These are the slides I used during my half-day session, "Advanced IQA," at NiUG Discovery 2012 in Philadelphia, PA. Feel free to use them as the basis for your own training sessions.
NiUG 2012 Discovery Philly: Business ObjectsKye Hittle
This document discusses business objects in iMIS and how to work with them. It provides definitions of business objects and explains that in iMIS, business objects represent business concepts like contacts and encapsulate data, business rules, and relationships. It then demonstrates how to explore, edit, create and manage business objects using the Business Object Designer tool in iMIS.
Kathy Hughes gave a presentation to business stakeholders on preparing for SharePoint 2010. She discussed the key business benefits of upgrading, important new features in SharePoint 2010, and considerations for the upgrade process such as customizations, client software, and testing. She also covered licensing options and potential upgrade paths. The presentation aimed to help stakeholders understand how SharePoint 2010 can benefit their organization and facilitate planning their upgrade.
The document discusses the 3 step process for creating workflows in Salesforce: 1) Setup and define evaluation criteria for when the workflow rule should be examined, 2) Add functions such as tasks, email alerts, and field updates to perform when the rule is triggered, and 3) Optionally add a time trigger to specify when a time-dependent action should occur. Functions that can be added include tasks, email alerts, field updates, and outbound messages. Considerations for workflows include that they are not retroactive, tasks may be assigned to the record owner if multiple users are in a role, and limitations on time triggers per hour.
Adm 201 study group session 1 user interface kathy covalisgroup
All of the options listed except for "Transfer all Open Opportunities" are setting options for the User Interface. The options control features like collapsible sections, quick create, sidebar components, and drag and drop scheduling. "Transfer all Open Opportunities" is not a user interface setting option.
Iksula was founded in 2007 to provide e-commerce solutions globally. It has 200 employees and focuses on people, process, and technology to solve business problems. Iksula helps clients with consulting, technology development, internet marketing, and content production. Key services include e-commerce websites, product content creation, and analytics-driven merchandising insights. Iksula aims to deliver high quality solutions through trained staff and standardized processes supported by productivity tools and project management technologies.
1. The document discusses the 3 step process for creating workflow rules in Salesforce: defining evaluation criteria (when the rule runs), adding functions (what actions are performed), and creating optional time triggers.
2. Step 1 involves setting the object, name, and criteria for when the rule is evaluated such as on record create or edit. Step 2 allows adding actions like tasks, emails, and field updates. Step 3 sets time-based actions.
3. Considerations for workflow rules include that they are not retroactive, tasks go to record owners, and limitations on time-based actions. New features in Spring 12 include cross-object field updates and checkbox for re-evaluating rules on field changes.
Speed up sql server apps - visual studio magazineKaing Menglieng
This article provides 10 tips for improving the performance of SQL Server applications. Some of the tips include using EXISTS instead of COUNT(*) when checking for existence, being careful when using WHERE IN and WHERE NOT IN clauses, randomizing result sets with NEWID(), and increasing the default packet size for transferring large data fields.
WIAD2012 A2 - Letting go of perfection: Developing IA agilityChris Farnum
Chris Farnum and Serena Rosenhan revisit their presentation from IAS2011 for World IA Day 2012 in Ann Arbor. This presentation is about the challenges of making the mental shifts needed to apply IA thinking to agile development.
NiUG 2012 Discovery Philly: Business ObjectsKye Hittle
This document discusses business objects in iMIS and how to work with them. It provides definitions of business objects and explains that in iMIS, business objects represent business concepts like contacts and encapsulate data, business rules, and relationships. It then demonstrates how to explore, edit, create and manage business objects using the Business Object Designer tool in iMIS.
Kathy Hughes gave a presentation to business stakeholders on preparing for SharePoint 2010. She discussed the key business benefits of upgrading, important new features in SharePoint 2010, and considerations for the upgrade process such as customizations, client software, and testing. She also covered licensing options and potential upgrade paths. The presentation aimed to help stakeholders understand how SharePoint 2010 can benefit their organization and facilitate planning their upgrade.
The document discusses the 3 step process for creating workflows in Salesforce: 1) Setup and define evaluation criteria for when the workflow rule should be examined, 2) Add functions such as tasks, email alerts, and field updates to perform when the rule is triggered, and 3) Optionally add a time trigger to specify when a time-dependent action should occur. Functions that can be added include tasks, email alerts, field updates, and outbound messages. Considerations for workflows include that they are not retroactive, tasks may be assigned to the record owner if multiple users are in a role, and limitations on time triggers per hour.
Adm 201 study group session 1 user interface kathy covalisgroup
All of the options listed except for "Transfer all Open Opportunities" are setting options for the User Interface. The options control features like collapsible sections, quick create, sidebar components, and drag and drop scheduling. "Transfer all Open Opportunities" is not a user interface setting option.
Iksula was founded in 2007 to provide e-commerce solutions globally. It has 200 employees and focuses on people, process, and technology to solve business problems. Iksula helps clients with consulting, technology development, internet marketing, and content production. Key services include e-commerce websites, product content creation, and analytics-driven merchandising insights. Iksula aims to deliver high quality solutions through trained staff and standardized processes supported by productivity tools and project management technologies.
1. The document discusses the 3 step process for creating workflow rules in Salesforce: defining evaluation criteria (when the rule runs), adding functions (what actions are performed), and creating optional time triggers.
2. Step 1 involves setting the object, name, and criteria for when the rule is evaluated such as on record create or edit. Step 2 allows adding actions like tasks, emails, and field updates. Step 3 sets time-based actions.
3. Considerations for workflow rules include that they are not retroactive, tasks go to record owners, and limitations on time-based actions. New features in Spring 12 include cross-object field updates and checkbox for re-evaluating rules on field changes.
Speed up sql server apps - visual studio magazineKaing Menglieng
This article provides 10 tips for improving the performance of SQL Server applications. Some of the tips include using EXISTS instead of COUNT(*) when checking for existence, being careful when using WHERE IN and WHERE NOT IN clauses, randomizing result sets with NEWID(), and increasing the default packet size for transferring large data fields.
WIAD2012 A2 - Letting go of perfection: Developing IA agilityChris Farnum
Chris Farnum and Serena Rosenhan revisit their presentation from IAS2011 for World IA Day 2012 in Ann Arbor. This presentation is about the challenges of making the mental shifts needed to apply IA thinking to agile development.
This document provides instructions for running Crystal Reports quality assurance tests on iMIS database views and tables. It describes how to grant the IQA user access to database objects and use keywords to link iMIS IDs. The document also explains how to include fields, format text, and insert links and the current date within the report for testing and validation purposes.
This document provides instructions on using Crystal Reports to build queries against an iMIS database. It describes how to link business objects like contacts and activities, build filters, work with fields and comparisons, delete filters and links, and view results with no activities for active constituents. The goal is to help users construct Crystal Reports queries to analyze data within the iMIS system.
Presented by Tom Martin, Loyola Marymount '08 and Kye Hittle, Kansas State '99 at the 2012 Alumni Symposium, part of Beta Theta Pi's 173rd General Convention in Chicago, IL.
Beta Convention 2011: Are You Tech Savvy in 2011?Kye Hittle
The document discusses various technology topics from 2011 including:
1. Apple releasing OS X Lion and 2.3 petabytes of data being downloaded in 24 hours.
2. A survey finding that 90% of companies say they've been hacked.
3. American Airlines saving $1.2 million by replacing paper maps with iPads.
4. The importance of having a great product even as technology changes metaphors for how we understand reality.
ERP Outsourcing, Dynamics AX, and Managed Services by OneNeck IT Servicesoneneckitservices
This document summarizes a panel discussion on ERP outsourcing featuring representatives from Sunny Delight Beverages, Targus, and Skanska USA Building. OneNeck provided outsourcing services including application management, infrastructure support, and a 24/7 support center for each company. The customers discussed how outsourcing to OneNeck allowed them to focus on their core businesses while improving the performance of their Dynamics AX, Baan, and JD Edwards environments.
El documento habla sobre el rastreo de pistas y provee información sobre diferentes tipos de pistas, como pistas naturales y artificiales. Explica cómo crear una pista usando señales y siguiendo reglas como colocar las señales a la derecha del camino y no en objetos móviles. También proporciona ejemplos de señales comunes de pista como flechas hechas con ramas.
Tester Motivation - the results of a 600 tester survey with Stuart ReidTEST Huddle
View the webinar here: http://testhuddle.com/forums/topic/tester-motivation-the-results-of-a-600-tester-survey/
Stuart Reid shares the results of a motivation survey of over 600 testers. The study separated out the survey respondents into six distinct testing roles: Developer/Tester, Test Analyst, Test Lead, Test Manager, Test Consultant and Head of Testing. The factors and job characteristics that affect testers in each of the roles are also taken into account and they are compared and contrasted, as are the range of activities they perform.
It is clear from the results that different roles are best motivated by different factors and job characteristics which Stuart will discuss.
Key Takeaways from the Survey:
Learn to to increase your team’s productivity by learning a smarter way of motivating your testers
Identify areas that will make you more motivated in your job as a tester or test manager
Learn how testers in different roles are motivated by quite different factors
For a second chance to view the webinar, or if you want to discuss the content, you can join the discussion on TESTHuddle.com.
O documento discute projetos culturais de ação social sustentável que combinam a preservação do patrimônio cultural e a segurança humana. Estes projetos promovem o desenvolvimento local através da recuperação de edifícios históricos e da melhoria da infraestrutura das comunidades, transformando as relações sociais e aumentando a qualidade de vida. O Projeto Cultural de Ação Social Sustentável representa um avanço conceitual ao estender a orientação para as necessidades imediatas da população local. (3)
Crowdfinance is the future of capital markets, where financing comes from pooling small amounts of money from many individuals rather than large institutions. It allows citizens to invest in innovations and ideas from other citizens, governed by the same principles that built America initially. While crowdfinancing has progressed from its early stages, the author believes it is headed towards further growth and becoming a mainstream source of financing.
El documento presenta varias situaciones cómicas relacionadas con bloggers. Algunas de estas situaciones incluyen jugar a las escondidas con Google, escribir posts sobre posts anteriores y recibir correos felicitándolo por sus posts. También plantea un chiste sobre cuántos bloggers se necesitan para cambiar un foco y otro sobre quién debería usar el único chaleco salvavidas disponible entre un periodista, cantante de rock y blogger a bordo de una embarcación en llamas. Finalmente, el documento presenta varios títulos propuestos para
The document summarizes Ivan Szedo's 2009 excursion to the top of Schneeberg mountain in the Alps, starting from Puchberg. Key points included taking the Salamander cogway train from Puchberg Railway Station to the end station temple at 1888 meters, where views of the Rax Alps could be seen. The tour continued to Fischerhütte hut at 2061 meters and the summit of Klosterwappen at 2075 meters, where snow was present in July. The document requests permission to reuse or copy its contents and provides a link to the author's additional slideshows.
Este documento resume la historia de la vida en la Tierra. Explica cómo los fósiles nos permiten conocer la vida pasada, incluyendo los primeros organismos, cómo evolucionaron y conquistaron los continentes, y cómo algunas especies se extinguieron. También describe cómo comenzó la vida con la formación de los océanos y la aparición de los primeros seres vivos sencillos, que luego evolucionaron a formas más complejas como plantas y diferentes tipos de animales como reptiles, pterosaurios y dinosaurios.
Las tecnologías de la información y la comunicación (TIC) procesan, almacenan, resumen y presentan información de varias formas, principalmente informática, internet y telecomunicaciones. Han revolucionado la sociedad al facilitar la comunicación y el acceso a la información. Si bien tienen beneficios como la educación y el entretenimiento, también plantean desafíos como la pérdida de privacidad y el aislamiento si no se usan de forma equilibrada.
El documento habla sobre el uso de la bicicleta como alternativa turística en la ciudad de Posadas, Argentina. Presenta diferentes circuitos turísticos en bicicleta que recorren atractivos de la ciudad como parques, reservas urbanas y sitios históricos. También discute la ubicación de la ciudad en mapas, la necesidad de mapas y señalización para ciclistas, y los beneficios de la bicicleta como un medio de transporte ecológico, económico y saludable.
AIM Control Group provides cargo tally and marine survey services during loading and unloading to verify exact cargo quantities and weights. It operates in Vietnam, China, Korea, and India, tallying cargo for shipowners, logistics companies, and other parties. Services include tallying quantities loaded onto ships and containers against purchase orders and packing lists, and tallying discharge quantities against bills of lading.
Este documento presenta una introducción a la Investigación de Operaciones. Explica que la IO utiliza métodos científicos para apoyar la toma de decisiones óptimas en sistemas reales. Su origen se remonta a la Revolución Industrial, pero se desarrolló durante la Segunda Guerra Mundial para resolver problemas logísticos. Desde entonces, se ha aplicado a diversas áreas como la industria, gobierno y academia. El documento también resume brevemente algunos hitos históricos y temas clave de la IO.
El documento describe el patrón MVVM (Model-View-ViewModel), que separa la interfaz de usuario de la lógica empresarial. Se utiliza comúnmente para desarrollar aplicaciones de Windows Phone. Explica que el modelo representa los datos, la vista representa la interfaz de usuario, y el view model representa la lógica empresarial. También menciona algunas bibliotecas como MVVM Light que ayudan a implementar MVVM en Windows Phone.
This document compares Tableau and OBIEE business intelligence tools. It provides an overview of the presenter's experience and outlines the session agenda. The presenter will discuss the key benefits of each tool, compare them side by side, and explain when each is best to use. The objectives are to understand the value of Tableau and OBIEE and when each should be used. The presentation will not provide an in-depth discussion of individual case issues.
JSBI Presentation Big Data Hyperion OBIEE Integration16 2Jeff Shauer
The document discusses integrating Big Data, Oracle Hyperion, and Oracle Business Intelligence Enterprise Edition (OBIEE). It provides an overview of the value of integrating these systems, including combining structured and unstructured data for advanced analytics and reporting. The document outlines various approaches to integrating Hyperion and relational data sources into OBIEE and considerations for each method. It also provides tips for integrating Big Data sources into OBIEE and putting all data sources together into a single reporting system. The key takeaways are understanding the business value and capabilities for integrating these systems.
This document provides instructions for running Crystal Reports quality assurance tests on iMIS database views and tables. It describes how to grant the IQA user access to database objects and use keywords to link iMIS IDs. The document also explains how to include fields, format text, and insert links and the current date within the report for testing and validation purposes.
This document provides instructions on using Crystal Reports to build queries against an iMIS database. It describes how to link business objects like contacts and activities, build filters, work with fields and comparisons, delete filters and links, and view results with no activities for active constituents. The goal is to help users construct Crystal Reports queries to analyze data within the iMIS system.
Presented by Tom Martin, Loyola Marymount '08 and Kye Hittle, Kansas State '99 at the 2012 Alumni Symposium, part of Beta Theta Pi's 173rd General Convention in Chicago, IL.
Beta Convention 2011: Are You Tech Savvy in 2011?Kye Hittle
The document discusses various technology topics from 2011 including:
1. Apple releasing OS X Lion and 2.3 petabytes of data being downloaded in 24 hours.
2. A survey finding that 90% of companies say they've been hacked.
3. American Airlines saving $1.2 million by replacing paper maps with iPads.
4. The importance of having a great product even as technology changes metaphors for how we understand reality.
ERP Outsourcing, Dynamics AX, and Managed Services by OneNeck IT Servicesoneneckitservices
This document summarizes a panel discussion on ERP outsourcing featuring representatives from Sunny Delight Beverages, Targus, and Skanska USA Building. OneNeck provided outsourcing services including application management, infrastructure support, and a 24/7 support center for each company. The customers discussed how outsourcing to OneNeck allowed them to focus on their core businesses while improving the performance of their Dynamics AX, Baan, and JD Edwards environments.
El documento habla sobre el rastreo de pistas y provee información sobre diferentes tipos de pistas, como pistas naturales y artificiales. Explica cómo crear una pista usando señales y siguiendo reglas como colocar las señales a la derecha del camino y no en objetos móviles. También proporciona ejemplos de señales comunes de pista como flechas hechas con ramas.
Tester Motivation - the results of a 600 tester survey with Stuart ReidTEST Huddle
View the webinar here: http://testhuddle.com/forums/topic/tester-motivation-the-results-of-a-600-tester-survey/
Stuart Reid shares the results of a motivation survey of over 600 testers. The study separated out the survey respondents into six distinct testing roles: Developer/Tester, Test Analyst, Test Lead, Test Manager, Test Consultant and Head of Testing. The factors and job characteristics that affect testers in each of the roles are also taken into account and they are compared and contrasted, as are the range of activities they perform.
It is clear from the results that different roles are best motivated by different factors and job characteristics which Stuart will discuss.
Key Takeaways from the Survey:
Learn to to increase your team’s productivity by learning a smarter way of motivating your testers
Identify areas that will make you more motivated in your job as a tester or test manager
Learn how testers in different roles are motivated by quite different factors
For a second chance to view the webinar, or if you want to discuss the content, you can join the discussion on TESTHuddle.com.
O documento discute projetos culturais de ação social sustentável que combinam a preservação do patrimônio cultural e a segurança humana. Estes projetos promovem o desenvolvimento local através da recuperação de edifícios históricos e da melhoria da infraestrutura das comunidades, transformando as relações sociais e aumentando a qualidade de vida. O Projeto Cultural de Ação Social Sustentável representa um avanço conceitual ao estender a orientação para as necessidades imediatas da população local. (3)
Crowdfinance is the future of capital markets, where financing comes from pooling small amounts of money from many individuals rather than large institutions. It allows citizens to invest in innovations and ideas from other citizens, governed by the same principles that built America initially. While crowdfinancing has progressed from its early stages, the author believes it is headed towards further growth and becoming a mainstream source of financing.
El documento presenta varias situaciones cómicas relacionadas con bloggers. Algunas de estas situaciones incluyen jugar a las escondidas con Google, escribir posts sobre posts anteriores y recibir correos felicitándolo por sus posts. También plantea un chiste sobre cuántos bloggers se necesitan para cambiar un foco y otro sobre quién debería usar el único chaleco salvavidas disponible entre un periodista, cantante de rock y blogger a bordo de una embarcación en llamas. Finalmente, el documento presenta varios títulos propuestos para
The document summarizes Ivan Szedo's 2009 excursion to the top of Schneeberg mountain in the Alps, starting from Puchberg. Key points included taking the Salamander cogway train from Puchberg Railway Station to the end station temple at 1888 meters, where views of the Rax Alps could be seen. The tour continued to Fischerhütte hut at 2061 meters and the summit of Klosterwappen at 2075 meters, where snow was present in July. The document requests permission to reuse or copy its contents and provides a link to the author's additional slideshows.
Este documento resume la historia de la vida en la Tierra. Explica cómo los fósiles nos permiten conocer la vida pasada, incluyendo los primeros organismos, cómo evolucionaron y conquistaron los continentes, y cómo algunas especies se extinguieron. También describe cómo comenzó la vida con la formación de los océanos y la aparición de los primeros seres vivos sencillos, que luego evolucionaron a formas más complejas como plantas y diferentes tipos de animales como reptiles, pterosaurios y dinosaurios.
Las tecnologías de la información y la comunicación (TIC) procesan, almacenan, resumen y presentan información de varias formas, principalmente informática, internet y telecomunicaciones. Han revolucionado la sociedad al facilitar la comunicación y el acceso a la información. Si bien tienen beneficios como la educación y el entretenimiento, también plantean desafíos como la pérdida de privacidad y el aislamiento si no se usan de forma equilibrada.
El documento habla sobre el uso de la bicicleta como alternativa turística en la ciudad de Posadas, Argentina. Presenta diferentes circuitos turísticos en bicicleta que recorren atractivos de la ciudad como parques, reservas urbanas y sitios históricos. También discute la ubicación de la ciudad en mapas, la necesidad de mapas y señalización para ciclistas, y los beneficios de la bicicleta como un medio de transporte ecológico, económico y saludable.
AIM Control Group provides cargo tally and marine survey services during loading and unloading to verify exact cargo quantities and weights. It operates in Vietnam, China, Korea, and India, tallying cargo for shipowners, logistics companies, and other parties. Services include tallying quantities loaded onto ships and containers against purchase orders and packing lists, and tallying discharge quantities against bills of lading.
Este documento presenta una introducción a la Investigación de Operaciones. Explica que la IO utiliza métodos científicos para apoyar la toma de decisiones óptimas en sistemas reales. Su origen se remonta a la Revolución Industrial, pero se desarrolló durante la Segunda Guerra Mundial para resolver problemas logísticos. Desde entonces, se ha aplicado a diversas áreas como la industria, gobierno y academia. El documento también resume brevemente algunos hitos históricos y temas clave de la IO.
El documento describe el patrón MVVM (Model-View-ViewModel), que separa la interfaz de usuario de la lógica empresarial. Se utiliza comúnmente para desarrollar aplicaciones de Windows Phone. Explica que el modelo representa los datos, la vista representa la interfaz de usuario, y el view model representa la lógica empresarial. También menciona algunas bibliotecas como MVVM Light que ayudan a implementar MVVM en Windows Phone.
This document compares Tableau and OBIEE business intelligence tools. It provides an overview of the presenter's experience and outlines the session agenda. The presenter will discuss the key benefits of each tool, compare them side by side, and explain when each is best to use. The objectives are to understand the value of Tableau and OBIEE and when each should be used. The presentation will not provide an in-depth discussion of individual case issues.
JSBI Presentation Big Data Hyperion OBIEE Integration16 2Jeff Shauer
The document discusses integrating Big Data, Oracle Hyperion, and Oracle Business Intelligence Enterprise Edition (OBIEE). It provides an overview of the value of integrating these systems, including combining structured and unstructured data for advanced analytics and reporting. The document outlines various approaches to integrating Hyperion and relational data sources into OBIEE and considerations for each method. It also provides tips for integrating Big Data sources into OBIEE and putting all data sources together into a single reporting system. The key takeaways are understanding the business value and capabilities for integrating these systems.
SQL Server and Azure Mobile Business IntelligenceJen Stirrup
The document discusses mobilizing business intelligence and data visualization tips. It provides an agenda for a session on mobile BI context, how to mobilize BI now using tools like SharePoint, Windows Azure for SQL Server, and third party tools. It also discusses data visualization principles, why visualizing is important, and tips for effective mobile BI visualization like setting user expectations, balancing graphs, using filters and drill downs.
Project tracking and metrics on share pointlizgardipee
Presentation on how Rockwell Automation uses a custom list in SharePoint to track projects, generate metrics, and identify trends for their Technical Communication Dept. by Liz Gardipee and Kathleen Ruggeri.
From SMX East 2013 - In House SEO and Social Media: How to Work Together - Getting SEO & Social Media Alignment Inside Your Organization by Warren Lee. #SMX #34D
The document discusses the role and responsibilities of a business intelligence (BI) developer. It describes the key steps a BI developer takes when creating a report, including meeting with customers, gathering requirements, estimating timelines, working with data sources, implementing the report, testing and troubleshooting, and closing out the request. The document provides an overview of how reporting has evolved from mainframes to relational databases to modern BI tools and discusses future trends like artificial intelligence and big data.
De-Mystifying ROI Calculation for SharePointsarahhaase
ROI is a "fancy" acronym for Return on Investment. While ROI implies success, it usually involves mysterious mathematical formulas that many people can't see or understand. So how does an everyday SharePoint business owner tackle the ROI puzzle? Do you just "flip the switch" on your implementation and move on? Or are you so busy with post-launch support that you don't have time to circle back and quantify your results?
This session will help you demonstrate the business value for your SharePoint implementation. We'll examine common ROI calculation methodologies while providing strategies for identifying your ROI niche and quantifying the business value of your SharePoint implementation.
To watch the recorded on-demand web seminar go to http://alturl.com/2mjzg
In this session, discover the new dashboard capabilities of IBM Cognos Business Intelligence V10.1.1. Learn how IBM Cognos Business Insight revolutionizes information delivery for all business users and enables you to build rich, personalized, and interactive dashboards for sound business decisions and better bottom-line results.
Learn more: www.CognosEducation.com
The document discusses the role of a business intelligence (BI) developer. It describes the key responsibilities of a BI developer which include meeting with customers to define report requirements, gathering specifications, estimating timelines, understanding the data and technology, managing changes, delivering reports, and troubleshooting issues. The document also provides a brief history of reporting and how it has evolved from mainframes to relational databases to modern BI tools that allow self-service reporting and advanced visualizations. It discusses emerging areas like mobile BI, Hadoop, artificial intelligence, and predicts continued growth and expansion of BI in the future.
Presentation Lars Olof Allerhed e-office ibme-office bv
Socially engaged organizations are more effective in three key ways:
1) They can strengthen customer relationships by providing responsive customer support in social sites, connecting customers to experts and each other, and viewing customers as brand champions.
2) They can innovate more effectively by connecting key stakeholders like customers and partners to product development and getting feedback before changes are difficult to make.
3) They can manage complex projects more efficiently by providing access to engaged expertise, reducing the time to find information, and enabling easier collaboration across locations and time zones.
This document provides guidance on creating a strategy tree, KPIs, and dashboard in OBIEE11g. It discusses creating objectives and assigning KPIs to objectives to measure performance. Steps are provided to create a scorecard with objectives like improving financial results and increasing sales. The document then covers creating a strategy tree and building a dashboard to display the strategy tree. Guidance is given on creating KPIs in OBIEE11g related to metrics like average revenue per employee and billed vs target quantities.
Key note from Entiros Founder Gustav Rosén
Integration 2 Innovation 2016 Integration Systems, Mule Soft.
"Entiros Mission – To serve you as a true integration partner"
-Gustav Rosén - Founder and Integration Architect at Entiros Integrations
Skye Sant led the redesign of a company's KPI Dictionary. Through interviews and research, they discovered issues with the existing spreadsheet-based system. They then designed and built interactive prototypes for a new digital tool, iterating based on user feedback. The final product provided all necessary context for terms in a clear, easy-to-use interface. Initial outcomes were positive, with most users and metric owners able to complete tasks quickly. Future extensions were identified to expand the tool's capabilities.
Technically Speaking: How Self-Service Analytics Fosters CollaborationInside Analysis
This document summarizes an upcoming webinar series from Bloor Research Group on enterprise software and business intelligence technologies. The webinars will take place monthly from June to November, covering topics like intelligence, disruption, analytics, integration, databases, and cloud computing. Attendees can ask questions of presenters and get detailed analysis of innovative technologies. The webinars aim to reveal enterprise software characteristics and give vendors a chance to explain their products to analysts.
The document summarizes the evolution of user interface design specifications from 2006 to 2012. Key changes included specifications becoming more integrated across platforms and products, a shift from strict compliance to more collaborative governance models, and an expansion in scope to cover more complex interactive elements and integrated experiences across devices. Specifications also needed to describe user interfaces in new ways as elements became harder to explain visually.
Data Discovery and BI - Is there Really a Difference?Inside Analysis
The Briefing Room with John O'Brien and Birst
Live Webcast Dec. 3, 2013
Watch the archive: https://bloorgroup.webex.com/bloorgroup/lsr.php?AT=pb&SP=EC&rID=7869542&rKey=1f6574abc879ca42
While the disciplines of business intelligence and discovery certainly overlap, there are key distinctions between the two, both in terms of design point and user interface. While traditionally it is believed different architectures are required to address these differing analytic needs, is that really the case? Or is discovery simply another key capability within an overall BI platform?
Register for this episode of The Briefing Room to learn from veteran Analyst John O'Brien of Radiant Advisors as he outlines best practices for enabling high-quality business intelligence and discovery, and the architectural capabilities to enable both. He'll be briefed by Brad Peters of Birst who will tout his company's cloud BI platform. In particular, Peters will demonstrate how the Birst architecture was especially designed for enterprise-caliber BI and argue for a more inclusive future BI architecture.
Visit InsideAnalysis.com for more information
The document discusses how to design effective product training. It recommends starting with defining why training is needed and what skills and knowledge users need to acquire. It then provides an example of using instructional system design (ISD) to develop training for a new product called CR2 by defining learning objectives and mapping out what skills and knowledge will be taught and how. The training was highly successful in meeting sales goals and improving customer retention rates. The document emphasizes involving subject matter experts, focusing on skills before knowledge, and designing training for the audience.
Snowflake: The most cost-effective agile and scalable data warehouse ever!Visual_BI
In this webinar, the presenter will take you through the most revolutionary data warehouse, Snowflake with a live demo and technical and functional discussions with a customer. Ryan Goltz from Chesapeake Energy and Tristan Handy, creator of DBT Cloud and owner of Fishtown Analytics will also be joining the webinar.
Don't Design Websites. Design Web SYSTEMS! (DrupalCon Chicago 2011)Four Kitchens
This presentation was given at DrupalCon Chicago by Todd Nienkerk of Four Kitchens and Adam Snetman of Thinkso Creative (March 9, 2011)
For more Four Kitchens presentations, please visit http://fourkitchens.com/presentations
Similar to NiUG 2012 Discovery Philly: Advanced IQA (20)
4. SHARE, COMPARE, BECOME MORE AWARE
Why use IQA?
• Design a query once for multiple uses
• More flexible search options
– Multiple parameters in one query
– Parameters can be calculations
– Flexible results display
REVOLUTION 2012
8. SHARE, COMPARE, BECOME MORE AWARE
When should we use IQA?
Results need to be live links to a
Customer, Event registration, donation,
etc.
REVOLUTION 2012
9. SHARE, COMPARE, BECOME MORE AWARE
When should we use IQA?
Crystal Reports IQA
REVOLUTION 2012
10. SHARE, COMPARE, BECOME MORE AWARE
When should we use IQA?
Crystal Reports IQA
Reports with many parameters
REVOLUTION 2012
12. SHARE, COMPARE, BECOME MORE AWARE
When should we use IQA?
Extracting results into a spreadsheet
REVOLUTION 2012
13. SHARE, COMPARE, BECOME MORE AWARE
When should we NOT use
Reports that require:
• Formatting
• Layout
• Multiple levels of
grouping
• “Think spreadsheets”
REVOLUTION 2012
14. SHARE, COMPARE, BECOME MORE AWARE
How End-users Run IQAs
1. Find and select IQA
2. Click Run (or double-click)
3. (optional) Supply filter values & click
4. (optional) Select record or extract
results
REVOLUTION 2012
15. SHARE, COMPARE, BECOME MORE AWARE
How Report Designers create
1. Gather & Analyze reporting
requirements
2. Determine/create data Sources
(Business Objects) and link
3. Create Filters
4. Select Display fields
5. (optional) Set Sorting order, Security
6. Test
IQA Design Overview REVOLUTION 2012
16. SHARE, COMPARE, BECOME MORE AWARE
Gather reporting
• Do we already have something
similar? Where else will the
organization need to use similar
queries?
• Where is the data located in the
iMIS interface? How is it linked?
• What filters are needed?
• What columns do you need to
REVOLUTION 2012
17. SHARE, COMPARE, BECOME MORE AWARE
Analyze reporting
• Where does the desired data
live in iMIS? How is it related?
• How will users need to filter the
data?
• Do Business Objects exist to
access required data?
• Are subtotals, counts or
REVOLUTION 2012
18. SHARE, COMPARE, BECOME MORE AWARE
Basic vs. Advanced Mode
• Basic Mode
– Define sources + filters + what to display
– Run or Run as Report
• Advance Mode
– Using Queries in iMIS searches
– Aggregate criteria & display
– SQL Expressions in queries
REVOLUTION 2012
19. SHARE, COMPARE, BECOME MORE AWARE
Choosing Business Objects
iMIS Standard Prefixes
• Most built-in biz objects start with ‘Cs’
• Biz Objects built for Custom
Demographic tables typically start with
‘CsDemo_’
• Use Biz Obj Designer to see tables/
views/fields in each Biz Obj
• …use a naming standard for custom
REVOLUTION 2012
20. SHARE, COMPARE, BECOME MORE AWARE
Linking Business Objects
• In order to link two
Business Objects they
must share a common
field (often iMIS ID)
• The field names do not
have to be identical but CsContact CsActivity
the data must match for • iMIS ID • ID
a record to be included • Full Name • Activity
(using default link) • Informal Type
• Email • UF 1
• This is the same
concept as the (inner) •… • UF 2
join between relational •…
database tables
REVOLUTION 2012
21. SHARE, COMPARE, BECOME MORE AWARE
Alternative Link Types
• Left Join will include all records from Biz
Obj on left
– CsContacts Left Join CsDonations will include
all contacts, even those who didn’t donate
• Not Exist will return records not contained
in the other Biz Obj
– CsContacts Not Exist CsEventActivity will
return customers who did not register for a
REVOLUTION 2012
22. SHARE, COMPARE, BECOME MORE AWARE
Linking Business Objects
The specific type of relationship between two sources. The following relationship
operators are available in IQA. Each operator builds a different temporary source
against which the query is run:
•Equals - Defines an INNER JOIN between the two sources in the SELECT statement that
builds the query table.
•Left Join - Defines a LEFT OUTER JOIN between the two sources in the SELECT statement
that builds the query table.
•Exists - Defines an EXISTS subquery in the WHERE clause of the SELECT statement that
builds the query table. The subquery tests for matches between the specified columns
in the two sources.
•Not Exist - Defines a NOT EXISTS subquery in the WHERE clause of the SELECT statement
that builds the query table. The subquery tests for matches between the specified
columns in the two sources.
•Or Exists - Defines an OR EXISTS subquery in the WHERE clause of the SELECT statement
that builds the query table. The subquery tests for matches between the specified
columns in the two sources.
REVOLUTION 2012
23. SHARE, COMPARE, BECOME MORE AWARE
Saving: Folders & naming
• Decide whether to store all IQAs in
Customers or spread out among individual
iMIS modules
• Create and enforce an organizational folder
(e.g. departmental, functional) and IQA
naming strategy to easily find IQAs
• Create a policy among designers to make
copies when they are significantly modifying
an IQA – leave original for current uses
REVOLUTION 2012
24. SHARE, COMPARE, BECOME MORE AWARE
Saving: Folders & naming
• Well thought-out folders & naming
scheme give more context to IQA titles
• Use the description field when
creating/updating for historical notes
(unfortunately only visible to
designers, not end users)
REVOLUTION 2012
25. SHARE, COMPARE, BECOME MORE AWARE
Saving: Folders & naming
• Well thought-out folders give more
context to IQA titles
• Use the description field when
creating/updating for historical notes
(unfortunately only visible to
designers, not end users)
REVOLUTION 2012
26. SHARE, COMPARE, BECOME MORE AWARE
Aggregate Functions
• Can be used in two places in IQA
– Filters
– Display
• Scenario – Searching for high value
constituents
– Spent within the past year
– Life-time spending is over 10,000
REVOLUTION 2012
33. SHARE, COMPARE, BECOME MORE AWARE
In-Class Exercise #1
Find former/current committee
members that have not made a gift this
year
REVOLUTION 2012
34. SHARE, COMPARE, BECOME MORE AWARE
In-Class Exercise #1
1.Add CsContact and two CsActivity as
Sources
2.Relate CsContact.ID to CsActivity.ID
3.Relate CsContact.ID does not exist
CsActivity1.ID
4.Filter CsActivity for Activity Type =
COMMITTEE
5.Filter CSActivity1 for Activity Type =
REVOLUTION 2012
35. SHARE, COMPARE, BECOME MORE AWARE
In-Class Exercise #2
Find every member and indicate
whether they are going to a certain
event (leave the decision on which
event up to the end user of the IQA)
REVOLUTION 2012
36. SHARE, COMPARE, BECOME MORE AWARE
In-Class Exercise #2
1.Add CsContact and CsRegistration as
Sources
2.Relate CsContact.ID to
CsRegistration.BT_ID? using a left join
3.Filter CsContact.Member Type =
Member?
4.Filter CsRegistration for Meeting Code
= <leave this up to the IQA user>
REVOLUTION 2012
37. SHARE, COMPARE, BECOME MORE AWARE
Business Objects are an
abstraction layer
PDF
Busines
Busines
s Table iMIS
XLS IQA s
Business
Object or Database
Object
Object
View
On-
Screen
Table Business Objects can
enable field aliases,
data formatting, code
lookups, data from
REVOLUTION 2012
38. SHARE, COMPARE, BECOME MORE AWARE
Which layer does What?
PDF
Busines
Busines
s Table iMIS
XLS IQA s
Business
Object or Database
Object
Object
View
On-
Screen
Table • Reporting needs may require work
in any layer
• Start with the end in mind (left ->
right)
REVOLUTION 2012
39. SHARE, COMPARE, BECOME MORE AWARE
Business Object Designer
• Allows you to create/modify Business
Objects
• Located under Tools or iSA tab
REVOLUTION 2012
41. SHARE, COMPARE, BECOME MORE AWARE
Create Business Objects from
Custom SQL Views (1/2)
1. Create view in SQL Mgmt Studio; grant
the iMIS Group SELECT permissions:
(grant select on <view_name> to IMIS)
2. iMIS > Tools > Business Object
Designer
3. New > Design Business Definition
4. Give the biz obj a Name according to
your naming scheme & Description >
Create Object
REVOLUTION 2012
42. SHARE, COMPARE, BECOME MORE AWARE
Create Business Objects from
Custom SQL Views (2/2)
5. Go to the Database tab and click the Add
button
6. Find view (or table) (type first few letters) >
Click Add
7. Click Add All as Properties button (below field
list)
8. Click Save, Click Publish
REVOLUTION 2012
44. SHARE, COMPARE, BECOME MORE AWARE Note! Arrows will
not display in Edit
mode – only at
run-time.
Creating live links
Use keywords on Display tab in Alias
field to enable Select option
Keywords
key_conta Customers iMIS ID
key_event Events Order No
key_order Orders Order No
Full list: http://docs.imis.com/
15.2/
accessingmodulebasedreports4.ht
m
REVOLUTION 2012
45. SHARE, COMPARE, BECOME MORE AWARE
In-Class Exercise #3
Modify the event IQA created earlier to
enable the user to go to any event
registration directly from the IQA
results
REVOLUTION 2012
46. SHARE, COMPARE, BECOME MORE AWARE
SQL Expressions in Display
Use for non-persistent values you don’t
want to store in the database but need
for reporting
(e.g. specialized member name format)
vBoCsContact.FirstName+' '+vBoCsContact.LastName+' '+'is the '+vBoCsContact.Title+'.'
REVOLUTION 2012
47. SHARE, COMPARE, BECOME MORE AWARE
Turn Email and Website Fields
in Queries into Links (1/3)
IQAs fields that display an email/URL
(e.g. CsContact.Email) can display
their data as clickable links
3
REVOLUTION 2012
48. SHARE, COMPARE, BECOME MORE AWARE
Turn Email and Website Fields
in Queries into Links (2/3)
1. On the Display tab > Custom > SQL Expression
2. Enter the following into the SQL Expression field:
char(60) + 'a href="mailto:' + vBOCsContact.email + '"' + char(62) +
vBoCsContact.Email + char(60) + '/a' + char(62)
For URLs, leave out: mailto:' +
3. Give the SQL Expression an Alias, such as LinkedEmail
4. Click the symbol to add it to the list of Display fields
REVOLUTION 2012
49. SHARE, COMPARE, BECOME MORE AWARE
Turn Email and Website Fields
in Queries into Links (3/3)
REVOLUTION 2012
50. SHARE, COMPARE, BECOME MORE AWARE
Creating live links in 15.2
• Expanded options: content records,
navigation items or ASPX web pages
• Display tab > Link field (Advanced
mode)
http://docs.imis.com/15.2/linkingiqaresults2.htm
see “completed orders web part” example
REVOLUTION 2012
51. SHARE, COMPARE, BECOME MORE AWARE
Use relative date criteria
Make selections based on current date
rather than requiring user to enter a
fixed date.
Click the Run button and IQA will
enter the @date command, which
means current date.
REVOLUTION 2012
52. SHARE, COMPARE, BECOME MORE AWARE
Multiple Filter values
To search for multiple values, enclose in
quotes and separate with commas
(e.g. area code equals “314”,”512”)
REVOLUTION 2012
53. SHARE, COMPARE, BECOME MORE AWARE
Avoid Excel Extract Security
See this article for registry entry:
http://support.microsoft.com/kb/
948615
REVOLUTION 2012
54. SHARE, COMPARE, BECOME MORE AWARE
Formatting date/time fields
Annoyed by the time showing in your XLS?
Update field in Business Object Designer
Properties > Display > Display Mask
REVOLUTION 2012
55. SHARE, COMPARE, BECOME MORE AWARE
In-Class Exercise #4
Find a biz obj that uses the full date
(m/d/yyyy hh:mm:ss) and change it to
use the short date (m/d/yyyy).
Publish the biz obj and use it in an IQA
to verify the change in Display Mask.
REVOLUTION 2012
57. SHARE, COMPARE, BECOME MORE AWARE
Adding value lists to Filters
Update field in Business Object Designer
Properties > Values
REVOLUTION 2012
58. SHARE, COMPARE, BECOME MORE AWARE
Create Business Objects for all
User Defined Tables
1. Tools > Task Area (left) >
2. Utilities > User defined
tables
3. Click Build All (to the far
right)
REVOLUTION 2012
59. SHARE, COMPARE, BECOME MORE AWARE
IQAs can be Sources
Create very generic, frequently used
IQAs and add as you would a Biz Obj.
Make sure to display at least one key
field in the sub-IQA.
This is great
for code
lookup
tables. Many
are already
built in. See
the doc
system.
REVOLUTION 2012
60. SHARE, COMPARE, BECOME MORE AWARE
Display IQAs on WCM (1/2)
Find the IQA being used by Public Views
REVOLUTION 2012
62. SHARE, COMPARE, BECOME MORE AWARE
Display IQAs on WCM
• Keywords used in filters will return results
for current user or selected user:
• @LoggedInUser or @Me
• @SelectedUser or @SubjectContact
• @SelectedID
http://docs.imis.com/15.2/#!addingdynamicfilters.htm
REVOLUTION 2012
63. SHARE, COMPARE, BECOME MORE AWARE
Previous Versions of Biz Objs
• You can revert to previous versions of
Business Objects, but the versioning
system is not yet available for IQAs
– In the Business Object Designer select Biz
Obj, click Versions, select desired version
and click Revert.
– You will need to Compile and Publish the
object again
REVOLUTION 2012
64. SHARE, COMPARE, BECOME MORE AWARE
New IQA Features in 15.1
• Totals, counts, subtotals
• Output to PDF
• Output to SQL Server Reporting Services
(formatting, grouping, global formats)
without leaving iMIS
REVOLUTION 2012
69. SHARE, COMPARE, BECOME MORE AWARE
Cheat Sheet: Addresses
http://docs.imis.com/15.2/commonaddressjoins.htm
REVOLUTION 2012
70. SHARE, COMPARE, BECOME MORE AWARE
Cheat Sheet: Tables/Joins
ttp://docs.imis.com/15.2/index.htm?turl=commonreporttablesandjoins.ht
REVOLUTION 2012
71. SHARE, COMPARE, BECOME MORE AWARE
Support IQA!
A modern, flexible and free reporting tool.
advsol.com > Support > Tech Support > Support Request
REVOLUTION 2012
Editor's Notes
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Example: make IQAs of most common groups of people (current staff, curr vols, all vols, etc.) and then combine and reuse in other IQAs\n