Leveraging Sustainable Staff Engagement Michael Frisbie ~ [email protected] Library Specialist...

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Leveraging Sustainable Staff Engagement Michael Frisbie ~ [email protected] Library Specialist Johnson County Community College Voyager Analyzer

Transcript of Leveraging Sustainable Staff Engagement Michael Frisbie ~ [email protected] Library Specialist...

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

Leveraging Sustainable Staff Engagement

Michael Frisbie ~ [email protected]

Library Specialist

Johnson County Community College

Voyager Analyzer

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Session Contents

•Analyzer Basics•Creating Reports•Making It Work

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Analyzer is Cognos 8

•Presentation Layer•Query Studio•Report Studio

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

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Public Folders: Presentation Layer

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MS Access Reports function

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Same report in design view

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Public Folders >Voyager – Cataloging

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Prompts for a status

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Output looks like this: Does it fit our needs?

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You still have to understand the database

Relational databaseData is entered only onceData is stored in independent tablesJoined, i.e. related, together

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Two tables joined together

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A complicated query

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My base query

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Creating reports in Report Studio

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Creating reports in Report Studio: Missing Item Report

Call NumberTitle

LocationBarcode

ISBN035aPrice

Set To Missing OnBib Suppressed?

MFHD Suppressed?ChargesBrowses

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Creating reports in Report Studio

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Creating reports in Report Studio

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We need a query

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We need a query

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We need a presentation page

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Filtering Data

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I only want Circulating Books

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And items set to missing

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Filters are completely different

MS Access Report Studio

Missing ='Missing'

ST or FF In ('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

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

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A test run

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Make display changes in Properties

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Fix the sorting

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Now I like it

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Adding a Prompt Page

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Inserting an object

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Objects with parameter

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Parameter and its filter

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When the report is run

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Bridging the Presentation Layer Divide with SQL

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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_NOFROM 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

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In Report Studio with the Database Schema package

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Paste in the SQL and Validate it

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

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BLOB in brief: Functions > Cataloging Model > MARC

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BLOB in brief; Apply filters, sorting, etc…

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Apply the same filters, sorting, etc…

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Making it easier for users

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My Folders

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Making it easier for users: Tools > My Preferences

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Scheduling jobs

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Scheduling jobs: Tools > Schedule Management

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Scheduling jobs

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E-mail as an attachment

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The End

I hope this helps.