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Leveraging Sustainable Staff Engagement Michael Frisbie ~ Library Specialist Johnson County Community College Voyager Analyzer.

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Presentation on theme: "Leveraging Sustainable Staff Engagement Michael Frisbie ~ Library Specialist Johnson County Community College Voyager Analyzer."— Presentation transcript:

1 Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

2 Session Contents Analyzer Basics Creating Reports Making It Work

3 Analyzer is Cognos 8 Presentation Layer Query Studio Report Studio

4 A web-based reporting tool; Internet Explorer works best, mostly.

5 Public Folders: Presentation Layer

6 MS Access Reports function

7 Same report in design view

8 Public Folders >Voyager – Cataloging

9 Prompts for a status

10 Output looks like this: Does it fit our needs?

11 You still have to understand the database Relational database  Data is entered only once  Data is stored in independent tables  Joined, i.e. related, together

12 Two tables joined together

13 A complicated query

14 My base query

15 Creating reports in Report Studio

16 Creating reports in Report Studio: Missing Item Report Call Number Title Location Barcode ISBN 035a Price Set To Missing On Bib Suppressed? MFHD Suppressed? Charges Browses

17 Creating reports in Report Studio

18

19 We need a query

20

21 We need a presentation page

22 Filtering Data

23 I only want Circulating Books

24 And items set to missing

25 Filters are completely different MS AccessReport Studio Missing ='Missing' ST or FFIn ('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

26 A fancy filter to find items missing for more than a year.

27 A test run

28 Make display changes in Properties

29 Fix the sorting

30 Now I like it

31 Adding a Prompt Page

32 Inserting an object

33 Objects with parameter

34 Parameter and its filter

35 When the report is run

36 Bridging the Presentation Layer Divide with SQL

37 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_NO FROM 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

38 In Report Studio with the Database Schema package

39 Paste in the SQL and Validate it

40 The query is ready for filters, prompts, sorting, etc...

41 BLOB in brief: Functions > Cataloging Model > MARC

42 BLOB in brief; Apply filters, sorting, etc…

43 Apply the same filters, sorting, etc…

44 Making it easier for users

45 My Folders

46 Making it easier for users: Tools > My Preferences

47 Scheduling jobs

48 Scheduling jobs: Tools > Schedule Management

49 Scheduling jobs

50 E-mail as an attachment

51 The End I hope this helps.


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