aesuniversity ad hoc reporting. ad hoc reports what are ad hoc reports? why would you use ad hoc...
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AESuniversityAESuniversityAd hoc ReportingAd hoc Reporting
Ad hoc Reports
• What are ad hoc reports?
• Why would you use ad hoc reports?
• Creating an ad hoc report from a query
• Building a new query
• Saving an ad hoc report query
• for the special purpose or end presently under consideration
• concerned or dealing with a specific subject, purpose, or end
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ad hoc
What is an Ad hoc Report?
• A report that is completely customizable– The type of format (list, chart, graph)– Items to include– How to group the information– Parameters
Why use ad hoc reports
• There may not be a management or application report that gives the information you need
• May need very specific information
• You can check large amounts of data
• Send the report to Excel to do further calculations or turn into graphs
Ad hoc reports choices
• Two main choices– Type of report – this determines what the
report will look like– Table to use – this determines what items
you can select to be part of the report
Types of ad hoc reports
• 50 Fields List – most information of all types• Fields List – good to view data that do not work
with sums or counts• Group and List/Group and List Sum – can get
counts and sums, only shows 5 – 6 items• Pie Charts – good to show relationships within one
data set• Cylinder Chart – compares items in data set• Matrix Charts – can show more complex
relationships
50 Fields List• Most information of
all types, useful for checking data
• Best to export to excel
Fields List
• Useful for items that do not need sums or counts
• Use for items too big to fit into columns – like Comments
Group List Sum / Group & List
• Creates Count, Sum and Average for each Group and for the total
• Calculations are for the item selected first
• Can only fit 5 – 6 items across on the page
• Group & List does not include the calculations, just the data
Pie Charts
• Shows size of items on one data series, proportional to the sum of the items
• Useful if there is only one data series to view
• Limit it to ten or less categories
• Item selected first and as Grouping will be graphed
Cylinder Charts
• Useful for illustrating comparisons among items
• Can help clarify relationships and highlight patterns
• Item selected first in Grouping determines the X-Axis field
Matrix charts
• Matrix charts show data arranged in a grid or matrix format
• Four types of Matrix charts:– Listing lists just the data– Count provides counts of occurrences of the
data– Distinct Count counts distinct occurrences– Sum provides a sum of the data
Matrix List Charts• First item selected on
SELECT tab is the data that will be displayed in the grid
• Up to 4 other items can be selected and will be shown in the row
• Matrix Count would show the number of services
• Grouping here = Program, Service
Matrix Count Charts
• Service Unit was selected first, so it shows in the Grid
• Grouping is Program, Program Component, Service
Creating an ad hoc report
1. Select type of report
2. Select Query or Build new Query
3. Add final information– Title– Display & Number– Dates
4. Show Report or Export to Excel
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Run report from saved Query
• Running a report from a saved Query– Must know the type of report
– 50 fields, Matrix, etc.
– Must know name of saved Query– May need to edit Query
Build a new ad hoc query
• Ad hoc query builder popup window tabs– FROM: select table which determines
available items (required)– SELECT: available items list (required)– WHERE: filters items searched– SORT: determines order of matches– GROUPING: determines categories of data
(required)
FROM tab
• Select a Table (or View)
• The Table determines the items available for the report
• Each Table has different items
• Only one Table may be used at a timeMust select ONE Table
SELECT Tab
• Select items to appear on report• Items listed
alphabetically
• Use >> to select items
• Items will appear in order selected• Use UP & DOWN
to change order
• DISTINCT counts unique combinations
Must select at least one Column item
WHERE Tab
• Filter items here• Select item in
Column dropdown• Operator is how to
to match:• =, LIKE, >, <
• Value is what to match
• Use AND or OR if adding second rowNot required
SORT Tab
• Determine order items will appear on report
• Use >> to select • Checkbox
reverses order• Use UP & DOWN
to change order
Not required
REPORT GROUPING Tab
• Items selected here determine how report is grouped
• Each Group starts a new section of report
• Up to 5 items may be selected
Must select at least 1 and up to 5 items
Finish Report Parameters
1. Enter a Title
2. Display determines group to display – ALL, TOP or BOTTOM
3. For Number:• If ALL, use 0
• Top or Bottom, enter number
4. Select a Date Field and Date range if needed
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Run Report
• SHOW REPORT opens in Internet browser window– Can still export to Excel from window
• EXPORT TO EXCEL opens in Excel
Save Report Query
• SAVE AS saves the Query, not the report
• Click SAVE AS button• Select GROUP who has
permission to report• Enter REPORT NAME
– Make the name descriptive and useful
– Make it unique
• Select CATEGORY• Enter useful Description• Click OK