Reporting: Query Studio

lavishgradeSoftware and s/w Development

Nov 25, 2013 (3 years and 11 months ago)

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Reporting: Query Studio

Course Number: PST912

Break

Materials

Rest Rooms

Cell Phones

Questions

Fire Drill


HR Building

Bridges

Housekeeping

Roster

Evaluation

Housekeeping

When class is over…

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attendance

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Housekeeping


Will work in production


Special accounts for training


Running queries


demo mode

Prerequisite


To get the most out of this session you should
be familiar with the web and with your
department’s data


This training is designed to familiarize you with
the Cognos reporting tool


It is not designed to familiarize you with the
underlying data in myUFL’s system

Instructional Objectives


Describe the advantages of the Data Warehouse


Describe the structure and organization of data
in the Data Warehouse


Identify Query Studio interface elements


Assemble a query using filters and other features


Add a chart to visualize the data


Run a query


Save a query for later use


Export query data to a PDF format

Agenda


Understanding Policy and Usage


Understanding the Big Picture


Query Studio Basics


Additional Resources


Exercises (hands
-
on)


Policies and Usage

UF Query Policy and Usage


Policy and Usage


Training requirement


Usage intended for data analysts


Ad
-
hoc querying should not replace

use of standard reports


Data Packages may change


Request role from DSA

UF_HR_CRN_Query_Studio


UF Query Policy and Usage


Communications


Listserv

Added once security role is granted

Relevant messages from Enterprise Systems

Share tips/tricks with other Query Studio
users


Lab


Open lab time to come and work on
YOUR queries


Peer to Peer Assistance


You are the help desk!

Big Picture

Query Studio


What is it?


Ad
-
hoc querying tool to build one
-
off reports


Allows you to ask questions of data
warehouse

Query Studio


Advantages:


Visual interface


No programming knowledge required


Fields and tables named descriptively


Standard table joins already made


Built
-
in features available to enhance report
layout

A Couple of Notes


When you run a query, you receive the most
recently updated data from the database being
used for your package. This means that if you
run a report and rerun it at a later date, your
data will not be the same after the warehouse
update

The Data Warehouse


ETL

Over

night

Data
Warehouse

Data Packages

Data packages
are used when
building all reports
in Enterprise
Reporting

-

Prompted reports


-

Delivered reports


-

Query Studio

PS

FI

PS

HRMS

A Few Basics

A list of recently used
packages

Additional packages


Data Package Updates


Insert Data Options


Package
-

A logical collection of
data tables

Insert Data Options


Package
-

A logical
collection of data tables


Query Subject
-

A single
table that holds multiple
Query Items

Insert Data Options


Package
-

A logical
collection of data tables


Query Subject
-

A single
table that holds multiple
Query Items


Query Item
-

A field in the
Query Subject table (UF ID,
Last Name, etc.)

Insert Data Options


Package


A logical
collection of data tables


Query Subject


A single
table that holds multiple
Query Items


Query Item


A field in the
Query Subject table (UF ID,
Last Name, etc.)


Measure


Quantitative
data such as revenue or
quantity

Insert Data Options


There is a complete list in
your handout

Insert Data Options


Insert


Single
-
click a query item and click
the Insert button


Double
-
click a query item


Click and drag a query item


Click and drag a query subject to
add all of its query items

CTRL
+Click to select
multiple items

Meet the Undo Button!!!


Undo the last several things you’ve
done


Redo available


Additional Resources


Embedded QS help and tutorial


Do not reproduce existing reports
-

use search tool
to verify


In the works:


Report Catalog


Data Element Dictionary

A Note About the Exercises

After you complete the exercises in this training
material, you should be able to:



Create a report



Add data to the report



Save the report



Run the report



View the report



Recognize the types of reports

A Note About the Exercises

After you complete the exercises in this training
material, you should be able to:



Change the appearance of reports



Create crosstab reports



Use charts



Filter, sort, and group data



Perform calculations



A Note About the Exercises


These exercises are designed to be used in a
class setting


Therefore, the exercises are meant to be
followed in a sequence


If you have difficulty working through an
exercise, try the first few exercises to familiarize
yourself with the basics

Hands
-
on Exercises


Exercises:


(Level 1) Step by step instructions


(Level 2) Requires a little more critical thinking


(Challenge) (Level 3) Provides a scenario, think
about how you would answer that question with
the data


Ultimate Challenge (Level 4)

Log on to Query Studio


Here we go…


392
-
HELP


UF Help Desk


Online Help and Tutorials available at the
Enterprise Reporting Toolkit


hr.ufl.edu/training/myUFL/Toolkits/reporting.asp

Help

In Summary


Describe the advantages of the Data Warehouse


Describe the structure and organization of data in
the Data Warehouse


Identify Query Studio interface elements


Assemble a query using filters and other features


Add a chart to visualize the data


Run a query


Save a query for later use


Export query data to a PDF format

Great Resource!


myUFL Toolkits



Web Simulations



Instruction Guides



Security Roles



Training



Contact Information



Other Helpful Information


Located at:


http://hr.ufl.edu/training/myUFL/Toolkits/

Roster

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Complete the Evaluation



Sign the roster


This is the

official record of
your attendance

Evaluation

Thank You