menu. This displays the
Illustration 163: Query Designer Value Editor dialogue
tab consists of the following elements:
: The Header property is the description of the field that will appear in your results and cannot be
blank. It defaults to the name of the field in the database. Some field names will be cryptic or unaccepta
on a business report. The
roperty allows you to customize the field-description.
For example, the Delivery Date field can only accept
ot include them in the results.
her choices include entries suc
, which are beyond the scope of this
ing functions of Sum and/or Count: If you use Sum or Count
you can navigate between values without leaving this
r select a different field in the Value
: The Type property is the data type of the field.
valid Date values. The Filter values that you enter must be consistent with the data type.
property determines how a field will be displayed in your results. The two most common
: is used to include the field in the results displayed on the
: is used to hide the field from
. Use the Hide setting so that you can search on fields b
int duction. A quick tip on using the aggregat
in a query, then ALL of the remaining fields in that query must be set to be Hidden or Grouped.
: The Sort property determines if the field will be used to arrange the order in which the records are
displayed on the report. When more than one column has been selected to sort on, the collective sort o
is based on the left-to-right sequence of these columns in the "Define Search" grid. Sort property
for no sort
for “A-Z “or “1-9” sorting
for "Z-A" or 9-1" sorting.
property determines the manner in which the field will be displayed. See the onlin
hel for additional information on this property.
property determines how long the field will appear in the returned data. If you want to
completely hide the field, change the
property determines if the values in a field will display Left, Right or Centered within the
th of the displayed field. Most date and numeric data types automatically align themselves to the right.
igating within the Value Editor Dialogue
e you have displayed the Value Editor dialogue,
dia ogue. Simply click the next field of interest in the Query grid, o
Edi or Field drop-down list:
stration 164: Value Editor Field drop-down list
r online help for instructions on creating filters.
When the query is completed, the query results can be viewed by selecting the
C nges to previously selected fields are automatically saved.
e the display properties have been set for each field, filters can be applied to limit the returned data.
rs are entered on the
tab of the
dialogue. Creating filters is beyond the scope of this
duction. Refer to the Query Builde
tab or by selecting
View | Preview
from the menu.
tab allows viewing (and, optionally, editing) th
ed SQL statement. Note, however, that
in the visual design on the
f, the query is saved.
he displayed results can be saved to a new table or exported to one of two delimited formats (comma-
r tab-delimited) by selecting
File | Export
from the menu.
ShazamWare Data Systems, Inc. and is distributed under license.
owse does not display any service units
lected time period. The
browse is literally that: all
h no consumption statistics included. Finally, the
sments for the selected period.
he Intelligent Browse dialogue asks for a range of dates for which the data should be included in the
edits made to the SQL statement itself will not be reflected
any edits made to the SQL statement be saved when, and i
You can save the query, to facilitate running the same query again in the future. To do so, select
File | S
from the menu.
The Query Builder is a product of
The Intelligent Browse is a powerful tool for performing easy cross-tabs and summarization of
demographic and other client statistics.
There are five
browses present service unit statistics
respective services during the selected period. The
consumed, therefore it can include demographic information on distinct clients
(Delivery as well as Counseling) in the se
Cli nts regardless of status and wit
browse displays Health/Nutrition Asses
analysis, and appears as follows:
Illustration 165: Intelligent Browse Date Range dialogue
ude Client Diseases. Adding Client Diseases to the browse may significantly slow the
selected browses, in addition to selecting the Browse to be displayed, you are given the option of
her to incl
beh vior of the browse, but it gives you the ability to filter the displayed clients to only those who suffer
TE: The range of dates is only required when service units are included in the results. Therefore the
selectors are not visible when the All Clients browse is selected.
e the service, and dates (when required), have been chosen, click
. After a brief period to colla
, a browse window will be presented similar to the following.
Illustration 166: Intelligent Browse screen
If Client Diseases were included, the display will appear as follows:
Illustration 167: Intelligent Browse, with Client Diseases
The listing at the top includes all of the diseases to which the Clients in the browse suffer. There is a ‘
button at the left of each line for every client who suffers any diseases, as illustrated above. Clicking that
button will expand the list of that Client’s diseases, and change the button’s display to ‘-‘. Clicking the ‘-‘
button will close the list of diseases.
Any column heading can be clicked-and-dragged into the space labeled
Drag a column header here
so will summarize the data by that column. For example, dragging the Race column into the top space will
result in the following:
Illustration 168: Intelligent Browse screen, illustrating a grouped column
This summarizes the consumption statistics by race. The ‘
’ button to the left of each of Race code can be
clicked to expand the detail listings for that code.
Multiple column headings can be dragged into the
Drag a column header here
space. For example, if the
Race data needed to be further categorized by ZIP code, the ZIP column header could be dragged into the
Each column header also has a drop-down dialogue attached to it. The drop-down dialogue is accessed by
clicking on the d button to the right of the column name. Clicking on the Race drop-down, for example,
will generate the following dialogue:
Illustration 169: Intelligent Browse filter drop-down list
Using this dialogue the data included in the browse can be filtered. For example, only data pertaining to
Males could be chosen. Sophisticated filters can be created by selecting
from the drop-down
list. Doing so will display the following
Illustration 170: Intelligent Browse Custom AutoFilter dialogue
In this examp
ltered to Clients aged older than 10 and less than 21.
If there is an active fil
active filters, as illustrated:
le, results are being fi
ter, the upper-left area of the screen will list the
Illustration 171: Intelligent Browse, displaying the current filter conditions
Clicking the first ‘
anently remove the respective filter. Clicking the second ‘
’ will temporarily
If the list of Clien
uded in the browse, the list of diseases at the top of the screen is
. Filtering that list of diseases will limit the clients displayed to
those who su
disease(s). Removing the diseases filter will restore the display of clients
to all clients.
Data | Select Dates
from the menu,
or click the
’ will perm
t Diseases was incl
ist for Filtering Clie
ffer from the selected
the Intelligent Browse with different param
button to re-display the Intelligent Browse selection dialogue.
re is not available currently.
s to Excel when printing is required. To do so, from the menu select
Export | Exp
reporting solution named
Brief instructions are included here on the ReportBuilder interface. For complete information, users are
referred to the separat
which contains step-by-step instructions
on creating and modif
s. This Adobe PDF document is contained on the
Reports | A
m the main menu launches the
dialogue will be displayed, as follows:
ton is disabled, as that featu
exporting the result
ort to Excel
a sophisticated end-user
e 125-page manual
nalyze | Report Designer
Illustration 172: Report Expl
The Report Explorer is used to store and
rts created by end users. The Explorer uses a
standard Windows Explorer metaphor: n
Reports can be created, stored, moved, and renamed
using this dia
File | New |
plorer menu will display the Report Designer. Double-
clicking on an existing
plorer will also launch the Report Designer, with the
from the Report Ex
ort name in the R
esign mode, as il
rt opened in d
Illustration 173: Report Designer, report data tab
e displays the
tab, on which the
e report is visually designed on the
The Report Designer uses a tabbed interface. The illustration abov
report’s query is esigned. Once the query has been completed, t
tab, whi h is illustrated below:
Illustration 174: Report Designer, report design tab
Fields from the report’s query can be added to the design surface, report elements can be deleted or
rearranged, and grouping and page behavior can be assigned.
The third tab, labeled
, can be selected to preview the report with live data.
Note: ReportBuilder is a software product of Digital Metaphors Corporation and is distributed under
license. A printed version of the
manual is available directly from Digital
). Several files of technical tips are also available online.
MealService makes one chart available in the current release. The chart summarizes the number of meals
delivered by service, by day. Additional charts will be made available in future versions.
To access the Charts dialogue, select
Reports | Analyze | Charts | View and Print Charts
. The dialogue
will be displayed, as follows:
Illustration 175: Chart Options dialogue
The selections on this screen, include:
Enter the starting date for the period, or click
o display a calendar on whi
the d button t
lect a date.
the boxes for those Services that should be included in the chart. One or more
Services must be checked before the
button will become enabled.
to close the
Enter the ending date for the period, or click the d button to display a calendar on which to
select a date.
Services to include:
Once the options have been set as desired, click
to display the chart, or click
dialogue without generating a chart.
will display the following chart:
Illustration 176: Chart - Number of Meals Delivered by Service
Documents you may be interested
Documents you may be interested