Applying IQA with iMIS

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Applying iQA With iMIS

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Applying iQA With iMIS

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Applying iQA With iMIS

Contents Introduction ..................................................................................................................................... 4 Lab 1: Creating Folders Used for Labs.............................................................................................. 5 Lab 2: Query With Sub-totals ........................................................................................................... 6 Lab 3: Query Chart Viewer ............................................................................................................... 7 Lab 4: Query Based Reporting ........................................................................................................ 9 Lab 5: Query List............................................................................................................................. 11 Lab 6: Using Live Links (Mini-Profile) ............................................................................................. 13

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Introduction There are an infinite amount of queries you can build using the Intelligent Query Architect. Once a query is built, you can use it to email the generated list of contacts, display the results on a content page, build a report to distribute to your staff, and much more.

IQA reporting lets you:  Export rendered reports to .PDF format, for archiving, sharing, and printing, and to .XLS format, for spreadsheet usage  Customize the generated reports: totals, subtotals, summaries (Total Only), parameters (associated in the query)  Save the reports into the Document system, which automatically adds the new template (.RDL) and its matching output process (binding query, template, and security to a report name you choose)  Save the generated template file (.RDL) locally, to customize later in SQL Server Business Intelligence Development Studio

Key Features: IQA 

IQA queries can be used with dynamic content items (web parts or iParts) to display charts, graphs, lists, progress trackers, menus of items, etc.



IQA lets you design search results that contain live hyperlinks within the items that it returns. Using the Link feature on the Display tab, you can create hyperlinks for multiple columns in your query results. These links let users immediately click through to the records and content that they are seeking. In this example, users can click links to open specific contact profiles.

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Lab 1: Creating Folders Used for Labs Story:

I need to create folders to hold our queries, reports and content.

Demonstration:

Lab: Actor action

Create a new folder – queries and reports

System response

1. Sign in to the staff site as brianm/demo123.

2. Go to RiSE > Intelligent query architect > Common > Shared Documents

Notes

3. Create a new folder called MyIQAFolder

Create a new folder – web content 4. From RiSE – Page Builder – Content Folders select Shared Content and create the following folder 5. New – Website Content Folder 6. Folder Name: MyContentFolder

Review:

Discuss the need to create folders in Shared Content.

Documentation:

Defining Content Folders

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Lab 2: Query With Sub-totals Story:

Lab: Actor action System response Notes

Create a query with summary data then go a level deeper to review the transactional data generating the summary data.

1. Sign in to the staff site as brianm/demo123.

2. From RiSE – Intelligent Query Architect - MyIQAFolder, create a query with the following: 3. Name: Lab2 4. Sources: CsRegistration 5. Filters: Order Date – use the between operator Note: Enter a date range of 1/1/2009 through 12/31/2017 to ensure that you will see data.

6. Display: Select the fields in the following order: Event Code Full Name Registrant Class Status Total Charges Total Payments Balance 7. Sub-totals: Click to enable sub-totaling for both Event Code and Registrant Class.

8. Sorting: Add a sort for both Event Code and Registrant Class.

Review: Documentation:

Sub-totaling in iQA

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Lab 3: Query Chart Viewer Story:

The query chart viewer web content (formerly iPart) draws a line, bar, pie, bubble, or area chart based on real time data returned by an IQA query.

Lab:

Create the query

Actor action System response Notes

1. Sign in to the staff site as brianm/demo123.

2. From RiSE – Intelligent Query Architect - MyIQAFolder, create the following query: 3. Name: Lab3 4. Sources: CsContact & CsMemberType 5. Filters: None 6. Display:  Count function on iMIS ID  CSMemberType.Description 7. Sorting: CSMemberType.Description 8. Run to display results – that looks chartable!

Create a website content record 9. From Page Builder – Manage Content – Shared Content select MyContentFolder.

10. From New - select Website Content 11. Title: Lab3Content 12. Click the Add Content hyperlink, select Utility – Query Chart Viewer System response: The Configure iPart – Query Chart Viewer window displays 13. Name: Member Totals by Type (repeat in the Title field) 14. Chart Query Source: select $/Common/Shared Documents/ MyIQAFolder/Lab3 15. Display options:  Chart Type: Bar – Vertical  Chart Width: change width to 800 16. Chart data:  Data Axis: ID  Data Axis Format: No format Page 7

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Applying iQA With iMIS  Label Axis: Description  Label Axis Format: No format 17. Labels:  Display axis labels: (ensure this is enable)  Axis label angle: 315 18. Click the OK button 19. Save Note: Before we publish, experiment with the skins to determine which format you prefer.

20. Click the Configure option 21. Change the Chart Skin from Default to Forest, save and view the result.

22. Change the Chart Skin to Silk, save and view the result.

23. Go back and select different skins until you find one that you prefer.

24. Click Save and Publish.

Review:

Which skins or templates will your organization choose to use?

Documentation:

Using Query Chart Viewer

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Lab 4: Query Based Reporting Story:

Use Microsoft’s report reviewer to display data retrieved using real time data selected from a query.

Lab:

Create the report file (RDL)

Actor action System response Notes

1.

2.

3.

4.

5.

6.

Open the existing query from Lab3 above.

Click Report.

Click on Save Report Definition to iMIS. Select Common > Shared Documents > MyIQAFolder.

Set name to Example.

Click OK.

Create Website Content 7. From Page Builder – Manage Content select the MyContentFolder.

8. From New - select Website Content 9. Title: Lab4Content 10. Click the Add Content link and select Utility – SSRS Report System response: The Configure iPart – SSRS Report window displays 11. Name: Lab4ContentReport 12. Title: Lab4ContentReport 13. Document system patch to the SSRS Report runtime: select the SSRS report you saved at the root (Example report in item 1) 14. Save & Publish Create Website Navigation 15. From Site Builder – Manage Sitemaps – select the Staff view.

16. Click on and expand the Community folder 17. Click New – Website Navigation Item  Navigation Link Text: Lab4  From Content or URL to Link to select and link to: Shared Content / My Content Folder select Lab4Content 18. Click Save Page 9

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Applying iQA With iMIS 19. Drag Lab4 upwards above Manage duplicates.

20. Highlight Lab4 and click Publish.

21. Click the iMIS logo at the top of the page to force iMIS to refresh.

22. Under the Community menu item you should now see Lab4 (the item that you just created).

23. Click on the Lab4 to view the report.

Documentation:

Discuss what options you have available such as printing, exporting, etc.

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Lab 5: Query List

Story:

We want to use Query Manu (query list) to display a list of queries for easy access. Note that if the query list is pointed to a query instead of the folder then that query will be automatically executed.

Lab:

Review Standard OOTB Examples

Actor action System response Notes

1. Sign in to the staff site as brianm/demo123.

2. From the Community Dashboard page view the first tab - My Tasks in the Content Collection Organizer at the bottom of the screen.

3. Click on the drop-down arrow to the right of Assigned to me to view other query options.

4. Click the Data Integrity tab.

5. Click the drop-down arrow to the right of Contact Erasure request.

6. Displayed will be the folder name (Data Integrity) and a list of all queries in that folder.

Create Website Content 7. Sign in to the staff site as brianm/demo123.

8. From Page Builder – Manage Content select the MyContentFolder.

9. From New - select Website Content 10. Title: Lab5 11. Click the Add Content link and select Utility – Query Menu System response: The Configure iPart – Query Manu window displays 12. Name: Lab5QueryMenu 13. Title: Lab5QueryMenu 14. Source Query or Folder: $/ Common / Shared Documents / MyIQAFolder 15. Click OK 16. Click Save & Publish.

Create Website Navigation 17. From Site Builder – Manage Sitemaps – select the Staff view.

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Applying iQA With iMIS 18. Click on and expand the Community folder 19. Click New – Website Navigation Item  Navigation Link Text: Lab5  From Content or URL to Link to select and link to: Shared Content / My Content Folder / Lab5 20. Click Save 21. Drag Lab5 upwards, below the Lab4 item.

22. Highlight Lab5 and click Publish.

23. Click the iMIS logo at the top of the page to force iMIS to refresh.

24. You should now see Lab5 (the item that you just created).

25. Click on the Lab5.

System response: iMIS displays the first query in the folder and provides you with a query menu drop-down arrow.

26. Click the drop-down arrow beside the Select Query item and select another item.

Note: If the Query List /Menu item points to a folder then iMIS, by default, will display the first query in the folder. If you select an actual query – only the one query is displayed.

Review:

Discuss how you could add queries to the existing folders. Discuss how you could add new tabs and a query menu to display a department’s queries.

Documentation:

Using Query Menus

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Lab 6: Using Live Links (Mini-Profile)

Story:

IQA queries and iPart controls can connect by passing URL parameters. This example will allow you to display an iPart based on a link in an iQA query without any additional coding.

Lab:

Create the query

Actor action System response Notes

1. Sign in to the staff site as brianm/demo123.

2. From RiSE – Intelligent Query Architect - MyIQAFolder, create the following query: 3. Name: Lab6query 4. Sources: NetContact 5. Filters: Member_Type = Regular Member (code is M) 6. Display: 7. iMIS ID - in the Alias field type code_ID 8. Full Name – in the Link field ~/Shared_Content/MyContentFolder/Lab6b.aspx&ID=[code_ID] 9. Save as Lab6query in the MyIQAFolder 10. Run the query to ensure that it works but don’t click the Full Name link yet.

11. Close the query.

Create a website content record 12. From Page Builder – Manage Content – Shared Content - MyContentFolder, create the following website content record 13. From New - select Website Content 14. Title: Lab6a 15. Click the Add Content link and select Utility – Query Menu System response: The Configure iPart – Query Menu window displays 16. Name: Lab6a 17. Source query or folder: $/Common/Shared Documents/MyIQAFolder/Lab6Query 18. Click Ok. 19. Click Save & Publish.

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Applying iQA With iMIS Create a second website content record 20. From Page Builder – Manage Content – Shared Content - MyContentFolder, create the following website content record 21. From New - select Website Content 22. Title: Lab6b 23. Click the Add Content link and select the Contact folder.

24. Select the Contact Mini Profile.

System response: The Configure iPart – Contact Mini Profile window displays 25. Click Ok. 26. Click Save and Publish.

Create Website Navigation 27. From Site Builder – Manage Sitemaps – select the Staff view.

28. Click on and expand the Membership folder 29. Click New – Website Navigation Item  Navigation Link Text: Member List  From Content or URL to Link to click select and add: @/Shared_Content/MyContentFolder/Lab6a 30. Click OK, then click Save.

31. Drag the Member List item above Manage expired members. Highlight Member List and click Publish.

32. Click the iMIS logo at the top of the page to force iMIS to refresh.

33. Click on Membership and when the menu opens, click on the Member List item. The report should display 34. Click on the Full Name hyperlink for a record. The Mini Profile information will display.

Review:

Discuss how you might use live links to display information.

Documentation:

Adding Live Links to IQA Results

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