Beginning Business Intelligence Part 1

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Beginning Business Intelligence (Part 1)

• Keith Lees

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Introduction to Business Intelligence

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Business Intelligence Terminology

• Universe RISKMASTER data view(s)
• Class RISKMASTER data tables
• Object RISKMASTER data fields or derived
  data
• Object Types
• -Dimension
• -Measure
• -Detail
• Document Report queries you create and save

Knowing what these terms mean will help you use
the Help documentation and communicate with the
Support staff and win bar bets.
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Universe(s)
Universe with Feb_2005 in title represents
updated version with text fields, etc.
Select RM_General for most RISKMASTER data
RM_Medical includes RM_General Medical data
Select the proper table for the data necessary
for your query
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Classes
Classes correspond to individual tables in the
database where data are stored, e.g. Events,
Claims, Org Hierarchy Click open any Class to
see Objects available for your query
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Sub Classes and Filters
Some classes have subordinate classes. e.g.
Claims has Adjuster Dated Text, Claim Dates/Time
and so on. Each of these sub classes contain
relevant objects. Sub classes have no unique
icon, but are found within the parent
class. Some classes contain preformatted
filters, such as Current Calendar Year and
General Claim, which can be place in the Query
Filter window to select data by that filter.
These filters have a yellow funnel icon
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Objects
Dimensions include coded and character fields
such as Claim Number, Claim Type, Claim Status
Description, Event Date, Event Description and so
on. They have a blue cube icon
Measures include numeric fields such as Claims
Current Paid Sum, Claims Current Incurred Sum and
so on. They have a red sphere icon
Details are components of a dimension, such as
Claimant First Name, Claimant Middle Name and
Claimant Last Name within Claimants Full Name.
They have a green pyramid icon
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Documents
Documents are queries, which have been saved as
formatted and are found in your Personal
Documents or Corporate Documents libraries. When
queries are refreshed for these documents
reports are generated
Each document can generate one or more reports
based on its format and the filters used in each
report
Reports can be printed or saved off as xls or pdf
files or emailed
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Starting to use Business Intelligence

• Log into the application
• ID Password may or may not be same as use in
  RISKMASTER
• 3 incorrect log ins will lock user out until
  reset by administrator
• Most users will have Web Intelligence installed.
  Some users and system administrators will have
  the full BI Client installation
• Business Intelligence Views
• Home easy access to reports
• Info View tailor portlets for web access or
  reports
• Options some ability to customize functions and
  screens

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Starting to use Business Intelligence

• Report Documentation Options found on Home page
• Corporate Documents Shared with all users
• Personal Documents Users personal documents not
  available to others until moved to Corporate
  Documents
• Publications Report distribution and scheduling
• New Document Where to start creating a new
  document
• Lets create a document in Business Intelligence
• 1st well develop a plan
• 2nd only after we have a good idea of what the
  report will look like will we begin to create it
• 3rd it is helpful to have a good understanding of
  where data is stored in RISKMASTER and how the
  data is related. If arent confident in this
  regard, you will be.

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Report Plan

• Below is our starting plan so we know what we are
  after
• Division A
• Claim Claimant Claim Loss
• Type Name No. Date Status Paid OS
  Incurred
• PL Bob Lye 123 5/11/05 O 500
  250 750
• GL Sue Now 124 4/27/05 C 15 985
  1000
• Totals 2
  515 1235 1750
• Run for all lines and status for all occurrences
  since 1/1/2004and break by division

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Creating a Business Intelligence
DocumentSelecting Objects and Filters

• Click Create New Document
• Select RM_General Universe
• Expand Claims Class and add Claim Number, Claim
  Status
• Expand Events, then Event Dates/Times and select
  Event Date
• Expand Current Reserves Claims, then Claim CR Sum
  to select OS Reserve Sum, Paid Sum and Incurred
  Sum

Minimize the expanded class to avoid long scrolls
between classes
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Creating a Business Intelligence DocumentRunning
Query

• Expand Events, then Event Dates/Times and drag
  Event date to the Query Filters area
• Select GT or operator and enter 01/01/2004
  value
• Run Query
• Note report opens in new window, Edit Report

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Creating a Business Intelligence DocumentEditing
Title and Column Headers

• Double click cell labeled Report Title to open
  Formula bar, Click on Properties tab
• Enter report name, Loss Run since 1/1/2004
• In Property Cell Format area, select Blue color,
  Times Roman 16 for the font and note effect on
  title.
• Click green check mark on Formula line to see
  changes made

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Creating a Business Intelligence DocumentEditing
Column Headers

• Modify Event Date column title by clicking into
  it to open Formula bar and change to LOSS DATE,
  Click check mark to validate
• Change other column headers

Click vertical column wall and drag to resize the
column width Double click to Auto size
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Creating a Business Intelligence DocumentPage
Orientation

• Click in blank area of the report, outside any
  cell
• Select Properties tab and click Report Page
  Layout side tab to select page size and
  orientation

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Creating a Business Intelligence Document

• Note that we omitted Claim Status, Click Edit
  Query to add Claim Status to our report
• When back in Edit Report view notice that Claim
  Status must be added to the report
• Click the Claim Status object and drag it onto
  the report
• Use care that it is dropped only when the proper
  action displays
• There are 3 options on this Drag Drop function
• Replace Cell Value
• Insert Above or Below
• Insert Cell Adjacent

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Creating a Business Intelligence DocumentColumn
Position

• Notice that when a long rectangular bar displays
  with the message, Drop here to replace cell,
  dropping the claim status replaces the Claim Type
  column values with Claim Status values

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Creating a Business Intelligence Document Column
Position

• Following is report with Claim Type replaced by
  Claim Status

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Creating a Business Intelligence Document Column
Position

• Click Undo button to remove Claim Status from
  Claim Type insertion
• Note that in Webi the Undo only goes back one
  step
• For that reason it is prudent to click on the
  Report tab at bottom of the page, right click and
  select Duplicate Report to create a second report
  for a backup
• The second report will appear and be named by the
  system. You can right click and Rename the tab

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Creating a Business Intelligence Document Column
Position

• Drag Claim Status into the report and move it
  into Claim type column at top of a cell there to
  insert Claim Status over Claim Type in the same
  column or stacked.

When inserting Claim Status move it to bottom of
cell to stack it under Claim Type
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Creating a Business Intelligence Document Column
Position

• Following is report with Claim Status stacked
  over Claim Type

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Creating a Business Intelligence Document Column
Position

• Click undo to remove Claim Status from Claim Type
  column
• Click Claim Status and drag it into the report
  and position cursor so that a small square block
  displays on end of cell and the message Drop here
  to insert

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Creating a Business Intelligence Document Column
Position

• Following is report with Claim Status inserted
  adjacent to Claim Type

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Creating a Business Intelligence DocumentSaving
Your Document

• Click Save drop down button and select Save as
  Corporate Document
• In dialogue window enter title and save report

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Finding Key Objects in Business Intelligence

• Where to find data used frequently in reports

Claims Claim Date Claim Type Claim Status
Events Event Date Event Description Event Cause
Person Involved-WC Info Body Part Injury Duratio
n
Don overlook subclasses for date objects in
Events and Claims Classes
Found in RM_Medical Universe only
Get to know your RISKMASTER universes, classes
and objects
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Creating a Business Intelligence Document

• WE APPRECIATE YOUR INTEREST AND ATTENTION
• ENJOY THE REST OF THE CONFERENCE