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PINNACLE SIS QUERY/REPORTS TRAINING

Training Agenda Overview The user interface (UI) Using a query from the Pinnacle support website

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Page 1: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

PINNACLE SISQUERY/REPORTS TRAINING

Page 2: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

Training Agenda

Overview

The user interface (UI)

Using a query from the Pinnacle support website http://accountability.leeschools.net/tc/psis.html

Creating your own queries

Using Excel to sort/filter results

Page 3: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

Overview – What and why?

Pick the data you want

Specify conditions and sorting

View the results in your browser

Save the process for next time

Export the results into Excel

Page 4: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

Overview – The SIS application

Page 5: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

The UI – Selecting your columns (Option 1)

Page 6: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

The UI – Selecting your columns (Option 1)

Page 7: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

The UI – Selecting your columns (Option 2)

Page 8: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

The UI – Specifying the sort order

Page 9: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

The UI – Specifying the selection criteria

Page 10: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

The UI – Previewing the results

Page 11: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

The UI – Loading a custom query

Page 12: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

Using a query from the Pinnacle Support website

Download the query as a file to… My Documents Desktop New folder somewhere (recommended)

Login to Pinnacle.SIS

Load the query

Please refer to the Using Existing Queries tutorial http://accountability.leeschools.net/tc/psis.html

Page 13: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

Creating your own queries

Login to Pinnacle.SIS

Open the Query tab

Select the fields

Specify a sort order

Select data to display

Run the query

Please refer to the Create Your Own Query tutorial http://accountability.leeschools.net/tc/psis.html

Page 14: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

Using Excel to sort/filter results

Freezing the top row

Sorting data by columns

Filtering the data by columns

Auto-sizing your columns

Please refer to the Managing Data in Excel tutorial http://accountability.leeschools.net/tc/psis.html

Page 15: Training Agenda  Overview  The user interface (UI)  Using a query from the Pinnacle support website

Questions?