Basic Ad-Hoc Reporting

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Presentation transcript:

Basic Ad-Hoc Reporting Presented by The Research Informatics Shared Resource Department

Agenda Getting Started How to construct a basic report Table Matrix Graph Saving and Retrieving Reports in “My Reports” “Homework” Supplemental Training

Getting Started 2 1 Opening Screen – Getting Started New Report Create a Report Table or Matrix Wizard Chart Wizard For the this training only table, matrix and Chart will be Covered.

Choosing Dataset 2. 1.

Choosing a Data Source “Data Sources” 2. “Open”

Choosing a Data Source 1. “TES Ad Hoc Reports” 2. “Open”

Choosing Data Source Connections “Next”

Data Source Credentials “USE the current Windows user”

Creating a Simple Table or Matrix

Selecting Data Tables

Creating a Table

Creating a Matrix 2. 3. 1.

Choose Your Layout

Choose Style

Table Design View

Matrix Design View “Run”

Matrix Report

Table Report

Time to Practice

Saving Reports

Saving Reports

Saving Reports Open “My Reports” by double clicking on it DO NOT CLICK SAVE HERE!!!

Saving Reports 1. Name Your Report 2. Click Save

Opening Report

Opening a Report Opening Screen – Getting Started New Report Create a Report Table or Matrix Wizard Chart Wizard For the this training only table, matrix and Chart will be Covered.

Opening Reports 1. Single click on “My Reports” “My Reports” 2. Click on “Open”

Opening Reports 1. Pick Your Report (Single Click) 2. Click Open

Time to Practice

Creating a Graph 2 1 Opening Screen – Getting Started New Report Create a Report Table or Matrix Wizard Chart Wizard For the this training only table, matrix and Chart will be Covered.

Choosing a Dataset 2. 1.

Choosing Data Source Connections “Next”

Database View Tables - Graph

Selecting Data Tables

Selecting a Chart Type

Arranging Chart Fields 2. 3. 1.

Choose Chart Style

Chart Design View

Chart Design View Drag Corners to increase Graph Size

Graphed Data

Time to Practice

Homework Create 2 types of graphs (Table or Matrix) of your choice Provide feedback to the Informatics team by May 30 Discover at least 2 new items in Report Builder. Leave Training Feedback.

Questions

Post Training Supplement Opening Ad-Hoc Reports in TES

Post Training Supplement Opening Ad-Hoc Reports in TES “Reports Previously Viewed Here”

Post Training Supplement Opening Ad-Hoc Reports in TES “My Reports”

Post Training Supplement Opening Ad-Hoc Reports in TES All Saved Reports

Post Training Supplement Opening Report Builder in TES “Report Builder”