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DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click environment of QueryLink. The purpose of the tutorial is to acquaint you with QueryLink, its use and its functions. Prepared by ACT’s Data Warehouse team 03/20/2003

DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

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Page 1: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

DATA WAREHOUSE QueryLink TUTORIAL

QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click environment of QueryLink.

The purpose of the tutorial is to acquaint you with QueryLink, its use and its functions.

Prepared by ACT’s Data Warehouse team03/20/2003

Page 2: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

TABLE OF CONTENTSWhere to Start?Navigating Within the Query Model

Customizing the QueryUsing TabsSelecting Field NamesUsing Drop Down MenusEntering Values to Qualify Data

Query OptionsRow CountSaving your QueryAnd More….

Submitting your Query

Page 3: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This section of the Tutorial presents steps you can follow to access the Data Warehouse QueryLink.

Page 4: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

You can access DataLink from UCSD’s Blink website. Click on the Technology tab. Go to the LinkFamily.

This is DataLink’s Web page.

Page 5: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

To activate QueryLink,click on the Queries button.

Page 6: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

All models available to the Campus will be accessible from DataLink.

Models can be related to any UCSD business data such as Financial, Student, Employee.

New models are developed depending on campus needs and requests for data.

Page 7: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Queries buttons are also located on other ‘Link Family’ web applications where you can access ‘subject related’ Query Models.

Page 8: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

In this case, you can access query models to retrieve Employee data.

Page 9: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

To display ‘help information’ for a specific Query Model, click on its associated i button.

Page 10: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This is the ‘help information’ for the Index Query.

The Product Features section explains the ‘general functionality’ applicable to all Query Models.

Page 11: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Click on a Model to select it.

We are selecting the Index Query Model.

Page 12: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The login screen will appear next.

Enter your User Id and Password.

Page 13: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This is the Index Query Model.

Once your login is successful, the Query Model displayed will be the query you selected.

Page 14: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This section explains how to Navigate within a Query Model and how to customize your Query.

Page 15: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

A Query Model is made up of ‘parts’ such as screens, tabs, field names,drop down menus, text entry boxes, selection check boxes and buttons.

Page 16: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click
Page 17: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

All Query Models have at least one screen. Each screen has an associated Tab.

Page 18: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The data elements on this screen are related to Dates data.

Dates is the Tab for this screen.

Page 19: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Click on a tab to move to the next screen.

Page 20: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Index is the Tab for this screen.

These data elements are related to INDEX data.

Page 21: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click
Page 22: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Any data element that is selected with a check mark in the selection box will be returned in the results set of the query.

Page 23: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Sometimes a screen will appear with a pre-selected data element. Data will automatically be displayed in the results set for this data element.

Page 24: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

If you submit your query and have not entered or selected a value for a required field, a message will display and the Query will not execute.

Page 25: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Clicking on a data element will display the definition of that data element.

Page 26: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This page is displaying the definition of Index.

You can access ‘DataLink’ for additional information.

Page 27: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This section describes the different Drop Down Menus and how to use them.

Page 28: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

A Drop Down Menu is indicated by a downward pointing arrow.

In this case you can select a ‘value’ from the drop down list and use it to customize your query.

Page 29: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

In this case, you can select a qualifying parameter that you can use to customize your query.

Page 30: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

In some cases, you can choose one or more selections from a list.

Page 31: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This section describes ways to customize your query by entering ‘values’ for data elements.

Page 32: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

If a data element’s text entry box displays as empty,without any downward pointing arrows or scroll bars, you can enter a value for that data element.

This is a value for the ‘Organization’ field.

Page 33: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Selecting the in list parameter allows you to enter more than one ‘value’ for the field.

Page 34: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Use the List Wizard to enter the values you desire. Click OK.

Page 35: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The parameter displays as ‘in list’ and the values display in the text entry box.

Page 36: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

You may want to use the advanced parameter option.

Page 37: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

With the Advanced Wizard you can enter combinations of qualifying parameters with specific values. Click OK to activate.

Page 38: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The parameter displays as ‘advanced’ and the values’ display in the text box.

Page 39: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This section describes additional Query Options that are available for you to select.

Page 40: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Query Options that supply a variety of additional functionality are available from this drop down list.

Page 41: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The View Query Wizard allows you to review what fields were selected to be returned and what fields were used to qualify your query.

Page 42: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

With the Save Wizard you have the ability to name and save your query for future use.

Check this box if you would like your query to be available to other campus clients.

Page 43: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The Saved Query Manager allows you to load, rename or delete queries you have saved.

Page 44: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The Order Column Wizard allows you to customize the order the data will be displayed in the results set.

Page 45: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

To customize the Order of the data in the results set, use the add button to move the field names to the box on the right. Place them in the order you desire.

Page 46: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The Sort Order Wizard allows you to sort the fields that are displayed in the results set. Use the add button to move the field names you would like for the sort to the box on the right.

Page 47: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The Subtotal Wizard allows you to subtotal the returned data. Use the add button to move the field names you wish to subtotal to the box on the right.

Page 48: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This data is totaled on the primary field in this case Sub-Account followed by fund and index.

Page 49: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Selecting the Turn SQL Displayer On (Off) provides you the option of viewing the actual SQL that the Query Model constructs to execute your Query. The default value for this option is ‘OFF’

Page 50: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

The Results Row Count Wizard allows you to regulate the amount of rows returned from your query.

The default value for ‘Results Rows’ is 2000. Currently there is a maximum row count of 50,000.

Page 51: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This section shows how to submit a Query and presents some additional options that you may find useful.

Page 52: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

You can Submit your query, Close your Query Model, or display the Help screen by using these buttons.

Page 53: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

Click the ‘happy’ or ‘sad’ face to contact the Data Warehouse team.

Page 54: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

This is a sample of the ‘happy face ‘Did You Get What You Wanted’ e-mail form.

Page 55: DATA WAREHOUSE QueryLink TUTORIAL QueryLink is used to retrieve Campus data for Departmental use. This tutorial presents an overview of the point and click

You have completed the You have completed the Basic Basic QueryLink TutorialQueryLink Tutorial..

If you would like to learn more on If you would like to learn more on

the options available from the options available from QueryLink go the Advanced QueryLink go the Advanced

Querylink Tutorial.Querylink Tutorial.

If you have any questions, please contact the ACT Help If you have any questions, please contact the ACT Help

Desk @ x41853 or x43187Desk @ x41853 or x43187