Reporting: Query Studio Course Number: PST912

1. Reporting: Query StudioCourse Number: PST912

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. 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. Policies and Usage

9. 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

10. 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!

11. Big Picture

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

13. 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

14. 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

15. 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 Over night

16. A Few Basics

19. A list of recently used packages Additional packages

22. Data Package Updates

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

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

25. 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.)

26. 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

27. Insert Data Options • There is a complete list in your handout

28. 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

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

30. 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

31. 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

32. 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

33. 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

34. 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)

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

36. Help • 392-HELP – UF Help Desk • Online Help and Tutorials available at the Enterprise Reporting Toolkit • hr.ufl.edu/training/myUFL/Toolkits/reporting.asp

37. 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

38. 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/

39. Before you leave… Evaluation • Complete the Evaluation Roster • Sign the roster • This is the ONLY official record of your attendance

40. Thank You