1. John Ykema, Director of Sales & Marketing

2. Agenda  Understanding the NEW Tool  Table JOINS & Database Views  Building your first report  Charts and Graphs  Report Security

3. Understanding the NEW Tool

7. TABLE JOINS & DATABASE VIEWS

8. Understanding the Data Structure To get the most out of Ad Hoc Reporting you need to have a sound understanding of databases – How relational databases work – How data is stored, i.e. Text, Decimals, Date, Bits – How foreign key relationships work – How table JOINS work – How to properly present data as more than just a list Many free resources can be found on the Internet to help better understand databases

9. Understanding the Data Structure It is also important to know YOUR data – Take time to learn the ClientSpace tables and how they are structured – Learn how each table can relate to another table – Learn what fields belong to which table – The more intimate you become with your data, the more powerful it becomes and the more powerful YOU become

10. Database Cheat Sheet

11. Primary Keys & Foreign Keys Primary Key (pk) – A column that uniquely identifies a row/record in a table. Foreign Key (fk) – When you have a column in a table that stores the Primary Key of another table. – Column names don’t have to be the same but they have to have the same values.

12. Table Joins Linking Tables and Views together is done through Table Joins – Inner Join – Left Join – Right Join

13. Inner Join pkFruitListIDFruitName 1Apple 2Grape 3Banana 4Orange pkColorListIDColorName 10Red 20Green 30Orange 40Purple pkMyFruitIDfkFruitListIDfkColorsID 100110 200120 400210 500220 600430 Fruit Color AppleRed AppleGreen GrapeRed GrapeGreen Orange Results A B Inner Join between My Fruit (Left) and Colors (Right) Tables Records from the left table will be returned only if there is a match to the right table.

14. Fruit Color AppleRed AppleGreen GrapeRed GrapeGreen Orange Banana Left Join pkFruitListIDFruitName 1Apple 2Grape 3Banana 4Orange pkColorListIDColorName 10Red 20Green 30Orange 40Purple pkMyFruitIDfkFruitListIDfkColorsID 100110 200120 400210 500220 600430 Results A B Left Join between My Fruit (Left) and Colors (Right) Tables Records from the left table are returned regardless of whether or not there is a match with the right table. Null is returned for the right table if there is no match.

15. Fruit Color AppleRed AppleGreen GrapeRed GrapeGreen Orange Purple Right Join pkFruitListIDFruitName 1Apple 2Grape 3Banana 4Orange pkColorListIDColorName 10Red 20Green 30Orange 40Purple pkMyFruitIDfkFruitListIDfkColorsID 100110 200120 400210 500220 600430 Results A B Right Join between My Fruits (Left) and Colors (Right) Tables Records from the right table are returned regardless of whether or not there is a match with the left table. Null is returned for the left table if there is no match.

16. What is the Purpose of a View Views are pre-built data relationships Data Aggregation – Hide columns in tables – Use functions and manipulate data Performance Simplifies JOINS for frequently accessed tables

17. Dataform Specification Report Assist with learning tables Help find related information that may cross several tables. Provides Element Types to aid in report building

18. BUILDING YOUR FIRST REPORT

19. Add Report From the BI Search Page – click the New button Start with the end in mind and do some analysis – What fields are needed? This will determine your tables. Work through the tabs starting with the Data Sources Preview often and then Save

20. Data Sources Tab First, pick the table or view that represent your primary data best Second, join additional tables using Primary & Foreign Key relationships Optionally, use the Control Icons to Delete or Insert lines

21. Fields Tab Select your fields Manage how the data should look and feel Easiest to use the Quick Add button

22. Filters Tab Filters help exclude unwanted data Operator value vary based on the Filter Field Be selective about using auto- populated values Filters are cascading Check Blank to include null values Check Param to include this field as a parameter in the report view

23. Preview Tab Preview after adding some fields Preview often Its easier to find mistakes

24. Save Report & Outputs Save Report If you like your work so far; don’t forget to Save. Click the Save button. Give the report a name and select a Category. Report Output Options Print (PDF) Created a Web Page for printing Save a SQL Statement Export a CSV Export to OpenOffice Export to Excel Export to Word Export as an XML file Export as Rich Text File

25. Run Report in Viewer Mode Design Button Hide Filters Add Field Delete Field Update Results Button Add, Delete, Modify Filters

26. Summary Tab Used to summarize data from the Fields tab If using the Count function, use a primary key or a required field

27. Chart / Chart 2 Tab Trend Pie Plot Bar Funnel

28. Gauge Tab Charts measure what is done Gauges help measure what’s not done

29. Misc Tab Here you can edit the Report’s: – Title – Description – Header – Footer – Set Report-Level Security User must have access to all data to be able to run the report

30. Style Tab Further adjust look and feel of report Color selection Print Options Preview Options Visual Group Styles Section Ordering

31. Report Security Loosely Connected to Clientspace Security Structure. Ad-hoc Profiles Report Level Security