Ppt 443 debi_whitcomb_a_viewtothedata

A View To The Data

Session ID: 443

2011 Evisions Conference

Debi Whitcomb

Senior Systems Analyst

Samford University

[email protected]

March 19, 2011

Session Rules of Etiquette

• Please turn off your cell phone.

• If you must leave the session early, please do so

discreetly and quietly.

• Please avoid side conversation during the session.

Thank you for your Cooperation!

Samford University

Samford University

Birmingham, Alabama

Samford University

• Chartered in 1841• 4,715 total enrollment (Fall 2010)• Eight Academic Schools

School of the Arts

Howard College of Arts and Sciences

Brock School of Business

Beeson Divinity School

Orlean Bullard Beeson School of Education and Professional Studies

Cumberland School of Law

Ida V. Moffett School of Nursing

McWhorter School of Pharmacy• Ranked in top tier of national doctoral research universities by U.S. News & World Report  • Rated one of the 50 “Best Values” nationally among private universities by The

Princeton Review and USA Today  • Ranked in top 100 best values among private universities by Kiplinger's• Largest privately supported institution for higher learning in Alabama

A View To The Data 4

Background Information

A View To The Data 5

• Converted to Banner 2005 – 2007

• Early adopter of Argos

• Many reports in production

• Heavily using the scheduler

Why Views?

• SQL challenged (me, not everyone)

• First moved to Banner – not familiar with SQL or the Banner tables – also new to Argos (we used Argos on PLUS to become familiar with it) – Concerned that we would be

reporting incorrect information and not know

• Joins already done – SunGardHE supplies many views where much information is available (student, employee, constituent)

A View To The Data 6

Why Not Views ?

• Performance Issues

• Some people prefer tables only

A View To The Data 7

PROCESS

 • Create Argos report that defines the output

• Use generated SQL from Argos to create the view 

A View To The Data 8

Samford Created Views

• My Views are set up in a separate folder within my directory• The Argos to create the view is called xxxxxxxxx_view• The output of the view is xxxxxx_vw

A View To The Data 9

Samford Created Views

Report Query in Argos

Email address- pidm with each email address in a separate field

A View To The Data 10

Samford Created Views

Email address- pidm with each email address in a separate field

A View To The Data 11

Samford Created Views

Other views: • Lifetime giving by fiscal year – broken down by hard credit and soft credit• Lifetime giving by college – broken down by hard credit and soft credit• Lifetime giving by athletic funds – broken down by hard credit and soft credit• Number of Samford Degrees – count of Samford degrees with a field

containing the latest degree year• Number of Samford Gifts – Number of gifts and gift amount by fiscal year• Number of years giving – Number of years where a gift was given and the

total gift amount• Useradmin – contains pidm, suid, username, username upper case,

lastname, fname, midname• Pledge report views – several columns on a pledge report – a view for each

column• Current student parent - parent pidm and Y indicator that the parent has a

current student• Current student parent email – student pidm and email addresses and

names for parents• Summarize hard and soft credit by date – two views that are used to create

giving between dates by college or designation

A View To The Data 12

GOTCHAS

Field names in the view must be upper case

A View To The Data 13

Questions

Questions

?????

A View To The Data 14

Questions ?

Please complete a session evaluation formThis session ID is 443

For further information please contact Debi Whitcomb: [email protected]

or

Evisions’ Professional Services at [email protected]