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Reporting: Query Studio Course Number: PST012

Reporting: Query Studio Course Number: PST012. Housekeeping. Cell Phones. Break. Rest Rooms. Materials. HR Building. Bridges. Fire Drill. Questions. Housekeeping. When class is over…. Roster. The ONLY official record of your attendance. Evaluation. Let us know what you think!.

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Reporting: Query Studio Course Number: PST012

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  1. Reporting: Query StudioCourse Number: PST012

  2. Housekeeping Cell Phones Break Rest Rooms Materials HR Building Bridges Fire Drill Questions

  3. Housekeeping When class is over… Roster The ONLY official record of your attendance Evaluation Let us know what you think!

  4. Housekeeping • Will work in production • Special accounts for training • Running queries – demo mode

  5. 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

  6. 1 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

  7. Agenda • Understanding Policy and Usage • Understanding the Big Picture • Query Studio Basics • Additional Resources • Exercises (hands-on)

  8. 2 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

  9. UF Query Policy and Usage • Communications • Listserv • Added once security role is granted • Relevant messages from Bridges • 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!

  10. 4 Query Studio • What is it? • Ad-hoc querying tool to build one-off reports • Allows you to ask questions of data warehouse

  11. 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

  12. 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

  13. 5 PS FI PS HRMS Data Packages - Prompted reports - Delivered reports - Query Studio Data packages are used when building all reports in Enterprise Reporting The Data Warehouse Data Warehouse ETL 2 days

  14. Data Package Updates

  15. Insert Data Options • Package - A logical collection of data tables

  16. Insert Data Options • Package - A logical collection of data tables • Query Subject - A single table that holds multiple Query Items

  17. 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.)

  18. 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 or Fact - Quantitative data such as asset cost or depreciation amount

  19. 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

  20. Meet the Undo Button!!! • Undo the last several things you’ve done • Redo available

  21. Types and Type Codes • Types and Type Codes • For example: Addresses Filter for the one you want, or you get ALL of them

  22. Current Flags • Indicates “Current’ condition • Addresses • How many times have you moved? • Do you want history, or only CURRENT? Filter for what you want, or you get ALL

  23. 6 Data Element Dictionary (DED) • Helpful resource available to QS users • Structure mirrors data package hierarchy • Data Packages = highest level of data organization • Query Subjects (equivalent to database table) • Query Items (equivalent to database field)

  24. Data Package Query Subject Query Items Data Element Dictionary (DED)

  25. 15 Additional Resources • Embedded QS help and tutorial • Do not reproduce existing reports - use search tool to verify • Report Catalog • http://www.bridges.ufl.edu/reporting/catalog • Data Element Dictionary

  26. 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

  27. 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

  28. 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

  29. 16 Hands-on Exercises • Exercises: • (Level 1) Step by step instructions • (Level 2) Requires a little more critical thinking • (Challenge) Provides a scenario, think about how you would answer that question with the data

  30. Log on to Query Studio • Here we go…

  31. Help • 392-HELP – UF Help Desk • On-line Help and Tutorials available at the Bridges website: www.bridges.ufl.edu

  32. 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

  33. 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/

  34. Before you leave… Evaluation • Complete the Evaluation • Click the button on the desktop Roster • Sign the roster • This is the ONLY official record of your attendance

  35. Thank You

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