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1 4HPlus – Retrieving Information March 2008. 2 Retrieving Information The real value of any information based software is in the data and reports that.

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Presentation on theme: "1 4HPlus – Retrieving Information March 2008. 2 Retrieving Information The real value of any information based software is in the data and reports that."— Presentation transcript:

1 1 4HPlus – Retrieving Information March 2008

2 2 Retrieving Information The real value of any information based software is in the data and reports that can be produced.

3 3 Today’s Program 4HPlus Data Retrieval Options Standard Reports Using SQL for Specialized Reports Creating Newsletter Labels Using SQL to Create Mailing Labels User Hints and Tips Resources Available 4HPlus Data Retrieval Options Standard Reports Using SQL for Specialized Reports Creating Newsletter Labels Using SQL to Create Mailing Labels User Hints and Tips Resources Available

4 4 Data Retrieval Options Standard Reports Standard reports result in a printed report, with no preview option. Member and leader reports can be accessed under (Reports/Utilities) on the member and leader registration screens. Print list buttons for support data (such as achievements and clubs) are located on the screen for that specific support data category. Standard reports result in a printed report, with no preview option. Member and leader reports can be accessed under (Reports/Utilities) on the member and leader registration screens. Print list buttons for support data (such as achievements and clubs) are located on the screen for that specific support data category.

5 5 Data Retrieval Options Standard Reports Many report options are available: Achievements Clubs Groups Leaders Members Projects ES-237 And more… Many report options are available: Achievements Clubs Groups Leaders Members Projects ES-237 And more…

6 6 Data Retrieval Options SQL SQL stands for Structured Query Language. It is a language that can be used to create a wide variety of data requests. 4HPlus uses check boxes and radio buttons to build an SQL request for the user. Complex searches are possible in a relatively simple manner. SQL stands for Structured Query Language. It is a language that can be used to create a wide variety of data requests. 4HPlus uses check boxes and radio buttons to build an SQL request for the user. Complex searches are possible in a relatively simple manner.

7 7 Data Retrieval Options SQL SQL – specialized requests that result in data output to the screen, printer, or file. Literally endless options for retrieving sub-sets of data. SQL – specialized requests that result in data output to the screen, printer, or file. Literally endless options for retrieving sub-sets of data.

8 8 Data Retrieval Options SQL The foundational assumption with SQL is that there is a desire to select out a group of Members or Leaders, and related data about them. SQL is accessed from the main Member and Leader enrollment screens. Members and Leaders cannot be combined in an SQL. The foundational assumption with SQL is that there is a desire to select out a group of Members or Leaders, and related data about them. SQL is accessed from the main Member and Leader enrollment screens. Members and Leaders cannot be combined in an SQL.

9 9 Data Retrieval Options SQL Count - displays the number of records that match the request. List - displays the total number of matches and a listing of Members or Leaders that match the request. Individual records can be directly accessed by clicking on the name from the list. It is possible to move through the list of records by using the Next/Prior buttons on main Member and Leader registration screens. The list can be printed. Count - displays the number of records that match the request. List - displays the total number of matches and a listing of Members or Leaders that match the request. Individual records can be directly accessed by clicking on the name from the list. It is possible to move through the list of records by using the Next/Prior buttons on main Member and Leader registration screens. The list can be printed.

10 10 Data Retrieval Options SQL Labels – produces mailing labels for the matching records. Email – takes advantage of an internal e-mailing capability to send e-mails to the group of Members or Leaders selected. Missing Email Labels – counterpart to the e-mail option. Creates mailing labels matching the request criteria for those without e-mail. Labels – produces mailing labels for the matching records. Email – takes advantage of an internal e-mailing capability to send e-mails to the group of Members or Leaders selected. Missing Email Labels – counterpart to the e-mail option. Creates mailing labels matching the request criteria for those without e-mail.

11 11 Data Retrieval Options SQL Report – generates a preview, print report, or file of the selected fields in the order chosen for the records that match the request. Mail Merge – works similar to the report option. Produces a data file that can be used for mail merging or importing to a spreadsheet or database. Report – generates a preview, print report, or file of the selected fields in the order chosen for the records that match the request. Mail Merge – works similar to the report option. Produces a data file that can be used for mail merging or importing to a spreadsheet or database.

12 12 Data Retrieval Options SQL Queue – displays a list of saved SQL requests. Selecting one of the request list buttons will reprocess the request as if you had entered it manually. Clear – Erases all stored requests. Queue – displays a list of saved SQL requests. Selecting one of the request list buttons will reprocess the request as if you had entered it manually. Clear – Erases all stored requests.

13 13 Data Retrieval Options SQL Get to know SQL as your new best friend!

14 14 Data Retrieval Options Newsletter Labels Newsletter labels are accessed from the Utilities screen. From the main page: Goto/Utilities. Use this feature for labels when you want to create labels for all members, and/or leaders, and/or parents in your 4HPlus data. Newsletter labels are accessed from the Utilities screen. From the main page: Goto/Utilities. Use this feature for labels when you want to create labels for all members, and/or leaders, and/or parents in your 4HPlus data.

15 15 Data Retrieval Options Newsletter Labels Options are available: One label per Id, family, or address. Possible to remove labels for e-mail accessible members, leaders, and/or parents. There are choices for the label first line, such as “4-H News for Everyone at, or To the 4-H Family at.” Options are available: One label per Id, family, or address. Possible to remove labels for e-mail accessible members, leaders, and/or parents. There are choices for the label first line, such as “4-H News for Everyone at, or To the 4-H Family at.”

16 16 Data Retrieval Options Newsletter Labels Options are available: There are choices for the label casing. Bar codes can be printed on the labels. Labels can be sorted by zip code, last name, or Id. Options are available: There are choices for the label casing. Bar codes can be printed on the labels. Labels can be sorted by zip code, last name, or Id.

17 17 Data Retrieval Options Newsletter Labels Options are available: Label size options are available – Avery 5160 is the default. The data output can be in a number of forms: Count Screen Printer Mail merge file Options are available: Label size options are available – Avery 5160 is the default. The data output can be in a number of forms: Count Screen Printer Mail merge file

18 18 Data Retrieval Options SQL Labels SQL is accessed from the Member or Leader screens. Members and Leaders cannot be combined in an SQL. Select Labels from the SQL Request drop down. SQL is accessed from the Member or Leader screens. Members and Leaders cannot be combined in an SQL. Select Labels from the SQL Request drop down.

19 19 Data Retrieval Options SQL Labels Make selections using the check boxes and radio buttons. Select Process in the Connector box and the label options will appear. Make selections using the check boxes and radio buttons. Select Process in the Connector box and the label options will appear.

20 20 Data Retrieval Options SQL Labels Again, there are options: Label casing Label sorting One label per member, family, or address Output to screen, printer, or file Label size options Printing bar codes on labels Partial label sheets can be used. Again, there are options: Label casing Label sorting One label per member, family, or address Output to screen, printer, or file Label size options Printing bar codes on labels Partial label sheets can be used.

21 21 Hints and Tips Special notes for those using Peer to Peer set-up: Read and Write computers: remember to select Write Data before closing down 4HPlus if changes were made to the 4HPlus data. This will assure the Read Only users have access to the most current data. Read Only computers: select Read Data every time 4HPlus is opened, so the most current dataset is accessed from the shared data pool. Special notes for those using Peer to Peer set-up: Read and Write computers: remember to select Write Data before closing down 4HPlus if changes were made to the 4HPlus data. This will assure the Read Only users have access to the most current data. Read Only computers: select Read Data every time 4HPlus is opened, so the most current dataset is accessed from the shared data pool.

22 22 Hints and Tips Practice using SQL.. Be brave! It gets easier every time. Remember to select the Process button to perform desired functions. If information is entered into the target string box, press the tab or enter key to continue to the connector box. Practice using SQL.. Be brave! It gets easier every time. Remember to select the Process button to perform desired functions. If information is entered into the target string box, press the tab or enter key to continue to the connector box.

23 23 Hints and Tips Get to know SQL as your new best friend!

24 24 Data Retrieval Resources New support materials have been added to the 4HPlus webpage: http://www.uwex.edu/ces/4h/resources/mgt/4hplus.cfm 4HPlus Retrieving Information PowerPoint Reports SQL Tutorial Creating Labels New support materials have been added to the 4HPlus webpage: http://www.uwex.edu/ces/4h/resources/mgt/4hplus.cfm 4HPlus Retrieving Information PowerPoint Reports SQL Tutorial Creating Labels

25 25 For Assistance … State 4HPlus Support Team Nancy Eisele, Information Processing Consultant, nancy.eisele@ces.uwex.edu, 715.362.5655 Jane Marquardt, Office Manager, jane.marquardt@ces.uwex.edu, 608.262.2391 Donna Menart, Associate State Program Director, donna.menart@ces.uwex.edu, 920.565.4638 State 4HPlus Support Team Nancy Eisele, Information Processing Consultant, nancy.eisele@ces.uwex.edu, 715.362.5655 Jane Marquardt, Office Manager, jane.marquardt@ces.uwex.edu, 608.262.2391 Donna Menart, Associate State Program Director, donna.menart@ces.uwex.edu, 920.565.4638


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