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In this session, we walked through the library exports that FGI has set up in the Fletcher instance and also talked about how to create your own library exports for common exports and filters that you'd like to reuse in future queries. As we saw, sometimes library exports and filters can be added without any additional configuration, but in most cases they still expect that you would configure something about them: a tags filter for example might expect that you select the tag name you want to check for, it would just save you the steps of adding joins to get to that point.
0:00 Query Library
3:30 exports and filters organized by base
3:45 ability to create custom Query Library
5:00 individuals have to be added in order to have access
6:05 [CONFIGURE] in name requires end user adding data
8:00 once you add something to your query, you can adjust it and not affect the master version
8:50 cut and pasting exports
9:48 creating your own personal query library
[Nick will own the query library for Fletcher]
15:45 tags
17:15 practice building with query library
22:10 sample: subquery filter on export to show ONLY the specified tag, with blanks if the person did not have the value
25:45 rather than the specific people, which would be controlled by a filter
27:15 population discussion
30:00 query library filter finding people who have x number of applications
36:20 origin source sample; configuring the joins
Fletcher CJ Training #8 11/1/2024
We explored some more advanced concepts like independent subqueries and closed things out with a discussion of some of the less common query bases.
2:00 independent subquery example: next event happening near student address
5:30 filter for date within the next month (today + 30)
13:20 comparing first source to whether or not there is an application
15:30 existence export to determine if there is an application
21:00 reminders abut most recent versus any
22:00 other query bases
form query: one row per event
form response: one row per registration
message: one row per email received
message track: one row per click/open
27:05 system: lookup tables, list of fields/prompts
count of times a particular prompt value is selected within records
Nov 11: Reporting #1
1:30 navigation
2:00 definition and sample build
8:00 adding columns
9:15 adding a data table
10:30 group by program
12:10 year over year comparisons
13:30 calculations/formula as column type
17:10 sorting rows
20:30 limiting the number of rows returned
22:00 validating report numbers
25:45 counting form responses
33:30 adding grouping by month using format masks
36:30 column groupings
39:30 reporting on first event attendance
45:45 reporting on person-scoped events
47:50 export to query, including using top-level exports
50:30 pie charts, geo maps
54:30 timeline
Nov 18 Reporting #2: Rebuilding High Value reports demo
1:00 Year-to-Date Application Report with percentage change
13:00 duplication of row filter/column filters
17:00 redundant date filters
22:30 nullif in formula
23:00 format percentage
28:00 format mask for row name when grouping
31:00 static content/section titles
31:20 adding citizenship section
33:30 race and ethnicity section
34:15 round key as an evergreen filter
36:00 multi-value fields (race)
39:20 double counting --disaggregate ‘2 or more’
45:45 Event Attendance
46:50 links out to specific events
51:45 using specific form response base for a specific event
Slate Captain CJ’s Deep Dive 9/17/2024
0:00 difference between local and CJ’s
3:30 recreation of delivered STL exports and filters as Library Export
5:30 old modifying local filters and exports and how that compares to the new query libraries
11:00 option to restrict permissions in library exports
12:00 toggling which groups are available
12:25 extended exports
16:00 new nomenclature can be a stumbling block
18:40 can build your own personal query libraries
19:25 configure in name of exports
20:30 can you make a deliminated export split out into multiple columns?
20:45 no, one export = 1 column, but can duplicate and use rank 1, rank 2, etcetera
22:22 schools 1-5 are included in the library exports
23:30 explanation most common related bases
Form Responses
27:00 effectiveness of yield events: connecting the form response to application and person
35:55 reports versus queries for counting mixing scopes
35:50 aggregate subquery exports counts final join
39:00 nesting subquery filters
41:00 total event registrations
45:00 independent subquery comparisons
49:00 comparison of app dates and event dates
--still has one more hour of time with Tristan--