Enterprise Reporting and Information Service

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Enterprise Reporting and Information Service
2006 User Guide
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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

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Login to the ERIS Website
To log into ERIS go to http//eris.msmc.la.edu
Press Login
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Log in and Viewing of Reports

• This section will show you how to login to ERIS
  and view ERIS Standard Reports

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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
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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 its name
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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.
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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.
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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
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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
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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.

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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.
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Adding an item to your Dashboard Part 1
1 Give the Dashboard item a Report Name. This
is required.
2 Give the Dashboard item a small description.
This is not required.
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Adding an item to your Dashboard Part 2
1 Select the Module. This is where the report
should get the data from. This is required
2 Select what you would like to measure in the
report being generated. This is also required
and must be selected after the Module is selected
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Adding an item to your Dashboard Part 3
1 Select the term or the data you would like to
see. This is required.
2 elect the year of the term. This is required.
3 Optionally, you may also select a comparing
term, by selecting a term as in 1 and 2 above
4 To complete this step, click on Next
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Selecting how your report will be viewed Part 1
1 Select how your report should be graphed
2 Select what grouping or sorting order you want
to see the results by
3 Select where on you Dashboard the graph should
be viewed, if you dont 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
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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
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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
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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
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Viewing your report
To view your report, click on either View Report
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After clicking on View Report
To view a graphical representation of your report
click on either Bar, Line, Table, Pie, or
sometimes Thermometer
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Graph view of your report
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Once added, your dashboard will now have your
report
You can re-edit your report by clicking on Edit
Report and following slides
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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.

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Creating your OLAP Report
1 Click on My Reports from the menu on the left
2 Click on the Add button
A Web Dialog Box will appear
3 With your mouse click and highlight OLAP Query
4 Press Ok
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From the OLAP Query Builder Page
The fields in RED are required
1 Choose a Template. The template will give you
the data fields.
2 Give your report a Label and Query Name
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Define your OLAP Query Dimensions
1 Choose the Default Dimensions by clicking on
the arrow at the end of the column
2 Choose 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)
3 At the bottom of the page Press Save this
saves your default query
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To Make your OLAP Query Interactive and
Customized
1 From the menu bar choose OLAP Query
2 In 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
3 Choose 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
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Your OLAP Query Report
2 You can Print or Export your Report to Excel,
CVS, or PDF
Your OLAP Query is visible as you make changes
1 Check the Box(s) of the options that you would
like to view in your Report
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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
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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
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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