eThority User Manual
Contents
1. M eThority eThority Enterprise 4 0 Software Release Notes Document Date February 1 2010 1 2 3 4 Release Notes TABLE OF CONTENTS SECUR ii A aan 1 1 USER IIA TENANC E e Ke ee ane 1 1 1 EXCOPDUON Sutil aci Ie ROWE IWIAINTENANG Eco oorranerivetosi ita ise Codos 1 2 1 E A A alice A Dibks T22 E L29 A O o 1 A Heder iuannabie Roved tao vores Ulunahin Sonate Ua wasnt ended Dutmabie Boned 1 2 4 CI SOU ae a satis sonatas eniewate Ganed beanie acaba satcsuencitae Gonec aa sa in cata ase a el sel seee ase ae 1 3 ORGANIZATIONAL KEY GROUP MAINTENANCE ooocccoccconccconccnonnnoncncnnnnnnnnonnnnnonnnconnnnnnncnnnnnonnes 1 3 1 Managing Organizational Key GIrOUPS cccoonccnccconcnnononcnnconanonnonononnonnanonnonanonnonnnnnnnnas 132 ASSIN Values to Org KEY GIOUD iii A a A DATA ARCHITECTURE Rca 2 1 PAT AC ON DUT Sassi estes ceca ans A Be a o o o el o Lo 2 2 MASTER DA TABOOKS A eed Saeed ee 2 3 LIBRARY MAINTENANCE rta toros ROOT DAT ABOOK S ind bd 3 1 ROOTIDATABOOK DISPLAY o o allas e be od 3 2 GREATINGA ROOT DATABOOK venna diras DATABOOKS GLOBAL CHANCE S 0000 a 4 1 OVERALL APPEARANCE amp FUNCTIONALITY ccccsecccecccecececececeneceeeeeeeeeeeeeeeeeeeeeeeeeeeaeeeanees 4 2 PILE MENU OPTIONS eg is 4 2 1 O IVANOV A caer RE Se Ante Aree O A A o O A asa E AEN 42O A ae cen eae aaa ee ae teeta bal biee 4 2 4 FICO DALAD OOK isis AAA A NA RA Azo COMON AMES O A sec 43 USER PREFERENCES do ias AA AEPD S2. Managing Organizational Key Groups Organizational Key Groups are accessed from the Configure Security Data Architecture menu Ora Key Groups Name Description Home Departr Organizational Planning Key Universal Datz Org Keys Description Dept Code Home Department Number To add an Org Key group perform the following steps 1 Click the Add button 2 Inthe Name field enter the Org Key Group name 3 Enter a description in the Description field 4 Click the Add button 5 Click in the Name column to add the first Org Key name 6 Click in the Description column to enter a description of the Org Key 7 Click Save to save your changes Org Key Groups can be edited and deleted using the corresponding buttons Release Notes 1 3 2 Assign values to Org Key Groups Org Key Groups appear as columns to the right of an Org Node in the Organization Maintenance screen Organization Maintenance 3 Big State University Athletics Men s Ts Women s Basketball Soccer Softball D j 3000051519135 313 Entering a value at the intersection of the Org Key Group and Org Node tells the application how to identify data owned by that node Release Notes 2 Data Architecture 2 1 Data Conduits e Data Conduits can now be saved before it is tested or valididated A message box is provided to prompt the user if they wish to save without testing the data conduit first 2 2 Master
3. and will round to the nearest two digits if more exist ex 1 73 e Date displays data in a date format mm dd yyyy e Decimal displays numerical data with all available digits displayed after the decimal point ex 1 734628937 e Freeform displays data exactly as it has been entered Data is treated as non numerical Ex 5x7w5p 32 Release Notes e Integer displays numerical data as a whole number If digits exist beyond the decimal point they will be rounded to the next whole number ex 1 743 becomes 2 in integer format e Percent displays numerical data in a percentage format ex 74 becomes 74 in percentage format e Year displays four digit numerical data as a year e Yes No displays data in a yes or no format O s become no and 1 s become yes in this format Click the Source Column dropdown to select from a list of all possible columns in the DataBook Select a column on which to base the substitution Data Substitution Table Birth Month Collect Unique Values At Bats ibstitution Value Attendance Base on Balls Bats Batting Avg Birth City Birth Country _ Birth State Birth Year Calcd Slug Pct Caught Stealing College Debut Click Add to manually add each original value and substitution or click the Collect Unique Values button to fill the Original Value field with a distinct list of values from the column For performance purposes collect unique value
4. displayed to inform the user In the previous version the SuperPivot would not display 22 Release Notes 8 DataBooks eValuate eValuate allows the user to compare one row or group of data against another In order to perform an eValuate function there must be at least one numerical value in the data set e To eValuate a single row in a DataBook click on the row and then select the eValuate tab The row will be evaluated against the entire filtered set within the Databook e The user can now eValuate on Group rows There must be a least one aggregated column in the DataBook Each aggregate column will be eValuated e If there are multiple levels of grouping in a DataBook clicking on a sub group will evaluate all subgroups within that subgroup s parent group 23 Release Notes 9 PowerFields PowerFields is a new menu option on the Databook toolbar PowerFields help the user create calculated expressions and perform data substitutions There is new functionality to track benchmarks and to create control values that can be applied to either the filters or a calculated field FILE VIEW eXpressions Substitution Benchmarks Home Games Wins AnswerBridge Configure Control Values SQL Fields a OB Ga OTG hoo 9 1 eXpressions An expression is a formula applied to your data under conditions dictated by the user and displayed in a new column An expression column is indicated in the DataBook by a yello
5. end user would generally NOT have rights to the Configure Control Values option and consequently would never see this menu option 36
6. total is desired e Extend Last Column to Full Page Width when the DataBook columns do not extend the entire width of the screen the user can choose to have the last field of the DataBook Release Notes retain the size of the field or click the box to enlarge the last column to the remaining width of the page e Show Empty Columns in Summary Mode when un checked only the columns containing data from Column Header Functions or that are defined as Always Show will be displayed when there is a Group defined as Summary e Allow Filters to be Subgrouped this allows for advanced grouping of filters on this DataBook See 4 3 3 Advanced Filtering for more information e Filters are Restrictive when this box is checked each consecutive filter is restricted by the pre existing filters e Page Size the user may define the number of rows up to 20 000 on a single DataBook page 4 4 Field Selector Field Selector found under the View menu of the DataBook has been updated with a new look and new functionality e All available fields are displayed on the left Column names shown in green text have already been added to DataBook and are displayed on the right in the Current DataBook Fields panel e Click the Column Name or Data Request column header to sort e Double click or highlight and click Add Field to add a single column to the DataBook Click Add All to add all columns at once e Columns in the Curren
7. user is also able to drag and drop a group row into the Filter panel to automatically create a Group Filter depending on how many levels are contained in the group row 4 6 2 Boolean and or Filtering The user now has the ability to apply the logical operation of AND OR to their filter selection Select two columns on which to filter The logical operator dropdown will appear between the two fields Select AND to require both options to be true Select OR to require either option to be true Release Notes ya FILE VIEW POWERFIELDS Breed in BOXER E Refresh Coat Color in WHITE F FILE VIEW POWERFIELDS Breed in BOXER p Refresh Coat Color in WHITE 4 6 3 Advanced Grouping The user may also apply some advanced Boolean grouping to the filtering To enable Advanced Grouping select Allow Filters to be Subgrouped in User Preferences See Section 4 5 User Preferences To create filter groups click and drag one filter option on top of another in ONMVeEN A Br 4 43 Coat Color in WHITE ee When a group is created the NOT option is available Y Filter Coat Color in WHITE Y Filter Coat Color Species 17 Release Notes 4 7 Locking Filters Sorts and Groups With the appropriate rights the user may now lock unlock any option in the shaping panel See Section 1 2 2 Lock Unlock DataBook Shaping Elements for information on new Roles for lock unlock To apply a lock right cl
8. 0 000 OK Cancel 3 Click OK to save and close and return to the DataBook Click Refresh 9 3 2 Using Control Values in Filters 1 Drag the column used in the Control Value to the filter panel 2 Click the Enter Value button on the Filter Builder Filter Builder A Enter Value Birth State Pick Multiple Items No Filter Specified E Exclude Filtered Rows SR TAO P Select All Deselect All OK Cancel 35 Release Notes 3 Click the Operator dropdown and a select the appropriate operator for the filter and then select the Control Value field from the Column dropdown All control values will be highlighted in red 4 Click OK 5 Control Values will only be prompted for if the Databook Save properties has a checkbox next to Ask for Control Values If this is checked when the DataBook is next opened a Control Values prompt is displayed 9 3 3 Using Control Values in Expressions When creating an expression the Control Values are displayed as a DataBook value in the Column Name options and may be added to the expression The value of this field is determined by the end user when opening the DataBook 9 3 4 Editing the Control Value from within the DataBook The end user may change the value of the Control Value by clicking on the PowerFields menu option and selecting Enter Control Values This option is only available when there are Control Values configured The
9. 74 becomes 74 in percentage format Year displays four digit numerical data as a year Yes No displays data in a yes or no format 0 s become no and 1 s become yes in this format 5 Click the Edit button in the Use this Expression panel The Expression Builder dialog is displayed A formula can be created using both DataBook field values and custom entered values Use this Expression de No Expression Defined 6 Add DataBook values to the expression in any of the following ways a Double click the Column Name from the list on the left b Highlight the Column Name and click the Add button C Drag and drop the Column Name into the expression panel to the right 25 Release Notes 7 User Values Enter specific values using any of the following three options and then click Add a Custom Value Enter the value either numeric or text b Math Value select Pi or e from the dropdown menu c Date select Current Date or Specific Date Selecting Specific Date will prompt the user to select the date from a calendar or manually enter a date 9 1 2 Basic Arithmetic and Concatenation DataBook fields and or User Values serve as the building blocks for the formula that make up an expression After adding the fields or values the user moves to the right panel to begin shaping the formula Additional values can be added as needed To add subtract divide or multiply the values of the expre
10. AL Mobile Hammer Hammerin Hank Bad Henry 180 R 1954 04 13 1976 10 03 2 155 77 92 Aaron Hank 1934 AL Mobile Hammer Hammerin Hank Bed Henry 180 R 1954 04 13 1976 10 03 1 154 7 92 Aaron Hank 1934 AL Mobile Hammer Hammerin Hank Bad Henry 180 R 1954 04 13 1976 1003 w 5 62 81 76 Aaron Hank 1934 AL Mobile Hammer Hammerin Hank Bad Henry 180 R 1954 04 13 1976 10 03 E 6 161 81 66 aron Hank 1934 AL Mobile Hammer Hammerin Hank Bad Henry 180 R 1954 04 13 1976 10 03 E 5 162 81 68 ron Tommie 1939 AL Mobile 200 R 1962 04 10 1971 09 24 5 162 81 86 aron Tommie 1939 AL Mobile 200 R 1962 04 10 1971 09 24 5 162 81 86 e Horizontal column headers are now frozen on the DataBook and will remain visible as the user scrolls down the page e Horizontal column headers and vertical column categories are frozen on SuperPivot 11 Release Notes e Columns may be relocated in the DataBook by dragging and dropping the column header e Columns can now be resized directly in the DataBook Place the mouse pointer between two columns to activate the resize pointer hold down the left mouse button and drag to resize Procedure ID Transaction Date A Procedure Date Number of Cases 3000004019700 39426 12850 Dec 12 2007 Dec 13 2007 238021 l 3000004321050 39425 33661 Dec 11 2007 Dec 11 2007 238021 e The default page size is now 1000 rows changed from 400 The user may now increase the grid size to include up to 20 000 rows per page See Section 4 5 User
11. Clinical Open Date Clinical Checkout Date Clinical Sex Holding Date Clinical Close Date Clinical Close Flag Clinical Cashier Code Clinical Patient Type Clinical Clinical Clinical Clinical Clinical Clinical e The user can now reorder the Groups Sorts directly in the panel by with drag and drop 4 6 Filtering 4 6 1 Value Selection e When the user drags the column header to the Filter panel or clicks the Filter icon and selects a column the new Filter Builder dialog box is displayed For columns defined as list a multi select option is displayed The user may click the Enter Value button to enter a specific value Enter Value Multi select K exdude Filtered Rows 15 Release Notes For numeric values the Filter Builder offers an additional filter option The Select Operator and Column dropdowns allow the user to compare the value of this field with a value in another column z Exclude Filtered Rows UK Filter on Group Totals For date values the Filter Builder offers an additional filter option The Date Part Equals option allows the user to filter on data from a specific date element e The user can now drag and drop a data cell from the grid directly into the Filter Panel to auto create filter criteria without opening the dialog box e The user can drag and drop a cell from the grid directly into the Filter Panel to auto create an appropriate filter The
12. Control Values ick ik ee EA 34 932 iUWSING CONTORVAlUCS 1A PUES is 35 9 3 3 Using Control Values in EXPreSSiONnS ccccccssesscseecccnnssssseseecessnsaunsaseecessnsaannsaseseess 36 9 3 4 Editing the Control Value from within the DataBO0K oooncccoconcciccconiniccononocononns 36 1 Security 1 1 User Maintenance Release Notes The User Maintenance screen has a new layout and some additional functionality 1 1 1 Exceptions User Maintenance now allows for the user to be granted or denied access to data based on content This is found under the Exceptions option of the Main User Profile a File View Help First Last Login ia Inactive La Use Network Login Crouch ee 3 Domain UNIVERSALDATA v DeMarco Telephone OS CAER jajugavGuniversaldata net Users f FirstName Duncan Hinman Main User Profile rr Exceptions Holton Hutchinson ag Organization Kubista Leonard r J AAA Lewis Permissions OLeary Patterson Pokrywka Psenka Pugliese 1 User s Roles 2 Permissions 1 Accounting O W Application Rights 1 Baseball E Architecture ae Commitment Data Shatz Default User TestUserlast Gene Research 3 Library Preview Academic Analytics Academic Performance Avg Grade by Course Avg Graduate GPA by Y Dropped Classes by Per SIS Student Classes Student Class List Student Grades Courses of Education Top 2 C of Engineering Class
13. DataBooks The Master DataBook has been replaced by the Root DataBook see Section 3 Root DataBooks 2 3 Library Maintenance Library Maintenance now enables the application of Data Locks on a library or topic level When a Data Lock is applied the user must be assigned that data lock in User Maintenance in order to have access to the DataBooks within that library or topic 1 Create a Data Lock under Configure Security Data Lock Maintenance 2 Goto Configure Data Architecture Library Maintenance Published Libraries Expand Collapse DataBook Inventory gt Academic Analytics 9 2007 CBR 10K Div by State Super Visor 2007 Cooper River Bridge 10k Results D Academic Performance J Ol 2007 Cooper River Bridge Run super Visor 2007 Cooper River Bridge 10k Results Of Avg Grade by Course f 8 Colorado uper Visor T 2007 Cooper River Bridge 10k Results Ava Graduate GPA by Year 8 Course Information MASTER T Course Information MASTER f Ol Dropped Classes by Period L f 8 Furman sample uper Visor 2007 Cooper River Bridge 10k Results j SIS Student Classes MASTER mh ld Ml i i A 8 Student Class List 2007 Cooper River Bridge 10k Results Student Grades Super Visor _ 2007 Cooper River Bridge 10k Results 5 Validation DataBooks er Li User List afjon Top 20 of Instructors by Clz li Ol C of Engin flfiino Class size and Total Enrolime f Di C of Enginedfing Class Size Trend and Total Er TE
14. ELECTOR oda 4 5 GROUPING AND SORTING asocia 71 ed amp A le eR eC al nO 4 6 1 value SCIOCHOR APPO US A anes dest aes 46 2 Boolean and or FINCH ii ld 4 20 38 Advancod OU dedo Lia 4 7 LOCKING FILTERS SORTS AND GROUPS cccecceccecceeceeceeceeeeeceeeneeeeeneeceeteeeeeeueeueseeeeeaeenes DATABOOKS DATA TAB shai ree se Beet acta eta teen DATABOOKS GRAPPA ciiin aaaeeeaa eana eaae aaa aaa E ena aE aAA DATABOOKS SUPERPIV OU arira aa aa a a eaaa aaa a aaa DATABOOKS EVALUATE aa a re a A cece a aa ce a Eaa eae aa Eaa POWERFIEEDS aiii a dues nawusasaedeansnaneseues 9 1 EXPRESSION S di o in a a Release Notes 9 1 1 Creating a New eXpression cccsscccccnssecccnsevecccsauseccnsuuesensauecessacsesenscussensanessssanessenas 24 9 1 2 Basic Arithmetic and CONCAtenali0N ooccccccoconnnnnccononnonnncnnonnonnonnnonnnnnononanonnnnnnnnnenos 26 Osos Ale FUNCION Sd lla 26 DNA SMNI FUNCIONS A ad 28 SIR Mahemalca FUNCIONS vi aaa 29 9 1 6 Grouping the eXpresSSi0N ccccooconnccccocnccccoononnccnononononnnnocnnnnnnonnnnnnnnnnnnnonannnnnnnnnnnnnnanos 31 9 1 7 Changing the Order Of OPCratiOns cccccccssssesecccssseeeeecccsuneeeccssauessesssaaesesesssaaesseess 31 9 1 8 Adding Conditions to the eXpresSSi0DN cccccccconnconccccoonoonocoooononnnnnnnonnnnononannnnnnnnnnnnns 31 92 SUBSTITUTIONS 4 E A 32 9 2 1 Adding a New Substitution 20 is 32 9 3 CONTROL VALUES vdis i A ns iteatdebleliuesUeeeadm catiian 34 9 3 1 Configuring
15. MPLATE Bproliment Data by Callege Fall 2008 er Courses MR La Commitments B EDU1World 3 Click Edit 4 Click to select the Library or Topic 5 Click the box next to the appropriate Library Data Lock 6 Select the Save button to keep your changes Release Notes 3 Root DataBooks Master DataBooks have been replaced with Root DataBooks The Root DataBooks are displayed in bold red text under the Public Libraries desktop 3 1 Root DataBook Display e Topic View right click in the eThority desktop to select Show Topic View This organizes databooks beneath library nodes the last folder in the list is called Root and contains all the Root DataBooks that have a default location in the current Library OR that have a DataBook that is derived from it in this folder If a DataBook is moved to or saved to a different Library the Root DataBook will appear in that Library as well as in the default library Public Libraries gt Administrative anaiices gt HR o Average Salary per Position Type Employee Ha B o BSU Employee Bio General m SU Employee 8 O BSU Employee Bio Maste SU Employee Bio if e Bi io General Brian Duncan io General el Employees with expiring visas lo General 3rian uncan O Salary Info Emplo oye Full time salaried employees ell Lewis BSC Ledger i Budget and Expenses by Fiscal Ye F Bu udge et and Ex xpen es by Fiscal Brian Duncan C
16. Preferences e The Expand and Collapse function buttons have moved to the upper right below the Refresh button This control automatically expands when the mouse pointer is moved to the double up arrow FILE VIEW POWERFIELDS HELP Y Filter X State not is empty y Refresh Close Date from 01 01 2007 to 12 31 R Ed Count Breed Coat Color Ni Expand Detail AR e The calculated field builder Add Custom Fields is now called SQL Fields and can be found under the PowerFields menu The appearance has changed but the functionality remains the same 4 2 File Menu Options 4 2 1 Save and Save As The following new options are available when selecting Save or Save As e Department when saving the user can now define which area of the organizational structure should have access to this DataBook Only those organizational nodes to which the user has rights will be available for selection e Lock DataBook when saving a user with the Edit System DataBooks right can lock the DataBook so that only another user with the same right can Save over it Any user with Create Databook rights can Save As to create a new DataBook from the original e Library Location when saving the Databook the user can now select the Library wheel and topic under which the DataBook should appear Release Notes e Ask for Control Values if control values have been configured checking this box will open a pop up dialog requesting those va
17. Y 2 GLBADAata J HIPAAData Visor Williams Woodmansee o Data _ Purchasing M _ SOXData 2 imn mn Fim Fm ee Worthington uml la fal 2 Di Sys Admin a v To apply an excepetion to a user perform the following steps Select a user from the Users panel on the left and click Edit Click Exceptions and then click Add for the Add a Content based Exception dialog A date range may be defined by selecting a Start and End Date or check the Open Ended option to grant or deny the information indefinitely Click the Deny radio button to restrict access or the Grant radio button to allow additional access to data Select the Data Request containing the pertinent data to be granted or denied Only Data Requests that have been configured to allow CBAC Content Based Access Code will be displayed here Click Next to select the appropriate CBAC Root Databook Select the Next again to choose the values to be granted or denied by clicking the checkbox in the first column Click Finish Release Notes 1 2 Role Maintenance Role maintenance has been updated with additional rights hel 1 2 2 1 2 3 1 2 4 Data Request Manual Import Allows a user to select the Tools Run Import Now menu option Run Data Request Utilities Allows a user to select any of the other options from the Tools menu DataBook Lock Unlock DataBook Shaping Elements Allows a user to lock unlock filter
18. alues e None selecting this option will remove any function previously placed on the data element or allow the user to exit the function menu without applying a function e Square Root applies a square root to data in this field ex the square root of 36 is 6 e Square to Power X applies an exponential value to the value in this field ex Square to Power 4 would take the number 2 to the fourth power equaling 16 e Round this option will round the data in this field to the nearest whole number ex 2 75 would round up to 3 and 2 2 would round down to 2 e Round Up this option will round the data in this field UP to the next whole number ex both 2 75 and 2 2 would round up to 3 e Round Down this option will round the data in this field DOWN to the next whole number ex both 2 75 and 2 2 would round down to 2 e Absolute Value this option measures how far numerical data entries are from zero thereby eliminating negative numbers ex both 3 and 3 have an absolute value of 3 e Sine this option finds the sine of the data in this field e Cosine this option finds the cosine of the data in this field e Tangent this option finds the tangent of the data in this field e Arc Sine this option finds the arc sine of the data in this field e Arc Cosine this option finds the arc cosine of the data in this field e Arc Tangent this option finds the arc tangent of the data in
19. btract from the current month ex Adjust 3 Months applied to 6 28 2010 would return 9 28 2010 Adjust 3 Months applied to 6 28 2010 would return 3 28 2010 Adjust x Years enter the number of years to add or subtract from the current year ex Adjust 3 Years applied to 6 28 2010 would return 6 28 2013 Adjust 3 Years applied to 6 28 2010 would return 6 28 2007 Last Day of Month will change data in this column to show the last day of the month ex 6 28 2010 would return 6 30 2010 Last Day of Quarter will change data in this column to show the last day of the quarter ex 10 24 2010 would return 12 31 2010 Last Day of Year will change data in this column to show the last day of the year ex 6 28 2010 would return 12 31 2010 Day x of the Month will change data in this column to show the desired day of the month ex Day 15 of the Month would convert 6 28 2010 and 10 24 2010 to 6 15 2010 and 10 15 2010 Day x of the Quarter will change the data in this column to show the desired day of the quarter ex Day 1 of the Quarter would convert 6 28 2010 to 4 1 2010 Day x of the Year will change the data in this column to show the desired day of the year ex Day 15 of the Year would convert 6 28 2010 to 1 15 2010 String Functions To add string functions to individual values in the expression click the value to highlight and then click the Function button on the right Th
20. e appropriate option As with Master DataBooks any changes made to a Root DataBook immediately impacts all derived DataBooks 10 Release Notes 4 DataBooks Global Changes Changes have been made to almost every aspect of the DataBook from the overall appearance to improved functionality in existing tools such as grouping and filtering along with the addition of brand new functionality like PowerFields and Control Values 4 1 Overall Appearance Functionality e Zoom is now a Slider that adjusts the font of the DataBook with more variations in size The Zoom size will be saved with the DataBook oe e By clicking and dragging the green slide the size of the Data Shaping panel may be adjusted e The Shaping Panel is available on all tabs of the DataBook Click on the blue arrow to hide show the shaping panel VIEW POWERFIELDS HELP E _ A e A Open and close the data shaping panel e The View Menu option allows the user to show or hide the tab options of the DataBook The databook tab is always displayed Bir Nickname Weight Throws Debut Finale k AL Hammer Hammerin Hank Bad Henry 1954 04 13 1976 10 03 3 Aaron Hank 1934 AL Hammer Hammerin Hank Bad Henry 180 R 1954 04 13 1976 10 03 1 Aaron Hank 1934 AL Mobile Hammer Hammerin Hank Bad Henry 160 R 1954 04 13 1976 10 03 w 4 155 78 70 Aaron Hank 1934 AL Mobile Hammer Hammerin Hank Bad Henry 180 R 1954 04 13 1976 10 03 2 157 79 86 Aaron Hank 1934
21. e functions available are determined by the data type of the selected value T GROUP PA UN GROUP eS MOVE UP nn gt MOVE DOWN fc FUNCTION 3 J Apply a mathematical function to highlighted group or field 28 Release Notes String functions are available for data elements that include any non numeric value or numbers that have no numeric significance String data type functions include e None selecting this option will remove any function previously placed on the data element or allow the user to exit the function menu without applying a function e Upper Case ABC this option will convert any text in the field to all capital letters ex John Smith becomes JOHN SMITH e Lower Case abc this option will convert any text in the field to all lower case letters ex John Smith becomes john smith e Proper Case Abc this option will convert the first letter of any word into a capital letter and make the remaining letters lower case ex jonN SMITH becomes John Smith e Trim Spaces this option removes all spaces between words or characters ex John Smith becomes JohnSmith e First x Characters this option displays only the first x characters in that entry ex The First 3 Characters in a column with phone numbers would take 843 556 5565 and return 843 e Last x Characters this option displays only the last x characters in that entry ex The Last 7 Charact
22. e salaried employees Ol BSC Ledger rm BSC Ledger Di Budget and Expenses by Fiscal Year ar Budget and Expenses by Fiscal uncan l Center Budget and Expense Summary Summary of expenses by Fund r uncan 9 Center Master Fund and Center 8 Monthy Trial Balance Ba BSC Ledger Met Asset Trend Dept 0000 BSC Ledger el Program Income and Expense Summary BSC Ledger o S Payroll Funding FEN jS esu Salary Worksheet by Fund Group Salary Worksheet 0 BSU Staffing Master ji MEERE New Root DataBook ae A T D Root DataBook El Sample Root DataBook E inactive CA ia Sample financial root databook E Data Sources Home Library elle APEERE sed Financials Centers Other Related Data Requests Administrative Analytics Yy f Data Request Linked To Financials Ledger Financials Centers Add Remove 2 Enter the Root DataBook name in the Name field 3 Enter a brief description of the Root DataBook in the Description field 4 Click the ellipsis button next to the Primary Data Request field to select from the list of available data requests 5 Click the Add button to select Other Related Data Requests if applicable Release Notes 6 Select the default library for this Root DataBook from the Home Library drop down If a DataBook is moved to or saved to a different Library the Root DataBook will appear in that Library as well as in the default lib
23. ed MIX Breed SHIHTZ May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 G May 05 2008 May 05 2008 gt H May 05 2008 May 05 2008 e L May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 a May 05 2008 May 05 2008 May 05 2008 May 05 2008 L May 05 2008 May 05 2008 Total for Breed SHIHTZ Total for State AK A tate AD 19 Release Notes Group Only a new display option that only shows the column values at the group level Swift seek State AK B Breed LAB B Breed MIX Breed SHIHTZ May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 i May 05 2008 Total for Breed SHIHTZ Total for State AK State AR Checkout Date May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 May 05 2008 Close Date May 23 2008 May 23 2008 May 23 2008 May 23 2008 May 23 2008 May 23 2008 May 23 2008 May 23 2008 May 23 2008 May 23 2008 May 23 2008 May 23 2008 BOWTIE BOWTIE BOWTIE BOWTIE BOWTIE BOWTIE BOWTIE BOWTIE BOWTIE BOWTIE BOWTIE BOWTIE Group Only can be useful when th
24. enter Budget and Expense Summary ier Summary of expenses by Fu nd Brian Duncan 9 Center Master Fund and Center T Monthly Trial Balance Cers BSC Ledger Net Asset Trend Dept 0000 BSC Ledger Program Income and Expense Summary Le BSC Ledger Payroll Funding BSU Salary Worksheet by Fund Group Salary Worksheet e BSU Staffing Master BSU Staffing Brian Duncan gt gt Predictive Student Data fel recente unt P e Student Data MAS David Shatz Predictive Student Data Graduation T Predictive Student Data MAS David Shatz O Predictive Student Data MASTER Predictive Student Data MAS Mikell Lewis BSC Ledger System User System User System User System User e Root DataBook View right click in the eThority desktop to select Root DataBook View This changes the DataBook tree to show all DataBooks underneath the Root DataBooks from which they were derived Public Libraries E 5 Administrative Analytics BSc Ledger BSC Ledger BSC Ledger r Budget and Expenses by Fiscal rian Dunca Summary of expenses by Fund ria Fund and Center BSC Ledger BSC Ledger BSC Ledger TBsu Employee Bio BSU Employee Bio General rian Duncan j BSU Employee Bio General rian Duncan Bsu Employee Bio BSU Employee Bio General Brian Duncan Full time salaried employees BSU Staffing Salary Work
25. ere is a calculated function on a numeric field In the example below the average salary by position is calculated using the Average function and then the Group Only option is applied displayed without the actual salary data of each director being shown Sum Average Percent Minimum Paxina Distinct Count Total Count No Aggregate Detal Cuy Group gn Always Shon Settings About Adobe Flash Player 10 Q Swift seek The average salary for the group is a Title Chief Academic Officer Ed Title Director Director Director Director Director Director Director Director Director Total for Title Director Title Associate Dean Title Assistant Dean i Title Dean Title Professor Title Pharmacy III Annual Base Salary 195 000 00 152 390 63 152 072 00 132 000 00 120 000 00 105 875 45 104 868 00 Always Show a new display option that shows the column at the group level and the detail level If multiple values exist in the grouping lt Multi gt will be displayed 20 Release Notes 6 DataBooks Graph e Mousing over a portion of the graph provides more detail about the aggregated data e The user may double click any element of the graph to create a new Databook containing the data that makes up that element e There is anew SuperPivot bar graph e The new ability to Save as Image is especially useful for copyin
26. ers in a column with Customer ID information would take 0001374829 and return 1374829 e Middle y Characters Start at Position x this option starts x characters into the entry and returns y number of characters ex The Middle 3 Characters Start at Position 5 in a column with phone numbers would take 843 556 5565 and return 556 e Start at Position x this option would return all of the characters following position x ex Start at Position 4 in a column with Customer ID information would take 0001374829 and return 1374829 e Convert to Number this would take numerical data previously categorized as freeform or string data and convert it to a number allowing it to be used for numerical calculations e Convert to Date this would take date data previously categorized as freeform or string data and convert it to a number allowing it to be used for date functions 9 1 5 Mathematical Functions To add mathematical functions to individual values in the expression click the value to highlight and then click the Function button on the right The functions available are determined by the data type of the selected value 29 Release Notes AA UN GROUP o A MOVE UP ee gt MOVE DOWN Jc FUNCTION 4 Apply a mathematical function to highlighted group or field Math functions are available for data elements defined as integer decimal percentage or currency They are numeric v
27. for a DataBook filter or eXpression This permits the Databook creator to build complex filters or expressions that may be locked except for the Control values the end user is prompted for when opening the DataBook 9 3 1 Configuring Control Values 1 Click the PowerFields menu option of the DataBook toolbar and select Configure Control Values 2 Click the Add button to enter the first row and first Control Value Click directly into each row cell to enter the appropriate values Click Add again to add subsequent Control Values e Control Value type the prompt to be presented to the end user on entering the DataBook e Data Type click the field to open the dropdown Select the data type appropriate to the end user response 34 Release Notes e Column if data type is DataBook Column select the appropriate DataBook column The values from the column selected here will be presented to the end user for selection If any other data type is selected this field will remain blank e Value enter a default control value The end user may edit this value on entry to the DataBook If this value is a DataBook Column data type the field will contain an ellipses button Click the button to select a value from a list of the column values Otherwise enter a value directly into the field Configure Control Values Control Values Control Value Data Type State of Birth Databook Column Birth State IN Percent Percent 10
28. g the graph to other presentations See 8 3 Save as Image for more information e Sort Values the user can now choose to sort the graph elements in Ascending Descending or No Sort use the existing sort order e Only Show Top by clicking this check box and entering a number of groups the user can specify how many of the DataBook groups to include in the graph e Include Other Group by default the graph will include an Other group that represents all groups not included in the Only Show Top number The user can choose to exclude this group Since this may skew the actual numbers represented in the DataBook the following note is displayed in the footer of the graph o Note This graph only represents the X largest groups of the data e 2 Value to Compare allows the user to graph two series of numbers on a single graph when there are two or more aggregated columns in the Databook The second series on a pie graph is represented by an interior circle as shown below 21 Release Notes 7 DataBooks SuperPivot e The user may double click any element of the SuperPivot to create a new Databook containing the data that makes up that element e The user can now change the axis of the pivot by clicking the Swap button e The column header of the SuperPivot now displays the aggregate type e If the SuperPivot contains more than 200 total columns the result will be truncated to 200 columns and a message will be
29. ick on the appropriate Group Sort or Filter and click Lock A padlock icon is displayed Only a user with the right to Unlock may now remove the selected option from the Shaping Panel FILE VIEW POWERFIELDS HELP Y Filter Close Date State not is empty F r Refresh Sort A gt Z Close Date from 01 01 2007 to 12 31 Sort Z gt A Summary Only Opd State A_ Pelete Group P Breec Close Date Species Animal_name Breed Count Breed Coat Color Sex Sex Status fA Total fo Settings E About Adobe Flash Player 10 State An e Breed BOXER o Breed LAB 12 Breed MTX s 18 Release Notes 5 DataBooks Data Tab Column Header functions are accessed by right clicking on a column header KESTR KESTR KESTR Minimum RTHA Maximum RTHA Distinct Count RTHA Total Count GHOW No Aggregate GHOM Detail Only GHOW Group Only KESTR Always Show KESTR E Bee e E ee ss a PE aa adas Settings KESTR about Adobe Flash Player 10 KESTRL M I KESTRL BRO M I The following column header functions are now available e Distinct Count a new function to display the total number of occurrences for each unique value in a column e No Aggregate clears any function selected under a column header e Detail Only a new display option to show only column data at the detail level and not on the group level Checkout Date Close Date State AK Breed LAB B Bre
30. lity so that the data will be treated as a string ex June 28 2010 or 6 28 2010 becomes 06 28 10 Data Type must be set to Freeform e Convert to String 01 01 2009 converts data into a mm dd yyyy format and removes date functionality so that the data will be treated as a string ex June 28 2010 or 6 28 10 become 06 28 2010 Data Type must be set to Freeform e Convert to String Jan 1 2009 converts data into a month date year format and removes date functionality so that the data will be treated as a string ex 6 28 10 or 6 28 2010 become June 28 2010 Data Type must be set to Freeform e Convert to String 01 01 2009 21 30 25 100 converts data into a mm dd yyyy time format and removes date functionality so that the data will be treated as a string ex 01 01 09 21 30 25 100 becomes 01 01 2009 21 30 25 100 Data Type must be set to Freeform e Convert to String 21 30 25 100 displays just the time information from the data and removes date functionality so that the data will be treated as a string ex 01 01 09 21 30 25 100 becomes 21 30 25 100 Data Type must be set to Freeform 2 9 1 4 Release Notes Adjust x Days enter the number of days to add or subtract from the current date ex Adjust 3 Days applied to 6 28 2010 would return 7 1 2010 Adjust 3 Days applied to 6 28 2010 would return 6 25 2010 Adjust x Months enter the number of months to add or su
31. lues when opening the DataBook 4 2 2 Export Additional format options have been added to the export utility e Microsoft Excel XLS this is the same as the current export and provides formatting with Excel e Microsoft Excel 2003 Simple XLS exports without any group or formatting of the data except for column headers and correct data type specification 4 2 3 Save as Image This is a new option that saves the currently displayed portion of the Data Graph eValuate or SuperPivot tabs directly to an image file 4 2 4 Root DataBook Clicking this option displays information regarding the Root DataBook from which the current DataBook is derived Only users with View Root Databooks rights will see this menu option 4 25 Configuration XML Clicking this option displays the XML that generated the DataBook This menu option is only available to System Administrators since this is a troubleshooting tool 4 3 User Preferences User Preferences found under the View option on the DataBook menu provides the user with the ability to apply some defaults to the current DataBook Set User Preferences User Preferences A Show Grand Total a Extend Last Column to Full Page Width pa Show Empty Columns in Summary Mode wi Allow Filters to be Subgrouped y Filters are Restrictive Page Size 1 000 HE RA ein dl bh e Show Grand Total displays a grand total of any calculated field Check the box if a grand
32. rary 7 Click OK to open the Root DataBook The Root DataBook displays all the possible rows and columns of the primary Data Request and any selected Related Data Requests At this point the user may a Select the fields for the Root DataBook using the Field Selector found under the View option of the DataBook menu The columns selected here will be presented to the user as the base of information from which to derive all other DataBooks See Section 4 6 Field Selector for more information b Create default Filters that will be applied to every derived DataBook if applicable These filters will not appear in the Filter Panel of the derived DataBook This allows the user to pre filter DataBooks without showing the filter in the Filter panel c Add Powerfields to the Root DataBook if applicable These Powerfields will appear in the Available Fields column of the Field Selector dialog on all derived DataBooks See Section 4 DataBooks for more information on filtering and Powerfields BREBEBSADA LESA Me oww 00000 3 00000 3 00000 1 0000 3 00000 31 00002 3 00000 31 cooo aco 0000 gt 00000 3 00000 0060 gt 00000 100000 34 0000 34 00000 B14 00000 00000 Bi 7 8 Click File and Save to save the Root DataBook Click Edit Root DataBook Config to open the New Root DataBook dialog again Root DataBooks may be edited and deleted by right clicking on the Root DataBook and selecting th
33. s groups and or apply sorts With this right the user can right click on an existing shaping row and choose Lock This will lock the filter group sort and keep it from being removed or changed See Section 4 3 4 Locking of Filter Sort and Group for more information on Lock Unlock Edit SQL Fields Allows a user to create edit a SQL Field in a DataBook Add is accomplished by selecting the menu option SQL Fields while Edit is accessed by right clicking an existing SQL Field column header and choosing Edit SQL Field is the new name for what used to be Calculated Field Edit PowerFields allows the user to create edit custom fields in a DataBook See Section 9 DataBook PowerFields for more information on PowerFields Organization Organization Restructure allows the user to drag and drop organizational nodes to different areas of the tree User Grant Security allows the user to apply Exceptions based on data content See section 1 1 User Maintenance for more information on Exceptions Impersonate a User allows the user to login as another user to be able to see exactly what they have access to after granting rights This is a high level right Release Notes 1 3 Organizational Key Group Maintenance Organizational Key Groups are used to define how data is linked to an Organizational node When an Org Key Group is created it will appear on the Organization Maintenance screen to be assigned a value 1 3 1
34. s next to the appropriate expression Condition Builder Filter in Atlanta Braves Boston keu sox MLB Teams ear between 1970 and 1990 MLB Teams MLB Batting Stats MLB Players MLB Batting Stats MLB Teams MLB Players MLB Teams n MLB Teams MLB Batting Stats The user can use the Filter functionality to specify the data the eXpression should be applied to 31 Release Notes 9 2 Substitutions The Substitutions functionality allows the user to create a new column based on an existing column with simple substitution Ya DataBook PowerFields Substitutions 1 m a E TER Save Cancel i teig s Month Fr Tet K Inactive an Feld Nome 0 wih oan PowerField Type Simple Substitution os 1eld Name J Source Column Click to select M Collect Unique Values rigi ue r alue 9 2 1 Adding a New Substitution 1 Click the PowerFields menu option of the DataBook toolbar and select Substitution 2 Click on the Add button in the top left corner of the screen 3 Enter a Field Name for this expression This will be the text displayed as the column header r Test E Inactive Data Type y PowerField Type simple Substitution 4 Click the Data Type drop down to select how the data in the Expression field will be displayed The data types include the following e Currency displays numerical data with two digits after the decimal
35. s will only return the first 500 unique values e Using the Collect Unique Values simply fill in the values for which you wish to substitute Blank substitution values will retain the Original Value in the substitution PowerField output Data Substitution Table Source Column Birth Month v Original Value Substitution Value Not Available January February H 33 Release Notes e Invalid entries will not be retained in the Substitution Value column ex if the column Data Type is integer typing the string Five will not be saved e Without using the Collect Unique Values the user must enter each original value to be substituted along with each substitution value Data Substitution Table Source Column Birth Month ry Original Value Substitution Value January February Original Value 3 N Substitution Value 3 a 7 When the Data Substitution Table is complete click the Test button to ensure that all substitutions are valid 8 Click the Save button at the top of the screen to save substitution table 9 Click OK to close the Substitutions dialog and return to the DataBook 10 Click Refresh on the DataBook The new PowerField will be displayed as the right most columns and will be highlighted yellow This column may be treated as any other DataBook column 9 3 Control Values Control Values allow the user to create end user defined parameter value s
36. sheet BSU Staffing Ledger el BSC Ledger 9 Budget and Expenses by Fiscal Year 8 Center Budget and Expense Summary 9 Center Master al Monthly Trial Balance 8 Net Asset Trend Dept 0000 al Program Income and Expense Summary 3 9 Bsu Employee Bio 9 Average Salary per Position Type el 8SU Employee Bio General 0 BSU Employee Bio Master 9 Employees with expiring visas 9 Salary Info YO ssu Staffing _ ssu Salary Worksheet by Fund Group BSU Staffing Master BSU Ledger 3 Predictive Student Data Ha Predictive Student Data Avg Need ao Be Predictive Student Data Graduation 9 Predictive Student Data MASTER Predictive Student Data MAS Predictive Student Data MAS Predictive Student Data MAS Dal DT ji i J RAR sa i 1 Release Notes 3 2 Creating a Root DataBook 1 Right click in the eThority desktop and select New Root DataBook View Only users with Add Root Databooks application rights have access to this context menu selection Public Libraries SAROI O Administrative Analytics gt HR Average Salary per Position Type f BSU Employee Bio General ri uncan BSU Employee Bio Gereral HT BSU Employee Bio General rian Duncan l BSU Employee Bio Master BSU Erefoyee Bio O Employees wth expring visas Las BSU Employee Bio General Br unca Salary Info F Ful tim
37. ssion click the dropdown menu between the two items 9 13 Date Functions To add date functions to individual values in the expression click the value to highlight and then click the Function button on the right The functions available are determined by the data type of the selected value 26 Release Notes ME Group PA oe oa MOVE UP EE MOVE DOWN ft FUNCTION Apply a mathematical function to highlighted group or field Date functions are available for data elements defined as a date and include e None selecting this option will remove any function previously placed on the data element or allow the user to exit the function menu without applying a function e Get Day Number pulls the day out of a full date entry ex 6 28 2010 or June 28 2010 would return 28 Data Type must be set to Number e Get Month Number pulls the month out of a full date entry ex 6 28 2010 or June 28 2010 would return 6 Data Type must be set to Number e Get Year 2 Digit Number pulls the year out of a full date entry as a two digit number ex 6 28 2010 or June 28 2010 would return 10 Data Type must be set to Year e Get Year 4 Digit Number pulls the year out of a full date entry as a four digit number ex 6 28 2010 or June 28 2010 would return 2010 Data Type must be set to Year e Convert to String 01 01 09 converts data into mm dd yy format and removes date functiona
38. t DataBook Fields panel are displayed in the order in which they will be seen in the DataBook Drag and drop columns within this panel to change the order e Double click or highlight and click Remove Field to remove a single column from the DataBook Click Remove All to remove all columns at once These fields will remain available in the Available Fields panel and may be reselected at any time Note Columns currently used in a Filter Group Sort or Powerfields cannot be removed from the databook and will instead become hidden e Calculated fields are displayed with a yellow highlight tag fields are displayed with a green highlight and Control Values are highlighted in red e Clicking the Hide checkbox allows the field to be included in the DataBook for filtering or PowerFields calculations but hides the field from view on the DataBook itself 14 Release Notes 4 5 Grouping and Sorting e The user may continue to group and sort columns by dragging and dropping the column header into the panel or the user can now click on the Group or Sort icon to open the Group Sort Records dialog box e Drag and drop or double click a column name to add to the group panel Drag and drop groups to rearrange or remove Click Close to return to DataBook Group Records Data Request P Clinical Clinical Breed Patient Type Clinical Clinical Revolving Clinical Fee Limit Estimate Clinical Limit or Estimate Clinical Default Account
39. this field e Natural Log this option applies a natural logarithm to the data in this field 30 Release Notes e Convert to String this option converts numerical data to string data so that string functions can be applied 9 1 6 Grouping the eXpression The Group functionality allows the user to apply parentheses to an expression To group actions in the eXpression click on all elements to be included within the parentheses and then click the Group button on the right Expressions read from top to bottom in the same way that a math equation would read from left to right Expressions follow the order of operations In this way any formula inside of a set of parentheses or group will be performed first If there is more than one group the calculation in the innermost set will be performed first This followed by any exponential functions then multiplication and division then addition and subtraction from top to bottom 9 1 7 Changing the Order of Operations e Tochange the placement of the elements in the expression click the element to highlight then click the Move Up or Move Down buttons on the right e To remove a grouping click the group to highlight and then click the Un Group button e To remove an element from the expression click the element to highlight then click the Delete button 9 1 8 Adding Conditions to the eXpression From the Expressions main dialog screen click the Edit button under For these Record
40. w highlight DataBook PowerFields Expressions 5 m Test Field Name Expression i o 1 Dats Type Click to select v PowerField Type Xpression Use this Expression For these Records 9 1 1 Creating a New eXpression 1 Click the PowerFields menu option on the DataBook toolbar and select eXpressions 2 Click on the Add button in the top left corner of the screen 3 Enter a Field Name for this expression This will be the text displayed as the column header The Field Name must be unique Expression 1 Test d Inactive Field Name Data Type Click to select v PowerField Type Xpression 24 Release Notes 4 Click the Data Type drop down to select how the data in the Expression field will be displayed The data types include the following Currency displays numerical data with two digits after the decimal and will round to the nearest two digits if more exist ex 1 73 Date displays data in a date format mm dd yyyy Decimal displays numerical data with all available digits displayed after the decimal point ex 1 734628937 Freeform displays data exactly as it has been entered Data is treated as non numerical Ex 5x7w5p Integer displays numerical data as a whole number If digits exist beyond the decimal point they will be rounded to the next whole number ex 1 743 becomes 2 in integer format Percent displays numerical data in a percentage format ex
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