Ad Hoc Reporting. Basic Concepts RE Infinite Campus. All Rights Reserved.

Transcription

1 Ad Hoc Reporting Basic Concepts 2009 Infinite Campus. All Rights Reserved.

2 Agenda Designing filters Designing reports Building reports Exporting data

3 Navigation Ad Hoc Reporting Filter Designer

4 Campus Ad Hoc Filter Designer Three data types Student Census/Staff (person) Course/Section (curriculum)

5 Campus Ad Hoc Filter Designer Three filtering methods Query Wizard Selection Editor Pass through SQL Query All filters can be saved and reused Filters can be made by you and shared

6 Filtering Methods Query Wizard Creates a dynamic filter, updates automatically Uses Campus field names, not plain language Requires knowledge of search operators Examples =, <>, etc NULL SOUNDS LIKE Selection Editor Only works on student data Creates a static filter, must be updated manually Pass through SQL Query Most powerful and flexible Best way to build cohort based, longitudinal filters Requires knowledge of SQL programming language & Campus schema

7 Filter Designer: Selection Editor What is Selection Editor good for? Athletic rosters Activity rosters Your ideas? Remember Selection Editor filters are static If a student adds or drops from activity, filter must be updated manually

8 Filter Designer: Selection Editor

9 Filter Designer: Selection Editor Give selection a meaningful name Click on a student in All Students, use right arrow to move them to Selected Students Use left arrow to remove them from Selected Students Choose to save to your user account or your user group Save

10 Filter Designer: Query Wizard Query Wizard allows creation of dynamic custom searches on any of three data types What is Query Wizard good at finding? Persons with information that shouldn t be there Parents with social security numbers or birthdates Persons who are missing information Ex: Parent/guardians without phone numbers Persons who meet search criteria Ex: Students with course grades of D or F Ex: Students with GPA above 3.5 Your ideas?

11 Filter Designer: Query Wizard

12 Filter Designer: Query Wizard Give query a meaningful name To remove a field from Selected Fields, select it and click arrow button Click any field that will be used as filter criteria or will be displayed on output To filter All Fields list, enter criteria and click Search To return to All Fields list, click Clear Fields in All Fields list expand, making thousands of possible filter combinations Next

13 Filter Designer: Query Wizard Use operators to narrow your search Enter filter criteria here For export: Set options Use Organized To dropdown list to save filter to your user account or share it with other user groups you belong to Save Click Test to view pop up window with search results using filter [Note: be sure your browser has pop ups enabled for Campus]

14 Query Filter Search Options For text values Equal or Not Equal (=, <>) IN, NOT IN LIKE SOUNDS LIKE IS NULL, IS NOT NULL For numeric values >, >=, <, <= For dates IS TODAY, IS YESTERDAY

15 Tip: The LIKE Option Uses Wildcards % zero or more characters wildcard student.lastname LIKE Mc% will find all names that begins with Mc _ student.lastname LIKE %en% will find all names that includes letters en (Bennet, Green, McBadden) one character wildcard student.lastname LIKE Anders_n will find Anderson and Andersen but not Andersohn [ ] matches each single character enclosed in brackets student.lastname LIKE [ABCD]% will find every name beginning with A, B, C or D student.lastname LIKE [CKL]ars[eo]n will find Carsen, Karsen, Larsen, Carson, Karson and Larson ^ when used with square brackets, it means NOT student.lastname LIKE M[^c]% will find all names beginning with M that do not have c as second letter

16 Filter Designer: Pass-through SQL Query Required Knowledge Campus database schema SQL, a database programming language These filters are covered in another Interchange session

17 Report Designer Report Designer allows custom letters to be created using a WYSIWYG editor

18 Using Report Designer Name design Compose letter using: Formatting tools Links Graphics Campus fields Campus subreports Use Organized To dropdown list to save filter to your user account or share with user groups you belong to Save

19 Report Builder Brings filters and report designs together to create PDF output Users select from filters and designs created by themselves and/or others in their user group

20 Using Report Builder Select filter(s) Select report design With multiple filters selected, set operation Build report Choose sort order

21 Tip: Report Builder Set Operations Union Example: All dodgeball team members And All 10th grade boys Intersection Example: All dodgeball team members Who are 10th grade boys

22 Data Export Use Query Wizard filters to filter data Export formats HTML (opens a browser pop up window) ML (a Web language used by computer programs) Comma Separated Values (CSV) (used by Excel) Tab delimited values (used by Excel) PDF report can be saved and printed but not edited

23 Using Ad Hoc Data Export Select filter(s) Select export format Export (Optional) Check to be prompted to save file

24 More Uses for Ad Hoc Filters Mailing Labels Navigation: Census>Reports>Mailing Labels Ad Hoc Filter dropdown list contains saved filters Advanced Search Search tab Search for a student Choose advanced search Select a filter from list

25 Tips Check box or Yes/No values are recorded in Campus as 1 or 0 Example: To select active students use student.activetoday with a value of 1 Some fields store data as code numbers, not words Example: For non white students use student.raceethnicity with a value <> 5

26 Questions & Answers Ask, we re ready!

27 Stay Inspired! Additional training available from Infinite Campus University Professional, certified trainers Just in time offerings In person In your district At Infinite Campus Online Live webinars Self paced trainings College Model Number Title General Self paced AD 1113 Ad Hoc Reporting Basics General Webinar AD 1116 Ad Hoc Reporting Basics General Tutorial AD 1119 Ad Hoc Reporting Basics Study Group