ReportWorks: Intermediate Trainer Name Trainer/Consultant PowerSchool University 2012
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
Managing ReportWorks
Set Categories and Preferences System > ReportWorks Administration
Categories Organize reports by type System > ReportWorks Administration > Report Categories
Preferences How does PowerSchool handle reports? System > ReportWorks Administration > ReportWorks Preferences
Grades Data Set Keeping the Grades data set current: System > ReportWorks Administration > Grades Data Set
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
Now It s Your Turn Complete hands-on activities 1-2: Set Up Categories and Preferences Set Up ReportWorks Developer Users
Examining how Data Is Organized in ReportWorks
ReportWorks Data Organization Data Sets have three elements: 1. Subsets 2. Object Groups 3. Data Objects
Data Sets Student: Basic + Schedule Subsets Object Groups Data Objects Subset Group Object Class_Enrollments Course Course_Name
Data Subsets Virtual list of records in the database
Object Groups Groups are for organizational purposes only
Data Objects Objects can be fields, calculated values, concatenations, or environment conditions
Relationships Parent to child = bigger to smaller Left to right
Peer Subsets Peer subsets reside in the same column
Data Mapping Guide Each version of ReportWorks comes with its own data map that includes: ReportWorks Data Element PowerSchool Interface Location Database Location
Working with Boundaries and Runtime Controls
Working with Filters The Scope Tab 1. Automatic Data Filtering 2. Boundary Filters 3. Runtime Controls
Filters Potential Report Data X Level 1 School-Context Filter X Level 2 Boundary Filters X Level 3 Runtime Filters Actual Report Data
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
Drag and Drop Drag and drop data object into Boundaries area
Add Filter Select an operator, enter field criteria, and click OK
Repeat Repeat steps 1 and 2 for each boundary to set
Multiple Boundary Filters
Group Boundary Filters
Layer Boundaries
Runtime Controls
Now It s Your Turn Complete hands-on activities 3-4: Define Boundaries Set Runtime Controls
Using the Inspectors
The Inspectors ReportWorks has 11 inspectors and 4 panels Inspectors are like a context-sensitive toolbox Inspectors include data structures, text, and graphics
Navigating the Inspectors 1. Click a layout item 2. Click the Inspector icon 3. Click the level of the project you want to inspect
Layering Use the Inspectors to add layering Lock part of the screen using layering Isolate part of the screen using layering
Layer Operations Add or remove Merge Rename
Now It s Your Turn Complete hands-on activity 5: Add Layers to a Free- Form Letter
Structuring Tables Using Sorting and Grouping
Table Anatomy 1. Table Row Column 2. Table Row 3. Table Body 4. Table Group Browser Table displays in layout center
Table Anatomy Table Row Resize Bar/Row Label Table Row Structured/Unstructured Selector Table Row Version
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
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
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
Ordering Table Groups New subset is a child of last subset automatically Use Table Group Options to move groups Hierarchy changes your results!
Now It s Your Turn Complete hands-on activity 6: Work with a Table Structure
Creating a Graph
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
Select Graph Data Structure
Select Data Subset
Resize
Drag and Drop Data Object
Set the Key
Select Graph Type, Area, Labels...
Preview
Now It s Your Turn Complete hands-on activity 7: Create a Graph
Creating a CrossTab Report
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 "! #!
Creating a CrossTab Project Select the structure and data subset Drag and resize Drag and drop data object Select modifier Auto format
Layout Choose the CrossTab data structure Select the Student data subset
Resize The default form displays one row, one column, and one table cell Use the handles to adjust the layout area
Drag and Drop Data Objects
Enter Aggregate Modifier
Auto Format
Preview
Now It s Your Turn Complete hands-on activity 8: Create a CrossTab Report
Creating a Table Grid Project
Creating a Table Grid Report Select the structure and data set Resize to fit layout area Drag and drop data objects Create a header
Select the Structure and Subset Select the TableGrid data structure Select the Class_Meetings data subset
Make Room for a Name
Add Data Objects to a Table Grid
Add a Name
Preview
Now It s Your Turn Complete hands-on activity 9: Create a TableGrid Student Bell Schedule
Publishing, Importing, and Exporting Reports
Culminating Processes 1. Deconstructing templates and projects (dissection) 2. Publishing and unpublishing (show and tell) 3. Importing and exporting (share and take it home)
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)
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
Unpublishing 1. Select the project 2. Click the Publish tab 3. Click Unpublish
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
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
Now It s Your Turn Complete hands-on activity 10: Share a Report You Created
Time to Review
Question 1 True/False: Data Sets have three elements: Subsets, Object Groups, and Data Objects
Answer 1 Data Sets have three elements: Subsets, Object Groups, and Data Objects True!
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
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
Question 3 This is the Page Inspector. Which icon would you click to open the Document Inspector? 2{ 3{ } 1
Answer 3 This is the Page Inspector. Which icon would you click to open the Document Inspector?
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
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
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
Question and Answer
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