Harvard Analytics and Reporting Tool (HART), powered by OBI, includes the Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.... Read more about Harvard Analytics and Reporting Tool (HART) Update – November 2019

This update relates to OBI environment that contains the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.

HART “By the Numbers” for November 2018

• 99.3%: Percentage of queries that completed in 1 minute or under
• 1,387: Number of distinct users in HART for ALL subject areas – about the same number of users as October
• 151,117: Number of distinct requests made in ALL subject areas
  • With 73, 819 requests, the “Transaction Listing All” dashboard alone continues to make up almost half (48.9%) of all the requests at the university

Monthly HART Release

Data Management Services (DMS) is pleased to announce that there will be no monthly HART release during the month of December.

The next monthly HART release is tentatively scheduled for Thursday, January 24^th at 6 p.m.  All changes will be implemented and the release complete by 9 a.m. on Friday, January 25^th.  Check out the newly updated HART 3 Month Release Plan and Backlog wiki page for details of the dashboard changes in this release.... Read more about Harvard Analytics and Reporting Tool (OBIEE) Update

This update relates to the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.... Read more about OBIEE Update for November 2018

This update relates to the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.

OBI “By the Numbers” for September 2018

• 98.9%: Percentage of queries that completed in 1 minute or under
• ...

This update relates to the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.

OBI “By the Numbers” for August 2018

• 99.1%: Percentage of queries that completed in 1 minute or under
...

This update relates to the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.

OBI "By the Numbers" for May 2018

• 99.1%: Percentage of queries that completed in 1 minute or under (Hard to beat that!!!)
• 1,459: Number of distinct users in OBI for ALL subject areas
• 172,144: Number of distinct requests made in ALL subject areas
  • The “Transaction Listing All” dashboard continues to make up almost half of all the requests at the university (76,224 requests)

June Monthly OBI Release

The next OBI release will begin on Thursday, June 21^st at 6 p.m.  All changes will be implemented and the release complete by 9 a.m. on Friday, June 22^nd.  Check out the newly updated OBI 3 Month Release Plan and Backlog wiki page for details of the dashboard changes in this release.... Read more about OBIEE Updates

OBI "By the Numbers" for April 2018

• 97.3%: Percentage of queries that completed in 1 minute or under
  • Additionally, the April release reduced the query run time from 11-12 seconds to 3-4 seconds!
• 12: Number of distinct users of the Purchase Order Listing and Purchase Order Receipts Listing dashboards (for more info on these dashboards see below)
• 1,420: Number of distinct users in OBI for ALL subject areas
• 176,446: Number of distinct requests made in ALL subject areas, just under half of which were from the “Transaction Listing All” dashboard (76,260 requests)

May Monthly OBI Release

The next OBI release will begin on Thursday, May 24^th at 6 p.m.  All changes will be implemented and the release complete by 9 a.m. on Friday, May 25^th.  Keep an eye on the newly updated OBI 3 Month Release Plan and Backlog wiki page for details of the dashboard changes in this release.... Read more about OBIEE Update

OBI “By the Numbers” for March 2018

• 97.4%: Percentage of queries that completed in 1 minute or under
• 180: Number of distinct users of the Transaction Listing All-Lite dashboard (for more info on this dashboard see below)
• 1,362: Number of distinct users in OBI for ALL subject areas
• 132,823: Number of distinct requests made in ALL subject areas, more than half of which were from the “Transaction Listing All” dashboard (72,966 requests)

Announcing the “Name our Oracle Business Intelligence Suite Contest”

Are you creative?  Have some fun, share your creative genius, and win a pizza party for your team!  Enter our “Name our Oracle Business Intelligence Suite Contest” by Friday, April 27^th.  To enter, simply email Alison Wellman Smith with your suggested name.

Help us name and brand our OBI suite.  Currently, HUIT has two different OBI environments: one based on the Student Data Warehouse, and one based on the Harvard Data Warehouse.  The second one (and the one we need named!) includes the dashboards for the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders. 

There is no limit to the number of entries a person can make.  Entry closes at 5 p.m. on Friday, April 27^th.  The co-chairs of the 4 non-student OBI Working Groups (CAPS, Procure to Pay, Financial, and Grants Management) will narrow down the selections to the top 5.  We will then send out the top 5 names to all OBI users in this community for a vote.  The name with the most votes wins!

The winner will receive:

• A pizza party for their department/unit/center up to a $150 value
• Gratitude from Data Management Services – Thanks a $Million$!!
• Endless acclaim, renown and fame for you and your team – Priceless!

Enter today!

... Read more about OBIEE Update

OBI “By the Numbers” for February 2017

• 1,345: Number of distinct users in OBI for ALL subject areas
• 165,447: Number of distinct requests made in ALL subject areas, about half of which were from the “Transaction Listing All” dashboard (81,157 requests)
• 1,446: Number of people trained across the university on the OBI Financial dashboards

March Monthly OBI Release

The next OBI release will begin on Thursday, March 29^th at 6 p.m.  All changes will be implemented and the release complete by 9 a.m. on Friday, March 30^th.  Keep an eye on the OBI Release Notes wiki page for details of dashboard changes in this release.... Read more about OBIEE Updates

OBI “By the Numbers” – January 2018

• 1,391: Number of distinct users that ran financial dashboards in OBI (Up 300 from November!)
• 173,848: Number of distinct requests made using the financial dashboards, about half of which were from the “Transaction Listing All” dashboard (99,839 requests)
• 1,442: Number of people trained on the OBI Financial dashboards to date

Completion of the Modernization of Financial Reporting Project

After six years, the Modernization of Financial Reporting Project (MFR) has come to an end on January 31, 2018.  This project was dedicated to migrating the 105 reports in the old Common Reporting Environment for the Warehouse (CREW) reporting platform to Oracle Business Intelligence.  The reports included such subject areas as finance, grants management, cash management, capital planning and student financials among others.

Data Management Services (DMS) worked with individuals from Central Administration and the schools through the established Working Groups and Engagement Councils.  DMS would like to extend its gratitude to the many people who have contributed to this project.   

Data Management Services will continue to support the Oracle Business Intelligence platform after the completion of the MFR project with dedicated staff through the monthly release process and support of the Help Desk.

... Read more about OBIEE Updates

MFR “By the Numbers” – October 2017

• 1,098: Number of distinct users that ran financial dashboards in OBI (~300 more than September!)
• 64,939: Number of distinct requests made using the financial dashboards, over a third of which were made of the “Transaction Listing All” dashboard (24,931 requests).
• 79: Number of individuals registered for the Introduction to OBI Financial Dashboard training
• 1,204: Number of users who have completed training
• 62%: Percentage of target audience who is trained on OBI.  If you are one of the other 38%, register for OBI training today!

CREW Decommissioning Deadline: December 15

The Modernization of Financial Reporting (MFR) Project Team has been working diligently with business leadership in the schools (specifically, the Financial Deans), its partners within the Data Management Services team and HUIT to improve the quality of the OBIEE (OBI) dashboards.  After almost 18 years in service to the Harvard community, CREW will be decommissioned on December 15 of this year.  At that time, all access to CREW will discontinue and users will need to access other systems for work they have been doing in CREW.

Until December 15, financial reports will be available in both CREW and OBI.  As of the morning of December 15, OBI will serve as the sole source for financial reporting and users will be unable to logon and retrieve any previously run reports in CREW.

Please note that there will be no changes to the desktop version of Interactive Reporting (also known as BRIO or Hyperion Interactive Reporting Studio) at this time.  Users of IR/BRIO will be still be able to use the desktop version for their ad hoc reporting needs.... Read more about Modernization of Financial Reporting (MFR) Project Update

The MFR Project Team is preparing for the implementation of the Financial dashboards including developing the security model, training school/ department users, and preparing to retire financial reporting systems. Mode details on those activities are highlighted below.

Data Access Controls

Data Access Controls (DAC) 2.0 provides the latest...

Grants Management Dashboards

The CREW Grants Management reports were decommissioned on Friday, Dec 1 and are no longer available, with the exception of the Sponsored Invalid Code Combinations and GMAS User Security reports.  As of Friday, December 2, all scheduled Grants Management reports have also been terminated and removed from CREW.  The OBI Grants Management reports are available and will be the source for grants management reporting going forward. 

If you have not yet attended an OBI Grants Management dashboard training, there are more...

... Read more about Modernization of Financial Reporting (MFR) Project Update

As we shared last month the project team will be disabling CREW Accounts Payable, Accounts Receivable and Cash Management reports on November 1st.  At that time, FSS Client Services and the Harvard Data Warehouse (HDW) will disable the following CREW Reports and OBI will be the sole source for this information:

• Accounts Receivable
  • Account Status Summary
  • Past Due Invoices
  • Bad Debt Write-Off
  • Bad Debt Recovery
  • Outstanding Customer Aging Sum
  • Billing Summary
  • Billing Detail
  ...