Supercharge imis with IQA Reporting

Transcription

1 Supercharge imis with IQA Reporting Tuesday, May 23, :30 am 11:30 am Melissa Mack, Intuitive Business Concepts

2 AGENDA What is IQA? What can IQA do and where is it used? How to create IQA queries Sources and Business Objects (IBOs) Security Queries for: Contact lists Committees dues details membership status renewal rates Questions and Answers

3 What is IQA Intelligent Query Architect (IQA) Tool which provides simple access to extract or compile imis data for: Reports (on screen or on paper) merges Dashboards Process Automation more... Create sophisticated queries with little to no SQL knowledge. Built into imis, not a third party tool.

4 What can IQA do and where is it used?

5 Drive Searches

6 Generate & Export Lists

7 Counts & Track Goals Progress Tracking bars

8 Create Lists

9 How to create an IQA query 5 quick steps : Give your IQA a name/description : Identify what data to use* : Identify how to filter/search the data : Select fields to display in your output : Identify how to order the results ( Order) *Most difficult task. Our first IQA will be a simple contact list. Additional tips on finding data to follow.

10 New IQA Query On your Staff Site, browse to RiSE >> Intelligent Query Architect

11 New IQA Query (continued) Recommended: Create a consistent place to store your custom IQAs that won t be overwritten during an upgrade! Browse to or create a folder to contain your IQAs. Click New > Query

12 New IQA Query: ( Order) Enter a name Optional: Add a description & Caption Text Note that the SQL section is blank Next step- Click Sources

13 New IQA Query: ( Order) Enter a name Optional: Add a description & Caption Text Note that the SQL section is blank Next step- Click Sources

14 New IQA Query: Sources ( Order) Click [Add Source]

15 New IQA Query: Sources ( Order) Opens by default in the Common >> Business Objects folder Can re-size window sections Can use quick find if you know the name & if in this folder

16 New IQA Query: Sources ( Order) Select CsContact Click [Ok] cscon *Repeat for additional source, as needed.

17 New IQA Query: Sources ( Order) Adding another source for demographics: Click [Add Source] again Select CsName_Demo Click [Ok] *Repeat for additional source, as needed.

18 New IQA Query: Sources ( Order) Once you have added all of your sources, they must be joined together. Most joins are performed automatically Custom Relationships can be created (+). CsContact.IMIS Id= CSName_Demo.Id

19 New IQA Query: ( Order) One or more specific search conditions. Filter options: Property Function Comparison Multiple Value Prompt Select a property from the drop down arrow NOTE, Property is the datapoint (aka field or column of data)

20 New IQA Query: ( Order) We will select CsContact.Status Note property s are displayed in alphabetical order

21 New IQA Query: ( Order) Comparison, defaults to Equal

22 New IQA Query: ( Order) Value, provides a available values for this Property (field)

23 New IQA Query: ( Order) You MUST click the + icon to add this filter to your query

24 New IQA Query: ( Order) You can ADD additional filters

25 New IQA Query: ( Order) We will add Member type = Student Member

26 New IQA Query: ( Order) Fields to will default Can add/remove & re-order columns To Add columns, must change what you can see by selecting from the View Selected columns dropdown change to View All Columns

27 New IQA Query: ( Order) Now, available properties are listed for your selection

28 New IQA Query: ( Order) We will scroll down to select . Click [Refresh] to show changes in field additions and sort order

29 New IQA Query: ( Order) We will scroll down to select . Click [Refresh] to show changes in field additions and sort order JJ Tip: Use CTRL+F to find the fields you want if the list is long.

30 New IQA Query: ( Order) Select the Property (field) to sort on from drop-down Select Ascending or Descending Click + button to save NOTES - Can have additional sub sorts - Properties selected to sort on *do not* have to be in the display fields

31 New IQA Query: RUN Click the Run tab to run your report Recommend often clicking [Save]

32 More about Sources ( Order) imis Business Objects Standard Cs objects representing imis data from the legacy modules (Customer, Billing, Events, Orders, etc.) Net objects represent information from Process Manager and other.net modules Custom You can create custom business objects that take fields from different tables and put them into one IBO. Use a naming standard for custom business objects. Naming example: prefix with the organization name

33 More about Sources ( Order) Query Objects IQAs can be created based on one or more sources and you can use the results of one query as input for another. cscontact vs. NetContact cscontact for older versions of imis may have had additional fields Recommend using NetContact now MUST use any time you link an ID field or use loggedin or selecteduser parameters in an IQA query NetContact is now required for any IQA queries from which you'll create a group

34 More about Sources ( Order) POPULAR SOURCES (IBOs) Customers CsContact / NetContact* CsActivity CsAddress CsCommittee CsMemberType CsRelationships CsNameLog Billing CsDuesHistory CsSubscriptions Events CsEvents CsEventHistory CsFunction CsRegistration

35 More about Sources ( Order) A visual from Classic imis CsContact CsDemo CsAddress Activity

36 More about Source Joins ( Order) Relations (JOINS) The part of a query definition that specifies a relationship between two or more sources. Important: Relationships prefilter the data in the two sources allowing the query to run faster and with less impact on the system. If you specify multiple sources for a query but forget to define relationships among the sources, imis reminds you that one or more sources have not been related.

37 More about Source Joins ( Order) JOINS OPERATOR The specific type of relationship between two sources. The following relationship operators are available in IQA. Each operator builds a different temporary source against which the query is run: Equals - Defines an INNER JOIN between the two sources in the SELECT statement that builds the query table. Left Join - Defines a LEFT OUTER JOIN between the two sources in the SELECT statement that builds the query table. Exists - Defines an EXISTS sub-query. Not Exist - Defines a NOT EXISTS subquery Or Exists - Defines an OR EXISTS subquery Or Not Exist - Defines an OR NOT EXISTS

38 More about Source Joins ( Order)

39 Sample query for Committee Roster with Mailing Addresses ( Order) 1. Information 2. Sources & Joins To change the Join for NetContact to CsAddress, I will remove (X) the one that populated by default and ADD the Mail Address Num link to get the mailing address instead of the billing address

40 Sample query for Committee Roster with Mailing Addresses ( Order) More on tab: CsCommitteeCode-To ask the user for input, we use a Prompt Prompt: Allows the end user to be prompted to enter a value for the field being filtered Prompt options: - No: User will not see the field - Optional: User sees the field and can enter a value but is not required - Required: User must enter data into the field

41 Sample query for Committee Roster with Mailing Addresses ( Order) Selected fields to display from the multiple data sources

42 Sample query for Committee Roster with Mailing Addresses ( Order) Lastly, we decided to sort by RANK first than last, first name

43 Sample query for Committee Roster with Mailing Addresses ( Order) RUN With Prompts on now asks the user to enter the Code * Indicates required input

44 Sample query for Committee Roster with Mailing Addresses

45 IQA: More about ( Order) We can name or provide additional text for prompting the user s input

46 IQA: More about ( Order) Committee Code

47 IQA: More about ( Order) Original Membership Contact List had No Prompts & of Member type = Student Member and Status = Active Let s add prompts with our own names, default values, and allow for multiple member type selection by the user

48 IQA: More about ( Order) Allows for there to be multiple values For example multiple Member types Student Affiliate Individual Entering a Value will set a default when prompting the user

49 IQA: More about ( Order) Prompts the user to Enter member types, with default selected of Affiliate, allows multiple member types to be selected

50 IQA: More about, Connectors ( Order) Connector: Allows you to connect multiple filters or groups of filters together For example, if you wanted all contacts who live in Chicago or are inactive *And is the default connection between filters without a specified connector

51 IQA: More about, Function ( Order) Function (on a Filter): Summarizes some characteristic of the current set of rows. The functions that are available depends on the data type of the column you selected. Note: You may need to select only one column when using a function depending on the function and data set. For example, if you want the maximum ID, ID must be the only column listed on the tab. Can be used in conjunction with the sub-total option in the tab

52 IQA: More about, Function ( Order) Available Functions (on a Filter), only available based on property s type: Avg - Returns the average of the values in the specified column (Numeric data type only) Count - Returns the number of rows that are in the table or that meet certain conditions (Any data type) Max - Returns the maximum value found in the specified column (Character and numeric data types) Min - Returns the minimum value found in the specified column (Character and numeric data types) Sum - Returns the sum of all values found in the specified column (Numeric data type only)

53 IQA: More about ( Order) FUNCTION Summarizes some characteristic of the current set of rows. The functions that are available depends on the data type of the column you selected. Same as those available in : Avg - Returns the average of the values in the specified column (Numeric data type only) Count - Returns the number of rows that are in the table or that meet certain conditions (Any data type) Max - Returns the maximum value found in the specified column (Character and numeric data types) Min - Returns the minimum value found in the specified column (Character and numeric data types) Sum - Returns the sum of all values found in the specified column (Numeric data type only)

54 IQA: More about ( Order) ALIAS An alternate name for a column (property) For example: First Name = First Last Name = Last Company = Organization Can be used with Link to create a hyperlink to a record in the IQA results* See documentation at Intelligent_Query_Archit ect_/adding_links_to_iqa_results.htm?highlight=alias

55 IQA: More about ( Order) LINK Converts the field into a link For example: Name > Profile Page ~/Party.aspx&ID= [code_id] > Opens new mailto:[ ] See documentation at Intelligent_Query_Archit ect_/adding_links_to_iqa_results.htm?highlight=alias

56 IQA: More about ( Order) SUBTOTAL columns can be subtotaled and totaled Sort order on TAB controls order of subtotaling Groups the results that can be expanded. For Example: If you have a report of giving history, you can group all of the donors gifts under their name, and can click to see details of all of their gifts.

57 IQA: More about ( Order) Only display unique results If two or more rows are returned with the same results, only one row is displayed

58 Sample query using Subtotals in Dues & Details ( Order)

59 Sample query using Subtotals in Dues & Details ( Order)

60 Sample query using Subtotals in Dues & Details ( Order)

61 Sample query using Subtotals in Dues & Details ( Order)

62 Sample query using Subtotals in Dues & Details ( Order)

63 Sample query using Subtotals in Dues & Details

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