iqa basics and advancements · 11/30/2016 · run the query, imis checks to make sure they have...
TRANSCRIPT
IQA Basics and Advancements
November 30, 2016, 2:00pm
Lori Bertrand, Senior Applications Consultant
• What Does IQA mean?
–“Intelligent Query Architect”
• Where do I find it?
–IMIS 15 and earlier – Left Navigation–Home page
–Customers module
–Events module
–Orders module
–Fundraising module
–IMIS 20
• Staff Site – Continuum
• Staff Site – custom sitemap additions
• i.e. added to Community menu
What is IQA?
Beyond Adhoc Searches
• Tracks who created, updated and when
• Provide a description for what it does
• Add parameters/prompts
• Query across modules
• Query on a query
• Folder structures and controls
• Security – folder level or on query
• Used by iParts online
– Online directories, rosters
– Dashboards
– Profile iParts – My Participation, History
Enabling IQA
• Enabling IQA for iMIS Users
–Version10.6
•need NET in license key, sync users
•User credentials (IFC) need Reporting group
–Version 15 and up
•already installed
•User credentials need Reporting group
IQA Folder Management
• Click New to Create a new Folder
IQA Folder Management
• Give your folder a name
• Save
IQA Folder Security
• Highlight your new folder and click the Edit button
• Expand the Access settings area
IQA Folder Security
Use a preconfigured set
IQA Folder Security
Make this available to:
Specific Roles
IQA Folder Security
Make this available to:
Specific Groups
Specific Users
- select one user at a time
Specific Member Types
- No criteria for status or paid
thru date
Queries
• Create new Query
–Navigate to desired folder
–Click New
–Select Query
Queries - Summary
• Provide a name
• Add a description of what
the query is intended to
do
• Note that the Author,
Created On, Updated By
and Updated On fields
will be populated
• At least one Source must be identified to tell the query where to
get/search for data
• Sources include
– IMIS Business Objects
– Existing Queries
Queries - Sources
• Click the Add Source Button
Queries - Sources
• Use FORCE ORDER: Require SQL Server to join the tables in a
query in the order you specify.
• Use NOLOCK locking hint: Require SQL Server to ignore record
locks.
• Use join method for security enforcement: If enabled, when users
run the query, iMIS checks to make sure they have permission to
read every source within the query before displaying the results,
whether the source is a business object, another query, or both.
When disabled, iMIS does not check the security for every source
and instead only enforces the security setting for the main query.
Queries - Sources
• Select your data
source
• Under Common >>
Business Objects
select your first data
source
• CsContact is most
commonly used object
(contact data, IMIS ID,
member type, status)
Queries - Sources
• Commonly used business objects
–CsContact
•Name, email, member type, status, joindate, paidthru, category, etc.
–CsRegistration
•Event registrant details
•CsContact.IMIS Id = CsRegistration.ShiptoID (registrant)
–CsEvent
•Event definition details
•CsRegistration.EventCode = CsEvent.EventCode
–CsActivity
•dues payments, calls, meetings attended, orders, committee
•multiple rows possible for one ID
•CsContact.IMIS Id =CsActivity.IMIS_Id
–CsContact
•Repeat addition of CsContact to link individual to Company to get both
company and individual info
•Will give second CsContact instance an alias, i.e. CsContact1
•CsContact.Company Id = CsContact1.IMIS Id
Queries - Sources
• Select Advanced mode to provide
more options when working with
Filters (and Display)
• Creates a “where” statement to
select which records should be
included in the query results
Queries - Filters
Select fieldname(s) to filter on
Select comparison type (equal, not equal, contains, starts with, etc.)
Select Multiple checkbox if user can enter multiple selections
Value can be left blank if prompting user, or fill in a “default” value
The Prompt (to the user) can be No (not prompt to user), Required or Optional
Can provide a description/instruction for the prompt
IMPORTANT: Be sure to click the + sign to add your filter
Queries - Filters
If adding values to your filter where a
lookup table exists, you will get a
window that allows you to select
(highlight) each value to include, or
use the ‘x’ to remove any values you
no longer desire.
Queries - Filters
Queries - DisplaySet the View option to View All Columns
Check/uncheck the box in the Display column to include/exclude field
Only Display unique results – eliminates duplication
Queries - FiltersUse Alias column to change the column heading if desired
Edit the values in the Order table to control the order of the columns in the
results
Use the Refresh button to see your changes
Queries - SortingDefine Sort levels for the rows in your results
Set a priority for multiple levels of sorting
Determine the direction of your sort – ascending or descending
Name(Last, First) is a very
common sort alpha name lists
Queries - RunClick Run to test your query
Complete any selections for Required or Optional filter prompts
Click the Find (or Filter button)
Queries - RunUse paging controls to control how many rows display per page, page
thru report using arrows for next/previous page
go to page 1
go to last page
Show all link (does have a default maximum of 500 for the display,
but exported results will be actual number of rows/results)
Export your results to
various file formats
Queries - ModificationsTo edit the query further, return to the Define tab
Under Sources you can Add more data Sources
A Relation must be defined between the sources (some are understood by default)
In the Display Tab, click the View to View All Columns
Now that the new source is added, the Display will show the available fields
(properties) you can add as columns, as desired
Queries - Modifications
• Don’t forget the + sign when adding new data sources, filters,
sorting options
• Save as you go
• Use Save As to clone/create new versions of a query
• If you are cloning an existing query, change your query name in the
Summary tab before editing and then later clicking the Save As
option. (Be sure to check/confirm the new name and folder location
when prompted)
Queries - Tips
Questions
My Contact Information: Lori Bertrand
Senior Applications Consultant
732-252-1152
Thank YouFollow Us On -
• Twitter:
www.twitter.com/csystemsglobal
• Facebook:
www.facebook.com/csystemsglobal
• LinkedIn:
www.csystemsglobal.com/LinkedIn