leveraging sustainable staff engagement michael frisbie ~ [email protected] library specialist...
TRANSCRIPT
Leveraging Sustainable Staff Engagement
Michael Frisbie ~ [email protected]
Library Specialist
Johnson County Community College
Voyager Analyzer
Session Contents
•Analyzer Basics•Creating Reports•Making It Work
Analyzer is Cognos 8
•Presentation Layer•Query Studio•Report Studio
A web-based reporting tool; Internet Explorer works best, mostly.
Public Folders: Presentation Layer
MS Access Reports function
Same report in design view
Public Folders >Voyager – Cataloging
Prompts for a status
Output looks like this: Does it fit our needs?
You still have to understand the database
Relational databaseData is entered only onceData is stored in independent tablesJoined, i.e. related, together
Two tables joined together
A complicated query
My base query
Creating reports in Report Studio
Creating reports in Report Studio: Missing Item Report
Call NumberTitle
LocationBarcode
ISBN035aPrice
Set To Missing OnBib Suppressed?
MFHD Suppressed?ChargesBrowses
Creating reports in Report Studio
Creating reports in Report Studio
We need a query
We need a query
We need a presentation page
Filtering Data
I only want Circulating Books
And items set to missing
Filters are completely different
MS Access Report Studio
Missing ='Missing'
ST or FF In ('ST','FF’)
Not ST <>'ST'
Like Stu* Starts with 'Stu'
Between #1/1/2007# and #1/1/2008# Between 2007-01-01 and 2008-01-01
A fancy filter to find items missing for more than a year.
A test run
Make display changes in Properties
Fix the sorting
Now I like it
Adding a Prompt Page
Inserting an object
Objects with parameter
Parameter and its filter
When the report is run
Bridging the Presentation Layer Divide with SQL
Converting MS Access SQL to Analyzer; copy and paste
SQL changes to make•Delete semicolon•Change double quotes to single quotes•Remove prompts•Remove sorting
SELECT FISCAL_PERIOD.FISCAL_PERIOD_NAME, LEDGER.LEDGER_NAME, FUND.FUND_CODE, BIB_TEXT.TITLE_BRIEF, INVOICE_LINE_ITEM.UNIT_PRICE, INVOICE_LINE_ITEM.LINE_PRICE, INVOICE_LINE_ITEM.QUANTITY, MFHD_MASTER.DISPLAY_CALL_NOFROM INVOICE_FUNDS, ((((((BIB_TEXT INNER JOIN ((INVOICE INNER JOIN INVOICE_LINE_ITEM ON INVOICE.INVOICE_ID = INVOICE_LINE_ITEM.INVOICE_ID) INNER JOIN LINE_ITEM ON INVOICE_LINE_ITEM.LINE_ITEM_ID = LINE_ITEM.LINE_ITEM_ID) ON BIB_TEXT.BIB_ID = LINE_ITEM.BIB_ID) INNER JOIN INVOICE_LINE_ITEM_FUNDS ON INVOICE_LINE_ITEM.INV_LINE_ITEM_ID = INVOICE_LINE_ITEM_FUNDS.INV_LINE_ITEM_ID) INNER JOIN LEDGER ON INVOICE_LINE_ITEM_FUNDS.LEDGER_ID = LEDGER.LEDGER_ID) INNER JOIN FUND ON INVOICE_LINE_ITEM_FUNDS.FUND_ID = FUND.FUND_ID) INNER JOIN FISCAL_PERIOD ON LEDGER.FISCAL_YEAR_ID = FISCAL_PERIOD.FISCAL_PERIOD_ID) INNER JOIN BIB_MFHD ON BIB_TEXT.BIB_ID = BIB_MFHD.BIB_ID) INNER JOIN MFHD_MASTER ON BIB_MFHD.MFHD_ID = MFHD_MASTER.MFHD_ID
In Report Studio with the Database Schema package
Paste in the SQL and Validate it
The query is ready for filters, prompts, sorting, etc...
BLOB in brief: Functions > Cataloging Model > MARC
BLOB in brief; Apply filters, sorting, etc…
Apply the same filters, sorting, etc…
Making it easier for users
My Folders
Making it easier for users: Tools > My Preferences
Scheduling jobs
Scheduling jobs: Tools > Schedule Management
Scheduling jobs
E-mail as an attachment
The End
I hope this helps.