ReportWorks: Intermediate

Transcription

1 ReportWorks: Intermediate Trainer Name Trainer/Consultant PowerSchool University 2012

2 Agenda Managing ReportWorks Examining how data is organized Working with Boundaries and Runtime Controls Using the inspectors Structuring tables using sorting and grouping Creating graphs, crosstab reports, and table grids Publishing, importing, and exporting reports

3 Managing ReportWorks

4 Set Categories and Preferences System > ReportWorks Administration

5 Categories Organize reports by type System > ReportWorks Administration > Report Categories

6 Preferences How does PowerSchool handle reports? System > ReportWorks Administration > ReportWorks Preferences

7 Grades Data Set Keeping the Grades data set current: System > ReportWorks Administration > Grades Data Set

8 Give Access to Report Developers Sign in to PowerSchool Navigate to the staff member s record Click Security Settings Enter the user s admin password Select Yes for ReportWorks Developer user

9 Now It s Your Turn Complete hands-on activities 1-2: Set Up Categories and Preferences Set Up ReportWorks Developer Users

10 Examining how Data Is Organized in ReportWorks

11 ReportWorks Data Organization Data Sets have three elements: 1. Subsets 2. Object Groups 3. Data Objects

12 Data Sets Student: Basic + Schedule Subsets Object Groups Data Objects Subset Group Object Class_Enrollments Course Course_Name

13 Data Subsets Virtual list of records in the database

14 Object Groups Groups are for organizational purposes only

15 Data Objects Objects can be fields, calculated values, concatenations, or environment conditions

16 Relationships Parent to child = bigger to smaller Left to right

17 Peer Subsets Peer subsets reside in the same column

18 Data Mapping Guide Each version of ReportWorks comes with its own data map that includes: ReportWorks Data Element PowerSchool Interface Location Database Location

19 Working with Boundaries and Runtime Controls

20 Working with Filters The Scope Tab 1. Automatic Data Filtering 2. Boundary Filters 3. Runtime Controls

21 Filters Potential Report Data X Level 1 School-Context Filter X Level 2 Boundary Filters X Level 3 Runtime Filters Actual Report Data

22 Create and Group Boundary Filters Drag and drop data object into Boundaries area Select an operator, enter field criteria, and click OK Repeat steps 1 and 2 for each boundary to set Group boundaries

23 Drag and Drop Drag and drop data object into Boundaries area

24 Add Filter Select an operator, enter field criteria, and click OK

25 Repeat Repeat steps 1 and 2 for each boundary to set

26 Multiple Boundary Filters

27 Group Boundary Filters

28 Layer Boundaries

29 Runtime Controls

30 Now It s Your Turn Complete hands-on activities 3-4: Define Boundaries Set Runtime Controls

31 Using the Inspectors

32 The Inspectors ReportWorks has 11 inspectors and 4 panels Inspectors are like a context-sensitive toolbox Inspectors include data structures, text, and graphics

33 Navigating the Inspectors 1. Click a layout item 2. Click the Inspector icon 3. Click the level of the project you want to inspect

34 Layering Use the Inspectors to add layering Lock part of the screen using layering Isolate part of the screen using layering

35 Layer Operations Add or remove Merge Rename

36 Now It s Your Turn Complete hands-on activity 5: Add Layers to a Free- Form Letter

37 Structuring Tables Using Sorting and Grouping

38 Table Anatomy 1. Table Row Column 2. Table Row 3. Table Body 4. Table Group Browser Table displays in layout center

39 Table Anatomy Table Row Resize Bar/Row Label Table Row Structured/Unstructured Selector Table Row Version

40 Sorting Data in a Table 1. Choose the table you want to sort 2. Open the inspector 3. Drag and drop the object to sort by 4. Preview

41 Grouping Data in a Table 1. Choose the table and the inspector 2. Drag and drop a data object onto the Grouping field 3. Choose a level, header/ summary, and page break 4. Preview

42 More than One Subset in a Table Use layout and the inspector to choose the parent table Make a table group Drag and drop a data subset to the inspector

43 Ordering Table Groups New subset is a child of last subset automatically Use Table Group Options to move groups Hierarchy changes your results!

44 Now It s Your Turn Complete hands-on activity 6: Work with a Table Structure

45 Creating a Graph

46 Creating a Graph Select Graph in the Add a New Data Structure dialog Select a data subset Resize the graph area Drag and drop a data object Set the key, select Graph Area and Graph Type

47 Select Graph Data Structure

48 Select Data Subset

49 Resize

50 Drag and Drop Data Object

51 Set the Key

52 Select Graph Type, Area, Labels...

53 Preview

54 Now It s Your Turn Complete hands-on activity 7: Create a Graph

55 Creating a CrossTab Report

56 CrossTab Report Count the number of boys and the number of girls in each ethnicity code! $! 1. Column field One unique value in each column 2. Row field One unique value in each row 3. Data field Where the column meets the row "! #!

57 Creating a CrossTab Project Select the structure and data subset Drag and resize Drag and drop data object Select modifier Auto format

58 Layout Choose the CrossTab data structure Select the Student data subset

59 Resize The default form displays one row, one column, and one table cell Use the handles to adjust the layout area

60 Drag and Drop Data Objects

61 Enter Aggregate Modifier

62 Auto Format

63 Preview

64 Now It s Your Turn Complete hands-on activity 8: Create a CrossTab Report

65 Creating a Table Grid Project

66 Creating a Table Grid Report Select the structure and data set Resize to fit layout area Drag and drop data objects Create a header

67 Select the Structure and Subset Select the TableGrid data structure Select the Class_Meetings data subset

68 Make Room for a Name

69 Add Data Objects to a Table Grid

70 Add a Name

71 Preview

72 Now It s Your Turn Complete hands-on activity 9: Create a TableGrid Student Bell Schedule

73 Publishing, Importing, and Exporting Reports

74 Culminating Processes 1. Deconstructing templates and projects (dissection) 2. Publishing and unpublishing (show and tell) 3. Importing and exporting (share and take it home)

75 Deconstruct Deconstruct the following templates and/or sample projects 1. Historical Enrollment Report Template 2. Incident Management Participant Template 3. District Enrollment History (Import) 4. Missing Address (Import) 5. Incident Attributes Distribution Graph (Import)

76 Publishing 1. Name the report 2. Describe the report 3. Choose Output Type 4. Choose PowerSchool portal 5. Choose Category 6. Choose Schools 7. Choose Users

77 Unpublishing 1. Select the project 2. Click the Publish tab 3. Click Unpublish

78 Import and Export Take advantage of projects on PowerSource, share with fellow developers, or save and tweak existing projects versus starting from scratch Take home what you have done today Share with others in class

79 Import and Export Export 1. Sign in to ReportWorks 2. Select a project 3. File > Export Current Project 4. Select the destination 5. Click Export Import 1. Sign in to ReportWorks 2. Open a project 3. File > Import Project 4. Browse to project file 5. Select the file 6. Click Import

80 Now It s Your Turn Complete hands-on activity 10: Share a Report You Created

81 Time to Review

82 Question 1 True/False: Data Sets have three elements: Subsets, Object Groups, and Data Objects

83 Answer 1 Data Sets have three elements: Subsets, Object Groups, and Data Objects True!

84 Question 2 In the CrossTab table cell, what word is added to the front of the data object name when you want a numerical result? A layer B count C data D result

85 Answer 2 In the CrossTab table cell, what word is added to the front of the data object name when you want a numerical result? A layer B count C data D result

86 Question 3 This is the Page Inspector. Which icon would you click to open the Document Inspector? 2{ 3{ } 1

87 Answer 3 This is the Page Inspector. Which icon would you click to open the Document Inspector?

88 Put the following steps in order from first to last A Select more data objects/operators B Select operator, criteria, click OK C Group Boundaries D Put data objects into boundaries area

89 The answer is... D Put data objects into boundaries area B Select operator, criteria, click OK A Select more data objects/operators C Group Boundaries

90 Key Points from Today s Class Categories and Preferences - Set up in PowerSchool in order to publish ReportWorks reports Boundaries and Runtime Controls - Group boundary filters to control report output Inspectors - Choose tools in the inspectors to control properties of items in the layout Tables - Sort data objects and group tables to control table output Import and Export - Use functions to save time when creating a report

91 Question and Answer

92 Don t Forget!! Navigate to and tell us what you think! Copyright 2012 Pearson Education, Inc., or its affiliates. All rights reserved.