sentricworkforce query builder

SentricWorkforce Query Builder

Getting the Data out of SentricWorkforce

Sentric, Inc.

Josh Davis Sentric Product Support Specialist

My Credentials: Over 16 years of industry experience in HRIS in support

Questions? Hang on until the end, we’ll have 15 minutes of

Q&A Or email me at [email protected]

Webinar How To I will not be able to hear you during the webinar until we get to the question and answer portion, but you have some tools to tell me if you need some help.

By your attendee status are some status icons to help me know if you need me to speak up or speak more softly. You can also put out the life saver to tell me if you need some assistance.

Agenda

What is Query Builder?

Building a Query

Database overview

Superviews


Report Tools Poll


1. An Ad-hoc (for this) reporting tool2. Best at…

1. Getting the raw data2. Getting data from multiple tables3. Finding missing data4. Data verification5. Create simple calculations or

expressions


1. Some real world queries you might create1. Active employees on Jan. 1, 20122. Employees enrolled in a medical plan with the

option and employee cost for the plan3. Employees and their dependents with the age of

the dependent4. List of all new hires since the beginning of the

year


1. You may want a custom report or to export yourdata to MS Excel if you want to…1. Create complex calculations or expressions2. Generate a chart or graph3. Add complex parameters4. Create a pivot table


Keep this in mind… 1. Security applied to queries by default2. Each user’s queries have their user name

prefixed3. The more you work with Query Builder the

easier it gets and the more confident you willbe in the results


Query Builder Poll

Building a Query

Before you start 1. Why are you building the query?2. What fields do you want to return?3. The more you know about the finished product

you want, the easier it will be to build thequery.

Building a Query

Creating a Person Query 1. Go to Reports > Analytics / Ad Hoc > Query

Builder2. Select File > New > Person Query…

Building a Query

Creating a Person Query 1. New Person Query pop-up form will come up2. Enter a Name and Description3. Check boxes if you want…

1. Current data2. Active employees3. To share this

query

Building a Query

Creating a Person Query 1. Add fields by

clicking thecheckbox

2. Selected fields willshow on Fields tab

3. Uncheck or pressthe “X” button toremove

Building a Query

Creating a Person Query 1. Add tables related

to tPerson usingthe “+” button atthe top of the table

2. Opens the RelatedTables Form

Building a Query

Creating a Person Query 1. Filter the Related Tables window using the Search

feature2. Search for table or field names3. Add a table using the double chevron button4. You may need to scroll down in order to see the

table you added

Building a Query

Creating a Person query 1. To add a code table press the double chevron

button next to a code field2. From the code tables you can add the

descriptions for the codes in the system

Building a Query

Creating a Person query 1. Two other buttons on the top of every table

1. Expand / Collapse2. Remove table

2. Move table by clicking a dragging by the top

Building a Query

Creating a Person query 1. To view the data the query returns click on the

Results tab2. Results will often show in multiple pages3. Can be printed or exported to a CSV (excel) file

Building a Query

Creating a Person query 1. On the Fields Tab you can…

1. Add new fields2. Group your data for totals3. Change the Alias (column heading)4. Sort the data5. Add a run-time filter6. Determine which fields to show or hide7. Remove fields

Building a Query

Creating a Person query 1. Use the joins tab to see which tables are joined2. Select the type of join you want between tables

1. Inner2. Left Outer3. Right Outer

Building a Query

Creating a Person query 1. Filter the data using the

Filters panel2. Click the “ALL OF” to turn

on the add a filter box3. Most filters are Column-

Value4. Select the field and set the

value you want returned

Building a Query

Hopefully you solved the puzzle and made the query, but if not we here at Sentric can give you a hand!

Building a Query

Demonstration

Database Overview

1. Knowing the database makes you a better reportwriter!

2. The SentricWorkforce database was built with a set of conventions.

3. Knowing how the system was developed will help youlocate the data faster and build your queries better.

Database Overview

1. Databases reflect reality2. It all starts with tPerson

1. Applicants2. Employees3. Dependents

3. Every Person in the databasehas a record in the tPersontable

Database Overview

1. PersonGUID1. Global Unique Identifier2. 36 character string of letters and numbers3. In most tables that start with “tPerson…” in the

database4. Tells the system who the data relates back to in

tPerson

Mike Meadows =

0952050B-2BFB-11D3-A3E0-006008AADDF9

Database Overview

1. Connection to tPersonal1. Unique relationship – only get one record in each

table2. Data in tPersonal includes fields like Birth Date,

Gender, and Ethnic Group

Database Overview

1. Connection to Person tables that allow multiplerecords1. Limited or no time (date) period2. Tables like tPerson…Award, Address, Language,

and Certification

Database Overview

1. Connection to Person tables that allow multiple records andhave effective date ranges1. All of these tables start with tPerson…defining value…Hist

for examples tPersonJobHist or tPersonBasePayHist2. These tables have a Start Date, End Date and Current flag

Database Overview

1. Code tables are used to define values that are used over andover again in a system to enforce consistency

2. If you see a drop-down field it is usually associated to a codetable

Database Overview

1. Code fields will have the suffix ‘Code’2. Use the double chevron button next to a code field to add the

related code table3. Code tables will include the description values for codes. For

example, the Department Code value “IT” may have thedescription “Information Technology”

Database Overview

Superviews

Superviews to the rescue!

Superviews

1. Superviews1. Created to make reporting easier2. Fields from many tables in one location3. Include codes and descriptions4. Commonly used calculations

1. Annual Salary2. Service Years3. Age4. Hourly Salary

5. Prefix “VRPT”

Superviews

1. Superviews1. Active – only current data

for active employees2. AllApplicants – data for

everyone with a currentapplication

3. AllPersons– data for everyperson in the database

4. Base – data for employees5. gcPIT – Point-In-Time –

data at different set date6. History – Data from main

history tables – current andhistoric

Superviews

1. Superviews1. Can save time if you need straight forward data2. Allows you to get complex data very quickly

Demonstration

Test Your Knowledge!

Questions

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