Alliance 2020 Reporting & Business Intelligence Sessions

By Dede Young posted 02-24-2020 08:46 AM


Alliance 2020 is just over a month away! The Reporting and Business Intelligence community is gearing up to present attendees with a variety of RBI sessions. Check out these Technical and Reporting Track sessions!


Collaboratively exploring data requirements with stakeholders using visualizations and an agile methodology

Teaser: “Project: Late Registrant Dashboard. Questions: Who are our late registrants? What barriers are they facing? Are our communications, business practices and engagements effective?...”

Session:                               6822

Presenter(s):                     Nischal Dangol, University of Colorado

Copresenter(s):                 Joey Laconte, University of Colorado

When:                                  Monday, March 30th, 8:30-9:30 AM


Putting Technology to Work for You: Creating a Superior Student/Staff Experience

Teaser: “Student demands are constantly evolving and campus system maps are growing increasingly complex. Data and physical security are a priority.”

Session:                               6871

Presenter(s):                     Reyn Oyadomori, Pepperdine University

Copresenter(s):                 Laurel Stiller, Softdocs

When:                                   Monday, March 30th, 8:30-9:30 AM


PS Query – From the Bottom Up!

Teaser: “If you’re new to PeopleSoft query, come join us for an overview of PS Query to see what it has to offer and learn more about the tool.”

Session:                               6869

Presenter(s):                     Dede Young, Northern Illinois University

When:                                  Monday, March 30th, 4:15-5:15 PM


Understanding Pivot Grids (Finally!)

Teaser: “This presentation takes users through all of the steps necessary to create queries as data sources to use in pivot grids as well as…”

Session:                               6512

Presenter(s):                     Paula McDaniel, WA State Board for Comm & Tech Coll

When:                                  Tuesday, March 31st, 8:30-10:30 AM


Surfacing Your Enterprise System Data

Teaser: “Our student system based on Oracle’s PeopleSoft Campus Solutions (Application 9.2, Tools 8.57) has a layered approach when it comes to surfacing data.”

Session:                               6702

Presenter(s):                     Ross Stivison, University of California, Berkeley

Copresenter(s):                 Marc Pechaitis, University of California, Berkeley

When:                                  Wednesday, April 1st, 9:15-9:45 AM


Query Foundations

Teaser: “This presentation will focus on basic functions of the query tool and participants will gain hands on experience in creating and running simple queries.”

Session:                               6535

Presenter(s):                     Amanda Taylor, Washington State University

When:                                  Wednesday, April 1st, 9:15-11:15 AM


You also might be interested in these RBI-related sessions offered on other tracks, in order of appearance:


PS Query for Functional Users – Intermediate to Advanced (Campus Community Track)

Teaser: “Learn how to get more out of your queries by discussing some of the query functionality that UT Dallas has found to be the most helpful.”

Session:                               6514

Presenter(s):                     Jamie Choate-Polizzi, University of Texas at Dallas

When:                                  Monday, March 30th, 9:45-10:45 AM


Query Manager: Tips and Tricks (Public Sector Track)

Teaser: “If you’re a technical or functional user that is looking to learn some tips and tricks of Query Manager, this session is for you.”

Session:                               6549

Presenter(s):                     Rahul Nori, State of Minnesota

When:                                  Monday, March 30th, 9:45-10:45 AM


ALLIANCE MADE US DO IT: How a Presentation 5 Years Ago Formed Our Data Vision for OBIEE (EBS Track)

Teaser: “Five years ago the version of Caltech’s data warehouse tool was already unsupported and we had made the decision to rebuilt the data warehouse from scratch in OBIEE…”

Session:                               6982

Presenter(s):                     Erin Lindsay, California Institute of Technology

When:                                  Tuesday, March 31st, 8:30-9:30 AM


Financial Aid Queries for Everyday Processing (Financial Aid Track)

Teaser: “Building a query for financial aid purposes requires a knowledge of how the data flows from the ISIR to mailing the award letter.”

Session:                               7012

Presenter(s):                     Adrian Naranjo, Central Washington University

Copresenter(s):                Spencer Egbert, Central Washington University

When:                                  Tuesday, March 31st, 8:30-9:30 AM


BI Publisher in Grants Management: PI Summary and Other Reports, from Start to Finish (Finance Track)

Teaser: “Back by popular demand and updated with all-new examples for the 2020 Alliance Conference, this deep dive will take users step-by-step through all of the details required…”

Session:                               6781

Presenter(s):                     Christopher Pokorny, Cleveland State University

When:                                   Tuesday, March 31st, 11:15 AM-12:15 PM


Query Row Level Security (Finance Track)

Teaser: “Western University already maintains ledger security for all end users for access to GL Inquiries and nVision reports…”

Session:                               6969

Presenter(s):                     Albert Birch, Western University

Copresenter(s):                Jessica Claeys, Western University

When:                                  Tuesday, March 31st, 11:15 AM-12:15 PM


Advisement Drilling URL Queries, Workcenters and Graduation Tracking: Working Together for Graduation Processing (Academic Advisement Track)

Teaser: “Session attendees will learn how Penn State used delivered processes (Academic Advisement, ADB Results Table Queries with Drilling URLs, a Graduation Workcenter, Graduation Tracking)…”

Session:                               6526

Presenter(s):                     Rhea Leydig, The Pennsylvania State University

When:                                  Tuesday, March 31st, 1:45-2:45 PM


Easy Reporting that Puts You at the Head of the Class (Exhibitor Track)

Teaser: “What if we told you there was a quick and easy way to get all the right answeres for your ERP reporting in Excel, all at the click of a button, and all without having to get tutoring from IT?”

Session:                               7216

Presenter(s):                     Sue Maloney, insightsoftware

When:                                  Tuesday, March 31st, 3:00-3:30 PM


PeopleSoft Query Security on Confidential/Personal data fields (Finance Track)

Teaser: “This presentation talks about how we developed a custom tool to prevent access to confidential data like Tax Id, Bank Account Number on the PeopleSoft Query results”

Session:                               7009

Presenter(s):                     Sachin Srivastava, University of Texas at Arlington

Copresenter(s):                 Venkateswar Avula, University of Texas at Arlington

When:                                  Tuesday, March 31st, 3:00-3:30 PM


Query Based Alternative to SF External Award Feed (Financial Aid Track)

Teaser: “The delivered SF External Award Feed does not allow for reducing Financial Aid Item Type estimated values when corresponding actual values are received by Student Financials.”

Session:                               6573

Presenter(s):                     Gabriel Stezoski, University of Pittsburg

Copresenter(s):                 Michelle Jackson, University of Pittsburg

When:                                  Tuesday, March 31st, 4:15-5:15 PM


And don’t miss these sessions presented or co-presented by TRAG Reporting & Analytics Workgroup Members on a TRAG or other track!


Academic Requirements 201 (Academic Advisement Track)

Teaser: “This session will provide a deeper look at academic requirements.”

Session:                               6522

Presenter(s):                     Dede Young, Northern Illinois University

Copresenter(s):                Diane Garman, Northern Illinois University

When:                                  Tuesday, March 31st, 8:30-10:30 AM


Now You See Me! OMC and APM at work in PeopleSoft (TRAG: Enterprise Application Monitoring)

Teaser: “With Application Performance Monitoring (APM) institutions can track the PeopleSoft system performance from the inside out. Yes, you read correctly!”

Session:                               6548

Presenter(s):                     Longin Gogu, Lone Star College

When:                                  Tuesday, March 31st, 9:45-10:45 AM


The Cloud will disrupt our roles, now is the time to thrive. (Student Cloud Track)

Teaser: “Now is the time to take a proactive approach at understanding how transitioning to the Cloud will fundamentally change how we as individuals do business.”

Session:                               6777

Presenter(s):                     Lindsey Konerza, University of Minnesota

Copresenter(s):                Terry Houser, University of Virginia

                                                Ingrid Nuttall, University of Minnesota

                                                Stu Churchill-Hoyer, University of Wisconsin – Madison

                                                Michele Thibodeau, Butler University

When:                                  Tuesday, March 31st, 9:45-10:45 AM       


A non-expert user’s take on increasing social media engagement in today’s InstagrammingFacebookchattingTwitterverse (Constituent Experience and Advancement Track)

Teaser: “Ever wonder how you TweetTweet onInstabook, post on Facerest while Snapgramming something on LinkTube? Got those terms mixed up?”

Session:                               6608

Presenter(s):                     Anna Kourouniotis

When:                                  Tuesday, March 31st, 4:15-5:15 PM


It’s all Greek to me! Becoming fluent in BI Publisher. (Workshop)

Teaser: “Learning a new tool is a lot like learning a language. It might be challenging at first to recall the vocabulary or syntax. You may lose motivation early on because it feels like trying to climb a mountain.”

Session:                                6543

Presenter(s):                     Anna Kourouniotis, Duke University

Copresenter(s):                Dede Young, Northern Illinois University

When:                                  Wednesday, April 1st, 12:00-3:15 PM


As you can see, Alliance 2020 has plenty to offer in terms of reporting and analytics! Be sure to view and add these sessions to your agenda today! See you in Philly!

1 comment



02-24-2020 11:56 AM

Thanks for this list!


This is super helpful indeed!