Publish a report to the CBI

The publishing of reports to the Consolidated Business Intelligence (CBI) environment is managed in the Business Intelligence Manager (BIM) site.

To add and publish a report:

  1. Navigate to and provide the necessary authentication credentials.
  2. Right-click a folder in the BIM catalog and click Add Report.
  3. In the report metadata window, fill in the following information; required fields are marked with an asterisk. To view the definition of each metadata field, select or hover over the item in the metadata window.
    When adding metadata for a report, you can click Save and return later to complete the request if you wish. You can save a report's metadata as many times as you need to before submitting it.
    • Report Name*: Provide a short, easily recognizable name to help users identify your report.
    • Description*: Provide a description of the report containing relevant information for your consumers.
    • Report URL*: Enter the URL for your report. Only report sources that include a URL using https:// can be added to the CBI catalog. Most URLs will be direct links to your Tableau reports; when you enter a Tableau URL, replace the strings iid=n or #n (where n is a number) with embed=y.
    • Report Environment: Select either Production or Test.
    • Help URL*: Provide a way for users to get help with the report.
    • Data Source: Choose one of the following:
      • DSSPRD: Data presented comes entirely from the Enterprise Data Warehouse.
      • EBIP: Data presented comes entirely from dimensionally modeled data from the enterprise SSAS server.
      • EBIP, DSSPRD, and Departmental Data: Data presented is a combination of enterprise and departmental data.
      • Other: The report is sourced from a departmental SQL server or other departmental data source that does not contain enterprise data. When you select Other, an additional box will appear for you to specify the data source.
    • Data Security Group Type*: If any enterprise data was indicated in the "Data Source" field, the "Data Security Group Type" field will be automatically populated.

      If you selected Other in the "Data Source" field, select Departmental in the "Data Security Group Type" field. This indicates that the data is sourced from a departmental SQL server or other departmental source and does not contain enterprise data.

      Data manager approval is required for enterprise data. Approval routing is based on your selections for "Campus Code" and "Subject Area" below.
    • Data Classification*: Select one of the four IU Types of data.
    • Security Groups*: If you selected University-internal for the "Data Classification" field, the "Security Groups" field will not be displayed. If the field is displayed, make a selection from the drop-down menu of existing security groups corresponding to the data classification you indicated. Often, it's best to create this group before you publish any reports.
    • Frequency*: From the drop-down menu, choose how often you want the data souce to be refreshed.
      Your choice may vary depending on your data type. For instance, Quarterly may be an appropriate choice for census information, while Daily would be more appropriate for data sourced from DSS1PRD or EBIP. When selecting a frequency, keep in mind that although data from DSSPRD is refreshed daily, many reports use snapshots that are updated less frequently.
    • Report Type*: Select either SQL Server Reporting Services (SSRS) or Tableau Reporting Services.
    • Campus Code*: Select a campus code from the drop-down menu. This menu is only available when "Data Security Group Type" is set to Enterprise. Systemwide (SY) is often an appropriate choice for enterprise data.
    • Subject Area*: Select a subject area corresponding to the enterprise data displayed in the report. This field is only available after you've selected a campus.
    • Department*: Select the code for the group that created the report. In most cases, this is the same as the BI Center name. When publishing a Tableau workbook, the department name chosen should be the same as the Tableau project name where you have published the workbook.
    • Effective Date Indicator*: This auto-generated value sets the date on which the report metadata was added to the CBI.
    • Category/Relatedness: Enter a high-level group to which this resource belongs, and describe its relationship with other entities (for example, course/class reports).
    • Derivation: This field displays information about how the data is derived.
    • Keywords: Enter keywords that would be useful to a person searching for reports.
    • Links: Enter links to related reports.
    • Retention Period: Select a retention period from the drop-down menu.
    • Requester*: Enter the name of the person who initially requested the resource.
    • Requester Department*: Enter the department of the person requesting the resource.
    • Primary Report Owner*: This auto-populated field displays the username of the person completing the form.
    • Secondary Report Owner*: Enter the username for a backup contact person for the report.
    • Business Owner*: This field is auto-populated based on what you selected in the "Department" field, and represents the department owner of the report.
  4. If your report contains enterprise data, click Submit for Approval. A Kuali workflow will be routed to the appropriate data manager for approval. To determine the status of an approval request, see Check the status of a request.

    If your report is a departmental report (that is, it contains no enterprise data), click Publish. Since no approval routing is necessary for departmental reports, your report will be viewable immediately.

Departmental reports

A departmental report is a report that is typically only operationally valuable to the department that created it and/or a report that contains source data from departmental data sources only.

To add a departmental report to the CBI catalog, use the appropriate folder within the Departmental Reporting folder. Refer to the instructions above to add to your report.

If your department doesn't have its own folder, right-click the Departmental Reporting folder and select Add Folder. Fill in the required folder information and click Create. The new folder will be available under the Departmental Reporting folder.

This is document bdlj in the Knowledge Base.
Last modified on 2019-06-12 10:37:05.

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