Learn all about the ins and outs of Query Builder within SentricWorkforce from Product Support Supervisor, Josh Davis.

1. SentricWorkforce
Query Builder
Getting the Data out
of SentricWorkforce
Sentric, Inc.

2. Josh Davis
Sentric Product Support Specialist
My Credentials:
Over 16 years of industry experience in HRIS in support
Questions?
Hang on until the end, we’ll have 15 minutes of
Q&A Or email me at jdavis@sentrichr.com

3. Webinar How To
I will not be able to hear you during the
webinar until we get to the question and
answer portion, but you have some tools to tell
me if you need some help.
By your attendee status are some status icons
to help me know if you need me to speak up or
speak more softly. You can also put out the life
saver to tell me if you need some assistance.

4. Agenda
What is Query Builder?
Building a Query
Database overview
Superviews

5. What is Query Builder?
Report Tools Poll

6. What is Query Builder?

7. What is Query Builder?
1. An Ad-hoc (for this) reporting tool
2. Best at…
1. Getting the raw data
2. Getting data from multiple tables
3. Finding missing data
4. Data verification
5. Create simple calculations or
expressions

8. What is Query Builder?
1. Some real world queries you might create
1. Active employees on Jan. 1, 2012
2. Employees enrolled in a medical plan with the
option and employee cost for the plan
3. Employees and their dependents with the age of
the dependent
4. List of all new hires since the beginning of the
year

9. What is Query Builder?
1. You may want a custom report or to export your
data to MS Excel if you want to…
1. Create complex calculations or expressions
2. Generate a chart or graph
3. Add complex parameters
4. Create a pivot table

10. What is Query Builder?
Keep this in mind…
1. Security applied to queries by default
2. Each user’s queries have their user name
prefixed
3. The more you work with Query Builder the
easier it gets and the more confident you will
be in the results

11. What is Query Builder?
Query Builder Poll

12. Building a Query

13. Building a Query

14. Before you start
1. Why are you building the query?
2. What fields do you want to return?
3. The more you know about the finished product
you want, the easier it will be to build the
query.
Building a Query

15. Creating a Person Query
1. Go to Reports > Analytics / Ad Hoc > Query
Builder
2. Select File > New > Person Query…
Building a Query

16. Creating a Person Query
1. New Person Query pop-up form will come up
2. Enter a Name and Description
3. Check boxes if you want…
1. Current data
2. Active employees
3. To share this
query
Building a Query

17. Creating a Person Query
1. Add fields by
clicking the
checkbox
2. Selected fields will
show on Fields tab
3. Uncheck or press
the “X” button to
remove
Building a Query

18. Creating a Person Query
1. Add tables related
to tPerson using
the “+” button at
the top of the table
2. Opens the Related
Tables Form
Building a Query

19. Creating a Person Query
1. Filter the Related Tables window using the Search
feature
2. Search for table or field names
3. Add a table using the double chevron button
4. You may need to scroll down in order to see the
table you added
Building a Query

20. Creating a Person query
1. To add a code table press the double chevron
button next to a code field
2. From the code tables you can add the
descriptions for the codes in the system
Building a Query

21. Creating a Person query
1. Two other buttons on the top of every table
1. Expand / Collapse
2. Remove table
2. Move table by clicking a dragging by the top
Building a Query

22. Creating a Person query
1. To view the data the query returns click on the
Results tab
2. Results will often show in multiple pages
3. Can be printed or exported to a CSV (excel) file
Building a Query

23. Creating a Person query
1. On the Fields Tab you can…
1. Add new fields
2. Group your data for totals
3. Change the Alias (column heading)
4. Sort the data
5. Add a run-time filter
6. Determine which fields to show or hide
7. Remove fields
Building a Query

24. Creating a Person query
1. Use the joins tab to see which tables are joined
2. Select the type of join you want between tables
1. Inner
2. Left Outer
3. Right Outer
Building a Query

25. Creating a Person query
1. Filter the data using the
Filters panel
2. Click the “ALL OF” to turn
on the add a filter box
3. Most filters are Column-
Value
4. Select the field and set the
value you want returned
Building a Query

26. Hopefully you solved the puzzle and made the query, but
if not we here at Sentric can give you a hand!
Building a Query

27. Demonstration

28. Database Overview

29. Database Overview

30. 1. Knowing the database makes you a better report
writer!
2. The SentricWorkforce database was built with a set
of conventions.
3. Knowing how the system was developed will help you
locate the data faster and build your queries better.
Database Overview

31. 1. Databases reflect reality
2. It all starts with tPerson
1. Applicants
2. Employees
3. Dependents
3. Every Person in the database
has a record in the tPerson
table
Database Overview

32. 1. PersonGUID
1. Global Unique Identifier
2. 36 character string of letters and numbers
3. In most tables that start with “tPerson…” in the
database
4. Tells the system who the data relates back to in
tPerson
Mike Meadows
=
0952050B-2BFB-11D3-A3E0-006008AADDF9
Database Overview

33. 1. Connection to tPersonal
1. Unique relationship – only get one record in each
table
2. Data in tPersonal includes fields like Birth Date,
Gender, and Ethnic Group
Database Overview

34. 1. Connection to Person tables that allow multiple
records
1. Limited or no time (date) period
2. Tables like tPerson…Award, Address, Language,
and Certification
Database Overview

35. 1. Connection to Person tables that allow multiple records and
have effective date ranges
1. All of these tables start with tPerson…defining value…Hist
for examples tPersonJobHist or tPersonBasePayHist
2. These tables have a Start Date, End Date and Current flag
Database Overview

36. 1. Code tables are used to define values that are used over and
over again in a system to enforce consistency
2. If you see a drop-down field it is usually associated to a code
table
Database Overview

37. 1. Code fields will have the suffix ‘Code’
2. Use the double chevron button next to a code field to add the
related code table
3. Code tables will include the description values for codes. For
example, the Department Code value “IT” may have the
description “Information Technology”
Database Overview

38. Superviews

39. Superviews to the rescue!

40. Superviews
1. Superviews
1. Created to make reporting easier
2. Fields from many tables in one location
3. Include codes and descriptions
4. Commonly used calculations
1. Annual Salary
2. Service Years
3. Age
4. Hourly Salary
5. Prefix “VRPT”

41. Superviews
1. Superviews
1. Active – only current data
for active employees
2. AllApplicants – data for
everyone with a current
application
3. AllPersons– data for every
person in the database
4. Base – data for employees
5. gcPIT – Point-In-Time –
data at different set date
6. History – Data from main
history tables – current and
historic

42. Superviews
1. Superviews
1. Can save time if you need straight forward data
2. Allows you to get complex data very quickly

43. Demonstration

44. Test Your Knowledge!

45. Questions
If you called in on the phone please enter *5 on
your phone to ask a question.
(=*5
If you are listening on your computer please press
the File question request button on your screen.
Please note that you must have a microphone.
I will un-mute your line one at a time, so once
you press *5 or press the button you may need to
wait just a bit for your turn.

46. What is Query Builder?
Future Webinars Poll

47. Thank You for attending!
Please take the survey following
the Webinar