IQA Basics and Advancements

November 30, 2016, 2:00pm

Lori Bertrand, Senior Applications Consultant

• What Does IQA mean?

–“Intelligent Query Architect”

• Where do I find it?

–IMIS 15 and earlier – Left Navigation–Home page

–Customers module

–Events module

–Orders module

–Fundraising module

–IMIS 20

• Staff Site – Continuum

• Staff Site – custom sitemap additions

• i.e. added to Community menu

What is IQA?

Beyond Adhoc Searches

• Tracks who created, updated and when

• Provide a description for what it does

• Add parameters/prompts

• Query across modules

• Query on a query

• Folder structures and controls

• Security – folder level or on query

• Used by iParts online

– Online directories, rosters

– Dashboards

– Profile iParts – My Participation, History

Enabling IQA

• Enabling IQA for iMIS Users

–Version10.6

•need NET in license key, sync users

•User credentials (IFC) need Reporting group

–Version 15 and up

•already installed

•User credentials need Reporting group

IQA Folder Management

• Click New to Create a new Folder

IQA Folder Management

• Give your folder a name

• Save

IQA Folder Security

• Highlight your new folder and click the Edit button

• Expand the Access settings area

IQA Folder Security

Use a preconfigured set

IQA Folder Security

Make this available to:

Specific Roles

IQA Folder Security

Make this available to:

Specific Groups

Specific Users

- select one user at a time

Specific Member Types

- No criteria for status or paid

thru date

Queries

• Create new Query

–Navigate to desired folder

–Click New

–Select Query

Queries - Summary

• Provide a name

• Add a description of what

the query is intended to

do

• Note that the Author,

Created On, Updated By

and Updated On fields

will be populated

• At least one Source must be identified to tell the query where to

get/search for data

• Sources include

– IMIS Business Objects

– Existing Queries

Queries - Sources

• Click the Add Source Button

Queries - Sources

• Use FORCE ORDER: Require SQL Server to join the tables in a

query in the order you specify.

• Use NOLOCK locking hint: Require SQL Server to ignore record

locks.

• Use join method for security enforcement: If enabled, when users

run the query, iMIS checks to make sure they have permission to

read every source within the query before displaying the results,

whether the source is a business object, another query, or both.

When disabled, iMIS does not check the security for every source

and instead only enforces the security setting for the main query.

Queries - Sources

• Select your data

source

• Under Common >>

Business Objects

select your first data

source

• CsContact is most

commonly used object

(contact data, IMIS ID,

member type, status)

Queries - Sources

• Commonly used business objects

–CsContact

•Name, email, member type, status, joindate, paidthru, category, etc.

–CsRegistration

•Event registrant details

•CsContact.IMIS Id = CsRegistration.ShiptoID (registrant)

–CsEvent

•Event definition details

•CsRegistration.EventCode = CsEvent.EventCode

–CsActivity

•dues payments, calls, meetings attended, orders, committee

•multiple rows possible for one ID

•CsContact.IMIS Id =CsActivity.IMIS_Id

–CsContact

•Repeat addition of CsContact to link individual to Company to get both

company and individual info

•Will give second CsContact instance an alias, i.e. CsContact1

•CsContact.Company Id = CsContact1.IMIS Id

Queries - Sources

• Select Advanced mode to provide

more options when working with

Filters (and Display)

• Creates a “where” statement to

select which records should be

included in the query results

Queries - Filters

Select fieldname(s) to filter on

Select comparison type (equal, not equal, contains, starts with, etc.)

Select Multiple checkbox if user can enter multiple selections

Value can be left blank if prompting user, or fill in a “default” value

The Prompt (to the user) can be No (not prompt to user), Required or Optional

Can provide a description/instruction for the prompt

IMPORTANT: Be sure to click the + sign to add your filter

Queries - Filters

If adding values to your filter where a

lookup table exists, you will get a

window that allows you to select

(highlight) each value to include, or

use the ‘x’ to remove any values you

no longer desire.

Queries - Filters

Queries - DisplaySet the View option to View All Columns

Check/uncheck the box in the Display column to include/exclude field

Only Display unique results – eliminates duplication

Queries - FiltersUse Alias column to change the column heading if desired

Edit the values in the Order table to control the order of the columns in the

results

Use the Refresh button to see your changes

Queries - SortingDefine Sort levels for the rows in your results

Set a priority for multiple levels of sorting

Determine the direction of your sort – ascending or descending

Name(Last, First) is a very

common sort alpha name lists

Queries - RunClick Run to test your query

Complete any selections for Required or Optional filter prompts

Click the Find (or Filter button)

Queries - RunUse paging controls to control how many rows display per page, page

thru report using arrows for next/previous page

go to page 1

go to last page

Show all link (does have a default maximum of 500 for the display,

but exported results will be actual number of rows/results)

Export your results to

various file formats

Queries - ModificationsTo edit the query further, return to the Define tab

Under Sources you can Add more data Sources

A Relation must be defined between the sources (some are understood by default)

In the Display Tab, click the View to View All Columns

Now that the new source is added, the Display will show the available fields

(properties) you can add as columns, as desired

Queries - Modifications

• Don’t forget the + sign when adding new data sources, filters,

sorting options

• Save as you go

• Use Save As to clone/create new versions of a query

• If you are cloning an existing query, change your query name in the

Summary tab before editing and then later clicking the Save As

option. (Be sure to check/confirm the new name and folder location

when prompted)

Queries - Tips

Questions

My Contact Information: Lori Bertrand

Senior Applications Consultant

lbertrand@csystemsllc.net

732-252-1152

marketing@csystemsglobal.com

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