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M2 Overview (DESKI) Data Quality Course. M2 Overview. Objectives: Utilize M2 data dictionary Navigate BOXI environment Use DESKI Retrieve corporate documents and use them Utilize M2 Slice and Dice capabilities Save, Open, Modify and Export M2 Files

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M2 Overview (DESKI) Data Quality Course


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m2 overview deski data quality course
M2 Overview (DESKI)

Data Quality Course

m2 overview
M2 Overview
  • Objectives:
    • Utilize M2 data dictionary
    • Navigate BOXI environment
    • Use DESKI
    • Retrieve corporate documents and use them
    • Utilize M2 Slice and Dice capabilities
    • Save, Open, Modify and Export M2 Files
    • Describe process for creating ad-hoc queries in M2
using m2
Using M2
  • Enter the following URL in your web browser window: https://tma-bi.csd.disa.mil
    • For convenience, you can create a shortcut on your desktop.
      • Right click on desktop.
      • Click on ‘New’ and then ‘Shortcut’.
      • Type in the location of the item: https://tma-bi.csd.disa.mil.
      • Click on ‘Next’.
      • Type in a name for the shortcut, something like “BOXI”.
      • Click ‘Finish’.
  • Logging on: be cautious with your CAC PIN
    • 3 Strikes rule for entering your PIN!
    • Raise your hand for help if you’ve had two warnings!
reminder
REMINDER!

Business Objects

At work or in class. . .

Never leave a workstation unlocked

When logged into M2!

m2 data dictionary
M2 Data Dictionary
  • Spreadsheet format
    • One tab per data file
  • Describes overall content; timing
  • List of all data elements
    • Definition
    • Valid Values
    • Format
    • Example
    • Notes & Caveats
  • Updated monthly
  • Very important for correct reports!
slide7

Header Information

Location

Update Cycle

Record Description

Source

slide8

Objects listed in same order as in M2

  • Definition, Format, List of values
slide9

M2 Data Dictionary

  • Let’s open the M2 DD
    • Google “BEA M2”
    • Click the top result
    • Right-click “M2 Data Dictionary”, select “Save Target As…” and save to your Desktop
using the dd effectively
Using the DD Effectively
  • Don’t forget to update the DD each month
    • http://www.tricare.mil/ocfo/bea/functional_specs.cfm
  • Review definitions prior to using objects in a query
  • Be sure to compare values across files
    • Objects with the same name sometimes have different meanings and value sets
using m211
Using M2
  • M2 Accounts: 800-600-9332, option 7 (DHSS - M2)

mhs_remedy@timpo.osd.mil (gets routed to M2 POC)

  • DB2 Database
    • Files are not generally integrated
  • Business Objects Software
    • Client-server
    • GUI-Interface (Structured Query Language)
    • Analysis Capability
  • SQL:
    • You pick the data elements you want to see
    • And the filters you want to use
    • SQL summarizes data per your instructions
slide12
BOXI - Full BO product suite for M2 reporting

BO 5.1.7 – Older version of BO used for M2

InfoView – Portal where WEBI, WEBI RC, DESKI, documents are viewed and shared

WEBI – Web based application

WEBI RC – Web based application that requires a client installation on workstation

DESKI – Full client based application that requires an installation on workstation

Definitions

12

slide13

Overview of Infoview

Log out

Your User Account

View/Create Documents

13

slide14

M2 “Adds Stuff Up”

  • Basic Sample Data
  • If user asks for date and count:

FYCount

Oct 2007 3

Nov 2007 3

slide15

M2 “Adds Stuff Up”

  • Basic Sample Data
  • If user asks for date and count where Enrollment Loc is Walter Reed:

FYCount

Oct 2007 2

Nov 2007 1

corporate documents
Corporate Documents
  • Corporate Documents are M2 Reports
    • Written by “Super Users”
    • Intended to be used by a wide audience
    • Very helpful for new users
    • Prompted filters vs. all MTFs already run
using m217
Using M2
  • Slice and Dice
    • Wonderful tool in M2
    • Allows you to manipulate data without re-running
    • After your results are returned, use slice and dice to:
      • Rearrange
      • Filter
      • Sort
      • Remove data elements
      • Insert calculations
  • Link M2 files by common elements
slide19

Open DESKI…

Click New

Desktop Intelligence Document

slide23

Select the report you want and click Retrieve Instance! to get the latest refresh of the report

If ‘Retrieve Instance’ is greyed out, that means there aren’t multiple instances

slide24

If you don’t see any reports listed or if the window is acting “quirky”

- notice the Data Quality reports no longer listed! -

then your Infoview session has timed out (20min of inactivity)

a) Close DESKI

Click Refresh button, causing you to re-login to Infoview

Re-open DESKI

corporate documents25
Corporate documents
  • We used Slice and Dice to further analyze, rearrange, etc…

What Next?

  • Can hit save
    • Saves the “.rep” file; keeps your changes, can be re-run later
  • Can hit “edit / copy all” to put on clipboard
    • Can easily paste into spreadsheet software
    • WYSIWYG; keeps your changes
  • Can use “export” button (blue Rubik’s Cube toolbar button) to
    • Export entire raw data cube that does not contain your changes made in Slice and Dice -- text formatting, increase or decrease decimal, etc…

Edit / Copy All,

Paste in Excel

resources

Resources

Resources

Corporate Reports Handbook

in TMA/HA folder

M2 tutorial is 1st section of Handbook

resources27
Resources

In Infoview window

Navy Newsletters

- Newsletter#2 is Data Quality!

caper summary and detail files in m2
CAPER – Summary and Detail files in M2
  • CAPER is a huge file; Summary has fewer elements and runs faster
  • Open up DD
    • Record Description
    • How often is the CAPER updated?
  • See Appt Status Class
  • Provider Aggregate RVUs – new way to look at provider RVUs
    • vs. Enhanced Total RVUs
caper summary and detail files in m230
CAPER – Summary and Detail files in M2
  • How many encounters and RVUs at your:
    • MTF?
    • Parent MTF?
    • Region?
    • Multi-Service Market Area?
    • Etc….
  • Identify needed data elements using data dictionary
    • My MTF (“Tmt DMIS ID”), FY, Provider Aggregate RVUs, Enhanced Total RVUs, Encounters, only MEPRS1 = B
    • In CAPER Detail file: Change Edit Flag
      • Remember some edits are being applied to CAPERs prior to assigning RVUs
      • To understand when code edits have been applied and why
slide32

Blank M2 Screen

  • Functionality is greyed out when it can’t be used
  • “New File” and “Open File” buttons look just like in regular Office products
  • Hit the “New File” button
slide33

M2 Query Panel

  • List of files
  • Results panel
  • Conditions panel
slide34

Quick overview:

  • Open and close boxes to the left
  • Review file names
  • Consider files described in earlier lecture
slide35

Open CAPER Summary

  • Find objects you want in your report and drag to “results panel”
slide37

Use conditions panel to limit data

  • From entire world, to area of interest
  • If I hit run now with no conditions………
slide38

I would get the whole MHS and all the years that are in M2! not what I want

  • Use conditions panel to limit data
  • From entire world, to area of interest
  • If I hit run now with no conditions………
slide39

List of operators

  • Click the one you want
slide43

We always double-check our results

  • Check to ensure it reflects the filters you applied
    • FY = ???
    • Tmt Parent DMIS ID = ??
    • MEPRS1 Code = B
  • Do the numbers look reasonable? If not, maybe your query needs to be modified
slide44

To modify your query

    • - The query panel is the only place you can modify what is pulled from the database
  • Hit button that looks like a gold barrel to modify the query
slide45

Query panel,

  • But isn’t opened to the table you were using
  • To modify, open up CAPER Summary and go from there
what next
What Next?
  • Slice and Dice
    • To further analyze, rearrange, etc…
  • Can hit save
    • Creates a “.rep” file; can be re-run later
  • Can hit “edit / copy all” to put on clipboard
    • Can easily paste into spreadsheet software
    • WYSIWYG; keeps your changes
  • Can use “export” button (blue Rubik’s Cube toolbar button) to
    • Export entire raw data cube that does not contain your changes made in Slice and Dice, text formatting, increase or decrease decimal, etc…

Edit / Copy All,

Paste in Excel

using m247
Using M2
  • Using M2 is as simple as:
    • Dragging and Dropping to give the computer instructions for your query; and
    • Doing the dreaded WORD PROBLEM!
  • The software is easy!
    • The word problem can be hard
  • WISDOM Course
    • Focus on the word problem
recap and what next
Recap and What Next?
  • Congratulations; you have
    • Used corporate documents
    • Written your own basic query
    • Used the M2 data dictionary
    • Modified a query
    • Saved a query
    • Put query results in Excel!