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Hint When updating a preloaded, default BI query it is recommended that you save a copy of the BI and update the copied version. |
A BI query can consist of the following elements:
Element |
Description |
Object |
Determines the type of BI query. The following objects are available: •Admissions: Pulls information primarily from the TSadmissionCO (seats). •Article: Pulls information primarily from the TSarticleCO (responses to form field articles). •Bundles: Pulls information primarily from the TSbundleCO (bundles). •Correspondence: Pulls information primarily from the TScorrespondenceCO (message sent via Correspondence). •Customers: Pulls information primarily from the TScustomerCO (customer information/purchase history). •Gifts: Pulls information primarily from the TSgiftCO (donations). •Gift Certificates: Pulls information primarily from the TSgiftCertificateCO (gift certificates and gift cards). •Miscellaneous Items: Pulls information primarily from the TSmiscellaneousItemCO (miscellaneous items/merchandise). •Notes: Pulls information primarily from the TSnotesCO (notes applied to customers, events) •Offers: Pulls information primarily from the TSofferCO (offers). •Orders: Pulls information primarily from the TSorderCO (orders) •Payments: Pulls information primarily from the TSpaymentsCO (payment). •Events: Pulls information primarily from the TSeventCO (specific event(s)). •Requests: Pulls information primarily from the TSrequestCO (customer seating requests). •Service Charges: Pulls information primarily from the TSserviceChargeCO (commissions, taxes and service charges). •Tickets: Pulls information primarily from the TSticketCO (tickets that have been printed). |
Criteria |
Criteria are visible to users and are evaluated to determine the data to return in the results of the BI query. For example, if you are creating a simple customer search, the criteria specifies what criteria users can use to search for customers. For more information, refer to BI Criteria. |
Filters |
Filters function similar to criteria but enable you to force certain criteria to be used when running the BI query. For example, if you are creating a simple customer search, filtering would enable you to restrict results by a specific country. For more information, refer to BI Filters. |
Result Members |
In its simplest form, the Business Intelligence|Result page defines how to display BI results. For example, what data to display in the results. However, if you are developing more complex BI queries, this page can be used to create aggregate functions (perform a calculation on a set of values and return a single value), combine BI queries and create pivot extracts. For more information, refer to BI Result Members. |
The following steps provide the overall steps of how to create a BI query and provide links to additional information.
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Information A BI query does not have to be saved to view the results and can be created for one-time use. |
To create a BI query:
1.Open Business Intelligence and Reports from the Desktop.
2.Select the Business Intelligence tab.
The Business Intelligence|Search page appears.
3.Select the type of query you want to create from the 'Object List' dropdown. The option you select determines the criteria and fields you can work with.
4.Click 'Create New'.
The Business Intelligence|Criteria page appears.
5.If applicable, define the criteria for your query. Criteria are visible to users and evaluated to determine the data to return in the results of a BI query.
6.To add filters to your query, select the Filters tab.
The Business Intelligence|Filters page appears.
Filters functions similarly to criteria but enables you to force certain criteria to be used when running the BI query. When users run the BI query, they will be able to use the criteria created with the query, but unless they have access to the Business Intelligence|Filters page, they will not be able to see what criteria is used for filters.
7.To define what data to include in your BI results, how to sort, group or total the data, or how to create an aggregate function or complex pivot extract, select the Results tab.
The Business Intelligence|Results page appears.
8.To preview your changes, select the Preview tab.
The Business Intelligence|Preview page appears.
9.To extract to Microsoft Excel or PDF, refer to Running a BI Query.
10.If you want to save your changes, expand the save lists and extracts section of the Business Intelligence|Results page and save the BI query.
