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Business Intelligence

Overview

Business Intelligence or BI is a broad category of applications and technologies for gathering, storing, analysing and providing access to data to help enterprise users make better business decisions. At the University BI is part of Planning and Analytics' portfolio and the capabilities developed will be used to support Performance Reporting and the Institutional Planning and Performance Framework.

Business Intelligence is delivered via the Cognos Business Intelligence platform and is the University's strategic platform for BI to deliver all BI capabilities including "Self Service". It is an integrated platform that provides tools for:

  • Ad-hoc Querying and Analysis
  • Online/Prompted reporting
  • Pixel Perfect Reporting and Briefing Books
  • Dashboards/Scorecards/Metrics
  • Planning, Budgeting and Forecasting

The Cognos environment draws on integrated data sets from the University's data warehouse.

data warehouse diagram

BI Self Service - Ad Hoc Reporting

In order to create your own reports you will need access to Cognos BI which includes Cognos Workspace Advanced ad-hoc reporting tool. Access to this tool will provided once you have submitted the access request form and then attend trainining which is provided by Technology Services. Depending on the data you are authorised to access you will be able to create ad hoc reports for Student, Finance and/or Human Resources related business areas.

BI Self Service - Professional Reports

The following reports have been compiled to provide access to information required regularly by University management and decision-makers. They use the latest available information while also offering the ability to analyse underlying data, amend presentation formats and export to other desktop tools. You will need access to Cognos BI in order to run the reports and for Finance and Human Resources reporting you will only have access to information relevant to your Faculty/School/Department.

If you have any comments or suggestions please contact Planning and Analytics on 831 30552.

Student Professional Reports

  • Admissions

    This set of reports looks at the admissions data contained in the student system, it does not take into account SATAC preferences, the SATAC preference information is available by request to the Planning and Analytics team.

    • SATAC Offers List
  • Academic Performance

    This group of reports explores academic performance and progress, highlighting opportunities for follow up with specific target cohorts.

    Report Guide

    • School Prizes
    • Honours Target
    • Multiple Course Failures
    • Enrolment Previous Pass
    • Grade Distribution Subject Area
    • Selected Course History
    • Program Transfers (All)
    • Program Transfers (Inter Fac)
  • Cohort Reporting

    This set of reports enables you to tracks various cohorts of students for example, Low SES students, 1st year commences or enrolment churn.

    • Equity Cohort Tracking
    • Commencing Cohort Tracking Report
  • Course Review

    Provide detailed analysis for a course(s) including grade distribution, top programs and fail rates.

    • Course Review Book
    • Course Summary and Results
  • Enrolment Tracking

    Follows the progress of how many students are currently enrolled in programs.

    Report Guide pdf.

    • Students in Plans - Program Owner
    • Teaching Spread for Program Owners
    • Student in Plans - CourseVsProg Owner
    • Program Owner Spread for Teaching
    • Students and Load - Teaching Faculty
    • Course Owner Spread for Program Owner
    • Outstanding Re-Enrolments
    • Outstanding Re-Enrolments (Summary)
  • International Applications

    The International Applications folder contains reports of leading indicators for commencing, onshore, overseas fee paying (OSFP) enrolment. Calculated measures are based on 'International Applications-Acceptances' which are sourced from the Student System-Admissions module. The information can be viewed for either the first or second half of the year and the key census dates of 31st March and 31st August determine which first and second half year is available. Also available are Acceptances by citizenship country, conversion rate form application to offer to acceptance and time from application to offer to acceptance.

    Report Guide pdf.

    • International Applications (Acceptances) - Executive Summary
    • International Applications (Acceptances) - First Half Year
    • International Applications (Acceptances)- Second Half Year
    • International Applications (Acceptances) - Executive Summary (Citizenship Country)
    • International Applications (Acceptances) - Citizenship Country Comparison
    • International Applications (Applications to Offers to Acceptances) by Citizenship Country
    • International Applications (Time from Offer to Acceptance) by Citizenship Country
  • Load Performance Reporting

    Presented as a dashboard, this set of reports provides actual load vs projected load information across a number of funding groups and changes in EFTSL across faculties.

    • Executive Summary
    • Faculty Targets
    • Comparison with Previous Years
    • CGS Load by Student Status
    • AFBE Cluster Distribution
    • CGS Cluster Distribtuion by HECS Band
    • Summer/Winter School Enrolments
  • Program Performance Reporting

    This report provides information on Student Demand - Load, Target and Enrolments, Student Progressions- Retention, Progression and Completions and Student Exeperience - GDS and CEQ per Load Management Group for a faculty.

    • Program Performance Briefing Book
  • Student Contact Lists

    This set of reports provides student names and contact emaill addresses for Students whose previous institution is a Fairways school and any first year student who has enrolled.

    • Smooth Start Invitation List
    • 1st Year Student Contact List (Enrolled)
  • Student Profiling Course Enrolments

    The following ad hoc reports are easily created provided you have authorised access to Cognos Workspace Advanced.

    Report Guide pdf.

    • Load Performance
    • Program Performance
    • Basic Load On/Off Shore
    • International BCOM IELTS
    • High Drop Rate
    • Fund Cluster Summary
    • Companion Course Analysis
    • Grade Distribution
  • Student Profiling

    Follows the progress of how many students are currently enrolled in programs.

    Report Guide

    • Offer Acceptance Rate University
    • Offer Enrolment Rate Program
    • Equity Enrolments
    • Load Pass Rate Teaching
    • Funding Group Teaching
    • Narrow Program Teaching
    • International Home Regions
  • Time Tabling Aids

    This set of reports attempts to provide those connected with the challenging task of timetabling some flexibility in analysing course combination pathways. Ideally, inclusion of timetabling metrics direct from the source system into the warehouse would provide the most effective access, but some improvements can be delivered through the examination of student enrolment information, and that is what is presented here. Note these reports are very similar, as the first restricts the investigation to pathway for a specific academic plan; the second allows analysis of pathways for all plans related to the selected courses.

    Report Guide

    • Plan Course Combinations
    • Course Combinations Plans
    • Course Combinations Analysis
    • Course Combination Trend
  • Survey (CEQ/GDS) Information

    If you require access to the Graduate Destination Survey (GDS) or Course Experience Questionnaire (CEQ) benchmarking (Institution) from 2002; University of Adelaide (Faculty) from 2004 data please contact the Survey Analyst within Planning and Analytics on ext. 37570 or email: david.hirst@adelaide.edu.au

User Support for Census Products not in Cognos or Pivot Tables

A significant amount of information can be found in Excel pivot tables on the statistics pages. This information is updated on a timely basis.

Assistance

Each data subject area has a designated P&A staff member who can provide assistance when your requirement cannot be met by the Excel pivot tables. For details see the Help & Contacts tab.

Finance Professional Reports

Financial Management Reports User Guide (staff only)

  • Fee Distribution

    The Fee distribution report provides a snapshot of load, charges, waivers and average prices (before and after fee waivers) for all tuition fee paying students for an enrolment year at a point in time.  This data is allocated across the teaching Schools and is used to distribute student revenue for Australian and International Fee Paying students.

    • Fee Distribution Report
  • Journal Reports

    The Journal report enables users to search journal line detail at the Faculty/School/Branch level across account(s), project(s) for any fiscal year and period and provides the data in Excel Format for further analysis.

    • Journal Report
    • FBT Quarterly Analysis
  • Management Reports

    Only available for Financial Services.

    These reports are designed to assist users in completing their internal monthly reporting and analysis requirements with some reports including drill through to Journal detail.

    • Discretionary/Tied
    • Segment Variance Statement
    • Faculty/Division Net Operating Result by School/Branch
    • Faculty/Division Net Operating Result by School/Branch - Dynamic Time
    • School/Branch Net Operating Result by Department
    • School/Branch Net Operating Result by Department - Dynamic Time
    • University Net Operating Result by Faculty and Division
  • Monthly Performance Reports

    Only available for Financial Services.

    This set of reports is used in Monthly Finance Reporting to Planning and Budgeting Committee.  The Faculty/Division Financial Summary reports are interactive traffic light reports that enable the user to drill down to analyse variances as well as drill through to journal line detail.

    • Faculty/Division Financial Summary
    • School/Branch Financial Summary
    • University Monthly Financial Summary
  • Project Reports

    Only available for Financial Services.

    The BI Project Reports allow users to view project revenue and expenditure for all years since a project’s creation (Life to Date Reporting), or for any period as defined in the Prompt Page. The reports provide drill through to Journal line detail.

    • Project Actuals (By Fiscal Year)
    • Project Actuals (Multiple Projects)
    • Project Actuals (Multiple Projects) [University Level]
    • Project Actuals (Parent Project)
    • Project Actuals (Parent Project) [University Level]

Human Resources Professional Reports

  • Casuals

    This set of reports reflects Casual Planned (contracted hours / costs) against actual casual hours / costs for Casual contracts created in CAS PA and are Split by Course / Activity / Task enabling course level reporting. Both Excel & Pdf versions areaavailable with the Excel versions distributed fortnightly by HR to budget administrators.

    • Casual Worked Time Planned vs Actual
    • Casual Worked Time Planned vs Actual (Calendar Group)
    • Casual Worked Time Planned vs Actual (Calendar Year)
  • Commitment Reports

    The Commitments data appearing in the following reports is sourced from the PeopleSoft HR system from a customised process developed as part of the CBS project and it simulates pay runs for future periods in the calendar year and uses HR data to Process future dated salary increases, Process approved leave and Process terminations.The commitment (projection) for fixed term staff relates to the universities legal contractual obligation with the amount generated in the report being up until the expected contract end date.

    • Summary Commitments Report
    • Ad-hoc Commitments Report
    • Commitments By Calendar Group
  • Payroll Reports

    All reports are a financial translation of payroll calculation data from PeopleSoft HR.They use the finance system’s Cost Centre (3 digit) organisational structure and can been reconciled with PeopleSoft Finance General Ledger.The standard payroll financial reporting groups for Total Employment Cost are Base Salary, Leave Taken, Casuals, Loadings, Overtime, Terminations, Other, On-Costs, Provisions, Scholarships.

    • Ad-hoc Payroll Report (Cost Centre)
    • Ad-hoc Payroll Report (Cost Centre) - Excel Extract
    • Ad-hoc Payroll Element Report (Cost Centre) - Excel Extract
    • Payroll Variance Report (Cost Centre)
    • Payroll Variance Report (Latest Comparison)
    • Project Payroll Report (Cost Centre)
    • Project Payroll Report by Staff (Cost Centre)
  • Workforce Analytics

    Currently being piloted and will be rolled out to all Faculties/Divisions in 2016.

    This set of dashboards provides managers with an overview of the information they need to assess and report workforce capabilities and trends.  Most dashboards provide drill through to individual staff details.  Users can only view information for the Departments to which they have access.

    • Home – Beacon “Our People” Key Targets, Demographics and Staff Profile by Faculty/Division, School/Branch and Department (continuing and fixed term staff only)
    • Demographics – Head Count and FTE by Age, ATSI Status, Job Classification and Gender
    • Leave – Excess Leave, Leave Balances, Leave Booked and Leave Taken (continuing and fixed term staff only)
    • Staff Mobility – Movements, New Starters, Promotions and Separations (continuing and fixed term staff only)
    • Staff Profile – Head Count and FTE by Faculty/Division, School/Branch, Department, Staff Type, Job Function and Contract Type

Cognos BI

Cognos BI is user licensed and therefore only available to staff who require access to one of the following areas as part of their core job function:

The following link will open the Cognos BI portal for authorised users:

To request access please download and fill out an Access Request Form and scan/email it to the BI Team,  bi@adelaide.edu.au

Help & Contacts

  • Cognos BI: Exporting to Excel PDF
    1. Open the Internet explorer Browser
    2. Click Tools
    3. Click Internet Options (the following box will appear)

    4. Go to the Security Tab (the tabs are at the top of the box), the following box will appear

    5. Click Custom Level
    6. Under Settings look for Automatic Prompting for File Downloads
      a) Check the Enable Circle
      b) See the following box

    7. Click OK
    8. Click Apply
    9. Click OK

    Note: If you still cannot export to Excel check and make sure that you do not have any additional toolbars installed or pop-up blocker's enabled. It is also important to make sure the following websites have been defined as exceptions in your browser's Pop-up Blocker Settings.

    To uninstall toolbars

    1. Open your Internet Explorer browser
    2. Go to View>Toolbars
    3. Uncheck inappropriate toolbars
      a. The only necessary toolbars are Menu, Status bar,  and Adobe PDF
      b. Uncheck (Google, Yahoo, and others like these)
    4. Uninstall toolbars (only if you had any to uncheck)
    5. Go to Start > Control Panel
    6. Click Add or Remove Programs
    7. Search for the toolbar that you want to uninstall and Click on them
    8. Click Remove
    9. Close out when finished

    To turn off pop-up blocker

    1. Open your Internet Explorer browser
    2. Go to Tools>Pop-up Blocker>Turn Off Pop-up Blocker
  • Contacts for Organisational Data & Planning Applications

    Planning and Analytics, Finance and Human Resources have a team of experts in specific areas as listed below:

    Business Area Business Area Contact Phone
    Research Statistics  Planning and Analytics - Josh Keain 831 38386
    Students Statistics Planning and Analytics - Senaka Arachchi 831 34823
    Staff Planning and Analytics - Senaka Arachchi 831 34823
    Survey Information (CEQ/GDS) Planning and Analytics - David Hirst 831 37570
    Human Resources Reports Human Resources - Workforce Information Unit 831 33111
    SMM Queries Financial Services - Greg Edmonds 831 34669
    LMM Queries Planning & Analytics - Mary-Anne Craddock 831 36431
    Self Service
    Student Performance Reporting 831 36478
    Finance Financial Services 831 34669

     

  • Contacts for Cognos Business Intelligence Application

    For any queries concerning access and use of Cognos BI please contact the following staff:

    Business Area Contact Details Phone
    Changes or more reports? BI Manager - Adam Gardner

    BI Team email - bi@adelaide.edu.au
    831 33257
    Assistance with Cognos BI Team 831 39904

 

 

Planning & Analytics

Location
Level 3, Rundle Mall Plaza
50 Rundle Mall
Adelaide

Postal Address
The University of Adelaide
SA 5005 AUSTRALIA

Contact
Phone: +61 8 8313 6478
Fax: +61 8 8313 7028 
Email

SELT Enquiries
Phone: +61 8 8313 3496
Email