Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
SentricWorkforce
Query Builder
Getting the Data out
of SentricWorkforce
Sentric, Inc.
Josh Davis
Sentric Product Support Specialist
My Credentials:
Over 16 years of industry experience in HRIS in support
Ques...
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 ...
Agenda
What is Query Builder?
Building a Query
Database overview
Superviews
What is Query Builder?
Report Tools Poll
What is Query Builder?
What is Query Builder?
1. An Ad-hoc (for this) reporting tool
2. Best at…
1. Getting the raw data
2. Getting data from mul...
What is Query Builder?
1. Some real world queries you might create
1. Active employees on Jan. 1, 2012
2. Employees enroll...
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 comple...
What is Query Builder?
Keep this in mind…
1. Security applied to queries by default
2. Each user’s queries have their user...
What is Query Builder?
Query Builder Poll
Building a Query
Building a Query
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 f...
Creating a Person Query
1. Go to Reports > Analytics / Ad Hoc > Query
Builder
2. Select File > New > Person Query…
Buildin...
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...
Creating a Person Query
1. Add fields by
clicking the
checkbox
2. Selected fields will
show on Fields tab
3. Uncheck or pr...
Creating a Person Query
1. Add tables related
to tPerson using
the “+” button at
the top of the table
2. Opens the Related...
Creating a Person Query
1. Filter the Related Tables window using the Search
feature
2. Search for table or field names
3....
Creating a Person query
1. To add a code table press the double chevron
button next to a code field
2. From the code table...
Creating a Person query
1. Two other buttons on the top of every table
1. Expand / Collapse
2. Remove table
2. Move table ...
Creating a Person query
1. To view the data the query returns click on the
Results tab
2. Results will often show in multi...
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 ...
Creating a Person query
1. Use the joins tab to see which tables are joined
2. Select the type of join you want between ta...
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...
Hopefully you solved the puzzle and made the query, but
if not we here at Sentric can give you a hand!
Building a Query
Demonstration
Database Overview
Database Overview
1. Knowing the database makes you a better report
writer!
2. The SentricWorkforce database was built with a set
of convent...
1. Databases reflect reality
2. It all starts with tPerson
1. Applicants
2. Employees
3. Dependents
3. Every Person in the...
1. PersonGUID
1. Global Unique Identifier
2. 36 character string of letters and numbers
3. In most tables that start with ...
1. Connection to tPersonal
1. Unique relationship – only get one record in each
table
2. Data in tPersonal includes fields...
1. Connection to Person tables that allow multiple
records
1. Limited or no time (date) period
2. Tables like tPerson…Awar...
1. Connection to Person tables that allow multiple records and
have effective date ranges
1. All of these tables start wit...
1. Code tables are used to define values that are used over and
over again in a system to enforce consistency
2. If you se...
1. Code fields will have the suffix ‘Code’
2. Use the double chevron button next to a code field to add the
related code t...
Superviews
Superviews to the rescue!
Superviews
1. Superviews
1. Created to make reporting easier
2. Fields from many tables in one location
3. Include codes a...
Superviews
1. Superviews
1. Active – only current data
for active employees
2. AllApplicants – data for
everyone with a cu...
Superviews
1. Superviews
1. Can save time if you need straight forward data
2. Allows you to get complex data very quickly
Demonstration
Test Your Knowledge!
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...
What is Query Builder?
Future Webinars Poll
Thank You for attending!
Please take the survey following
the Webinar
Upcoming SlideShare
Loading in …5
×

SentricWorkforce Query Builder

308 views

Published on

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

Published in: Technology
  • Login to see the comments

SentricWorkforce Query Builder

  1. 1. SentricWorkforce Query Builder Getting the Data out of SentricWorkforce Sentric, Inc.
  2. 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. 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. 4. Agenda What is Query Builder? Building a Query Database overview Superviews
  5. 5. What is Query Builder? Report Tools Poll
  6. 6. What is Query Builder?
  7. 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. 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. 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. 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. 11. What is Query Builder? Query Builder Poll
  12. 12. Building a Query
  13. 13. Building a Query
  14. 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. 15. Creating a Person Query 1. Go to Reports > Analytics / Ad Hoc > Query Builder 2. Select File > New > Person Query… Building a Query
  16. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 27. Demonstration
  28. 28. Database Overview
  29. 29. Database Overview
  30. 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. 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. 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. 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. 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. 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. 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. 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. 38. Superviews
  39. 39. Superviews to the rescue!
  40. 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. 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. 42. Superviews 1. Superviews 1. Can save time if you need straight forward data 2. Allows you to get complex data very quickly
  43. 43. Demonstration
  44. 44. Test Your Knowledge!
  45. 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. 46. What is Query Builder? Future Webinars Poll
  47. 47. Thank You for attending! Please take the survey following the Webinar

×