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How start with reporting...

     @rastislav.neczli
MIKE 2.0
Logical steps for BI development



                             Design
• requirements                            • Database
• specifications    • ER model or         • Model of
                      dimensional           reporting system
                      model
                    • Design of reports
       Business
                                                  System
     requirements
Information request analysis
                                                    Verification of current
                                                             status

    Target goup

                                                    Design of information
                                                            map

Information receivers
                                                      Analysis of source
                                                          systems




   To be status of      Consolidation current vs.
 information using               To-be



                              Prioritisation




                            Homogenisation




                            Re-prioritisation

                                                        Detail design of
                                                       reporting system




                                                     Approving of design
Phase 1 initialisation of project
                         1.1 Target group
                         • Define scope of reporting system and
                             information requirements
     Target group
                         • Define basic proces view
                         • Brief describe target group for
                             information receiving
                         1.2 Information receivers
 Information receivers
                         • Detail description of receivers (for
                             example: department manager, top
                             management, etc.) and how will be
                             information use (for example: cost
                             analysis, reporting KPI, ...)
                         • IMPORTANT: Is necessary join processes
                             with copmany goals
Phase 2 : Current status analysis
step 2.1: Verification of current status
•    Description: detail description of report
•    Period: periodicity of report (D/M/Q/Y)         Verification of current
                                                              status
•    Structure: description of report (for example
     header a body of report), remarks to report
     (lack of information, amount of information,    Design of information
     difficulty to prepare, etc.) and how is used            map

•    Receivers: who is requesting report
                                                       Analysis of source
•    Responsible: exact identification about               systems
     responsibility
•    Attributes : dill levels
Step 2.2: Design of information map
•    According defined processes from phase 1 is
     necessary define reports with relationship to
     process and activity
Step 2.3: Analysis of source systems
Phase 3 TO - BE 1/2

          To be status of   Consolidation current vs.
        information using            To-be




                                 Prioritisation




                                Homogenisation




                                Re-prioritisation
Phase 3 TO - BE 2/2

   Step 3.1: To be status of information using
   • požiadavky na ďalšie výkazy, návrhy na korekciu existujúcich výkazov
   Step 3.2 : Consolidation current vs. To-be
   • sumarizácia všetkých výkazov do finálnej podoby
   Step 3.3: Priority setup
   • Priradenie dôležitosti a priority k jednotlivým výkazom
   Step 3.4: Homogenisation
   • Definition of calculation and attributes, granularity and periodicity
      of information
   • Prepare single version of truth
   Step 3.5: Re-prioritisation
   • Výsledky analýzy zdrojových systémov môžu ovplyvniť priority
      výkazov (chýbajúce dáta)
Metodika MetaMIS - elementy




              Zdroj: Holten, R.: Framework and
              Method for Information Warehouse Development Processes
MetaMIS - definícia reportu
ADAPT methodology
Phase 4 Design
Step 4.1: Detail design of reporting system
• Creating of blueprint with exact definition of reports (use cases, design od reports,
   attributes, data model )
Step 4.2: Blueprint approving



                                                       Detail design of
                                                      reporting system




                                                     Blueprint approving
Information request analysis
                                                    Verification of current
                                                             status

    Target goup

                                                    Design of information
                                                            map

Information receivers
                                                      Analysis of source
                                                          systems




   To be status of      Consolidation current vs.
 information using               To-be



                              Prioritisation




                            Homogenisation




                            Re-prioritisation

                                                        Detail design of
                                                       reporting system




                                                     Approving of design
Conclusion

  • Analysis is focusing to achieve agragated model of
    information (“information map”). Based on this is
    auditing current status of information achieving.
    For this we use set of our business questions
    (industry specific) witch understanding for end
    users
  • Requirements are exactly defined in line with
    company strategy and their processes. Is not
    depends from supplier knowledge
  • With this methodology we make quick projects
    with longer “durability” solution

                                                         19
Thank you!


             Questions?
       Feel free to reach out!

      rastislav.neczli @itmg.sk

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How to reporting?

  • 1. How start with reporting... @rastislav.neczli
  • 3.
  • 4. Logical steps for BI development Design • requirements • Database • specifications • ER model or • Model of dimensional reporting system model • Design of reports Business System requirements
  • 5. Information request analysis Verification of current status Target goup Design of information map Information receivers Analysis of source systems To be status of Consolidation current vs. information using To-be Prioritisation Homogenisation Re-prioritisation Detail design of reporting system Approving of design
  • 6. Phase 1 initialisation of project 1.1 Target group • Define scope of reporting system and information requirements Target group • Define basic proces view • Brief describe target group for information receiving 1.2 Information receivers Information receivers • Detail description of receivers (for example: department manager, top management, etc.) and how will be information use (for example: cost analysis, reporting KPI, ...) • IMPORTANT: Is necessary join processes with copmany goals
  • 7. Phase 2 : Current status analysis step 2.1: Verification of current status • Description: detail description of report • Period: periodicity of report (D/M/Q/Y) Verification of current status • Structure: description of report (for example header a body of report), remarks to report (lack of information, amount of information, Design of information difficulty to prepare, etc.) and how is used map • Receivers: who is requesting report Analysis of source • Responsible: exact identification about systems responsibility • Attributes : dill levels Step 2.2: Design of information map • According defined processes from phase 1 is necessary define reports with relationship to process and activity Step 2.3: Analysis of source systems
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. Phase 3 TO - BE 1/2 To be status of Consolidation current vs. information using To-be Prioritisation Homogenisation Re-prioritisation
  • 13. Phase 3 TO - BE 2/2 Step 3.1: To be status of information using • požiadavky na ďalšie výkazy, návrhy na korekciu existujúcich výkazov Step 3.2 : Consolidation current vs. To-be • sumarizácia všetkých výkazov do finálnej podoby Step 3.3: Priority setup • Priradenie dôležitosti a priority k jednotlivým výkazom Step 3.4: Homogenisation • Definition of calculation and attributes, granularity and periodicity of information • Prepare single version of truth Step 3.5: Re-prioritisation • Výsledky analýzy zdrojových systémov môžu ovplyvniť priority výkazov (chýbajúce dáta)
  • 14. Metodika MetaMIS - elementy Zdroj: Holten, R.: Framework and Method for Information Warehouse Development Processes
  • 17. Phase 4 Design Step 4.1: Detail design of reporting system • Creating of blueprint with exact definition of reports (use cases, design od reports, attributes, data model ) Step 4.2: Blueprint approving Detail design of reporting system Blueprint approving
  • 18. Information request analysis Verification of current status Target goup Design of information map Information receivers Analysis of source systems To be status of Consolidation current vs. information using To-be Prioritisation Homogenisation Re-prioritisation Detail design of reporting system Approving of design
  • 19. Conclusion • Analysis is focusing to achieve agragated model of information (“information map”). Based on this is auditing current status of information achieving. For this we use set of our business questions (industry specific) witch understanding for end users • Requirements are exactly defined in line with company strategy and their processes. Is not depends from supplier knowledge • With this methodology we make quick projects with longer “durability” solution 19
  • 20. Thank you! Questions? Feel free to reach out! rastislav.neczli @itmg.sk