mymicros.net iQuery User Manual
Contents
1. Ed Microsoft Excel Book B File Edit View Insert Format Tools Data Window Help Denes 4Ra se o Bre MOQ oOo o Ns d pil e l d ee G 5 Click the iQuery tool The Login screen displays Fa Microsoft Excel B File Edit View Insert Format Tools Data Window Help Deksaeeae By lt rA 4 M OO Host Address User Mame Company Password Enter the User Name Company and Password that you use to login to mymicros net and click Login The Host Address field should populate automatically and you should not need to edit the proxy settings If you have questions regarding these fields consult your System Administrator The iQuery form displays mymicros net Enterprise Information Portal Select and Filter Data To build a query follow the steps in this chapter Subject A subject is the topic or content of the query 1 Select a subject area from the 1Query form Use the scroll bar to navigate the list Ea _ ET Query 5 6 B 9 11 A 13 14 15 16 ie 18 19 20 Ee ea 53 WE br Lu Welcome Sys Admin Please choose a subject Customer Guest Check Discount Daily Total Discount Daily Total Common Currency Discount Fixed Period Total Employee Daily Total Employee Job Code Daily Total Guest Check Inventory Daily Total Job Code Daily Total Labor Category Daily Total Labor Category Daily Total Common Currency Labor Category Fixed Pe2. Ze Select Query if you want to be able to open this query in Microsoft Excel at some point in the future All of the selections you made will be saved except for the business date it is unlikely you ll want to run this query over and over again for the same date A query is saved to your local hard disk IQuery User s Manual 15 mymicros net Enterprise Information Portal Save as a Report x Name myreport Description report created in Query OK Cancel Select Report if you want to be able to run this query as a report from within the mymicros net Enterprise Information Portal All of the selections you made will be saved except for the business date it is unlikely you ll want to run this query over and over again for the same date A query is saved to the hard disk of mymicros net hosting server Users must be members of a privileged role in order to save a report and must be privileged to open and launch that report in the portal IQuery User s Manual 16 mymicros net Enterprise Information Portal Run the Current Query Before running a query you should e Preview the query to confirm that the data it returns is what you need e Save the query if desired so that it can be used again To transfer the results of your query into the Microsoft Excel worksheet click Run The iQuery selection form clears and the results from this query are entered into the worksheet D Che
3. Filters M Business Date Business Date M Check Closed Count P 7 Check Closed Total Other Filters i Sort Orders Please choose columns Selected Name Operation Select All DeselectAll Show All Preview Aun Clear w 3 0 5 11 Some selections allow you to perform an arithmetic or statistical operation on the column that will be brought into Excel These selections are marked with an asterisk 4 Select the operation to perform on specific columns Depending on the type of data in the column you may be able to select a sum item count average etc El Subjects Operations Daily Total Columns l Filters 7 Business Date 2 Business Date Check Closed Count Set PENE M Check Closed Total Other Filters i Sort Orders Please choose columns Selected Name Select ll DeselectAll Show All Preview Aun Clear wW 3 0 5 11 IQuery User s Manual 10 mymicros net Enterprise Information Portal Filters Filters are specifications for further defining the query They provide the ability to more quickly locate the needed information After selecting specific columns to be included in the query filter the data that will be brought into the Excel spreadsheet The number and types of filters available differ depending on the subject area that was selected Example Typical filter options available for tenders discounts service charges guest che
4. 35 03 23 739 08 20 851 70 04 634 70 2 916 30 16 011 20 To run a new query click the i1Query plug in and log in again IQuery User s Manual Non Tax Sales Number of Checks Sum Guests Sum 327 00 94 00 165 00 7 964 00 272 00 1 296 00 1 927 00 5 00 1 060 00 133 00 Number of mn owoo00c co 0c 0 mymicros net Enterprise Information Portal Open a Saved Query Queries that have been saved to the local hard drive can be opened and run whenever necessary Fl Discount Analysis gry P sSales Progression gry SPstats qry File name Files of type Query Files qry Cancel i hy Cement After opening a saved query you must select a business date or date range before running the query This option also allows the user to delete queries that are no longer needed IQuery User s Manual 18 mymicros net Enterprise Information Portal Launch a Saved Report Reports that have been saved can be launched from mymicros net The user must be a member of a role that can launch custom reports 1 Log in to the portal 2 Select More Reports from the side menu 3 Select Custom Reports from the list 4 Select the report you wish to run Reports ai ClUStorm User defined and iQuery reports More Reports myreport report created in iuery The report you created in iQuery displays as a mymicros net report mym Jcros net eT Business Dates amp O
5. Closed Check Open Check Open Grand Total Net Sales Tot Mon Taxable Number of Ch Hurl a dzd 4070 65 Jar 4935 87 231 75 4279 30 j dz zol r J4 1379 97 g4 1373 97 0 1320 95 15501 55 J4 120 G F 185 b2532 11 185 62532 11 0 54632 05 54625 05 185 1735 fda 69493 30 foo 69493 30 i BEATE 76 Bro U3 foo orgo ere 23456 91 ore 23486 91 0 2042411 23733 08 ira 643 1298 22056 63 1295 22056 63 0 13533 50 20851 70 1295 1558 152 923 79 56 1927 g237 9 56 I Pdbed ra a434 70 1327 4298 s5 a455 24 3493 24 0 2916 30 2916 30 z 155 1061 30676 75 1060 30616 53 33052 25 26454 26 1060 2220 133 3054 64 133 3054 64 i aod 16011 20 133 172 Previewing lets you confirm before going any further that the query you constructed returns the desired results For example if there are no results returned or if the results include an unmanageable number of rows then you can change the query selections to refine the results IQuery User s Manual 14 mymicros net Enterprise Information Portal Save After you have previewed your query to confirm that it returns the results you want you can save it for future use Click Save The application prompts you to save the query or save the report see ee Do vou want to save this as a query or report Report Cancel Save as a Query P Discount Analysis gry sales Progression gry Ststats qry hora File name x hy Computer Files of type Query Files qry Cancel
6. cations Microsoft provides instructions to confirm that you have the NET Framework installed and instructions to download and install it if you do not Refer to http msdn microsoft com netframework technologyinfo howtoget default aspx Installation The 1Query plug in is installed from the mymicros net Enterprise Information Portal If your role s security privileges permit the 1Query Install link displays on the side menu jQuery Install To install the plug in 1 Close Microsoft Excel if it is open on your PC 2 Click on the install link The download screen displays Downloading 100 After download installation will proceed automatically Cancel Finished After the software downloads the Installshield Wizard launches 3 Click Next on the Installshield screen The plug in installs automatically ie iQuery InstallShield Wizard Welcome to the InstallShield Wizard for InstallShield Wizard Completed iQuery The InstallShield R Wizard will install iQuery on your computer The InstallShield Wizard has successfully installed iQuery Click To continue click Next Finish to exit the wizard WARNING This program is protected by copyright law and international treaties IQuery User s Manual 6 mymicros net Enterprise Information Portal Log in To log in to 1Query l 2 IQuery User s Manual Launch Microsoft Excel The iQuery plug in displays as a tool on the Excel menu
7. ck Closed Count Sum Check Closed Total Sum Check Open Count Sum 324 94 165 7984 272 1298 1927 5 1061 133 4875 65 1379 97 62532 11 69493 3 23466 91 22056 63 92379 56 3493 24 30676 75 3054 64 327 94 Check Open Total Sum 4935 67 1379 97 62532 11 69493 3 23466 91 22056 63 92379 56 3493 24 30616 53 3054 64 Grand Total Sum wn ho an _ 33052 2 You can now use Microsoft Excel to format and manipulate this data to provide necessary information 1 Count Sum Total Sum 2 324 4 675 65 3 94 1 379 97 4 185 62 532 11 5 954 69 493 30 6 272 23 466 91 f 1 298 22 056 63 8 1 927 92 379 56 g 5 3 493 24 10 1 061 30 676 75 11 133 3 054 64 If you run a new query iQuery will automatically open a new worksheet to receive the data it returns This prevents the data in the current worksheet from being overwritten by the results of a new query Window Help 1 Sheet3 iv 2sheet2 3 Sheet 327 94 165 904 272 1 290 1 927 5 1 060 133 4 935 67 1 379 97 62 5352 11 69 493 30 23 406 91 22 056 63 92 379 56 3 493 24 30 616 53 3 054 64 Check Closed Check Closed Check Open Check Open Grand Total Net Sales Count Sum Total Sum Sum 5 231 75 33 052 29 4 279 90 1 320 95 54 632 05 66 716 76 20 424 11 19 933 90 79 608 73 2 916 30 26 454 26 2 355 62 Total Sum Ttl Sum 15 501 95 54 626 08 67 6
8. cks menu items Business Date Category Group 1 Category Group 2 Category Group 3 Category Group 4 Family Group Location Major Group Order Type Revenue Center B Filters h Business Date Category Group 1 Category Group 2 Category Group 3 Category Group 4 Fired Period Business Hour Location Order Type Revenue Center Other Filters Close Business Date Close Fixed Period Business Location Open Business Date Open Fixed Period Business Order Type Revenue Center Other Filters Other Filters The examples on these pages describe the basic filter selection available for most subjects 5 Select a specific business date or a range of dates Welcome Sys Admin Subjects Operations Daily T otal Columns I Filters Start Business Date Location gt Revenue Center Please choose the start and end business dates o Jun 2003 r 26 Oct 2003 r October 2003 Sun Mon Tue Wed Thu 28 29 30 1 p B T 12 13 14 19 20 21 we 28 2 3 4 i Other Filters Eww Sort Orders Mi IQuery User s Manual 11 mymicros net Enterprise Information Portal 6 Select one or more locations in the enterprise E Subjects ow Operations Daily Total Columns l Filters Business Date 3 Revenue Center i Other Filters ee Gort Orders El Subjects Operations Daily Total Columns G Filters be Business Date Location S Revenue Center i Other Filters Sort Orders IQ
9. is manual incorporate new and changed material since the previous edition Minor corrections and updates may be incorporated into reprints of the current edition without changing the publication date or the edition number IQuery User s Manual mymicros net Enterprise Information Portal Preface Who Are You This manual is intended for members of the hospitality staff a k a F amp B staff who are charged with retrieving specific information from the restaurant s enterprise database on mymicros net The manual is written for persons who are familiar with Restaurant industry concepts What is food cost POS concepts What Is a major group POS database s MICROS 3700 8700 9700 e7 Simphony Your enterprise s database design How are our menu items organized Your enterprise s locations structure Which restaurants are included in each district Your enterprise s org chart Who are the district managers and what is their role mymicros net Can you launch an Employee Sales report and drill down What can be learned This manual contains the following information What is iQuery How does it work iQuery Concepts What are the basic tasks navigational elements etc How to How do select save and run a query IQuery User s Manual mymicros net Enterprise Information Portal Table of Contents Before You BOGOR sissisodan a What is TO UCRY laia n deegesheciinvsessaasiaebertoness 5 stal QUEN nananana LOO Io
10. micros micros ieSe ros net Enterprise Information Portal iQuery User s Manual Copyright 2011 MICROS Systems Inc Columbia MD USA All Rights Reserved mymicros net Enterprise Information Portal Declarations Warranties Although the best efforts are made to ensure that the information in this manual 1s complete and correct MICROS Systems Inc makes no warranty of any kind with regard to this material including but not limited to the implied warranties of marketability and fitness for a particular purpose Information in this manual is subject to change without notice No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or information recording and retrieval systems for any purpose other than for personal use without the express written permission of MICROS Systems Inc MICROS Systems Inc shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing performance or use of this manual Trademarks Adobe and Acrobat Reader are trademarks of Adobe Systems Inc Microsoft SQL Server Excel Windows Visio 2000 are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Design amp Production This manual was written with Microsoft Word 2007 Printing History New editions of th
11. na E E R Select and Filter Data cccccceeceeeeeeeeeeeeeeeenseneeneeneeneeneeneseesaes SUD Chouan a N eee eae 8 COT arnee E EAN 9 ETS a cause teaches tocseaneeeontcanneeee eauchies 11 STOAT noa 13 Preview the Re Sults cccccsececceeeeeeeceeeeecnsenseecnensenseesneenseneeess 14 SIVO au at anae ie beueaw en bones eee necwu ee Sousa aaueeeeinu Soeean ea Ueueee 15 Save as a Q UGI V oiir aiae iea 15 SAVE as a R EDO uenra aestiarenaneeres 16 Run the Current Query awk wae heehee cht thetes ee etek 17 Open a Saved Query ccccccceeceeeeeeeeneeceneeceneeseneeeeneesenessenessanees 18 Launch a saved Report orori 19 IQuery User s Manual mymicros net Enterprise Information Portal Before You Begin What is Query iQuery is a data mining tool that allows users to query the mymicros net database iQuery installs as a plug in on the Microsoft Excel toolbar Users can create a query insert the results in an Excel worksheet and format and manipulate the data as needed The query can also be saved to mymicros net as a report Designed for the hospitality staff not the IT staff 1Query gives users the ability to create custom reports using a simple intuitive interface IQuery User s Manual mymicros net Enterprise Information Portal Install iQuery Requirements iQuery requires the NET Framework version 1 1 a component of the Microsoft Windows operating system that is used to run Windows based appli
12. riod Total Menu ltem Daily Total Menu ltem Daily Total Common Currency Menu ltem Fixed Period T otal Operations Daily Total W 3 0 5 11 A list of columns displays for your selected subject IQuery User s Manual mymicros net Enterprise Information Portal Columns Columns are the contents that are available for the selected subject The number and types of filters available differ depending on the subject area that was selected 2 Select the columns that you wish to be brought to the Excel spreadsheet Use the arrow scroll bar to navigate the list Use the arrow keys to change the order in which columns occur The item at the top of the list will display in the first column of the spreadsheet UQuery Welcome Sys Admin i ae Daily Total Please choose columns a Gare selected Hame j Operation Ey Filters Budget Total 3 gt Business Date Business Date o Center E A Al l ther Fites E Cary Over Total Sort Orders Check Closed Count Sum v M Check Closed Total Sum O Check Open Count Check Open Total All Select Deselect All Show Selected Exit cave Preview Aun Clear W017 IQuery User s Manual mymicros net Enterprise Information Portal 3 Click Show Selected to hide columns that were not selected for this query The arrow keys cannot be used to change the order of the columns when Show Selected is in use G Subjects i Operations Daily Total Columns
13. ther gt myreport myreport Check Closed Check Check Non Grand Tassie Number Total Checks Closed Check Open Open Count Total Count Total zon 15 465 56 750 15 465 56 16 569 356 13 699 07 0 00 oO 1 520 le i IQuery User s Manual 19
14. uery User s Manual 12 mymicros net Enterprise Information Portal 8 Select additional filters for your data Welcome Sys Admin Er subjects e Operations Daily Total H Columns Filters Only include rows where Business Date Low Temperature equals Location Revenue Center C And i Other Filters Dining Time lis less than Filter the data to specity which rows bo inclide Sort Orders Check Closed Total Check Open Count Check Open Total Check Transter in Co Check Transter in To Check Transter out C T oF Sort Order 9 Select the order in which you want the data sorted Like Excel 1Query allows you to sort on three different columns of data Welcome Sys Admin E Subjects Operations Daily Total Specii how you want your data sorted Columns Filters Business Date Sort by Ascending Location Check Open Total Revenue Center Descending i Other Filters i Sort Orders Then by Ascending Humber of Guests Descending Then by f Ascending Descending Check Closed Total Check Open Count Check Open Total Check Closed Count Grand Total Number of Guests IQuery User s Manual 13 mymicros net Enterprise Information Portal Preview the Results After you select and filter the data that you want included in your query you can preview the results by clicking Preview Preview x Check Closed Check
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