Topics and notes for CUNYfirst Reporting Instance training sessions for Query Managers.
Our plan is to schedule some 1-1.5 hr training sessions for Query Managers (and Viewers). The sessions will be recorded and be made available - possibly through a Blackboard organization (more info on this to follow).
Basic Training Topics
- Production Reporting vs Reporting Instance
- Locating the Reporting Instance
- Permissions and access for the Reporting Instance - roles and SACR - see CS Reporting Access Request Form and HR Reporting Access Form
- Public query versus private query in the Reporting Instance
- Viewing public and private queries and using prompts (finding terms, admit from, admit to, degree, academic plans etc)
- Planning a query. What user information is needed?
- Basic records in Campus Solutions: ACAD_PROG, ACAD_PLAN, STDNT_CAR_TERM, CLASS_TBL_SE_VW (STDNT_ENRL and CLASS_TBL).
- Table key structure
- Effective dating
- Joining tables
- Selection criteria
- Saving a Query
- Copying a Query to Another User
Level II - Topics
- Prompts - creation of prompts, using tables, mandatory and optional.
- Joins - standard and outer, adding an outer join manually
- Expressions
- Sub-queries (Exists vs Does not Exist)
- Unions