Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

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Presentation transcript:

Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website  Creating your own queries  Using Excel to sort/filter results

Overview – What and why?  Pick the data you want  Specify conditions and sorting  View the results in your browser  Save the process for next time  Export the results into Excel

Overview – The SIS application

The UI – Selecting your columns (Option 1)

The UI – Selecting your columns (Option 2)

The UI – Specifying the sort order

The UI – Specifying the selection criteria

The UI – Previewing the results

The UI – Loading a custom query

Using a query from the Pinnacle Support website  Download the query as a file to… My Documents Desktop New folder somewhere (recommended)  Login to Pinnacle.SIS  Load the query  Please refer to the Using Existing Queries tutorial

Creating your own queries  Login to Pinnacle.SIS  Open the Query tab  Select the fields  Specify a sort order  Select data to display  Run the query  Please refer to the Create Your Own Query tutorial

Using Excel to sort/filter results  Freezing the top row  Sorting data by columns  Filtering the data by columns  Auto-sizing your columns  Please refer to the Managing Data in Excel tutorial

Questions?