STIQuery Basics. A second example is included at the end of this document.

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Transcription:

STIQuery Basics Using STIQuery A wide variety f reprts may be generated via STIQuery. With this tl, the use can retrieve data frm different areas f the prgram and cmbine the infrmatin tgether in ne reprt. As the steps are described in this dcument, we will utline a student reprt that includes a lcker cmbinatin, parking sticker number, the individual with whm the student lives and the student s birthplace. We will als set up the query t ONLY include students fr whm the Lives With field is marked Parents. A secnd example is included at the end f this dcument. Select a View r an Existing Query Chse a View r a Query related t a view t begin. Click n the + sign t expanding the view tree, which will allw yu t see all files in the view. Nte: All views cntain student demgraphic infrmatin, with the exceptin f the Alumni view. Once yu have made yur selectin, click the Next buttn t select fields t include in yur query. Fr ur example, select Students, then click Next. Quick Reference Guide STI_1102061440 STIQuery Basics 1

Select Fields Yu will then see a listing f all related fields that may be used in this query. Scrll thrugh the list and click n each field t include. Click the will add yur chice in the Fields t Include in Query list. buttn after each chice. This T remve any fields frm the query, select the field in the windw n the right and click the buttn. These fields will print n the reprt in the rder chsen. T change the rder, highlight an included field and then click the r buttns t mve the field s print psitin. Click Next when ready t cntinue. Fr ur example, Chse STU: Srt Name, STU: Lcker Cmbinatin, STU: Parking Sticker Number, STU: Lives With and STU: Birthplace, then click Next. Quick Reference Guide STI_1102061440 STIQuery Basics 2

Select Order and Reprt Breaks Yu may select up t six fields with which t rder yur query. Within each field, yu may chse t srt by ascending (A t Z) r descending (Z t A) rder. Yu may als chse whether t include breaks in the reprt. Only fields that yu have chsen fr yur query will be available here. Yu may als have STIQuery split yur reprt up int several pages, using the Break and New Page checkbxes. If yu wish, yu may add a Header r Fter at the tp r bttm f each page f the reprt. Click Next t cntinue. Build a Filter Filter yur query by any special field values, using delimiters if yu wish t build mre cmplex filters. If yu wuld like t include ALL students in the query, skip this screen. Quick Reference Guide STI_1102061440 STIQuery Basics 3

Fr ur example, perfrm these steps: Under Field, scrll dwn the drp-list and select STU: Lives with. Under Operatr, scrll and chse Equal T. Under Value, enter Parents. Click n the buttn t add these settings t the filter. Nte: T add additinal criteria t the filter, yu culd use the Delimiter drp-dwn list t chse frm And, Or r the Grup and then repeat the abve steps. If necessary, click the Clear Filter buttn t remve all filters and begin again. Use the Up and Dwn arrws t mve criteria up r dwn in pririty. Use the Remve Selected Filter Cmpnent buttn t remve a selected criterin frm the filter. Click Next t cntinue. This cncludes the data entry prtin that is specific t the example described thus far. Query Results Once the results f the query appear nscreen, the user has several ptins. Click File and chse frm the fllwing ptins. Mst f these ptins are als available via shrtcut icns n the tlbar, as shwn belw. Hver yur muse cursr ver any active shrtcut icn t see a ppup captin that describes the icn s functin. Click Print t send the reprt t the printer. T change the reprt t Landscape layut, click File Print Setup. Select Landscape, click OK and then click the Printer icn t send the reprt t the printer. HTML Exprt: Select this ptin t e-mail query results. ASCII Exprt: Select this ptin t exprt the results t an ASCII frmat. Quick Reference Guide STI_1102061440 STIQuery Basics 4

Labels: Select this ptin t allw the infrmatin t print n a label. Clumn Width: T edit the clumn width, place the cursr between clumn headings. When the cursr changes frm the pinter t a left/right arrw, click and drag t adjust the width. Save: If yu wish t save the query (nt the results, but the actual query parameters) fr future use, click the Save buttn and enter a query Descriptin. Clumn Frmat: The frmat f clumns may be adjusted. Accessing Saved Queries Once a query has been saved, it may be used fr any subsequent query. If the sample query described in this dcument were saved, the next time a user pens STIQuery and chses Students, the saved filter culd be selected. There are three ways t access saved queries: Click the buttn n the tlbar. Chse the saved query frm the list and click Select. Quick Reference Guide STI_1102061440 STIQuery Basics 5

Select File frm the tlbar and select Pick. Chse the query frm the list and click Select. Select a View frm the initial query builder screen. A list will be displayed f queries that have been created and saved using that view. Chse a saved query frm the list and click Next t pen it. Exprting and Imprting Query Definitins Once a query has been created and saved, the setup f the query may be exprted t be imprted t anther installatin f the STIQuery prgram. T exprt a query, select a View frm the initial query builder screen. A list will be displayed f queries that have been created and saved using that view. Chse a saved query frm the list. Select File frm the menu bar and then click Exprt Query. Quick Reference Guide STI_1102061440 STIQuery Basics 6

Enter the destinatin r click the Ellipsis buttn t navigate t the flder t which t exprt the query setup. Click Apply. T imprt an exprted query, select File frm the menu bar and then Imprt Query. Enter the path and filename f the fam.qry file that was created fllwing the steps abve. Click Apply. Quick Reference Guide STI_1102061440 STIQuery Basics 7

Setting A Passwrd fr STIQuery A passwrd may be entered in STIQuery t limit access t the prgram. Open STIQuery and select File frm the menu bar. Click Passwrd Maintenance. Enter the passwrd. Retype the passwrd in the field prvided. Click Apply. Secnd Sample Query Perfrm the steps listed belw t create a query srted by Last Name and displaying the student s First Name, Last Name and Date f Birth, alng with the Primary Guardian fr Sphmres wh were brn befre 10/31/89: Select the View f Family in rder t include Guardian infrmatin. Click Next. Quick Reference Guide STI_1102061440 STIQuery Basics 8

Select the fields t be displayed in the reprt. In this example, chse STU: First Name, STU: Last Name, STU: Date f Birth, PEO:First Name and PEO:Last Name. Click Next. On the Select an rder and reprt breaks screen, select STU:Last Name t srt the reprt by last name. Yu may als select STU:First Name in rder t srt the reprt by first name within last name rder, in case there are multiple students wh have the same last name. Click Next. Quick Reference Guide STI_1102061440 STIQuery Basics 9

On the Build A Filter screen, make the fllwing selectins: Select Field f STU:Grade Level and Operatr f Equal t. Enter a Value f 10. Click the buttn t add t the Query Filter Expressin bx. These settings will limit the reprt t Sphmres. Click the Delimiter drp-dwn arrw and select And. Select Field f STU:Date f Birth and an Operatr f Less Than. Fr Value, enter 10/31/89. Click the buttn t add t the Query Filter Expressin bx. These settings will limit the reprt t students wh were brn befre 10/31/89. Once again, click the Delimiter drp-dwn arrw and select And. Quick Reference Guide STI_1102061440 STIQuery Basics 10

Select Field f FAM:Type and an Operatr f Equal T. Enter GUA in the Value bx. Click the buttn t add t the Query Filter Expressin bx. These settings will limit the reprt t display nly Guardian cntacts (excluding cntact types f Emergency r Dctr). Click the Delimiter drp-dwn arrw and select And. Select Field f FAM:Pririty and an Operatr f Equal T. Fr Value, enter 1. Click the buttn t add t the Query Filter Expressin bx. These settings will limit the reprt t display nly thse guardians wh have been assigned a Pririty f 1 via the Guardian+ menu in the student s recrd in STIOffice. Click Next t view the query results. Quick Reference Guide STI_1102061440 STIQuery Basics 11