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2011 Evisions Conference




  A View To The Data

     Session ID: 443


      Debi Whitcomb
   Senior Systems Analyst
     Samford University
   drwhitco@samford.edu


     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



• Converted to Banner 2005 – 2007

• Early adopter of Argos

• Many reports in production

• Heavily using the scheduler




                     A View To The Data   5
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 form
         This session ID is 443

  For further information please contact
 Debi Whitcomb: drwhitco@samford.edu

                   or

    Evisions’ Professional Services at
       proservices@evisions.com

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Ppt 443 debi_whitcomb_a_viewtothedata

  • 1. 2011 Evisions Conference A View To The Data Session ID: 443 Debi Whitcomb Senior Systems Analyst Samford University drwhitco@samford.edu March 19, 2011
  • 2. 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!
  • 3. Samford University Samford University Birmingham, Alabama
  • 4. 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
  • 5. Background Information • Converted to Banner 2005 – 2007 • Early adopter of Argos • Many reports in production • Heavily using the scheduler A View To The Data 5
  • 6. 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
  • 7. Why Not Views ? • Performance Issues • Some people prefer tables only A View To The Data 7
  • 8. PROCESS • Create Argos report that defines the output • Use generated SQL from Argos to create the view A View To The Data 8
  • 9. 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
  • 10. Samford Created Views Report Query in Argos Email address- pidm with each email address in a separate field A View To The Data 10
  • 11. Samford Created Views Email address- pidm with each email address in a separate field A View To The Data 11
  • 12. 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
  • 13. GOTCHAS Field names in the view must be upper case A View To The Data 13
  • 14. Questions Questions ????? A View To The Data 14
  • 15. Questions ? Please complete a session evaluation form This session ID is 443 For further information please contact Debi Whitcomb: drwhitco@samford.edu or Evisions’ Professional Services at proservices@evisions.com