Introduction to StratexQuery and StratexViews

1. Monitor compliance. Manage risk. Execute strategy.
Introductory to StratexQuery & StratexView
November, 2016

2. 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.

3. StratexQuery & StratexView
Summary of this functionality
The 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.

4. 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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5. 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 Order
4. Set a Group
5. Define how data from two lists
are joined
6. Define filter(s) for the Query
7. Preview data
8. Save Query configuration
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6. 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

7. Add the StratexView
1 Add ‘StratexView’ webpart
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Select the Query you wish to display (option
to hide columns as well)

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

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

10. Monitor compliance. Manage risk. Execute strategy.
Introductory to StratexQuery & StratexView
November, 2016