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  • 1. www.astech-intermedia.comAdvanced MAAX Techniques Changing Your Perspective
  • 2. ContentsChanging Your Perspective. • Advanced MAAX, SmartReporter Usage • Substitution Queries • Timesaver and Spacesaver • Virtual Field example • Displaying appropriate info at higher table levels • SmartReporter • Utilising the Query functions and filters • Utilising Field Elements
  • 3. Substitution Queries Syntax:Changing Your Perspective. Simple: [CIRC.SUB_STATUS_FLAG] EQ "@ Subscription Status (C, E, F, I, V)“ Complex: [CIRC.SERVICE CODE] IN "@ Service Code (DO, DS, FSS, MF, MO, SO, SS)" And [CIRC.SUB_STATUS_FLAG] EQ "@ Subscription Status (C, E, F, I, V)"
  • 4. Simple: Utilising One Substitution functionChanging Your Perspective.
  • 5. Results of Simple Substitution QueryChanging Your Perspective.
  • 6. Complex: Utilising Two or more Substitution functionsChanging Your Perspective.
  • 7. Results of Complex Substitution QueryChanging Your Perspective.
  • 8. Cross Table Virtual Fields Goal:Changing Your Perspective. To display a Customer „Best Name‟ Virtual Field on AMST that takes either the most recent CIRC name for that address. If there is no CIRC name, then display the DEMO name. If there is no DEMO name, then display “Current Resident”
  • 9. Cross Table Virtual Fields Process:Changing Your Perspective. 1. Get familiar with the Virtual Field functions. 2. Take smaller steps: Several simpler VFs rather than one complex VF 3. Check results each step along the way.
  • 10. Step One: Maximum Trans Date for Each SubChanging Your Perspective. Displays on the CIRC level the most recent date from the associated CTRN records
  • 11. Test the Virtual Field with several examplesChanging Your Perspective. Single CIRC records, rolled to CTRN to look at transactions, compare VF to Trans Date
  • 12. Step Two: Index the max Sub Trans date per AddressChanging Your Perspective. Assigns a ranking for CIRC records at the same address by their max trans date.
  • 13. Test the Virtual Field Ten CIRC records forChanging Your Perspective. one address. The most recent is flagged with a “1” Note: Recency is very time-intensive: use sparingly. Reuse VFs if possible.
  • 14. Step Three: Display the most recent name on AMSTChanging Your Perspective. Use the previous VF=1 as a filter.
  • 15. Test the Virtual FieldChanging Your Perspective. The Name Displayed on AMST will be the most recent CIRC name for that address based on latest TRANS date.
  • 16. Step Four: Concatenate the DEMO nameChanging Your Perspective. Concatenating component fields to derive the desired format for full name
  • 17. Step Five: Best DEMO name displayed on AMSTChanging Your Perspective. Bring the DEMO name to AMST based upon agreed business rules. This example utilizes the FIRST function to obtain the first non-blank name.
  • 18. Step Six: Create Logic to choose the best nameChanging Your Perspective. CIRC name or DEMO name or CURRENT RESIDENT
  • 19. Changing Your Perspective. Test the Virtual Field
  • 20. Summary: Virtual Field Syntax VF_Step_1_Maximum Transaction Date for aChanging Your Perspective. Sub_TGB_mmddyyyy • Table Level: CIRC • MAXIMUM( [CTRN.DATE_ENTERED] ) VF_Step_2_Index the Max Trans Date for Subs per Address_TGB_mmddyyyy • Table Level: CIRC • Recency ( [CIRC.VF_Step_1_Maximum Transaction Date for a Sub_TGB_mmddyyyy], AMST )
  • 21. Summary: Virtual Field Syntax VF_Step_3_First Indexed Full Name fromChanging Your Perspective. CIRC_TGB_mmddyyyy • Table Level: AMST • FIRST( [CIRC.NAME_FULL], 1, [CIRC.VF_Step_2_Index the Max Trans Date for Subs per Address_TGB_mmddyyyy] = 1) VF_Step_4_Concatenate_Name Within DEMO_TGB_mmddyyyy • Table Level: DEMO • [DEMO.NAME_LAST] + ", " + [DEMO.NAME_FIRST] + " " + IF( [DEMO.NAME_MIDDLE_INITIAL] <> "", [DEMO.NAME_MIDDLE_INITIAL], "" )
  • 22. Summary: Virtual Field Syntax VF_Step_5_Best Name from DEMO for address_TGB_mmddyyyy • Table Level: AMSTChanging Your Perspective. • FIRST( [DEMO.VF_Step_4_Concatenate_Name Within DEMO_TGB_mmddyyyy] , 1, [DEMO.VF_Step_4_Concatenate_Name Within DEMO_TGB_mmddyyyy] <>"") VF_Step_6_Best Name from Circ then Demo or Resident_TGB_mmddyyyy • Table Level: AMST • IF( [AMST.VF_Step_3_First Indexed Full Name from CIRC_TGB_mmddyyyy] <> "", [AMST.VF_Step_3_First Indexed Full Name from CIRC_TGB_mmddyyyy], IF([AMST.VF_Step_5_Best Name from DEMO for address_TGB_mmddyyyy] <> "", [AMST.VF_Step_5_Best Name from DEMO for address_TGB_mmddyyyy], "CURRENT RESIDENT"))
  • 23. SmartReporter features • Utilising the Query functions and filtersChanging Your Perspective. Goal: to display a banding or element in Excel given that all the records in that banding fall within a particular value from a drop down menu. • Utilising Field Elements Goal: to display just the most common value from a Banding for every value from a list or another displayed Banding.
  • 24. Step One of Filter Example Display a list of values.Changing Your Perspective. This can be static or dynamic, being a banding brought in by a SmartReporter element, such as top ten counties, top ten prizm codes, etc.
  • 25. Step Two of Filter ExampleChanging Your Perspective. Created a Drop-Down menu with which the user can select from the list of values displayed from step one.
  • 26. Step Three of Filter ExampleChanging Your Perspective. Obtain the „drop down result,‟ i.e. the index of the selected value from the list in Step one is the numerical result derived from selecting the value selected from the drop-down list in step two.
  • 27. Step Four of Filter ExampleChanging Your Perspective. Draft the filter Query. This example shows all three pieces under the step 4 column, then concatenated to the final query in cell H13
  • 28. Particulars of Step Four • The appropriateChanging Your Perspective. value is drawn from the original list utilising the VLOOKUP function. • The final query is created simply by concatenating the appropriate cells.
  • 29. Step Five of Filter ExampleChanging Your Perspective. Create SmartReporter Elements that you need utilising the query in Step Four as a filter.
  • 30. Particulars of Step Five Select the cell that contains the final concatenatedChanging Your Perspective. query. Utilising this feature also increases flexibility. You can change the filter for several elements by modifying one cell or query element instead of editing every element using the filter.
  • 31. Field Elements • Utilising statistics from the SmartReporterChanging Your Perspective. Field Element • MODE will provide the most common value within a field. Using a filter in the element will result in the most common value within a field for a particular ???
  • 32. MODE: Statistic gleaning the most common value Brought in top ten zip codes,Changing Your Perspective. concatenated the filter queries utilised by the field elements in column E, similar to the previous example.
  • 33. The SmartReporter Field Element Type The element provides aChanging Your Perspective. number of statistical functions. This example needs only the MODE function.
  • 34. QuestionsChanging Your Perspective. Questions? tgb@astech-intermedia.com
  • 35. Thank You!Changing Your Perspective. ASTECH InterMedia 999 18th street # 2240 denver, colorado 80202 303.296.9966 | fax 303.296.9969 www.astech-intermedia.com