INFOCUS Enrollment by Count Date

Transcription

1 0 INFOCUS Enrllment by Cunt Date Crsstab 11/5/2012 Sftware Technlgy, Inc. Thmas Murphy 0

2 Enrllment by Cunt Date Crsstab OBJECTIVES: A crsstab reprt that cunts enrlled and withdrawn students based n a cunt date. Crsstab Cnfiguratin Header Values Label Values Values Clumn Multiple Label Values Steps t Reprduce: Add Reprt Add Crsstab INSERT TAB Select Blank Template and Pres s Crsstab Select r Mdify Data Surce Add/Remve tab: Select fllwing data bjects: Enrllment Transactin Academic Sessin Student Grade Level

3 While selecting and mdifying the data surce, the reprt builder may preview the selected data by clicking n Preview Select Date buttn. When finished previewing the data, best t chse the Clse buttn. If Select and Cntinue is selected, lk fr the Mdify Data Surce buttn n the bttm left f screen t get back t selecting r mdifying the data surce. Calculated Clumns Nne Srt tab Add clumns Student.Schl Grade Level.Sequence The Srt tab cntrls the default the date will initially appear n the reprt. When the reprt is generated, the end user has n cntrl hw the reprt is initially srted. Filter tab Add a Parameter And Clumn: Enrllment Transactin.Reprted Date Operatr: Less than r equal t Value: Pre-defined Date Tday Ask in Reprt: check Captin: Cunt Date Cntrl Type: Date In a new line Called an ask parameter because input is required frm the end user befre the reprt can be ran. Add a Parameter AND Clumn: Enrllment Transactin.Enrllment End Date Operatr: Greater than r equal t Value: Input Filter Cunt Date In a new line Click ne time n the Right arrw fr this parameter Add a Parameter

4 OR Clumn: Enrllment Transactin.Enrllment End Date Operatr: Is Null Next t previus parameter Click tw times n the Right arrw fr this parameter Add a Parameter And Clumn: AcadSessin.Start Date Operatr: Less than r equal t Value: Input Filter Cunt Date In a new line Add a Parameter And Clumn: AcadSessin.End Date Operatr: Greater than r equal t Value: Input Filter Cunt Date Next t previus parameter Press Ok t cntinue Anatmy f a Crsstab Header Values 2. Label Values 3. Values Clumn 3 Crsstab Cnfiguratin tab The crsstab cnfiguratin sets up the crsstab table t display the data in a meaningful way. Header Values Clumn: Enrllment Transactin.Actin Class

5 The header values clumn is the clumn that prvides the unique values in the header (tp) rw. Label Values Clumn: Student.Schl The label values clumn is the data clumn that prvides the unique values in the right clumn. Values Clumn: The Values clumn is the data that is being aggregated. In this sample, the number f recrds is based n a cunt f Student.Age. In an attendance reprt, the ttal may be the sum f the Daily Absence.Absence Value. Clumn: Student.Age Aggregate Functin: Cunt Preview the reprt Crsstab Settings tab Title: Enrllment Cunt (ptinal) Rws Per Page: 25 (ptinal) INSERT TAB Header Exprts Exprts Optins tab Exprt t PDF: Check Send Reprt by PDF and Check Other ptins may be selected. SETTINGS TAB Style This sample uses the Prfessinal Style Preview the reprt FILE TAB Save Reprt Name: Crsstab Sample Reprt Descriptin: Optinal Reprt Expiratin Date: Optinal Destinatin Flder Type: Persnal r Shared This ptin is viewable nly by users with Maintain INFOCUS rights Flder: Select a flder that is already created t help rganized reprts

6 Add Additinal Label Values Layers Crsstab Cnfiguratin Click Shw All Attributes Click Add a Layer in the Label Values Clumn sectin Clumn: Student.Grade Level Header: GL Preview the reprt Ntice that the schl names are nw hyper links. The end user will click n the schl name t see the grade level break dwns. Mre layers can be added t allw the user t drill-dwn all the way t the student infrmatin. Add Summary Rw The summary rw is a rw that cntains the aggregate f each header value. In this sample, the summary rw is the ttal students in each lunch status. The summary rw will applicable t each layer that the end user is lking at. Crsstab Cnfiguratin Summary Rw sectin Include: Check Captin: Ttal by Enrll Status Aggregate Functin: Sum Frmat: Integer Preview the reprt Add Summary Clumn The summary clumn is a clumn that cntains the aggregate f each label value. In this sample, the summary clumn is the ttal students in each schl r grade level, depending n the layer the end user is lking at. Crsstab Cnfiguratin Summary Clumn sectin Include: Check Captin: Ttal by Schl/GL Aggregate Functin: Sum Frmat: Integer Preview the reprt FILE TAB Save

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8 Crsstab Reprt with Multiple Label Values OBJECTIVES: Mdify crsstab reprt s that multiple Label Values Clumns are displayed. Hw t represent a text value as a numeric value in a calculated clumn. Use the calculated clumn t create extra Label Values Clumns. Steps t Reprduce Brwse t the lcatin where Crsstab reprt is created. Select the reprt Click n Cpy buttn Reprt Name: Advanced Crsstab reprt Descriptin: Optinal Flder: Optinal The flder will default t where the selected reprt is lcated Hver ver the actin icn and select Mdify Open the Data Surce by clicking n Mdify Data Surce Select r Mdify Data Surce Calculated Clumns MALE Click New Name: Male

9 Definitin: CASE WHEN «Student».«Gender» = Male THEN 1 ELSE 0 END Click Test Click Save FEMALE Click New Name: Male Definitin: CASE WHEN «Student».«Gender» = Female THEN 1 ELSE 0 END Click Test Click Save Calculated clumns added in this lcatin are limited t this reprt nly and are nt available fr use by ther reprts. The calculated clumns will have t be created fr each reprt. INFOCUS requires numeric fields t be used as label value clumns. The calculated clumns Male and Female cnvert the text values f Male and Female t represent a numeric 1 r 0. 1 means the student is and 0 means the student is nt. The crsstab will sum up all values in each calculated clumn t get a final number f female and male students. Add Additinal Value Clumns Crsstab Cnfiguratin Click Add Extra Value Clumns in the Values Clumn sectin Aggregate Functin: Sum Clumn: Calculated Field.Female Header: Female Click Add Extra Value Clumns in the Values Clumn sectin Aggregate Functin: Sum Clumn: Calculated Field.Male Header: Male

10 Resrt the Clumns by mving Age t the last psitin Edit Age and clear the Header field. The Values Clumn sectin shuld lk like the screen sht belw:

11 Explanatin f parameters This is discusses the lgic behind the parameters and will nly be discussed in class if time allws. Skip dwn t the Heat Map Settings tab sectin t cntinue building the reprt. 1) Return all students wh have enrllment r re-enrllment transactins 2) Return all students wh are currently enrlled n the cunt date a. Where enrllment start date is n r befre the cunt date b. Where enrllment end date is n r after the cunt date (fr students wh have withdrawn) c. OR Enrllment end date is blank because the student never withdrew frm schl (Currently enrlled) 3) Return nly recrds in the academic sessins that ccur n the cunt date. 1) Return all students wh have enrllment r re-enrllment transactins a. The enrllment recrd must have an enrllment actin class f E r R. E is enrlled and R is Re-enrlled. b. The lgic is return all enrllment recrds where the actin class is in the list f E and R c. Therefre the parameter is: Enrllment Transactin.Actin Class In List (E,R) 2) Return all students wh are currently enrlled n the cunt date a. What is wanted is where the enrllment start date begins befre r n b. D nt include students wh are withdrawn n the withdrawal date i. Students wh have withdrawn will have an end date n the same recrd. If this is the case, nly return the recrds where the end date ccurs after r n the cunt date. ii. This will filter ut the students wh are withdrawn n the cunt date c. Hwever, mst students never withdraw will nt have an end date. d. The lgic is t return all recrds where: i. The Enrllment Start Date is Less than r equal t cunt date ii. AND (Enrllment End Date is Greater than r equal t cunt date iii. OR Enrllment End Date Is Null) 1. Gruping the withdrawn and the currently enrlled requirements is required because a student will never be withdrawn AND enrlled n any ne cunt date at ne schl. e. Parameter is: (Enrllment Transactin.Start Date Less than r equal t Cunt Date AND (Enrllment Transactin.End Date Greater than r equal t Cunt Date OR Enrllment Transactin.End Date is Null)) 3) Only return the students enrlled in the academic sessins that ccur n the cunt date. a. The reprt user will nly want t pull data frm the academic sessins that ccur n the cunt date b. The lgic is t return all recrds where: i. The Academic Sessin Start Date is Less than r equal t cunt date ii. AND Academic Sessin End Date is Greater than r equal t cunt date

12 c. Parameter is: (Academic Sessin.Start Date Less than r equal t Cunt Date AND Academic Sessin.End Date Greater than r equal t Cunt Date)