Understanding the Campus Solutions Warehouse

This chapter provides an overview of the Campus Solutions Warehouse, its components, and delivered fact and dimension tables.

Click to jump to parent topicCampus Solutions Warehouse Overview

The PeopleSoft Campus Solutions Warehouse is a comprehensive business intelligence platform for campus solutions analytics. At the core of the Campus Solutions Warehouse are prepackaged dimensional data models, which optimize the arrangement, accessibility, and reportability of your admissions, student records, student financial, and campus community data. With these data models you can review data against organizational metrics and perform strategic analyses using prepackaged measures such as Admissions Rate, Enrollment Rate, Graduation Rate, and Applicant, Admit, and Prospect Counts. You can slice and dice that data using various dimensions including Academic Career, Academic Program, Academic Plan, Academic Level, Term, Admit Type, Recruiting Category, Referral Source, Application Method, Ethnic Group, and Gender.

The Campus Solutions Warehouse enables you to identify key performance drivers, trends, and opportunities, and obtain actionable-insight into your institution so you can make informed strategic and operational decisions. With the Campus Solutions Warehouse you can better understand:

The Campus Solutions Warehouse also provides institutional research snapshot functionality, which enables institutions to capture, freeze, validate, and reproduce their data at specific points in time.

For more information about EPM, the Multidimensional Warehouse, and required setup tasks for the EPM warehouses, please refer to the PeopleSoft Enterprise Performance Management Fundamentals 9.1 PeopleBook.

Campus Solutions Warehouse Structure

Data marts are logical divisions within the Campus Solutions Warehouse and are comprised of subject-specific dimensional data models designed around a specific institutional process. The Campus Solutions Warehouse includes the Admissions and Recruiting Data Mart, Campus Community Data Mart, Institutional Research Data Mart, Student Records Data Mart, and Student Financial Services Data Mart.

This following sections discuss:

Click to jump to parent topicAdmissions and Recruiting Data Mart

With the Admissions and Recruiting Data Mart you can analyze the recruiting and admissions lifecycle. Applicant rates can be compared year over year by academic program to offer insight on the conversion percentage of applicants to students and the programs in which they are enrolled. External GPA and class percentile ranking can be tracked by institution and degree program to measure applicant academic excellence. Application evaluation and student responses can be tracked in detail to obtain insight into the admission process and cycle. The Admissions and Recruiting Data Mart provides a complete Admissions Funnel subject area that enables you to follow prospects and students through the admissions life cycle, analyzing their respective yields.

With the Admissions and Recruiting Data Mart you can answer questions such as:

Click to jump to top of pageClick to jump to parent topicAdmissions and Recruiting Data Mart Delivered Fact Tables

The following table describes the delivered Admissions and Recruiting Data Mart fact tables.

Note. In the table, the Helps Answer column includes examples of the type of answers a fact table can provide; it does not contain the complete list of answers.

Fact Name

Fact Record Name

PeopleSoft Source

Description

Helps Answer

Student Admission Application

F_ADM_APPL

PS_ADM_APPL_SBPLAN

PS_ADM_APPL_PLAN

PS_ADM_APPL_DATA

PS_ADM_APP_PROG

Contains current information of student applications (based on the warehouse load date) and provides information on applicants and their applications, and associated academic institutions, academic careers, programs, plans and subplans.

There is one row of data per applicant, Institution, Career, career number , application, program, plan and subplan.

Current pool of applicants (specific admit term) by ethnicity, gender, applicant type, academic level.

Applications by program action and program action reason (when populated) to analyze for example students that rejected applications and reasons, as well as withdrew students and other program actions.

Number of waitlisted students.

Application Evaluation

F_ADM_APPL_EVAL

PS_ADM_APPL_DATA

PS_ADM_APP_CAR_SEQ

PS_ADM_APPL_PROG

PS_ADM_APPL_EVAL

PS_ADM_APPL_CMP

Contains information about the application evaluation process, which are used to evaluate applicants on specific criteria for the academic career and program to which they are applying.

This fact table provides insight into evaluation information, ratings, committees and additional information related to the application evaluation.

CAREER_SID provides institution and career information and RATING_CMP_SID provides rating scheme and rating comp info.

Institution and rating scheme are indirectly part of the key since they are derived from academic career and rating component respectively.

There is one row of data per applicant, academic career, rating component, student career number, applicant number, application program number, application evaluation number and evaluation code.

Number of application evaluations by status (committee, final, on-hold statuses)

Number of evaluations are still in progress by Institution, academic career and program.

Ranking of application centers by number of application evaluations in progress.

Analysis of application evaluations overall rating by Institution, academic career, program and admit type.

Report number of application evaluations for a given rating component above a certain rating value.

Student Admission Applications Status

F_ADM_APPL_STAT

PS_ADM_APPL_DATA

PS_ADM_APPL_PLAN

PS_ADM_APPL_PROG

PS_ADM_APPL_SBPLAN

Contains application historical data and status changes, and provides information on applicants and their applications, and associated academic institutions, academic careers, programs, plans and subplans.

There is one row of data per applicant, institution, career, career number, application, program, plan, subplan, action date and effective sequence.

Number of students went through a specific status during the admission process for a specific career, institution, and so forth.

Number of students waitlisted during the admissions process.

Number of changes in status did an application have.

Admissions Funnel

F_ADM_FUNNEL

PS_ADM_PRSPCT_CAR

PS_ADM_PRSPCT_PROG

PS_ADM_PRSPCT_PLAN

PS_ADM_APPL_DATA

Contains information on number of prospects, applicants, admitted, confirmed and enrolled students.

This table enables funnel report analysis by applicant type, academic level, academic load, last school attended, as well as by term, institution, career, program, campus, and so forth.

The admit term is used as the date of capture for the snapshot data.

There is one row of data per person, academic career, institution, admit term, academic program and academic plan.

Number of prospects, applicants, admitted, confirmed and enrolled students by admit term, institution, campus, career, and so forth.

Funnel information by ethnicity, gender, academic level, academic type, and so forth.

Yield trends by academic year, admit term, and so forth.

Recruitment Funnel

F_CRM_FUNNEL

From PeopleSoft CRM:

  • PS_RD_CAREER

  • PS_RD_ PROGRAM

  • PS_RD_PLAN

From PeopleSoft Campus Solutions:

  • PS_ADM_ APPL_DATA

  • PS_ADM_ APPL_PROG

  • PS_ADM_ APPL_PLAN

Contains information on number of prospects, leads, opportunities, applicants, admitted, confirmed and enrolled students for the student recruitment business process.

This funnel fact is used if you do not license the CRM Sales product.

This fact table is an accumulating snapshot which means existing rows for a student are updated whenever there is activity in the source systems.

Note. Admit term is used as a lookup in the job that loads this fact table. Without this value reports using this table will be incorrect.

Monitor recruiting stages and statuses for constituents.

Analyze recruiting campaign effectiveness and its return on investment.

Analyze retention campaign effectiveness and its return on investment.

Monitor the current state of recruitment and recruiting performance for individual recruiters and the recruiting team.

Recruitment Funnel (Sales)

F_CRM_FUNNEL_S

From PeopleSoft CRM:

  • PS_RD_CAREER

  • PS_RD_PROGRAM

  • PS_RD_PLAN

  • PS_RSF_LEAD

  • PS_RSF_OPPORTUNITY

From PeopleSoft Campus Solutions:

  • PS_ADM_ APPL_DATA

  • PS_ADM_ APPL_PROG

  • PS_ADM_ APPL_PLAN

Contains information on number of prospects, leads, opportunities, applicants, admitted, confirmed and enrolled students for the student recruitment business process.

This funnel fact is used if you license the CRM Sales product.

This fact table is an accumulating snapshot which means existing rows for a student are updated whenever there is activity in the source systems.

Note. Admit term is used as a lookup in the job that loads this fact table. Without this value reports using this table will be incorrect.

See PeopleSoft Customer Relationship Management Sales PeopleBook

Analyze recruiter performance, and sales team (recruiter team) performance.

External Academic Summary

F_EXT_ACAD_SUMM

PS_EXT_ACAD_SUM

Contains information on the external academic information of prospects and applicants, and an external academic summary entry of a prospect/applicant for each particular external academic career at a particular external organization, derived with a particular summary type.

There is one row of data per person, external organization, external academic career, external data number (sequence number) and external summary type.

Average GPA of the prospect/applicant in a particular external organization.

Number of course units the prospect/applicant attempted in a particular external organization.

Number of course units the prospect/applicant completed in a particular external organization.

Converted GPA of the prospect/applicant.

External Test Scores

F_EXT_TESTSCORE

PS_STDNT_TEST_COMP

Contains information on all internal and external test scores of prospects and applicants, and contains every test score entry of a prospect/applicant for a particular test and the related components taken on a particular date, obtained from a particular data source.

Test ID is indirectly part of the key since it is derived from test component. EXT_TST_CMPNT_SID performs a lookup to D_EXT_TST_CMPNT by Test ID and Test Component.

There is one row of data per person, test component, test date and test data source.

To link test score information to admissions applications you need to use this fact table in conjunction with another bridge table provided in the warehouse (R_TESTSCORE_APPL).

List of students with ACT/math rating greater than average.

Min, Max, Average test value by test component, test and percentile.

Number of students with self reported test scores.

Number of students that have taken specific test component/test more than once.

Marketing Campaign Detail

F_MKT_CMPGN_D

From PeopleSoft CRM:

PS_RA_ CMPGN_WAVE

PS_RA_LIST_ REC

PS_RA_PROGRAM_TBL

PS_RAE_ EVENT

PS_RY_ DIALOG_HE

Captures campaign costs, audience (target student), and their recruitment status information for each campaign activity, dialog, and event.

This fact table tracks recruitment status for each campaign audience member and is an accumulating snapshot, which means existing rows for a student are updated whenever there is activity in the source systems.

Number of applicants.

Number of admits.

Number of confirmed students.

Number of enrolled students.

Marketing Campaign Summary

F_MKT_CMPGN_S

F_MKT_ CMPGN_D

Captures rolled up campaign costs, audience (target student), and their recruitment status information for each campaign activity, dialog, and event.

Data in this summary fact table is sourced from theMarketing Campaign Detail (F_MKT_CMPGN_D) Campus SolutionsWarehouse fact table.

Number of applicants.

Number of admits.

Number of confirmed students.

Number of enrolled students.

Student Response

F_STDNT_RESP

PS_STDNT_RESPONSE

PS_ADM_APPL_DATA

PS_ADM_APP_CAR_SEQ

PS_ADM_APPL_PROG

Contains information about student responses to your institution and enables you to analyze, for example, why students chose not attend your institution and where they attended instead. You can also analyze why students did select your school.

There is one row of data per applicant, career, academic career number, admission application number, academic program, effective date and effective sequence.

Institution is indirectly part of they key since it is derived from academic career.

Number of students offered acceptance that have not responded.

Reasons why students declined admission to your institution.

Number of negative/positive student responses by reason and by admit term, institution, program, and admit type.

Student Recruiting

F_STU_RECRT

PS_ADM_PRSPCT_CAR

PS_PRSPCT_RECRTER

PS_PRSPCT_RCR_CAT

PS_ADM_PRSPCT_PLAN

PS_ADM_PRSPCT_PROG

PS_ADM_PRSPCT_SBPL

Contains data on prospective students, associated academic institutions, academic careers, academic programs, plans and subplans.

This fact also contains data on the recruiting categories, regions and the recruiters the prospective students are assigned to.

There is one row of data per prospect, institution, academic career, academic program, plan, subplan, recruiter category and recruiter.

The measures provided in this table enable you to analyze the number of prospects by recruiter, recruiter category, referral source, and so forth.

Number of prospects by recruiter, recruiter category, referral source (and so forth) by institution, campus, program, plan for a specific admit term.

Top high schools from where students originate.

Click to jump to top of pageClick to jump to parent topicAdmissions and Recruiting Data Mart Delivered Dimension Tables

The following table describes the delivered Admissions and Recruiting Data Mart dimension tables.

Dimension Name

Dimension Record Name

Description

Academic Rank Type

D_ACAD_RANK_TYP

Defines various rank types.

Academic Unit Type

D_ACAD_UNIT_TYP

Defines various academic unit types.

Application Center

D_APPL_CNTR

Defines centers where admissions applications are processed.

Application Method

D_APPL_MTHD

Indicates how or in what form an application was received.

Student Ethnicity

D_ETHNICTY

Stores information about the ethnic group to which a student belongs.

This dimension is snowflaked to the Person (D_PERSON) dimension.

Evaluation Code

D_EVAL_CODE

Defines evaluation codes for admission applications.

Evaluation Status

D_EVAL_STATUS

Defines the status of admission application evaluations.

External Academic Career

D_EXT_ACAD_CAR

Defines academic careers from external organizations.

External Academic Level

D_EXT_ACAD_LVL

Defines academic levels from external organizations.

External Academic Summary Type

D_EXT_SUMM_TYP

Defines the types of academic summary data from external organizations that is captured for prospects and applicants.

External Term

D_EXT_TERM

Defines the terms from external organizations.

External Test Component

D_EXT_TST_CMPNT

Defines the components of a test, such as a quantitative or verbal election.

GPA Type

D_GPA_TYPE

Defines the different grade point average types.

Marketing Event

D_MKT_EVENT

Stores marketing event information, such as event status, market, and objective.

Sourced from the following PeopleSoft CRM tables:

  • PS_RA_CAMPAIGN

  • PS_RA_CONTENT

  • PS_RA_LIST

  • PS_RA_UD_CMPGN_OBJ

  • PS_RAE_EVENT

  • PS_RY_DIALOG

Marketing Program

D_MKT_PROG

Stores marketing program information, such as program type, program status, and event name.

Sourced from the following PeopleSoft CRM tables:

  • PS_RA_PROGRAM_TBL

  • PS_RAE_EVENT

  • PS_S_PSXLATITEM

  • PS_RY_DIALOG

Rating Component

D_RATING_CMP

Defines the rating components for application evaluations.

Rating Scheme

D_RATING_SCH

Defines the rating schemes for application evaluations.

Recruiting Application Center

D_REC_APPL_CNTR

Stores information about the recruiting application center associated with the recruiter.

This dimension is snowflaked to the Recruiter (D_RECRTR) dimension.

Recruiting Center

D_RECRT_CNTR

Contains a list of recruiting centers which identify the prospects and recruiters who belong to a particular recruiting office.

Recruitment Category

D_RECRT_CTGRY

Defines special categories of prospective students to be targeted for recruiting and admissions purposes.

Recruiting Status

D_RECRT_STAT

Indicates the level of interest, at the academic career level, that the institution has in the prospective student.

Recruiter

D_RECRTR

Stores recruiter information, such as recruiter name, ID, type, and institution.

Recruiter Category

D_RECRTR_CAT

Stores information about the category associated with the recruiter.

This dimension is snowflaked to the Recruiter (D_RECRTR) dimension.

Recruiting Center

D_RECRTR_CNTR

Stores information about the recruiting center associated with the recruiter.

This dimension is snowflaked to the Recruiter (D_RECRTR) dimension.

Recruiter External Org

D_RECRTR_EXT

Stores information about the external organization associated with the recruiter.

This dimension is snowflaked to the Recruiter (D_RECRTR) dimension.

Recruiter Academic Plan

D_RECRTR_PLAN

Stores information about the academic plan associated with the recruiter.

This dimension is snowflaked to the Recruiter (D_RECRTR) dimension.

Recruiter Academic Program

D_RECRTR_PROG

Stores information about the academic program associated with the recruiter.

This dimension is snowflaked to the Recruiter (D_RECRTR) dimension.

Recruiter Region

D_RECRTR_REG

Stores information about the region associated with the recruiter.

This dimension is snowflaked to the Recruiter (D_RECRTR) dimension.

Recruiter Role

D_RECRTR_ROLE

Stores information about the role associated with the recruiter.

This dimension is snowflaked to the Recruiter (D_RECRTR) dimension.

Student Response

D_RESP_RSN

Stores information about the detailed reasons given with a student's responses for an admission application.

Referral Source

D_RFRL_SRC

Tracks how prospects or applicants learned of the institution and indicates why they were originally added to the system.

Sales (Recruiting) Team

D_SALES_TEAM

Stores sales team information, such as team ID, status, and email address.

Sourced from the following PeopleSoft CRM tables:

  • PS_RSF_TEAM

  • PS_S_PSXLATITEM

Test Data Source

D_TST_DATA_SRC

Indicates how the test scores were provided to the institution.

Admissions Recruiter (Relationship Table)

R_ADM_RECRTR

Links the one to many relationships between the Student Admission Application fact (F_ADM_APPL) and the Recruiter dimension (D_RECRTR).

External Degree (Relationship Table)

R_EXT_DEG

Lists the degrees a prospect or applicant has received from external organizations.

Prospect Recruiter (Relationship Table)

R_PRSPCT_RECRTR

Links the one to many relationships between the Student Recruiting fact (F_STU_RECRT) and the Recruiter dimension (D_RECRTR).

Relate Sales (Recruiting) Team (Relationship Table)

R_SALES_TEAM

Links the Sales (Recruiting) Representative (D_SALES_REP) dimension to the Sales (Recruiting) Team (D_SALES_TEAM) dimension.

Test Score Application (Relationship Table)

R_TESTSCORE_APPL

Links the one to many relationships between the External Test Scores fact (F_EXT_TESTSCORE) and the Student Admission Application fact (F_ADM_APPL).

Click to jump to parent topicCampus Community Data Mart

The Campus Community data mart enables you to analyze student information, service indicators, communications and checklists.

With the Campus Community data mart you can track and analyze:

With the Campus Community Data Mart you can answer questions such as:

Click to jump to top of pageClick to jump to parent topicCampus Community Data Mart Delivered Fact Tables

The following table describes the delivered Campus Community Data Mart fact tables.

Note. In the table, the Helps Answer column includes examples of the type of answers a fact table can provide; it does not contain the complete list of answers.

Fact Name

Fact Record Name

PeopleSoft Source

Description

Helps Answer

Campus Events

F_CAMPUS_EVENT

PS_CAMPUS_EVENT

Contains information about events, such as when an event occurred or when it is planned, the number of meetings associated with an event, expected attendance, number of attendees, and so forth.

The information can be analyzed by institution, event type, event manager, and so forth.

There is one row of data per campus event.

Number of events an institution offered during the last academic year, by event type.

Number of attendees an per event.

Average number of meetings, by event, for an institution.

Average number of attendees versus invited.

Top 10 events by number of attendees.

Campus Event Meeting

F_CAMP_EVNT_MTG

PS_EVENT_MTG

PS_CAMPUS_EVENT

This fact table enables you to analyze current credit history information and credit history trends for a given business unit, account type, student, external org, and so forth.

Provides analysis of events, event meetings, and event attendees. Also provides lower level of granularity than the Campus Event fact table, since the Campus Event Meeting fact table provides information at the event meeting level, and it allows analysis of events and event meetings by institution, event type, coordinator, external organization, and department.

There is one row of data per campus event and event meeting number.

Number of event meetings that occurred in the campus facilities in the last academic year.

Number of event meetings that occurred outside the campus facilities in the last academic year.

Number of campus events by institution, by campus event type.

Number of meeting events occurring on specific dates, detailing projected attendance, number of people invited and number of attendees.

Top 10 meeting events ranked by attendance and/or percentage of attendance attendees/invitations. And location of event and day of week it occurred.

Organization Check List

F_CHKLST_ORG

PS_PERSON_CHECKLST

Provides information about external organization checklists. Checklists may be lists of steps that must be performed, or documents that must be provided, or communications that are planned to occur, and so on.

This table enables you to analyze external organization checklists by organization, admin function, institution, and related checklist items.

There is one row of data per Organization ID and sequence number.

Number of external organizations with pending (incomplete) checklists for a specific admin function.

Number of external organizations with past due checklists, by institution and admin function.

Number of external organizations with specific checklist items that are still incomplete. And how many of them were created by a given user.

Number of incomplete checklists for a given department.

Person Check List

F_CHKLST_PERSON

PS_PERSON_CHECKLST

Provides information about person (student) checklists. Checklists may be lists of steps that must be performed, or documents that must be provided, or communications that are planned to occur, and so on.

This table enable you to analyze person organization checklists by student, admin function, institution, and related checklist items.

There is one row of data per Person ID and sequence number.

Number of students with pending (incomplete) checklists for a specific admin function (such as admissions application).

Number of students with past due checklists, by institution and admin function.

Number of students with specific checklist items that are still incomplete. And how many of them were created by a given user.

Organization Communications

F_COMM_EXT_ORG

PS_COMMUNICATION

Provides analysis of external organization communications. This fact table enables you to analyze External Organization Communications by organization, administrative function, and related variable data, institution, and outcome reason.

There is one row of data per external organization and sequence number.

Number of communications created for a given external organization during a given time period. Number of those that have been completed.

Number of communications with enclosures for a given external organization.

Top 10 external organizations ranked by total number of communications (both complete and incomplete) for a given time period.

Person Communications

F_COMM_PERSON

PS_COMMUNICATION

Provides analysis of person communications by person, administrative function, related variable data, institution and outcome reason.

There is one row of data per person and sequence number.

Number of communications created for a given person for a given time period. Number that have been completed.

Number of communications with enclosures for a given person.

Top 10 people ranked by total number of communications (both complete and incomplete) for a given time period.

Service Indicators

F_SRVC_INDCTRS

PS_SRVC_IND_DATA

Provides analysis of service indicators and related impact values by student or external organization.

Negative service indicators can be holds that prevent an individual or organization from receiving certain services and positive indicators can designate special services to be provided. Service indicators consist of one or more impact values that identify the types of specific services that are restricted or provided.

There is one row of data per person and service indicator date/time stamp.

Number of outstanding service indicators for a student.

Type of service indicator attached to a student.

Number of outstanding service indicators for an institution.

Number of outstanding service indicators for a particular service code or service reason.

Users that have created a given service indicator and when.

Which service impacts are attached to a given service indicator.

Number of students with service indicators that are for a given service impact.

Which service indicators have been released (deleted).

Click to jump to top of pageClick to jump to parent topicCampus Community Data Mart Delivered Dimension Tables

The following table describes the delivered Campus Community Data Mart dimension tables.

Dimension Name

Dimension Record Name

Description

Admin Function

D_ADMIN_FUNC

Lists administrative functions.

Aging Category

D_AGING_SF

Contains a list of aging set and aging category descriptions.

Campus Event

D_CAMPUS_EVENT

Lists campus events.

Checklist Code

D_CHKLST_CD

Contains a list of available checklist codes.

Checklist Status

D_CHKLST_STAT

Contains a list of checklist statuses.

Campus Event Attendee

D_CMP_EVNT_ATND

Contains a lists campus event attendees.

Communication Category

D_COMM_CATGRY

Contains a list of available communication categories.

Communication Context

D_COMM_CTXT

Contains a list of communication context.

Communication Direction

D_COMM_DIR

Contains a list of available communication directions.

Communication Method

D_COMM_MTHD

Contains a list of available communication methods.

Event Meeting

D_EVENT_MTG

Contains details of campus event meetings.

Checklist Item

D_ITEM_CD

Contains a list of checklist item codes.

Letter Code

D_LTR_CODE

Contains a list of available letter codes.

Outcome Reason

D_OUTCM_RSN

Contains a list of available communication outcome reasons.

Service Impact

D_SRVC_IMPACT

Maintains information about the impact entities in a campus community and includes several attributes about a service impact like description, institution code, and service impact code fields.

Service Indicator

D_SRVC_IND

Stores information about service indicator codes by institution.

Service Indicator Reason

D_SRVC_IND_RSN

Stores service indicator reasons by institution and service indicator code.

Variable Data

D_VAR_DATA

Provides details of variable data based on administrative function.

Checklist Item (Relationship Table)

R_CHKLST_ITEM

Bridges the one to many relationships of person and organization checklist facts to the corresponding checklist item code dimension.

Campus Event Attendee (Relationship Table)

R_CMP_EVNT_ATND

Links the one to many relationships between one-to-many relationships between event meetings and the event attendees.

Service Impact (Relationship Table)

R_SRVC_IMPACT

Links the one to many relationship between the Service Indicator (D_SRVC_IND) fact and Service Impact (D_SRVC_IMPACT) dimension.

Click to jump to parent topicInstitutional Research Data Mart

As part of institutional reporting requirements—such as IPEDS, state requirements, and so forth—institutions must capture their data at specific points in time and freeze it so they can reproduce the information they report. However, due to the dynamic nature of transaction systems, freezing data at a specific point in time can be difficult to accomplish. To accommodate the institutional reporting process, PeopleSoft provides you with the Institutional Research Data Mart and related snapshot functionality.

A snapshot provides a picture of your data for a given period of time and PeopleSoft's snapshot feature enables institutions to capture, freeze, and validate their data at specific points in time, greatly easing the institutional reporting process. Snapshots can be taken at census date, end of term, or any other point in time.

PeopleSoft delivers snapshot functionality for the following processes:

Enrollment Snapshot

Enrollment snapshot supports colleges and universities with student enrollment planning, policy formation, decision making, and resource planning. In addition, the Enrollment snapshot functionality joins enrollment data from several different key tables in the Campus Solutions Warehouse, enabling you to:

Admissions Snapshot

The Admissions snapshot supports colleges and universities with student admissions planning, policy formation, decision making, and resource planning.

The Admissions snapshot feature can help answer:

Completions Snapshot

The Completions snapshot supports colleges and universities with planning, policy formation, decision making, and resource planning toward student graduation (completion).

The Completions snapshot feature can help answer:

End of Term Snapshot

The End of Term Performance snapshot feature can help answer:

Click to jump to top of pageClick to jump to parent topicUnderstanding Snapshot Design

To enable the capture, freezing, and validation of your data, PeopleSoft:

New Temporary Tables in the MDW

New temporary snapshot fact and dimension tables provide you with a platform to review and validate End of Term Performance data before sending it to final MDW tables, where the data can then be used for reporting purposes.

Temporary dimension tables share the same structure as ordinary MDW dimensions, plus the addition of the SNAPSHOT_SID column. Temporary fact tables also include SNAPSHOT_SID as a foreign key so that referential integrity between a fact and its related dimensions is maintained in the temporary layer.

The following graphics depict hypothetical temporary fact and dimension tables:

The new temporary tables create a virtual temporary layer within the MDW. The temporary layer enables you to continue validating your data in the temporary layer until the data is satisfactory and you are ready to move it to final MDW tables.

Note. Using temporary tables is optional; you can bypass the temporary layer altogether and load data directly to the final tables.

You can also delete data from the temporary tables.

New Final Tables in the MDW

New final snapshot fact and dimension tables provide you with a platform to store finalized, frozen End of Term Performance data that is used for institutional reporting purposes. Final fact and dimension tables have structures identical to the temporary tables.

Once you are satisfied with your End of Term Performance data in the temporary tables, you can run separate ETL jobs to load the data into the final fact and dimension tables. You can also bypass the temporary tables altogether and load data directly to the final tables.

Note. You cannot delete data from the final tables.

The new final tables create a virtual final layer within the MDW.

Snapshot Tables Naming Convention

Snapshot tables use the following naming convention:

Table Type

Naming Convention

Snapshot Fact – Temporary

PS_TF_<TableName>

Snapshot Fact – Final

PS_FF_<TableName>

Snapshot Dimension – Temporary

PS_TD_<TableName>

Snapshot Dimension – Final

PS_FD_<TableName>

Snapshot Relate – Temporary

PS_TRL_<TableName>

Snapshot Relate – Final

PS_FRL_<TableName>

Understanding the SNAPSHOT_SID Key and its Role in Freezing Data

As part of institutional reporting requirements, institutions must capture data at a specific point in time and freeze it so they can reproduce the same report information at a later time. Since each run of a snapshot load job produces a new and unique SNAPSHOT_SID key for the dimension and fact records being extracted, the SNAPSHOT_SID provides a means to freeze data and permanently store it in the final MDW tables.

For example, the PS_D_PERSON dimension stores an individual's marital status. Assume you generate a report based on the dimension's data on 6-1-11:

Note that the individual's marital status is unmarried in both the dimension and the report.

On 6-15-11 you generate another report based on the same dimension's data:

However, this time the individual's marital status is married. In a type 1 slowly changing dimension, each time the individual's marital status changes in the source the EPM dimension record is overwritten with the new data. Hence the new report data reflects the changes. If you wanted to reproduce the report data that was generated on 6-1-11, you could not do so.

However, using the new temporary and final MDW tables and the SNAPSHOT_SID key, you can generate reproducible data. Using the previous example, assume that on 6/1/11 you run the ETL job that loads the PS_TD_PERSON temporary dimension. On 6/15/11 you decide to rerun the same ETL job again:

Unlike a type 1 slowly changing dimension, the temporary dimension stores both instances of the data and is able to do so using the SNAPSHOT_SID, which provides a unique identifying value for each set of data. You can run the temporary table load job as many times as you like and each time the data will be assigned a unique SNAPSHOT_SID. Data is not overwritten in the temporary tables.

If you were to move the data from 6-1-11 to the final MDW table you would always be able to reproduce the data from that period.

Note. The same concepts apply to temporary fact tables and the ETL process that loads them.

Continuing with the previous example, you can specify the specific temporary data you want moved to the final dimension table:

Note that only the data associated with SNAPSHOT_ID equal to '002' is moved to the final table.

Note. The same concepts apply to moving temporary fact data to final fact tables.

Understanding the New Snapshot Load Process for the MDW

Traditionally the ETL process loads data to the MDW in the following manner:

  1. Data is extracted from the PeopleSoft source system and loaded into Operational Warehouse – Staging (OWS) tables.

  2. Data is extracted from OWS tables to MDW tables:

    1. Dimension data is extracted from OWS tables and loaded into MDW dimension tables.

    2. Fact data is extracted from OWS tables and loaded into MDW fact tables. During this process, lookups are performed against the MDW dimensions to load corresponding SID values to the MDW fact table.

However, the ETL load process for the new MDW tables consists of these steps:

  1. Data is extracted from the PeopleSoft source system and loaded into OWS tables.

    Note. This step remains unchanged from the previous ETL design, the logic and OWS tables involved remain the same

  2. Dimension data is loaded from OWS tables to standard MDW dimensions. During the ETL process, SIDs are assigned for dimension records.

  3. Fact data is loaded from OWS tables to temporary MDW facts. During the ETL process, SNAPSHOT_SID is assigned for temporary fact records and SID lookups are performed.

    Note. The temporary layer can be bypassed should you wish to do so. This is discussed in further detail in the following section.

  4. Dimension data is loaded from MDW dimensions to temporary MDW dimensions. During the ETL process, dimension records matching the SID from the temporary fact are moved to the temporary dimension. Those records are also assigned the corresponding SNAPSHOT_SID coming from the temporary fact.

    Note. The temporary layer can be bypassed should you wish to do so. This is discussed in further detail in the following section.

  5. Dimension data is loaded from temporary MDW dimensions to final MDW dimensions. During the ETL process, temporary dimension data matching the specified SNAPSHOT_SID is moved to the final dimension.

  6. Fact data is loaded from temporary MDW facts to final MDW facts. During the ETL process, temporary fact data matching the specified SNAPSHOT_SID is moved to the final fact.

Loading Data from the OWS to the Temporary or Final Tables

The following graphic depicts the new ETL load process for the MDW temporary tables:

You can also bypass the temporary layer altogether and load data directly to MDW final tables. The following graphic depicts the new ETL load process to directly load the MDW final tables:

You will use the DataStage job run options to select specific snapshot data and load it from the OWS tables to either temporary tables or final tables:

You must enter the Snapshot Code parameter. The Institution Code, Academic Career Code, and Term Code parameters act as additional filters.

Using the Bypass Temp Layer parameter, you can bypass the temporary layer and load End of Term Performance snapshot data directly to the final table.

You can find the ETL jobs that load snapshot temporary tables using the following navigation in the DataStage Designer project tree:

Jobs\CS_E\Institutional_Research_Mart\Students_Records\Temp_Layer\Sequence

Jobs\CS_E\Institutional_Research_Mart\Admissions\Temp_Layer\Sequence

Deleting Data from Temporary Tables

You will use the DataStage job run options to select specific End of Term Performance data to delete from temporary tables:

Enter the Snapshot Code to delete specific End of Term Performance snapshot data from the temporary table.

Note. If you want to delete multiple snapshot codes, you must use the pipe (|) character as a delimiter between the different snapshot codes. For example:

ADM_FALL11_MAR04:1,2 | ADM_FALL11_MAR11:1

You can find the ETL job that deletes End of Term Performance snapshot data from the temporary table using the following navigation in the DataStage Designer project tree: Jobs\CS_E\ Institutional_Research_Mart\Utilities

Run the job JC_Delete_Temporary_SNAPSHOTS.

Loading Data from the Temporary Layer to the Final Layer

The following graphic depicts the new ETL load process for MDW final tables when data comes from temporary tables:

You will use the DataStage job run options to select specific End of Term Performance snapshot data and load it from the MDW temporary tables to MDW final tables:

You must enter Snapshot Code and Snapshot Session Number parameters.

You can find the ETL jobs that load snapshot final tables using the following navigation in the DataStage Designer project tree:

Jobs\CS_E\Institutional_Research_Mart\Students_Records\Final_Layer\Sequence

Jobs\CS_E\Institutional_Research_Mart\Admissions\Final_Layer\Sequence

Click to jump to top of pageClick to jump to parent topicInstitutional Research Data Mart Delivered Fact Tables

The following table describes the delivered Institutional Research Data Mart fact tables.

Fact Name

Fact Record Name

Description

Helps Answer

Student Admission Application

PS_TF_ADM_APPL

PS_FF_ADM_APPL

Contains current information of student applications and provides information on applicants and their applications, and associated academic institutions, academic careers, programs, plans and subplans.

There is one row of data per applicant, Institution, Career, career number, application, program, plan and subplan.

The number of first time, first-year freshmen who applied and were admitted to my institution, by gender and by academic load.

The number of first time, first-year freshmen who enrolled, by gender and by academic load.

The percent of undergraduate applicants who submitted SAT or ACT scores.

The percent of first time, first year students with scores in specific ranges on SAT Critical reading, SAT Math and SAT Writing.

Completions

PS_TF_DEG_COMPLTN

PS_FF_DEG_COMPLTN

Contains information on student degrees as well as related honors. It provides measures on degrees and honors conferred by student, term, institution, career, program, academic plan, academic sub plan, and so forth.

There is one row of data per student, degree number, honors number, plan and sub plan.

Number of students graduating with honors by term/institution/career.

Number of those students who are athletes, honors awarded by primary majors, secondary majors and so forth.

External Academic Summary

PS_TF_EXT_ACAD_SUM

PS_FF_EXT_ACAD_SUM

Contains information on the external academic information of prospects and applicants, and an external academic summary entry of a prospect/applicant for each particular external academic career at a particular external organization, derived with a particular summary type.

There is one row of data per person, external organization, external academic career, external data number (sequence number) and external summary type.

Class Enrollment Snapshot

PS_TF_STDNT_ENRL

PS_FF_STDNT_ENRL

This fact table contains detailed student class enrollment information, such as class enrollment status, units taken, units in progress, grades, grade points, and units earned.

Data from this table is derived from the STDN_ENRL table.

There is one row of data per student, institution, academic career, term, class and class number.

Number of students enrolled in a class.

Number of dropout for a specific class.

Number of students that passed or failed a class.

Number of students enrolled by ethnicity, gender in a class.

Number of Graduate students enrolled by ethnicity, gender in a class.

Number of Graduate Degree seeking/Non Degree seeking students enrolled by ethnicity, gender in a class.

Detailed Student Program Stack Snapshot

PS_TF_STU_CAR_DTL

PS_FF_STU_CAR_DTL

This factless fact table provides all Program, Plans, and Subplans information that the student is enrolled for a given snapshot.

This factless fact also provides primary major plans and subplans, primary minor plans and subplans.

There is one row of data per student, institution, academic career, term, academic program, academic plan and academic subplan.

Note. A factless fact table does not have an amount field that you sum to derive the value that you want. Instead, it allows you to do counts based on key relationships.

For example, a question such as "How many employees participate in the 401(K) program?" could be answered by querying a factless fact table.

Number of First time students enrolled in a class.

Number of Degree/Certificate Seeking students enrolled in a class.

Aggregate Enrollment

PS_TF_ STU_ENRL_AGG

PS_FF_ STU_ENRL_AGG

Contains aggregated student enrollment information such as student credit hours, full time equivalent (FTE), cumulative number of credit hours taken toward the GPA, and number of class sections enrolled by student.

See End of Term Performance fact below.

End of Term Performance

PS_TF_STU_TRM_ENRL

PS_FF_STU_TRM_ENRL

Contains student enrollment information such as student credit hours, full time equivalent (FTE), cumulative number of credit hours taken toward the GPA, and number of class sections enrolled by student.

The full time equivalent (FTE) for a specific person, institution, career, or term.

The number of class sections enrolled by student.

Total student credit hours for a specific person, institution, career, or term.

External Test Scores

PS_TF_STU_TSTSCORE

PS_FF_STU_TSTSCORE

Contains information on all internal and external test scores of prospects and applicants, and contains every test score entry of a prospect/applicant for a particular test and the related components taken on a particular date, obtained from a particular data source.

There is one row of data per person, test component, test date and test data source.

The percent of undergraduate applicants who submitted SAT or ACT scores.

The number of applicants in the 25th and 75th percentile for different SAT and ACT test components.

The percent of students in the top tenth, top quarter, top half, bottom half, or bottom quarter.

Student Transfer Credit

PS_TF_TRNS_CREDIT

PS_FF_TRNS_CREDIT

Contains information on student transfer credit, transfer school, test credits, units taken, units transferred, transfer GPA, study agreement, and so forth.

Student Admission Application Material (Relationship table)

R_ADM_APP_MAT

(TRL_ADM_APP_MAT)

(FRL_ADM_APP_MAT)

Links Student Admission Application fact (F_ADM_APPL) with External Test Scores snapshot fact (F_STU_TSTSCORE) and External Academic Summary snapshot fact (F_EXT_ACAD_SUM).

This table must be loaded in order to link the aforementioned tables.

Click to jump to top of pageClick to jump to parent topicInstitutional Research Data Mart Delivered Dimension Tables

The following table describes the delivered Institutional Research Data Mart dimension tables.

Note. PeopleSoft also delivers temporary and final dimensions for any existing Campus Solutions Warehouse dimension that the Institutional Research Data Mart uses.

Dimension Name

Dimension Record Name

Description

Athlete Participation

D_ATHL_PART

(TD_ ATHL_PART)

(FD_ ATHL_PART)

Contains information about athlete participation status, such as Active Participant, Recruited, and Not Recruited.

Athlete Sport

D_ATHL_SPORT

(TD_ ATHL_SPORT)

(FD_ ATHL_SPORT)

Contains available sports attributes, such as Baseball, Football, or Basketball.

Course Attributes

D_CRSE_ATTR

(TD_ CRSE_ATTR)

(FD_ CRSE_ATTR)

Contains course attributes.

Degree Checkout

D_DEGR_CHKOUT

(TD_ DEGR_CHKOUT)

(FD_ DEGR_CHKOUT)

Contains degree checkout status attributes, such as Approved, Denied, Awarded, and Pending.

Enrollment Requirement Source

D_ENR_REQ_SRC

(TD_ ENR_REQ_SRC)

(FD_ ENR_REQ_SRC)

Contains Enrollment Requirement Source attributes.

External School Type

D_EXT_SCHL_TYP

(TD_EXT_SCHL_TYP)

(FD_EXT_SCHL_TYP)

Stores various external school types such as Community College, Junior College, Vocational, University, and so forth.

Material Group

D_GEN_MATL_GRP

(TD_GEN_MATL_GRP)

(FD_GEN_MATL_GRP)

Defines material types into groups. For example, you can have one group of materials for undergraduate auditions, one for graduate test scores, and one for medical external courses.

Material Type

D_GEN_MATL_TYP

(TD_ GEN_MATL_TYP)

(FD_ GEN_MATL_TYP)

Stores various material types such as Audition, External Courses, Essay, Test Scores, Transcripts, Academic Summary, and so forth.

Grading Scheme

D_GRADE_SCH

(TD_ GRADE_SCH)

(FD_ GRADE_SCH)

Contains grading scheme attributes.

Student Housing Interest

D_HOUSNG_INTRST

(TD_HOUSNG_INRST)

(FD_HOUSNG_INRST)

Stores various housing interest types, such as Commuter, Off Campus Housing, On Campus Housing, and so forth.

Requirement Designation Grade

D_RQM_DESG_GRD

(TD_RQM_DESG_GRD)

(FD_RQM_DESG_GRD)

Contains the list of requirement designation grades associated with a course.

Requirement Designation

D_ RQMNT_DESIG

(TD_ RQMNT_DESIG)

(FD_ RQMNT_DESIG)

Contains the list of requirement designations associated with a course.

Student Attributes

D_STDNT_ATTR

(TD_ STDNT_ATTR)

(FD_ STDNT_ATTR)

Contains the list of student attributes by institution.

Transfer Credit Source Type

D_TRNFR_SRC_TYP

(TD_TRNFR_SRC_TYP)

(FD_TRNFR_SRC_TYP)

Stores the type of source from which you will be modeling transfer credit such as External, Internal and Manual.

Transcript Flag

D_TRNSCRPT_FLAG

(TD_TRNSCRPT_FLAG)

(FD_TRNSCRPT_FLAG)

Stores the various type of transcript flags such as Received, Desired, and so forth.

Transcript Level

D_TRNSCRIPT_LVL

(TD_TRNSCRIP_LVL)

(FD_TRNSCRIP_LVL)

Stores information about the transcript levels, such as Never Print, Print on Official, Print on Unofficial, Print on Student Life, Print on Degree Progress and so forth.

Transcript Status

D_TRNSCRPT_STAT

(TD_TRNSCRPT_STA)

(FD_TRNSCRPT_STA)

Stores the various transcript statuses, such as Mid-Year Report, Final, Incomplete, Work in Progress, and so forth.

Transcript Type

D_TRNSCRPT_TYPE

(TD_TRNSCRPT_TYP)

(FD_TRNSCRPT_TYP)

Stores the various types of transcripts for the institution such as official, unofficial, and so forth.

Transfer Credit Model Status

D_TRNS_MOD_STAT

(TD_TRNS_MOD_STA)

(FD_TRNS_MOD_STA)

Defines the status of the transfer credit model such as posted, unposted, evaluation, complete, submitted, and so forth.

Withdrawal Reason

D_WITHDRAW_RSN

(TD_WITHDRAW_RSN)

(FD_WITHDRAW_RSN)

Stores student withdrawal reason code, description, and related information.

Athlete Sport Participation (Relationship table)

R_ATHL_PART

(TRL_ ATHL_PART)

(FRL_ ATHL_PART)

Student Athlete sports with student participation status.

Class Attribute relate table (Relationship table)

R_CLASS_ATTR

(TRL_ CLASS_ATTR)

(FRL_ CLASS_ATTR)

Class with class attribute information.

Student Attribute relate table (Relationship table)

R_STDNT_ATTR

(TRL_ STDNT_ATTR)

(FRL_ STDNT_ATTR)

Contains information on the sport a student athlete plays and the participation status.

Click to jump to parent topicStudent Records Data Mart

With the Student Records Data Mart you can review and manage items such as enrollment and registration metrics, count of student and faculty by registered courses, available courses for catalog building and schedule building, graduation rates and student career fulfillment of requirements, student academic standing, and faculty and student profiles.

Enrollment reports include areas such as monitoring average class sizes, prerequisites not being met, grade distributions, and graduation eligibility. Reports in this category include aggregated statistical reports with year-to-year comparisons in several subject areas.

With the Student Records Data Mart you can answer questions such as:

Academic Program Activation and Management Business Process

Student Records Data Mart is related to the Academic Program Activation and Management business process. This business process includes Course Catalog, Class Scheduling, Student Career Term records and Enrollment business processes. These processes fulfill the institutions need to track course delivery, student participation through enrollments to those classes. The Academic Program activation and Management processes help manage class size, a student's enrollment in a class and track the resulting grades from the class.

Click to jump to top of pageClick to jump to parent topicStudent Records Data Mart Delivered Fact Tables

The following table describes the delivered Student Records Data Mart fact tables.

Note. In the table, the Helps Answer column includes examples of the type of answers a fact table can provide; it does not contain the complete list of answers.

Fact Name

Fact Record Name

PeopleSoft Source

Description

Helps Answer

Academic Program Detail

F_ACAD_PROG_DTL

PS_ACAD_PROG

Contains information about an individual program action entry for a particular student for a given academic program.

This fact table contains all students that enrolled, matriculated, withdrew, or completed an academic career/program at an institution.

There is one row of data per student (person) surrogate ID, student career number, program surrogate ID, effective date/sequence and program action surrogate ID.

The table is not keyed by term. Institution and career are indirectly part of the key since they are derived from the Academic Program dimension through the Academic Program Surrogate ID.

Number of active students in a program by institution, career, or program.

Number of students that are active in more than one program, by institution or campus.

Number of students with transfer status who were transferred during a specific time period.

Academic Plan Summary

F_ACADPLAN_SUMM

PS_ACAD_PROG

PS_ACAD_PLAN

Contains student summary entry for a given academic plan and related academic program.

Each row of this table contains the most current information about an individual student and a particular academic plan. This fact table also contains all students that enrolled, matriculated, withdrew, or completed the academic career/program and plan in the institution,

The table is not keyed by term. Institution, career and program are indirectly part of the key since they are derived from the Academic Plan dimension.

There is one row of data per student (person) academic plan surrogate ID, and student career number.

Records are updated frequently, whenever the student program status is changed, such as activated, admitted, discontinued or completed.

Number of enrollments by program/plan.

Number of drop-outs.

Number of students in different program action and program action reasons, by career, program, or plan.

Number of students that completed the program/plan.

Number of students that cancelled the program/plan.

Class Enrollment

F_CLASS_ENRLMT

PS_TERM_TBL

PS_STDNT_ENRL

Contains information about student class enrollment, such as class enrollment status, units taken, units in progress, grades, grade points, and units earned.

There is one row of data per Term, Session, Person (Student), Class and Class Number.

Institution and career are indirectly part of the key since they are derived from the Session dimension table (SESSION_SID is populated from PS_D_SESSION based on the unique combination of Institution, Career, Term and Session).

Number of students enrolled in a class.

Number of dropout for a specific class.

Number of students that passed or failed a class.

Class roster for a particular department.

Class Instructor

F_CLASS_INSTRCT

PS_INSTR_TERM_DTL

PS_INSTRUCTOR_TERM

Contains information on instructor workload such as classes/class sections taught by instructor, instruction mode, instructor role, location, campus, facility and also indicates the assignment percentage.

There is one row of data per instructor (person), instructor assignment sequence, term and session.

Institution and career are indirectly part of the key since they are derived from the Session dimension.

Note. The assumption is that you use instructor workload process in the Campus Solutions application.

Total FTE per instructor.

Workload by instructor.

Instructors with a workload that exceeds 90%.

Class Meeting Pattern

F_CLASS_MTG_PAT

PS_CLASS_TBL

PS_CLASS_MTG_PAT

PS_CLASS_INSTR

Contains schedule information for a course including start and end dates, days of the week, and times. The data represents the superset of all classes offered, regardless of any student enrollment.

This fact table enables you to analyze class meeting pattern and instructor information (when that information is available for the class). If the information regarding meeting pattern and instructor does not exist, it will also show a row for the class, and the class meeting pattern number and instructor assignment sequence will be set to zero.

There is one row of data per Session Surrogate ID, Course Surrogate ID, Class Section Code, Class Meeting Number, and instructor assignment number.

Institution, Career, and Term are indirectly part of the key since they are derived from the Session Surrogate ID, as well as by Course ID and Course offer number that are derived from the Course Surrogate ID.

Number of courses taught, by subject.

Average number of instructors, by course and specific subject.

Classes taught on Friday afternoon.

Degrees and Honors

F_DEGREES

PS_ACAD_DEGR

PS_ACAD_DEGR_HONS

PS_ACAD_DEGR_PLAN

PS_ACAD_DEGR_SPLN

Provides analysis of student degrees as well as related honors. It provides measures on degrees and honors conferred by student, term, institution, career, program, academic plan, academic sub plan, and so forth.

There is one row of data per student, degree number, honors number, plan and subplan.

Number of students graduating with honors by term/institution/career. Number of those students who are athletes.

Honors awarded by major.

Enrollment Requests

F_ENRL_REQ

PS_ENRL_REQ_DETAIL

PS_ENRL_REQ_HEADER

Provides analysis of student enrollment requests. This table enables you to analyze enrollment request metrics by student, academic career, institution, term, status, action, reason, an so forth.

This table can provides insight into the classes that are more popular, which classes have the longest waitlists, substitute classes, an so forth.

There is one row of data per person, career, institution, term, enrollment request ID, enrollment request header status and enroll request sequence number.

Number of classes a student enrolled or attempted to enroll for a given term.

Popular classes, by enrollment and student.

Popular instructors by enrollment and student.

Number of units by student a for a given term.

Classes with a high number of repeat attempts by students.

Substitute classes requested if students cannot enroll in a particular class.

Students enrolled in a class without having met the class prerequisite.

Institution Summary

F_INST_SUMM

PS_X_INST_SUMM (from PS_ACAD_PLAN and PS_F_ACAD_PLAN_SUMM)

PS_R_STDNT_COHORT (from PS_STDNT_ATTR_DTL)

Contains information about the retention and graduation counts of an institution. Each row has calculated metrics for every academic program, admit year, admit term, admit type, student gender, ethnicity, and student cohort.

This table is an aggregate fact and each row in the table has calculated measures for every academic plan, admit term, admit type, student gender, and ethnicity.

This table is designed to store data that corresponds to a list of Academic Careers (Parameter), Full time or Part time academic load (Parameter) for different actions and action reasons (like discontinuation of the course to join armed forces) (Parameter).

Institution 4-year retention rate by cohort, gender and ethnicity.

Institution 4-year graduation rate by cohort, gender and ethnicity.

Graduation and student trends.

Term Enrollment

F_TERM_ENRLMT

PS_STDNT_CAR_TERM

PS_TERM_TBL

Provides term statistics and cumulative statistics by term, student, institution and career. This fact also provides measures such as units in progress, GPA, number of courses, and so forth.

Institution and career are indirectly part of the key since they are derived from the Term surrogate ID.

There is one row of data per term surrogate ID and student.

Top student academic standings.

Number of units in progress versus passed, by institution, career, program, or plan.

Average number of courses a student takes per term, by career, program, or plan.

Number of units a student is enrolled in.

Number of full time and part time students, by term, institution, campus, or primary program.

Number of students taking GPA units.

Enrollment analysis, by primary program and plan, term, institution, campus, career, and program.

Click to jump to top of pageClick to jump to parent topicStudent Records Data Mart Delivered Dimension Tables

The following table describes the delivered Student Records Data Mart dimension tables.

Dimension Name

Dimension Record Name

Description

Academic Group

D_ACAD_GRP

Defines all the academic groups of an institution.

Academic Organization

D_ACAD_ORG

Defines the organizational entities in an academic organization.

Academic Standing

D_ACAD_STNDNG

Contains a list of all the academic standings of an Institution.

Class

D_CLASS

Stores course information such as course ID and section, location, and academic group.

Course

D_CRSE

Defines all the course offerings for an Institution.

Degree

D_DEG

Contains the list of degrees conferred by the institution.

Degree Honors

D_DEG_HONORS

Defines the degree honor codes.

Degree Status

D_DEG_STAT

Indicates the status of the degree.

Enrollment Action

D_ENRL_ACTION

Contains a list of enrollment request actions such as enroll, drop, add grade, drop grade, and change wait-list position.

Enrollment Detail Status

D_ENRL_DTL_STAT

Contains a list of enrollment detail statuses, such as pending, submitted, and successful.

Enrollment Header Status

D_ENRL_HDR_STAT

Contains a list of enrollment header statuses such as pending, submitted, and successful.

Enrollment Message

D_ENRL_MSG_LOG

Contains a list of enrollment messages such as class full and minimum requirements not met.

Enrollment Reason

D_ENRL_RSN

Contains a list of enrollment request reasons such as student withdrawal, term cancellation, and student request drop.

Enrollment Status

D_ENRLMT_STAT

Contains a list of enrollment statuses.

Ethnic Group

D_ETHNIC_GRP

Contains a list of all the ethnic groups.

Facility

D_FCLTY

Defines the facilities in various campuses of an Institution.

Gender

D_GNDR

Provides student gender detail.

Grade

D_GRADE

Defines the valid grade codes.

Instruction Mode

D_INSTRCTN_MODE

Defines all the course mode of instructions, such as distant and classroom.

Instructor Load

D_INSTRCTR_LOAD

Denotes whether an instructor is full-time or part-time.

Instructor Class Role

D_INSTRCTR_ROLE

Defines the different roles that can be played by an faculty/instructor.

Repeat

D_REPEAT

Contains a list of all the course repeat codes.

Session

D_SESSION

Contains a list of all the academic sessions of a term.

SSR Component

D_SSR_COMP

Defines all the SSR components; for example it can specify the section of a course.

Student Cohort

D_STDNT_COHORT

Contains a list of all the student cohorts (student attributes) of an Institution.

Student Group

D_STDNT_GRP

Contains a list of all the student groups of an Institution.

Relate Academic Subplan (Relationship Table)

R_ACAD_SPLAN

Represents the relationship between an academic plan to its subplans.

Relate Award (Relationship Table)

R_AWD

Represents the relationship between a student to the awards he/she has received.

Relate Degree Honors (Relationship Table)

R_DEG_HONORS

Represents the relationship between a student degree to the honors he/she has received.

Enrollment Request Message (Relationship Table)

R_ENRL_MSG_LOG

Links the one to many relationship between the Enrollment Request (F_ENRL_REQ) fact and the Enrollment Message (D_ENRL_MSG_LOG) dimension.

Click to jump to parent topicStudent Financial Services Data Mart

The Student Financial Services Data Mart is comprised of two subject areas: Student Financial Services and Financial Aid.

Student Financial Services is used by institutions to manage student receivables, billing, and collections, as well as the transactions that are supported by reports, such as Receipts Per Day and Refund Customers Trial Balance by Students. This subject area of the Campus Solutions Warehouse links student financial information to dimensions such as Person, Account, and Product, enabling the analysis of student financial aid information from various viewpoints.

The Financial Aid subject area automates federal and institutional aid processing and helps you to manage student financial aid activity for students and applicants. Reports for financial aid application provide details such as Year to Date Disbursement, Overawards, and Pell Originations. This subject area links financial aid information to dimensions such as Person, Account and Product, enabling you to perform analysis of aid information from various viewpoints.

With the Student Financial Services Data Mart you can answer questions such as:

Award Business Process

Student Financial Services Data Mart is related to the Award business process. The Award Business Process fulfills an institutions need to track and report student's payments for classes taken as well as financial aid awards given to students for an academic year.

Click to jump to top of pageClick to jump to parent topicStudent Financial Services Data Mart Delivered Fact Tables

The following table describes the delivered Student Financial Services Data Mart fact tables.

Note. In the table, the Helps Answer column includes examples of the type of answers a fact table can provide; it does not contain the complete list of answers.

Fact Name

Fact Record Name

PeopleSoft Source

Description

Helps Answer

Award Disbursement

F_AWD_DISB

PS_STDNT_AWARDS

PS_STDNT_AWRD_DISB

Contains term-based detail information associated with a student award such as amount, status, disbursement, aid type, and so forth.

There is one row of data per person, institution, academic career, financial aid item type, aid year and disbursement ID.

Number and amount of awards accepted by source (federal, state, or institutional, for example) and type (grants, scholarships, loans, or work, for example) or for an individual item type.

Average award accepted.

Number and amount of awards declined by source (e.g., federal, state, institutional) and type (e.g., grants, scholarships, loans, work) or for an individual item type

Declined awards as a percentage of total awards offered.

Students with undisbursed awards for a particular term.

Students with pending disbursements for a particular time period.

Students with unaccepted awards.

Award Summary

F_AWD_SNPSHT

Award Disbursement (F_AWD_DISB) Fact Table

This snapshot summary table provides Award Amount and Award Count issued to a person for an academic year. Award amount represents the amount of a financial aid award to a student. This can represent the offered, disbursed, accepted or authorized amount depending on the award status. Award Count represents the count of financial aid award to a student. This can represent the offered, disbursed, accepted or authorized counts depending on the award status.

The frequency at which this table is loaded determines the snapshot period. The snapshot period is determined by the last run of the ETL process and the new run of the ETL process.

There is one row of data per snapshot date, academic career, financial aid item type, institution, person and aid year.

Total award offered, accepted, disbursed, and authorized by institution, academic career and aid year.

Top 10 careers with highest award offered by aid year and institution.

Number of awards offered by institution, academic career, and aid year.

Bill Summary

F_BIL_SNPSHT

PS_BI_BILLING_LINE

PS_BI_BILL_HEADER

Contains accumulated snapshot billing information for a student or external organization between a period of time. The information the table provides is the total summary billing information (billed and paid amount) for a student or external organization for a specific snapshot period.

There is one row of data per snapshot date, business unit, person, external organization and student/organization type.

Source aggregated data is defined using time interval parameters, namely, FROM_DATE and TO_DATE. The snapshot data is identified by a SNAP_DT_SID. Data that is present in the source between these dates is picked up by the source query and is aggregated over the total amount billed to a student or external organization per month. Then it is populated along with the total amount of payments made by a student or external organization, the number of bills unpaid, the number of bills paid late.

Total billed and paid amount by business unit, person or external organization in a specific time frame (snapshot period).

Total billed/paid amount by career, program, plan for a specific time frame (snapshot period).

Top billed career in the snapshot period.

Credit History

F_CREDIT_HIST

PS_CREDIT_HISTORY

This table allows you to analyze current credit history information and credit history trends for a given business unit, account type, student, external org, and so forth.

Contains information on student and external organization accounts by aging set and aging category.

This fact table also enables you to track whether the credit history process has assigned any service indicators to a particular student.

There is one row of data per business unit, person or external organization, student/organization type, account number, account term, effective date (date when process credit history was run) and aging set category.

Students that are regularly delinquent on payments based on credit history trends.

Total balance past due per external organization/student when process credit history is run for a given effective date.

Number of student accounts with service indicators placed on them based on credit history process.

Number of accounts with cleared service indicators.

Student accounts with service indicators placed by process credit history (with detailed service indicator code and reasons).

Balance past due for a particular aging category and aging set for a given student and effective date when process credit history is run.

Pending Payments

F_PYMNT_PENDING

PS_S_PAYMENT_TBL

PS_ITEM_SF

Contains summary information of payment and charges. This table aggregates payment amount and charge amount by business unit, person/external organization, student/organization type, academic year and term.

Total amount of payment/charges by SFBU, academic year and term.

Percentage of total amount that corresponds to student accounts and percentage that corresponds to external organization.

SF General Ledger Accounting Entries

F_SF_ACCOUNT_LN

PS_SF_ACCTG_LN

PS_JRNL_HEADER

Contains the accounting entries produced by the Student Financials system and enables you to analyze the accounting transactions generated (by business unit, ledger, fiscal year, accounting period and so forth) and whether such transactions have been transferred to the general ledger.

There is one row of data per run date, sequence number and student financials line number.

Transactions passed/not passed to the general ledger for a specified date range. Also, number of transactions and transactions amount.

Transactions passed to the general ledger analysis, by department, chartfield1, chartfield2, chartfield3 and/or operating unit.

Payment Detail

F_SF_PAYMENT

PS_S_PAYMENT_TBL

PS_ITEM_SF

Contains information about payments at a detail level and enables you to analyze payments by business unit, payment method, item type, term, academic year, and so forth.

There is one row of data per business unit, person or external organization, student/organization type and payment ID.

Number of payments from self-service and lockbox by SF business unit, term and academic/calendar year.

Total amount of payment (checks or credit card, for example) applied to a student ' account in this SFBU, by term, academic or calendar year, career, program, or college.

Students with unapplied payments.

Students with an overall credit balance and unapplied payments.

Student Financials Transactions

F_SF_TRAN

PS_ITEM_SF

Contains information about student financial transactions and enables you to analyze number of transactions, transaction amounts, paid amounts and encumbered amounts by academic year, calendar year, accounting term, account type, billing date, item type and so forth.

This table serves as a roll-up, or summarization, of the Student Financial Transaction Detail fact table.

There is one row of data per business unit, person/external organization, student/organization type and transaction number (item number).

Total tuition charged for a particular academic/calendar year, institution, or career.

Top 10 external organizations with higher waiver amounts in a particular academic or calendar year.

Total tuition/encumbered amount for this term, career, or program.

Average tuition (tuition and fees) charged for students in this SFBU, this term, academic or calendar year, career, program or college.

Total amount of waivers applied against tuition (tuition and fees) in this SFBU, term, academic or calendar year, career, program, or college.

Number of enrolled students who have not had tuition calculated.

Transaction Detail

F_SF_TRAN_DTL

PS_ITEM_LINE_SF

PS_ITEM_SF

Contains information about student financial transactions at a detail level and enables you to analyze line items by business unit, item type, account type, term, academic year, and so forth.

There is one row of data per business unit, person/external organization, student/organization type, transaction number and line sequence number.

Number of transactions not posted to the general ledger, by business unit, career, or program.

Number of transactions/transaction amount set to "aging transactions" in the last month, by business unit, career, or program.

Number of transaction with a refund and amount, by calendar or academic year.

Amount of disputed transaction by career, program, or college.

Top 10 students with higher dispute amounts.

Payments and Charges Cross Reference

F_PYMNT_CHARGES

PS_ITEM_XREF

PS_ITEM_SF

Provides information about payments applied to charges within student financials and enables you to analyze payments applied to charges by business unit, item type, account type, term, academic year, and so forth.

There is one row of data per business unit, person/external organization, student/organization type, item number charge and item number payment.

Payment method used to apply payments to specific items.

Total amount of payments applied to a given item charge by business unit, account term, item term, academic career, academic year, program, and so forth.

Federal Financial Aid audits to provide evidence that financial aid was used to pay for eligible charges or ensure tuition scholarships were used to pay for tuition and course/class fees.

Click to jump to top of pageClick to jump to parent topicStudent Financial Services Data Mart Delivered Dimension Tables

The following table describes the delivered Student Financial Services Data Mart dimension tables.

Dimension Name

Dimension Record Name

Description

Account Term

D_ACCT_TERM

Contains term value data that relates to an institution quarter or semester definition regardless of academic unit.

Account Type

D_ACCT_TYPE

Contains account types used for student financial transactions.

Federal Aid Year

D_AID_YR

Contains details about the federal aid year.

Award

D_AWD

Contains a list of all the awards which an Institution confers to its students.

Award Period

D_AWD_PRD

Contains the different award periods that can be used for financial aid awards.

Award Status

D_AWD_STAT

Contains details of the status of a financial aid award.

Contract

D_CONTRACT

Provides a list of contracts.

Disbursement

D_DISB

Contains the disbursement plan and split code values established for each financial aid item type, by career.

Dependency Status

D_DPNDCY_STAT

Defines the dependency information of the student applying for financial aid.

Financial Aid Item Type

D_FA_ITEM_TYPE

Contains attributes that may be associated with financial aid item types used to define the type of financial aid award.

Financial Aid Application

D_FED_AID_APP

Contains attributes necessary to maintain the FAFSA (Free Application for Federal Student Aid) application and changes to Institutional Student Information Record (ISIR) data.

Financial Aid Type

D_FIN_AID_TYPE

Contains the category or type of financial aid offered by a financial aid item type.

Item Code

D_ITEM_CODE

Provides a list of item codes.

Item Type

D_ITEM_TYPE

Contains details associated with item types, which are used to define the type of financial transactions.

Line Reason

D_LINE_REAS

Provides a list of line item reason codes.

Line Action

D_LINE_ACTN

Provides a list of line item actions.

Line Status

D_LINE_STAT

Provides a list of line item status values

Payment Method

D_PYMNT_MTD

Contains a list of payment methods.

Tuition Group

D_SEL_GRP

Provides a list of tuition groups.

Session Code

D_SESSION_CODE

Contains a list of all of the session codes.

Student Aid Attributes

D_STU_AID_ATTR

Defines records for students applying for aid and contains the attributes, high level information relating to the application, awarding and processing of financial aid for the year. The status fields indicate if aid-processing steps such as SSNMatch, Verification Status, Scholarship status etc., have been completed for a particular application.

Student Financial Aid Terms

D_STU_FA_TERM

Defines a consolidated view of student term data for Financial Aid processing purposes.

Click to jump to parent topicCommon and Shared Dimensions in the Campus Solutions Warehouse

This section discusses the common and shared dimensions for the Campus Solutions Warehouse.

Click to jump to top of pageClick to jump to parent topicCommon Dimensions in the Campus Solutions Warehouse

The following table describes the common dimension tables that are shared across the Campus Solutions Warehouse.

Dimension Name

Dimension Record Name

Description

Academic Career

D_ACAD_CAR

Defines all the academic careers that an institution offers.

Academic Load

D_ACAD_LOAD

Defines the academic loads offered; for example, full time or part time.

Academic Level

D_ACAD_LVL

Defines the academic level associated with a student; for example first year, second year, freshman, or sophomore.

Academic Plan

D_ACAD_PLAN

Contains all the academic plans within an academic program of an institution.

Academic Program

D_ACAD_PROG

Contains a list of all the academic programs of an institution.

Academic Subplan

D_ACAD_SPLAN

Contains a list of all the academic sub plans with an academic plan of an institution.

Admit Type

D_ADMIT_TYPE

Defines the admit types that are assigned to prospects and applications to clarify the type of prospect or applicant, such as first year, readmit, or transfer.

Campus

D_CAMPUS

Defines all the campuses for an Institution.

External Organization

D_EXT_ORG

Defines the external organizations for posting external education data and the last school attended for admissions applicant data.

Institution

D_INSTITUTION

Contains a list of all academic institutions.

Person Additional Attributes

D_PERSON_ATTR

Defines all the additional attributes of a person which are specific to the student role.

Program Action

D_PROG_ACN

Contains a list of all the academic program actions.

Program Action Reason

D_PROG_ACN_RSN

Contains a list of all the academic program action reasons.

Program Status

D_PROG_STAT

Contains a list of all the academic program statuses.

Campus Region

D_REGION_CS

Defines the geographical groupings that the institution uses for recruiting and admissions; for example, a region can be a continent, a country, a state, a portion of a state, or a mix of states.

Residency

D_RSDNCY

Defines the residency of a prospect of applicant to the institution.

Term

D_TERM

Contains a list of all the academic terms of an institution.

Relate Student Cohort (Relationship table)

R_STDNT_COHORT

Represents the relationship between a student and the cohorts (attributes).

Relate Student Group (Relationship table)

R_STDNT_GRP

Represents the relationship between a student and the student groups.

Click to jump to top of pageClick to jump to parent topicShared Dimensions

Certain dimensions, such as Account or Department are used across all EPM warehouses. These dimensions are identical in structure and content across all EPM warehouses. The following table describes the delivered shared dimension tables.

Dimension Name

Dimension Record Name

Description

Account

D_ACCOUNT

Stores details of an account that represents a ChartField.

AP Document Type

D_AP_DOC_TYPE

Stores details about AP document types, such as Payables Payments, Payables Adjustments, Payables Accruals, and so on.

Association Type

D_ASSOC_TYPE

Defines the association type for Case, Interaction and Order association.

Bank Account

D_BANK_ACCT

Store details about banks and bank accounts.

Book Code

D_BOOK_CODE

Stores details about book codes, which represent an account attribute and a balancing ChartField.

Budget Reference

D_BUDGET_REF

Stores budget descriptions.

Buyer

D_BUYER

Stores information on buyers, including information related to a buyer's employee ID and address.

Contract

D_CA

Stores the details of the contract information entered with customers. A contract contains the agreement information and obligations for the products and services licensed in the contract and is grouped by contract type.

Carrier

D_CARRIER

Stores information on carriers.

Certification Source

D_CERTSRC

Stores information on certification sources for suppliers.

Channel

D_CHANNEL

Stores channel information related to sales and procurement.

Chartfield1

D_CHARTFIELD1

Stores user defined ChartField details.

Chartfield2

D_CHARTFIELD

Stores user defined ChartField details.

Chartfield3

D_CHARTFIELD3

Stores user defined ChartField details.

Channel Partners

D_CHNL_PARTNER

Stores information about channel partners involved in the sales process.

Expenses Classifications

D_CLASS_FIELD

Stores expenses classification codes and descriptions, such as wages, benefits, health, and office supplies.

Company

D_CMPNY

Stores company-related information.

Credit Risk

D_CREDIT_RISK

Classifies credit risk values as High, Low, and Medium.

Customer Contact Person

D_CUST_CNTCT

Stores information about the customer contact person, which includes contacts and partners.

Customer Organization

D_CUST_ORG

Stores information related to customer organizations (companies). A customer organization is a company that purchases, leases, or contracts for products or services. The customer organization (company) is a subset of the Customer dimension.

Customer Person

D_CUST_PERSON

Stores information about individuals that purchase, lease, and contract for products or services. The Customer Person is a subset of the Customer dimension.

Customer Site

D_CUST_SITE

Stores information about organizations that purchase, lease, and contract for product or services located at a particular site or location. Sites can be an organization site or an individual site. Site is also a subset of the Customer dimension.

Customer Master

D_CUSTOMER

Stores information for entities that can participate in business relationships.

Department

D_DEPT

Stores information about the entities in an organization. This dimension includes attributes about a department, such as description, company code, location, and budget fields.

Employee Job Code

D_EMPL_JOB

Stores employee job history data, such as actions taken, department, job code, location, and salary history. Multiple records can be created for an employee.

Establishment

D_ESTAB

Stores distinct physical places of business (establishments) within a company and its address, and is used for regulatory reporting purposes.

Frequency

D_FREQ

Stores the payment and hours reporting frequency for time and payroll data. You can use a frequency to indicate how many times per year an event occurs.

Fund

D_FUND

Stores details about fund codes and their description.

GL Adjustment types

D_GL_ADJ_TYPE

Stores types of general ledger (GL) adjustments.

GL Offset

D_GL_OFFSET

Stores information on GL offset. This dimension groups billing information, such as office rent and retail rent.

Industry Group

D_INDUSTRY_GRP

Stores customer industry group information.

Inventory Item

D_INV_ITEM

Stores information about Inventory Item, which includes all attributes of item, including simple hierarchy information, such as category or group, as well as Make or Buy flag

Inventory Location

D_INV_LOCATION

Stores information about the storage location from which goods will be moved.

Jobcode

D_JOBCODE

Stores information about the job assignments in an organization. This dimension represents the categorization of jobs into types, such as executive, technical, and administrative services.

Journal Line Source

D_JRNL_SOURCE

Stores the details about source of journal entries created in GL.

Sales Lead

D_LEAD

Stores sales leads generated by marketing campaign waves.

Ledger

D_LEDGER

Stores the ID and description of ledgers that are defined based on templates.

Line Type

D_LN_TYP

Stores information on line types.

Location

D_LOCATION

Stores a list of work sites for an organization. Location is used to establish physical locations in an organization, such as corporate headquarters, branch offices, and remote sales offices.

Lot

D_LOT

Stores information on lot (a group of items with similar characteristics).

Operating Unit

D_OPER_UNIT

Stores details about operating units, such as a plant, office, physical location, branch, and building.

Sales Opportunity

D_OPPORTUNITY

Stores information about a sales opportunity.

Order Capture

D_ORD_CAPTURE

Stores order capture information for the sales order process.

Sales Order Status

D_ORD_STAT

Stores information on order status.

Partner

D_PARTNER

Stores partner information. The dimension has the following hierarchy: Partner, Partner Status.

Pay Group

D_PAYGRP

Groups employees by how they are paid.

Person

D_PERSON

Stores the most current personal information of both employees and non-employees of an organization.

AR Specialist

D_PERSON_ARSPL

Stores details, such name and contact, about the accounts receivable (AR) specialist involved in handling the disputes and deductions in the AR module.

AR Collector

D_PERSON_COLTR

Stores details, such name and contact, about the AR collector involved in collecting the receivables amount in the AR module.

AR Credit Analyst

D_PERSON_CRNYST

Stores details, such name and details, about the AR credit analyst involved in handling the credits given to customers.

AR Deduction Manager

D_PERSON_DEDMGR

Stores AR deduction manager name and contact information.

Position

D_POS

Stores information on all job positions available, whether an employee fills the position or no, and helps with data analysis based on salary or standard hours.

Product Group

D_PROD_GROUP

Stores information on product groups.

Product

D_PRODUCT

Stores information on products.

Program

D_PROGRAM_FDM

Keeps track of programs, such as public works, social services, fire, and public safety, that are tracked in General Ledger.

Project

D_PROJECT

Stores information about projects. A project is a vehicle for identifying an initiative that has a specified start and end date.

Partner Contact

D_PRTR_CNTCT

Stores partner contact data.

Payment Method

D_PYMNT_MTHD

Stores methods of payment, such as check, cash, and credit card.

Receive Line Status

D_RECLN_STATUS

Stores information on all receive line statuses.

Regulatory Region

D_REG_RGN

Stores the codes for regulatory and regional edit purposes. A regulatory region is any region where there are specific laws and regulations that are used for transactional purposes.

Geographic Region

D_REGION

Contains geography information for customers.

Salary Plan

D_SALPLN

Stores unique salary categories that are defined in an organization. These categories are set up according to an employee's compensation structure.

Scenario

D_SCENARIO

Stores details of historical, budgeting, and forecast scenarios.

Customer Segment

D_SEGMENT

Stores customer segment information.

Statistics Code

D_STAT_CODE

Stores details about statistical information, such as floor space, full-time equivalent workdays, and shipment size.

Subledger

D_SUBLEDGER

Stores information on subledger, which groups the accounting information.

Supplier

D_SUPPLIER

Stores information on suppliers, such as remit to supplier and corporate supplier.

Sales Territory

D_TERRITORY

Stores sales territory information. Sales territories are user defined sales regions independent of geography or proximity.

Unit

D_UNIT

Stores detail information on real estate properties.

Unit of Measure

D_UOM

Indicates the quantity in which an inventory item is expressed, such as case (CS) or box (BX).