# Presentation: 214304

## Pre-Programmed Thread Tool Recommendation

- Pre-Programmed Thread
- February 12, 2002

## Project Organization

- Pre-Programmed Reporting Thread
- Focuses on the manipulation of pre-programmed (canned) reports that are currently generated in IMPAC II
- Ad – Hoc Reporting Thread
- Focuses on allowing the NIH user community to query the IMPAC II DB (OLTP & IRDB) to retrieve data on an ad hoc basis.

## Pre – Programmed Team

- Sherry Zucker, Chief
- Andy Greenleaf, SWEG
- Krishna Collie, Analyst
- Vish Kaliappan, Developer
- Mark Parker, Developer
- Natasha Globus, Developer
- Irina Knyazeva., Developer

## Executive Summary

**User requirement** - Manipulation format of business area reports on-line, and download report to desktop tool for further manipulation.
**Analysis** – evaluate COTS tools against stated requirements and test using IMPAC II report.
**Recommendation** – Oracle Discoverer

## Reporting Objectives

-  To provide reporting alternatives
- On Line Manipulation of report
- Ability to download to spreadsheet
- Web publishing capability

## Categories of Evaluation Criteria Used

- Go/No Go Criteria
- General Criteria – Must, Should, Could
- Support and Maintenance Criteria
- Security Criteria
- Performance Metrics
- Other Considerations

## COSSET

## Functional Requirements

-   Ease of use by end user
-   Allow users the ability to manipulate “canned” reports
-  Export report to Excel
-  Performance comparable to current report generation

## Technical Requirements

- Must use Oracle stored Procedures – Go/No Go Decision point
-  Ease of creating/maintaining meta-layer
- Scalability across the enterprise
- Integrates with IMPAC II applications

## Vendor Survey

- Market Leaders*
- Hummingbird
- COGNOS
- Business Objects
- ORACLE
- *(Gartner Group Survey)

## Product Evaluation

- Reports:  Complex & Simple
- Complex
- Voter Matrix Report
- Meeting Roster Report
- Typical
-  Master List of Applications

## Results of Evaluation

- Hummingbird – not compatible with Oracle stored functions
- Cognos – Meta Layer difficult; can’t self join a table > 1 time
- Business Objects – strong second place
- Discoverer – meets most of our criteria

## Finalists

-   Oracle Discoverer (client server c/s)
-   Business Objects (c/s & web)

## Benefits to User Community

- Reporting Flexibility
- Sort Order (ascending &descending)
- Configuration of columns & rows
- Ability to highlight text i.e., bold, italics, font color & size
- Business view hides underlying complexity
*	**	**(user doesn’t see complexity)*
- List of pre-defined reports for end users
- Web publishing of reports

## Benefits to Developers & Project

- Don’t have to develop as many reports
- user can reorder columns and change sort
- For simple to moderate reports, faster and easier to develop report in Discoverer than to use Oracle Reports

## Output Choices for Users

- Canned report developed using Oracle Reports – traditional canned pdf; highly formatted.
- Canned report developed using Oracle Discoverer  - can manipulate online and export to Excel.
- ICSTORe –document ordering (Merge, Zip, Central Print, books), export customized hitlist to Excel, no formatting (e.g., multi-line addresses), no calculated columns (e.g., scores).
- Ad Hoc Query Tool – to be discussed

## Developer Options

- Oracle Reports – complex reports e.g. CM female/minority report; pre-printed forms
- Discoverer – simple to moderate reports e.g. Meeting Roster, Voter Matrix
- ICSTORe  - complex reports e.g. ICO Workload report (customizable hit list)

## Deciding which tool to useCollaboration between Users & Developers

- Define requirements for report
- Decide which tool can do the job
-  What provides most benefit for user?
-  What makes most business sense?
- Assist users in understanding trade – off between options e.g. online manipulation vs. robust development
- Developer can start build using Discoverer and switch to Oracle Reports without losing work.

## Existing Reports

- Identify candidates to redo in Discoverer
- Verify candidates with user community
- examine reports by business area
- identify candidates for online manipulation and download capability to a spreadsheet

## Architectural Issue

- Integration into IMPACII applications
- Launching Discoverer reports should be seamless to user.
- Integration of Discoverer into Architecture
- Will run-time be required on Users’ Desktops?
-  Citrix Server?
-  Web or Client/Server version?
- How will Discoverer be integrated into J2EE architecture? {has web based component}

## Transition	Phase

- Pre Pilot/Pilot (select users; e.g. Users who have requested this capability)
- Integration into eRA enterprise applications
- Full Deployment to user community
- Documentation/Training/Outreach

## Oracle Discoverer 4

- Sample Reports
- Selected Features

## Slide 23

**Notes:**
We are using Oracle Dis. 4

## Slide 24

**Notes:**
Voter matrix report from disc.

## Slide 25

**Notes:**
Downloaded to excel

## Slide 26

**Notes:**
Meeting Roster disc version

## Slide 27

**Notes:**
Meeting Roster – excel version

## Slide 28

**Notes:**
Assignment List in discoverer

## Slide 29

**Notes:**
Assign in excel

## Slide 30

**Notes:**
Master list in Disc

## Slide 31

**Notes:**
Excel version

## Slide 32

**Notes:**
Select a column – drag & drop capability

## Slide 33

**Notes:**
Sorting functionality

## Slide 34

**Notes:**
Type of Sorts and what columns

## Slide 35

**Notes:**
Help box

## Slide 36

**Notes:**
Options – Query Governor

## Slide 37

**Notes:**
Export to disc repot to excel

## Slide 38

**Notes:**
Export options

## Slide 39

**Notes:**
if query is going to take long dialog box, they can cancel or schedule

## Slide 40

**Notes:**
Schedule

## Slide 41

**Notes:**
Schedule options

## Slide 42

**Notes:**
See SQL

## Slide 43

**Notes:**
See query in box, copy , export

## Slide 44

**Notes:**
Click on plan, more for power users

## Slide 45

**Notes:**
In case of multiple meetings/cmtes the report will populate based on choice, multiple  meetings

## Slide 46

**Notes:**
Same as previous slide, 

## Slide 47

**Notes:**
Manage workbooks, if they want to share

## Slide 48

**Notes:**
DB view of who  is sharing