose one of the other export types, a new browser window will pop up with your report as the export type PDF extract sample

11. ~Customizing your Dashboard~ This section will show you how to add a custom report to your Dashboard. This will just add a graphical representation of a report to your desktop. Once added, the reports that you choose will be visible each time you login. The Dashboard is the front page for the ‘My Reports’ section. If you choose to not show any reports that you have created for the Dashboard, they are still available in the ‘My Reports’ area.

12. ~Your Dashboard~ For help on any web page click here for more information Upon entering into ERIS, the first thing you will see is the ‘Dashboard’. The first time you login, the ‘Dashboard’ will be empty. To add a report to the ‘Dashboard’, click on the ‘Create New Report’ button in any of the Quadrants.

13. ~ Adding an item to your Dashboard Part 1~ 1Give the Dashboard item a Report Name. This is required. 2Give the Dashboard item a small description. This is not required.

14. ~ Adding an item to your Dashboard Part 2~ 1Select the Module. This is where the report should get the data from. This is required 2Select what you would like to measure in the report being generated. This is also required and must be selected after the Module is selected

15. ~ Adding an item to your Dashboard Part 3~ 1Select the term or the data you would like to see. This is required. 2elect the year of the term. This is required. 3Optionally, you may also select a comparing term, by selecting a term as in #1 and #2 above 4To complete this step, click on “Next”

16. ~Selecting how your report will be viewed Part 1~ 1Select how your report should be graphed 2Select what grouping or sorting order you want to see the results by 3Select where on you Dashboard the graph should be viewed, if you don’t want it on your Dashboard, you can select ‘Do not view in Dashboard, and the report will be available on the ‘Homepage’, and in ‘My Reports’

17. ~Selecting how your report will be viewed Part 2~ To view your report click on “View Report” To continue with the report creation, click on “Next” To return back to your dashboard without adding a report, click on “Return to Dashboard” To go back and edit the previous screen click on the “Back” button

18. ~ Adding a filter to your report Part 1~ Click on “Delete” to delete this filter Click on “Delete All” to delete all filters Same features as on previous page You can filter your report based on values selected here

19. ~ Adding a filter to your report Part 2~ Here you can select the value to filter on, if you choose to apply a filter, this field MUST be filled in Click on “Apply Filter” to apply the filter you have selected

20. ~Viewing your report~ To view your report, click on either “View Report”

21. ~After clicking on “View Report”~ To view a graphical representation of your report click on either “Bar”, “Line”, “Table”, ”Pie”, or sometimes “Thermometer”

22. ~Graph view of your report~

23. ~Once added, your dashboard will now have your report~ You can re-edit your report by clicking on “Edit Report” and following slides

24. ~OLAP Queries ~ This section will show you how to make an interactive customized report (analytical query) – known as an OLAP (Online Analytical Processing) query. This type of query allows interactive, drag-and-drop analysis of data in which you can select the information to be displayed and then navigate through the data, changing the information displayed as needed.

25. ~Creating your OLAP Report ~ 1Click on “My Reports” from the menu on the left 2Click on the “Add” button A Web Dialog Box will appear 3With your mouse click and highlight “OLAP Query” 4Press “Ok”

26. ~From the OLAP Query Builder Page ~ The fields in RED are required 1Choose a Template. The template will give you the data fields. 2Give your report a Label and Query Name

27. ~Define your OLAP Query Dimensions ~ 1Choose the Default Dimensions by clicking on the arrow at the end of the column 2Choose which Dimensions you want to be required and which you want to be visible (a check in the box means visible/required, an unchecked box means not visible/required) 3At the bottom of the page Press “Save” – this saves your default query

28. ~To Make your OLAP Query Interactive and Customized ~ 1From the menu bar choose OLAP Query 2In the Grey Rectangular box in the left hand corner of the X and Y axis of the report Click on your Left Mouse Button, this will give you a list of variables that you can add to your query . You can nest and layer as many variables as you need 3Choose the variable with your left mouse button, keeping the button depressed to “drag” it to the plus (+) sign on the axis and “drop” it (release the mouse button) , or “drag” and “drop” the variable on top of a variable that is already there to replace it

29. ~Your OLAP Query Report ~ 2You can Print or Export your Report to Excel, CVS, or PDF Your OLAP Query is visible as you make changes 1Check the Box(s) of the options that you would like to view in your Report

30. ~Your OLAP Query Report Security ~ As the report manager you have the option of defining the report security settings. You can choose to assign access to a group or class of people or to certain individuals within the system Click on the Security Button

31. ~Defining your OLAP Query Report Security Settings ~ All – Checks all boxes Edit – Allows users to edit a report Object Classes are the different departments or groups within your system View – allows users to only view a report Manage – Allows users to edit and define all aspects of a report including security Object Users are the individuals within your system After you have defined your settings Press Save

32. ~OLAP Query Report Help Notes ~ Report managers, as designers of the report, have the opportunity to leave notes to help users understand their reports. To do so, click on the Help button Label your Note Write your note here Press Save