Monitor compliance. Manage risk. Execute strategy.

Introductory to StratexQuery & StratexViewNovember, 2016

Purpose

This document is designed to provide a user guide for the use of the StratexQuery and StratexView functionality to develop customised dashboards within the StratexPoint solution.

This guide is designed for analysts with an understanding of StratexPoint data relationships and an understanding of / experience using data query tools and SharePoint webparts.

StratexQuery & StratexView

Summary of this functionalityThe StratexQuery functionality enables skilled end-users to create their own custom queries to extract data from StratexPoint. These queries can extract data from multiple lists and join, filter and group the data.

The StratexView is a webpart which is used to display the data from the StratexQuery on a webpage. The StratexView works within the Stratex Top Menu which can pass parameters (Entity, RACI and Me) to the StratexView.

Stratex Query

1. Use this interface to create a new query or edit an existing one

2. Select the list(s) from which you want to extract data

3. Select the data to include in your query

<YourStatexPointURL>/_layouts/SiteSettings/StratexQueryBuilder.aspx

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Stratex Query cont’d

1. Columns to include in the query

2. Embed a hyperlink to other dashboard pages and pass through a parameter <page>?<parameter>

3. Set a Sort Order4. Set a Group 5. Define how data from two

lists are joined6. Define filter(s) for the Query7. Preview data 8. Save Query configuration

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Add the Top Menu to a Web part page

1 Add the Top Menu to a Web Part Page

2 Define which options to display

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3 Add ‘tabs’

Save the menu config for reuse

Add the StratexView

1 Add ‘StratexView’ webpart

2 Select the Query you wish to display (option to hide columns as well)

Dashboard which is driven by the selected entity (Simple Bank)

Dashboard which is driven by the selected entity (Simple Bank)

Monitor compliance. Manage risk. Execute strategy.

Introductory to StratexQuery & StratexViewNovember, 2016