Click to edit Master text styles. FA Web Ad Hoc Query. Second level. Third level. Fourth level Fifth level. Training Material.

Transcription

1 Click to edit Master text styles Second level Third level Fourth level Fifth level FA Web Ad Hoc Query Training Material

2 Contents Navigation 3-6 Security 7-9 Field Options Calculated Fields Advanced Functions Charts and Gauges Steps to Create List of Out of the Box Queries 27

3 Navigation Portal Screen\Reports List Click on Design a New Report to create new queries Click on a folder to collapse the group Click on report name to view the report Hover to show the Delete or Pencil to design (only available if the user has edit rights to the query)

4 Navigation In the Query The Report Designer is broken into Tabs that relate to the different tasks needed to create a report or query Each tab has a button at the bottom of the screen that will lead you to the next step in the process or you can click on the Tab name.

5 Navigation Tool Bar Return to the Reports List Create a new report Print the report (in pdf)* Export in csv format)* Export in Excel or Word format* Export in RTF format* Set the number of rows to return Save the Report * Launches a window with options to Open or Save in the chosen format Save the Report as a different name or in a different location Show the SQL query for the report* Export in Open Office (.sxw) format* Export the report XML* the Report+ +Opens your program and inserts a link to the report

6 Navigation Icons and Meanings Delete Design Insert below Insert Above Click to drag to reorder a field Access Advanced Functions Hide the filters Add a field to the report Delete a field from the report Update the Results Get Help on a function by hovering your mouse pointer over the button

7 Security - Tables Ad Hoc Query table views have been created with easy to understand names that relate to FA screens. If a user does not have screen access rights to a screen, the user will not have access to the view related to that screen. Note: Department and Location Security are not currently available for Queries.

8 Security Reports Share With Controls for who can see the Query Reports created and what they can do are on the Misc tab. By Default, these controls are set to give Everyone Full Access to the report If you do not wish to share the report, choose from the Share With drop down. At this time the only option is Everyone or No one ( ) Hint: When first creating a report, set the Share With to until you are ready to publish it for others to run.

9 Security Reports View and Modify Rights Use the Rights to control what a user can do with the report Full Access allows anyone to view and modify the report. Everyone will have the pencil and red x Read Only sets the report so that modifications to the report can only be saved by the Report Owner. Others may modify the report but will have to save it with a different name. View Only sets the report so that a user can run the report, access the filter, add or remove fields from the report (for that session), print or export the report. No changes can be saved. Locked sets the report so that a user can run the report, but not add or remove fields from the report or the filter None sets the report so that it does not appear in the Reports List

10 Field Options Functions and Formats The Functions and Formats available depend on the type of field (i.e. date, or number) Date Number Date Number

11 Field Options Sort, VG and A Sort - a check in this box will sort the returned data in the field in ascending (a, b, c) order VG a check in this box will break the data into Visual Groups based on the data in the field Example of Visual Groups Arithmetic Using the A will create a calculated field in the report grid, meaning column z = column x * column y. It will perform an arithmetic operation using the field above and the field where you checked the "A" box and output that result as a column. Clicking in the "A" checkbox cycles through the different operators available: division (/), multiplication(*), addition (+) and subtraction (-). Use this function if you want to calculate a value or if you want to concatenate two fields together.

12 Field Options A = Calculated Fields First example Concatenation - The Part Short Description has been added (concatenated using +) to the same field as the Part ID Second example Calculation - We have Reorder Quantity" and Current Unit Price" fields but we also want to know the total cost to reorder the part. To accomplish this, we add another ReorderQuantity" field and a CurrentUnitPrice field. We multiply the ReorderQuantity with the CurrentUnitPrice" column and the result is placed in the second ReorderQuantity field which we renamed to Reorder Cost. The result is a calculated field with the value. (Reorder Quantity * Current Unit Price = Reorder Cost. )

13 Field Options - Advanced Functions Click the gear icon next to a field to get the Advanced Field dialogue box Hide this field Sort (z-a) Includes the field for the purposes of calculation, but does not include it on the report Sorts by this field Italic Bold Width Label Justification Value Justification Subreport Drill-down style URL Subtotal function Italicizes the values in this field Makes the values in this field bold Controls the width of the field. Default is px, but you can use in for inches. L R M controls the position of the column header L R M controls the position of the values in the report Links to another query Drill down method Link the field to a screen or report Method of subtotal

14 Advanced Functions - Link fields It is possible to link fields to Enterprise Portal screens using the Advanced Functions and the URL field. Anyone viewing the report could click the hyperlinked data and launch the Enterprise Portal screen, if that user has screen rights to access the screen. Enter Url for Fleet Primary screen

15 Advanced Functions Link Fields (cont.) Example 1: Single filter syntax (Such as filtering on the Equipment ID in the Fleet Equipment Screen). Paste in the Open EP link, this syntax: ' onclick="javascript:var mywin = top.cash.openepwindow('2024', '2024', '152:2={0}'); return false;" extra=' Example 2: Multi filter syntax (Such as filtering on the three part WO ID in the Work Order Center screen). The following is an example for opening WO Center sending in filter for WO ID where the columns are WO Loc, Year, and Number. Put in the Open EP link, this syntax: ' onclick="javascript:var mywin = top.cash.openepwindow('2037', '2037', '188:2={0}^188:3={2}^188:4={3}'); return false;" extra=' Elements of the Syntax String: Here is the link broken down into its parts: ' onclick="javascript:var mywin = top.cash.openepwindow('{windowname}', '{ScreenID}', '{FilterPairs}={{FieldValueToSend}}'); return false;" extra=' {WindowName} - This is the IE window name, we use the screen id as the name to avoid confusion {ScreenID} - The FA Screen ID you are trying to open {FilterPairs} - The filter fields in the form of WindowID:CtrlID=value, separated by ^ if more than one {FieldValueToSend} - This is the index of the field from the report that you wish to send the data for. 0 represents the current field, and 1 thru X represents column index from left to right. Note: Your link has to include all single quotes and double quotes exactly as shown the examples above. Recommend that you copy/paste that syntax.

16 Charts Available Chart Types are Trend, Pie, Plot, Bar, and Funnel. Choose the type of chart, the label(s) and value(s). Note: Charts and Gauges are placed above the Summary at the top of the report.

17 Gauges Available Gauge Styles are Radial, Radial 2 and Linear Radial Radial2 Linear

18 STEPS TO CREATE A QUERY OR REPORT

19 Steps to Create Select Tables 1. Click on Design a New Report 2. Select the Tables 3. Verify the link is correct 4. Click Continue to Fields

20 Steps to Create Select Fields 5. Select the Fields 6. Change the Description (optional) 7. Choose which field to Sort by (optional, but recommended) 8. Choose which field to use as a Visual Group (optional) 9. Apply any Functions, Formats or Advanced Functions (optional)

21 Steps to Create Select Summary Fields 10.Enter a Title for the summary (optional) 11.Select the Fields for the Summary 12.Select one of the fields to Group by 13.Select one of the fields to Count 14.Click the check box next to Subtotals if you want a subtotal (optional)

22 Steps to Create Misc 15.Enter a Title for the report (recommended) 16.Enter a Description (optional) 17.Enter a Header (optional) 18.Enter a Footer(optional 19.Choose to Share or not 20.Assign Rights

23 Steps to Create Style 21.Change the report colors 22.Check the box next to Minimize Grid Width to make the report more viewable on the screen

24 Steps to Create Filter 22.Choose the Field(s) to filter on 23.Choose the Operator for the filter. Equals (Select) will create a drop down list of the values in that field. 24.Select the value to filter on. If you chose Equals (Select) pick from the list, otherwise, key in the value.

25 Steps to Create Preview 25.After reviewing, Click Save

26 Steps to Create Save the Report 26.Give the report a Name 27.Choose a category for the report 28.Click OK Note: Do not begin the name of your report with FA- All reports that begin with FA- may be overwritten when your system is upgraded. 29.Click the Report List and you will see the report in the list.

27 Out of the Box Ad Hoc Queries FA-Equipment FA-Component Replacement List Date FA-Components - Current Assigned FA-Equipment - Current Assigned FA-Equipment Count by Dept FA-Equipment Count by Maint Class FA-Equipment Count by PM Class FA-Equipment Count by Rental Class FA-Fleet Replacement List Date FA-Fleet Replacement List Meter FA-Operators FA-Overdue PM by Miles and Date FA-Parts Operations FA-DirectIssueDetailsDEPT FA-DirectIssueDetailsEQ FA-Parts Adjustments FA-Parts Direct Issue History Single Part FA-Parts Direct Issue Summary by Dept FA-Parts Direct Issue Summary by Equipment FA-Parts Location Inv Value by Stock Status FA-Vendor List FA-Fuel FA-Comp Fuel drilldown FA-Component Fuel FA-Fleet Fuel FA-Fleet Fuel drilldown FA-Fuel trans Alan FA-Fuel txns by date range FA-Shop Operations FA-Direct Task Analysis FA-Employee by Assigned Location FA-In ProgressWork Order Costs FA-Indirect Task Analysis FA-My Time Sheet FA-Work Delays FA-Work Delays Last 30 Days FA-Work Delays Last 7 Days FA-Work Delays This Month FA-Work Delays This Week FA-Work Order Listing FA-Work Order Summary by LOC