Based on improved ad-hoc capabilities and recently announced changes to the licensing model of business intelligence software from Oracle, the ARP team has paused the current BRIO conversion and Tableau training activities to conduct a rapid technology and business case assessment of Oracle Analytics Server (OAS) and its ad hoc reporting tool, Oracle Data Visualizer (ODV).... Read more about Ad Hoc Reporting Project Update – January 2020

The Ad Hoc Reporting Project (ARP)’s mission is to implement a modernized ad-hoc reporting software solution (Tableau) and support the migration from Brio to the new platform. Our number one guiding principle for this project is to advance HUIT’s vision of empowering the Harvard community through technology that enables effortless access to data, information and knowledge.

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The Ad Hoc Reporting Project (ARP)’s mission is to implement a modernized ad-hoc reporting software solution (Tableau) and support the migration from Brio to the new platform. Our number one guiding principle for this project is to advance HUIT’s vision of empowering the Harvard community through technology that enables effortless access to data, information and knowledge. 

Currently, DMS is actively working to:

• Provide monthly informational sessions for the Brio / IR users called Tableau Days, in cooperation and coordination with Tableau
• Engage with Local Implementation Managers (LIMs) on a monthly basis to begin the BRIO conversion and Tableau implementation process
• Compile a list of the current BRIO/IR user population with guidance from the LIMs
• Distribute and review a BRIO/IR User Survey to help determine the number and complexity of .bqys to be converted to Tableau

Latest from the Project

DMS is pleased to announce that license negotiations with Tableau have been completed and the contract has been signed.  As we move forward with implementation, Local Implementation Managers (LIMs) from participating schools have been defined and they are working with us to:

• Define the BRIO/IR/Ad Hoc Reporting user community
• Review a survey to these users to help determine the number and complexity of .bqys to be converted to Tableau
• Appoint a local BRIO/IR Conversion Facilitator/Manager to oversee the .bqy conversion process for their school/unit
• Meet with DMS after the survey is completed to coordinate the delivery of a .bqy inventory and determine school readiness for conversion and other implementation activities

The first monthly LIM meeting was held on Thursday, August 8^th.  These meetings will continue throughout the project implementation period.  For information on who in your school/unit is serving as a LIM, visit the ARP wiki site.... Read more about Ad Hoc Reporting Project Update

The Ad Hoc Reporting Project (ARP)’s mission is to implement a modernized ad-hoc reporting software solution (Tableau) and support the migration from Brio to the new platform. Our number one guiding principle for this project is to advance HUIT’s vision of empowering the Harvard community through technology that enables effortless access to data, information and knowledge.  Data Management Services (DMS) is happy to announce that the funding for the project has been released so that work can start in earnest in FY20.

Currently, DMS is actively working with Tableau to:

• Identify consulting partners to assist Brio/IR users converting their queries to Tableau
  and
• Identify training tracks for the Ad Hoc community
• Provide monthly informational sessions for the Brio / IR users called Tableau Days
• Complete a Vendor Risk Assessment to ensure proper security
• Review and negotiate licensing options

Tableau Days

DMS is happy to state that the second Tableau Day was a success.  Justin Grosz from Harvard Business Publishing (HBP) spoke about how HBP uses Tableau for quarterly reporting automation.  Tableau’s topics included best practices, an overview of Tableau, and a review of how to create spreadsheets in the system.

Planning is currently underway for the next Tableau Day on Thursday, June 27^th.  Tableau Day will be held in the 4^th floor Summit Room at 784 Mount Auburn Street.  Tableau and Harvard presentations will be held from 11:00 a.m. to 1:30 p.m., with Doctor Sessions running from 1:30 p.m. through 3:00 p.m.

• To register for the Tableau Days, please click HERE.
• To register for the Tableau Doctor Sessions, please click HERE.

If you have topics that you would like to see covered in future Tableau Days, simply email Patty Hatch or Raj Mariadoss.

... Read more about Ad Hoc Reporting Project Update