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Lucent Technologies Centrevu Report Designer Version 8 User Guide

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    							  Edit | Inputs CentreVu Report Designer Version 8 User Guide
    Viewing the Input Window6-15
    Viewing the Input Window6
    You can view what the input window will look like at any point during the 
    process of designing the report by selecting Run from the Report menu.
    To return to the design mode from the report input menu, select the 
    Cancel button. 
    						
    							  Edit | Inputs CentreVu Report Designer Version 8 User Guide
    Viewing the Input Window6-16 
    						
    							  Edit | Queries CentreVu Report Designer Version 8 User Guide
    Introduction7-1
    7  Edit | Queries
    Introduction7
    A report consists of fields, charts, and grids which display data that is 
    retrieved from the Call Management System (CMS) database tables. The 
    definition of what data is retrieved for a specific report is done using queries. 
    This chapter teaches you to create queries for reports using the Query 
    Assistant, which is accessed by selecting Query from the Edit menu. The 
    sections of this chapter are:
    lDefining Queries for a Report
    lCreating a Real-Time or Historical Query
    lCreating an Integrated Query
    lEditing an Existing Real-Time or Historical Query
    lEditing an Existing Integrated Query
    lCopying a Query
    lDeleting a Query. 
    						
    							  Edit | Queries CentreVu Report Designer Version 8 User Guide
    Defining Queries for a Report7-2
    Defining Queries for a Report7
    To complete the definition of a reports grids, charts, or fields, you must 
    define the queries that select the rows of the appropriate tables in the 
    CMS database.
    Queries are values for either database items or calculations. In most 
    cases, the queries specify the input variables rather than specific values 
    as criteria for retrieving information from the database. The input 
    variables allow CMS to use the values entered in the Report Input 
    window as the query criteria for the report. 
    If you change the prompt in the Edit Inputs window, it is automatically 
    updated in the query.
    Queries tell 
    CentreVu® CMS two things:
    lWhere to get the data, and
    lHow to use the data.
    CentreVu CMS selects values from a table with both row and column 
    identifiers. 
    CentreVu CMS identifies rows of data according to the users 
    inputs and the row search conditions you define. 
    CentreVu CMS 
    identifies columns according to the data expression you define here.
    For more information about SQL queries and the CMS Database Tables, 
    refer to Chapter 18, “SQL Queries and CMS Database Tables Basics” 
    and the 
    CentreVu® CMS R3V8 Database Items and Calculations 
    document (585-210-939). 
    						
    							  Edit | Queries CentreVu Report Designer Version 8 User Guide
    Creating a Real-Time or Historical Query7-3
    Creating a Real-Time or Historical Query7
    To create a new query to be used in a Designer Report, complete the 
    following steps from the Report Designer Design Mode window:
    1. Select Query from the Edit menu.
    The Query Select “Select an existing query or add a new one” 
    window appears as shown below:
    2. Select the N
    ew button.
    The Query Assistant “Select a database and one or more tables for 
    the query” window in appears as shown below: 
    						
    							  Edit | Queries CentreVu Report Designer Version 8 User Guide
    Creating a Real-Time or Historical Query7-4
    3. Depending on the type of report you are creating, select the 
    Database radio button next to Real-Time or Historical.
    The tables that are available for the type of database (Real-Time, 
    Historical, or Integrated) selected display.
    For instructions on creating an integrated query, see the “Creating 
    an Integrated Query” section in this chapter.
    4. In the T
    able list, highlight the name(s) of the table(s) which includes 
    the database items that you want to include in the query. For Real-
    Time reports, you can select only one table name. For Historical 
    reports, you can select up to three table names.
    Note that the calculations that are associated with the database 
    items in the table(s) you choose will also be available for you to use 
    in your query.
    For information on the database items and calculations available in 
    each table, see the 
    CentreVu® CMS R3V8 Database Items and 
    Calculations 
    document (585-210-939).
    5. Select the N
    ext button.
    The Query Assistant “Add the database items and calculations for 
    the SELECT portion of the query” window displays, as shown below. 
    On this window, you will add and remove database items and 
    calculations that will be included in the query. 
    						
    							  Edit | Queries CentreVu Report Designer Version 8 User Guide
    Creating a Real-Time or Historical Query7-5
    6. In either the Database I
    tems or Calculations box, highlight the first 
    database item or calculation that you will reference in the query. To 
    see a definition of the database item or calculation, click on the 
    database item or calculation and then select the Data Item definition 
    button.
    In the O
    ther box, you can type the names of Database Items or 
    Calculations, strings, or constants that you want to use in the query. 
    For instance, if you know that you would like the report to include 
    information that subtracts the quantity of one database item from the 
    quantity of another database item (for instance, ACDCALLS - 
    ACDAUXOUTCALLS), then you could type a “-” in the Other box 
    and add it to the list of Query Items. When you create the WHERE 
    clause for the query, you can specify a calculation of ACDCALLS - 
    ACDAUXOUTCALLS for the report.
    Constants that have been defined in the Dictionary are listed in the 
    C
    alculations box in addition to the calculations.
    7. Select the A
    dd button, or double click on the item. You can view any 
    database item or calculation by selecting the database item or 
    calculation and then selecting the Data Item Definition button
    The item is listed in the Q
    uery Items box.
    8. Repeat Steps 6 and 7 until all of the database items and calculations 
    that you believe will be referenced in the query are listed in the 
    Q
    uery Items box.
    You can remove an item from the Q
    uery Items box by highlighting 
    the item and selecting the Remove button.
    You can rearrange the order of the items in the Q
    uery Items box 
    using the Move Up and Move Down buttons.
    You can edit an item in the Q
    uery Items box by highlighting the item 
    and selecting the Edit button. When you select the Edit button, the 
    following window appears as shown below:
    An example of how you might want to edit an item would be to 
    create a custom calculation in the edit box. For instance, you may 
    add “callsoffered -” to the abncalls item shown above, so that the 
    item would then read “callsoffered - abncalls” and that is the 
    calculation that would be available for you to use in the query. 
    						
    							  Edit | Queries CentreVu Report Designer Version 8 User Guide
    Creating a Real-Time or Historical Query7-6
    9. Select the Next button.
    The Query Assistant “Choose functions for the SELECT items” 
    window appears as shown below:
    If you are creating a query that uses Integrated Data, the steps differ 
    from this point on. See the “Creating an Integrated Query” section 
    for the correct steps.
    You will use this window to assign aggregate (AVG, MAX, MIN, and 
    SUM) functions to the Q
    uery Items. A function is a prefix that is 
    attached to a database item, a calculation, parts of a calculation, or 
    a calculation name. CMS will display only one value on the report if 
    an aggregate function (SUM, AVG, MIN, or MAX) is assigned to a 
    database item or calculation.
    10. Highlight the first query item to which you want to assign an 
    aggregate function.
    11. Highlight the Function that you would like to assign to the item.
    The available functions are:
    lMAX — The MAX aggregate function retrieves the highest 
    value for a calculation or database item over the time frame of 
    the report. For example, if the Intrahour Split table contained 
    data as shown in the following figure and you assigned the 
    MAX function to the ACDCALLS database item, then ran the 
    report for Split 1 for all intervals on 07/02/93, CMS would find 
    all of the rows that are shown in bold. However, CMS would 
    display only the value 418 (shown in the box), which is the 
    maximum number of ACD calls in any single interval on 
    07/02/93. Likewise, if you assigned the MAX function to the  
    						
    							  Edit | Queries CentreVu Report Designer Version 8 User Guide
    Creating a Real-Time or Historical Query7-7
    ACDTIME and ACDCALLS database items and then defined a 
    where clause of ACDTIME/ACDCALLS for a report field, CMS 
    would display the value 101.53 (which is the highest average 
    talk time in any single interval on 07/02/93).
    lMIN — The MIN aggregate function retrieves the lowest value 
    for a calculation or database item over the time frame of the 
    report. For example, using the previous example, if you 
    assigned the MIN function to the ACDCALLS database item 
    (instead of the MAX function) 
    and then ran the report for Split 
    1 for all intervals on 07/02/93, CMS would display only the 
    value 394 which is the smallest number of ACD calls in any 
    single interval on 07/02/93.
    lSUM — The SUM aggregate function retrieves the sum of all 
    values for a calculation or database item over the time frame of 
    the report. For example, if the Intrahour Split table contained 
    data as shown in above and you assign the SUM function to 
    the ACDCALLS database item, then ran the report for Split 1 
    and all intervals on 07/02/93, CMS would add all of the values 
    for the ACDCALLS column on that date to display the value 
    1611. 
    lAV G  —  The AV G aggregate function retrieves the average of 
    all values found over the time frame of the report. Using the 
    sample table in above, if you assigned the AVG function to the 
    ACDCALLS database item, and then ran the report for Split 1 
    for all intervals on 07/02/95, the value 402.75, which is the 
    average of 
    399, 400, 394, and 418, would be displayed on the 
    report.
    12. Repeat Steps 10 and 11 until you have assigned Functions to the 
    appropriate Query Items.
    DATE
    STARTTIMESPLIT
    ACDCALLSABANDONSACDTIMEABNTIME
    34 18 30
    4114 34
    4012 33
    4613
    20
    3615
    22 39 10 31
    24
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    1299 1340589 980
    1256704 1188
    1322367 1109
    17452569
    7616
    1452402 549
    789 203 603
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    26308 37856 10281 21173
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    							  Edit | Queries CentreVu Report Designer Version 8 User Guide
    Creating a Real-Time or Historical Query7-8
    If you are creating a Real-Time query, you must assign Functions 
    to all of the query items, or to none of the query items. Therefore, if 
    any one of the query items does not have an applicable aggregate 
    function, you cannot assign an aggregate function to any of the 
    query items.
    13. Select the N
    ext button.
    14. If you did not select more than one Historical database table for your 
    query, skip to Step 19.
    If you selected the Historical Database for your query and are using 
    more than one table in the query, the “Specify all field joins for the 
    tables” window appears as shown below:
    This window allows you to require that items between two or three 
    tables be equal in order to be used in the report. For instance, you 
    might want to select the “acd” item from each agent and make a join 
    clause to ensure that the report is for the same ACD information 
    across the tables.
    15. Highlight an item in one of the table lists.
    16. Highlight an item in one or both of the remaining table lists.
    17. Select the J
    oin button. 
    The join clause is shown in the Join C
    riteria box.
    18. Repeat Steps 15 through 17 until all of the necessary join clauses 
    are listed.
    19. The Query Assistant “Enter the SQL WHERE criteria” window 
    displays, as shown below. 
    						
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