End User Reporting Using DataExpress with SMS Data – Level I SBCTC-ITD 3101 Northup Way • Suite 100 Bellevue, WA 98004-1449 Phone 425.803.9708 • Fax 425.803.9652 Printing History April 2001 October 2001 (minor corrections) May 2009 November 2009 R:\DBReporting\SMSDTX\smsdatax.doc Table of Contents 1 - Class Objectives ........................................................................ 1 2 - What is DataExpress?................................................................ 3 3 - Understanding Data Structure .................................................. 5 Data Elements ............................................................................................... 6 Data Sets ....................................................................................................... 8 Databases ..................................................................................................... 9 4 - SMS Data Structure .................................................................. 11 SMS Databases ........................................................................................... 12 Admissions Database ...................................................................................................................... 12 Biographic History Database .......................................................................................................... 13 Student Follow-up Database ........................................................................................................... 13 Student Management Database ....................................................................................................... 13 Student/MIS Database ..................................................................................................................... 14 Student Retention Database ............................................................................................................ 14 Table 3 Database ............................................................................................................................. 15 Table 4 Database ............................................................................................................................. 15 Transcript Database ......................................................................................................................... 16 Transferred-in Courses Database .................................................................................................... 16 SMS Data Sets ............................................................................................ 17 Data Sets in the SM Database ......................................................................................................... 18 Class-D Data Set ...................................................................................................................... 18 STU-CLASS-D Data Set ......................................................................................................... 19 STU-D Data Set ....................................................................................................................... 19 STU-YRQ-M Data Set ............................................................................................................. 20 STU-YRQ-XREF-D Data Set .................................................................................................. 21 YRQ-A Data Set ...................................................................................................................... 21 EDUC-PRG-M Data Set .......................................................................................................... 22 Data Sets in the TBL3 Database...................................................................................................... 22 DAY-D Data Set ...................................................................................................................... 22 STU-INT-M Data Set............................................................................................................... 23 ETH-ORIG-M Data Set ........................................................................................................... 23 COL-CIP-RATIO-D Data Set .................................................................................................. 23 TRAN-CLASS-D Data Set in the Transcript Database................................................................... 24 Review 1 - SMS Data Structure Review .................................................... 25 5 - Using the DataExpress Interface ............................................ 27 Responding to Prompts ............................................................................. 28 Obtaining Online Help ................................................................................ 29 DataExpress Menus ................................................................................... 30 6 - Creating a Procedure ............................................................... 31 Creating a Procedure – Basic Steps ......................................................... 32 SBCTC-ITD -i- November 2009 Using the Main Menu...................................................................................................................... 33 Step 1: Accessing the Data ............................................................................................................. 34 Using HP Dictionary Definitions ............................................................................................. 35 Using Image Database Definitions ........................................................................................... 35 Step 2: Choosing the Data Elements .............................................................................................. 36 Building the working set .......................................................................................................... 36 Step 3: Creating Computational Fields .......................................................................................... 37 Arithmetical Expressions ......................................................................................................... 37 If-Then-Else Computational Expressions ................................................................................ 38 Substring and Subfield Manipulation ....................................................................................... 39 Step 4: Repeat Steps 1-3................................................................................................................. 40 Step 5: Define Output Specifications ............................................................................................. 40 Include in Output ..................................................................................................................... 40 Sort By ..................................................................................................................................... 41 Summarize By.......................................................................................................................... 41 Suppress Detail Records (N/y)? ............................................................................................... 42 Select By .................................................................................................................................. 42 Entering Selection Criteria ....................................................................................................... 42 Alternate Names for Selection Values ..................................................................................... 43 Edit Names/Locations of Databases and Files (N/y) ................................................................ 43 Include Database Password(s) in Procedure (N/y) ................................................................... 43 Step 6: Linking the Data Sets ......................................................................................................... 44 Which Direction? ..................................................................................................................... 44 Linking from a Computed Field ............................................................................................... 44 Linking without a Defined Path ............................................................................................... 45 Summary of Linking Data Sets ................................................................................................ 45 Linking Examples .................................................................................................................... 45 Special Cases of Linking.......................................................................................................... 46 Maximizing Performance ......................................................................................................... 46 Step 7: Defining Report Format ...................................................................................................... 47 Step 8: Running the Procedure ....................................................................................................... 47 Step 9: Using ReportDesigner ........................................................................................................ 48 Responding to Global Edit Prompts ......................................................................................... 48 Responding to Field Edit Prompts ........................................................................................... 50 Generating Line and Page Breaks ............................................................................................ 52 Removing Saved ReportDesigner Formatting ......................................................................... 52 Step 10: Saving the Procedure ....................................................................................................... 53 Using the Procedure Catalog .................................................................... 54 7 - Maintaining a Procedure.......................................................... 55 Making Allowable Changes to an Existing Procedure ............................ 56 Modifying an Existing Procedure .............................................................. 57 Review 2 - DataExpress Review ................................................................ 61 8 - Hands-On Exercises ................................................................ 63 Exercise 1: Creating a simple DataExpress Procedure ......................... 64 Part 1: Select the data for the procedure......................................................................................... 64 Part 2: Create a working set ........................................................................................................... 64 Part 3: Define the report output ...................................................................................................... 65 Part 4: Establish the output file format and run the procedure ....................................................... 66 Summary ......................................................................................................................................... 67 SBCTC-ITD - ii - November 2009 Exercise 2: Creating a procedure with sort options and selection criteria ......................................................................................................... 68 Part 1: Select the data for the procedure and create a working set ................................................. 68 Part 2: Define the report output ...................................................................................................... 69 Part 3: Define summary information .............................................................................................. 70 Part 4: Enter selection values ......................................................................................................... 71 Part 5: Select the output file format and run the procedure ............................................................ 71 Summary ......................................................................................................................................... 73 Exercise 3: Using a computational field and modifying a procedure ... 74 Part 1: Select the data for the procedure and create a working set ................................................. 74 Part 2: Create a computational field ............................................................................................... 75 Part 3: Define the report output ...................................................................................................... 76 Part 3: Define summary information .............................................................................................. 77 Part 4: Enter selection values ......................................................................................................... 77 Part 5: Select the output file format and run the procedure ............................................................ 78 Step 6: Modify the procedure ......................................................................................................... 79 Summary ......................................................................................................................................... 82 Exercise 4: Creating a computational counter field and suppressing detail to get summary lines ....................................................................... 83 Part 1: Select the data for the procedure and create a working set ................................................. 83 Part 2: Create three computational fields ....................................................................................... 84 Part 3: Define the report output ...................................................................................................... 86 Part 4: Link files ............................................................................................................................. 87 Part 5: Select the output file format and run the procedure ............................................................ 88 Summary ......................................................................................................................................... 89 Exercise 5: Using an If-Then-Else computational expression ............... 90 Part 1: Select the data for the procedure and create a working set ................................................. 90 Part 2: Create two computational fields ......................................................................................... 92 Part 3: Define the report output ...................................................................................................... 93 Part 4: Link files ............................................................................................................................. 94 Part 5: Select the output file format and run the procedure ............................................................ 95 Summary ......................................................................................................................................... 96 SBCTC-ITD - iii - November 2009 This page inserted for back-to-back printing. SBCTC-ITD - iv - November 2009 DataExpress with SMS Data – Level I 1 - Class Objectives The purpose of this class is to introduce you to the basic concepts of database structure. You will also learn how to use those concepts along with DataExpress in order to create your own SMS reports. In today's class you will learn the following: • Overview of database structure and terminology (Chapter 3) • Overview of the structure of the SMS database (Chapter 4) • Basic steps to create a DataExpress procedure (Chapter 6) • Introduction to creating computational fields (Chapter 6, Step 3) • Introduction to linking data sets (Chapter 6, Step 6) This class includes hands-on practice in creating DataExpress procedures that incorporate these concepts. Upon completion of this class, you will be able to create simple DataExpress procedures using data in the SMS database. SBCTC-ITD -1- November 2009 DataExpress with SMS Data – Level I This page inserted for back-to-back printing. SBCTC-ITD -2- November 2009 DataExpress with SMS Data – Level I 2 - What is DataExpress? DataExpress is a computer program that runs on the HP 3000. It is an end-user tool that allows you to access application data (for example, SMS, FMS, PPMS) on the HP 3000 in order to produce customized reports. Using DataExpress you create procedures that: • Extract data from multiple data sets, files, and databases on the HP 3000. • Manipulate the data and create temporary values, for example, computational fields. • Reformat the output for use in another application, such as Microsoft Excel on a PC. When you run a DataExpress procedure, you can direct the extracted report data: • To your screen for viewing. • To your PC or terminal printer for a hardcopy report. • To a system printer for a hardcopy report. Using Reflection or Minisoft you can also download the extracted report data to your PC. Once the data has been extracted, you can reuse it without rerunning the procedure that produced it. SBCTC-ITD -3- November 2009 DataExpress with SMS Data – Level I This page inserted for back-to-back printing. SBCTC-ITD -4- November 2009 DataExpress with SMS Data – Level I 3 - Understanding Data Structure To use DataExpress, you need to become familiar with your data and understand how it is organized. Data is organized on the HP 3000 as a set of databases, each consisting of progressively less extensive groups of data. The components of this data structure are as follows: • A database is a group of related data sets, which are organized for rapid retrieval of selected data. • A data set is a group of related data elements (fields). A data set defines the contents of a record. • A data element (or field) is a group of related bytes that contain a unit of information, such as a class ID or an administrative status. • A byte is a one-character piece of information. It is the smallest accessible unit of information. A byte can be extracted using a character string computation. Example: Database BDGT (Budget) Data Set BDGT-M SM (Student Management) CLASS-D EMP (Employee) EMP-M TBL5 (Table 5) JOB-CLASS-TBL-M Data Element BDGT-STRUCTURE FYR-BDGT-AMT CLASS-ID ADMIN-UNIT EMP-ID EMP-NAME JOB-CLASS JOB-CLASS-TITLE The HP 3000 Data Dictionary describes the entities that are used in the application system programs and processes. It does not contain the actual data; rather it describes the type, location, usage, and relationships of the data entities. The Data Dictionary describes the following data entities: • data elements • data sets • databases SBCTC-ITD -5- November 2009 DataExpress with SMS Data – Level I Data Elements A data element is the smallest accessible entity in a database. It defines a single piece of information; for example, first name, last name, budget amount, or job class. Data elements typically define a field name on a screen or report. The Data Dictionary defines various attributes of data elements. You might encounter some of these terms when you are working in DataExpress: • The data element short name is a brief name or abbreviation for a data element, consisting of a maximum of 15 characters. The data element short names are used to create DataExpress procedures. • The data element long name is a more complete or descriptive name for the data element. • The data element type indicates how the data is stored in the computer. Some of the data element types you may encounter are: X Z P I J Alphanumeric: Data elements that are classified as type X are nonnumeric and cannot be used in arithmetic expressions. These are character strings only. Zoned-decimal numeric Packed-decimal numeric Integer numeric Integer numeric A plus sign (+) added to a numeric data element type indicates that the element cannot have negative values. • The size indicates the maximum number of positions (spaces) available for entering the data. • The length indicates how the data is stored in the computer. The HP computer stores all data in increments of two. (A data element that is five positions long requires six positions of storage space.) • Dec refers to the number of decimal positions for the data element. SBCTC-ITD -6- November 2009 DataExpress with SMS Data – Level I • The edit mask provides information about how the data appears. For example, edit masks provide slashes in the date, decimal marks in credit fields, dollar signs in money amounts, and suppression of leading zeros. Some common edit masks are: Z ^ ! ^^/^^/^^ Suppress leading zeros Print whatever is in the field Put a decimal in this position, regardless of the defined number of decimals Put two slashes in a six-digit date The Data Dictionary also contains parent and child data elements. Parent data elements are composed of more than one child element or field. For example, CLASS-ID is the concatenation (combination ) of two child elements, CLASS-ITM-NUM and CLASSYRQ. It is important to recognize that DataExpress treats these child elements as computational fields (for example, for linking purposes and in the specifications on the Procedure Review). SBCTC-ITD -7- November 2009 DataExpress with SMS Data – Level I Data Sets A data set is a group of related data elements (fields). Typically, a data set defines the contents of a record. A data set combines several pieces of information; for example, the STU-D data set includes the data elements SID, STU-NAME, BIRTHDATE, and STUTYP. Every data set has one or more key elements that identify the record. Key elements are used as pointers or links to other data sets. There are three types of data sets: • An automatic master data set contains only one data element, which is its key. That data element points or links to one or more detail data sets in the same database, where the remainder of the data resides. An automatic master record is created by the computer when a new record is added to the detail data set. Use an automatic master data set for faster searches when primary selection criteria is based on a specific value of the key or a range value of the key. Automatic masters are identified by the suffix “A” on the data set name. For example, YRQ-A is an automatic master that locates all classes for a specific year/quarter. • A manual master data set can contain other data elements in addition to the key. They can have only one key element and can contain only one record for each value of that key element. Manual master data sets link to detail data sets. Manual masters are identified by the suffix “M” on the data set name. For example, STU-YRQ-M is a manual master that contains quarterly biographic data for the student. There is only one record for the student for each year/quarter and those records are identified by the key STU-QTR. • A detail data set contains one or more elements that act as key elements when linking from master data sets. A detail data set is identified by the suffix “D” on the data set name and is differentiated from a manual master in one of the following ways: SBCTC-ITD • There can be more than one record for a particular key element. • There can be more than one key pointing to data in the detail sets. For example, STU-D records can be identified by SID (unique) or by abbreviated last name (not unique). STU-UNUSUAL-ACTN can contain more than one unusual action record for a specific student. -8- November 2009 DataExpress with SMS Data – Level I Databases A database is made up of related data sets (and the data elements associated with each data set). To obtain hard copy reports of the Data Dictionary, order the following jobs through the Job Scheduling System: • Data Elements by Element Abbreviation (DD0002J). This is a long report of approximately 1000 pages that contains all the data elements in each of the FMS, PPMS, and SMS databases. Because of the length of this report, you should coordinate the running of this job with your computer services department. • File Element Listing (DD0011J). When you order this report, you select the database for the data sets (files) that you want. You can create DataExpress procedures that: • Work with single or multiple data sets • Work with single or multiple databases • Work with a combination of files and data sets The computer accesses the information in data sets either: • Sequentially (in consecutive order, one item at a time) - OR - • Randomly (in random order based on the value of a key field) Data that is stored in the computer can be either: • Global data is static information that changes only occasionally. A global item is widely accessible. • Detail data is dynamic information that changes frequently or occurs more than once. SBCTC-ITD -9- November 2009 DataExpress with SMS Data – Level I This page inserted for back-to-back printing. SBCTC-ITD - 10 - November 2009 DataExpress with SMS Data – Level I 4 - SMS Data Structure The Student Management System consists of multiple databases, each containing multiple data sets. This chapter provides detailed information about what is contained in each of the SMS databases and how that information is displayed in DataExpress. SBCTC-ITD - 11 - November 2009 DataExpress with SMS Data – Level I SMS Databases The following databases are identified as SMS databases. Each database is known in the Data Dictionary by its abbreviated name, shown in parentheses. • Admissions Database (ADM) • Biographic History Database (HIST) • Student Follow-up Database (SFUS) • Student Management Database (SM) • Student MIS Database (SMIS) • Student Retention Database (SMISX) • Table 3 Database (TBL3) • Table 4 Database (TBL4) • Transcript Database (TRAN) • Transferred-In Courses Database (TRNSFR) Admissions Database The Admissions (ADM) database contains information used to track the progress of students (or prospective students) from their first point of contact with the college. This tracking function can continue through to the student’s initial enrollment in classes, to graduation, or beyond graduation. DataExpress displays the data sets of the Admissions database in the following manner. Data sets in data base ADM ------------------------------------------------------------------------------1: ADM-TEMP-SID-A 12: ADM-INTEREST-D 23: OPT-ADM1-M 2: ADM-ABBR-NAME-A 13: ADM-STU-ACTV-D 24: OPT-ADM2-M 3: ADM-SOUND-A 14: ADM-DOC-D 25: OPT-ADM3-M 4: ADM-SID-A 15: ADM-HIST-D 26: ADM-GRP-M 5: ADM-PROGRESS-A 16: ADM-REQR-D 27: ACTV-RELATE-D 6: ADM-SID-GRP-A 17: ADM-ADDTNL-DOC-D 28: DOC-RELATE-D 7: ADM-LAST-ID-M 18: ADM-PROGRESS-M 29: FILE-TEMPL-A 8: ADM-XREF-ID-D 19: STU-ACTV-M 30: FILE-TEMPL-D 9: ADM-STU-D 20: COL-DOC-M 31: ADM-ELMT-D 10: ADM-STU-GRP-D 21: CONTACT-ORIG-M 11: ADM-CONTACT-D 22: STU-INTEREST-M ------------------------------------------------------------------------------- SBCTC-ITD - 12 - November 2009 DataExpress with SMS Data – Level I Biographic History Database The Biographic History (HIST) database contains student biographic data for students who have been archived from the active file. DataExpress displays the data set of the Biographic History database in the following manner. Data sets in data base HIST ------------------------------------------------------------------------------1: STU-HIST-M ------------------------------------------------------------------------------- Student Follow-up Database The Student Follow-up (SFUS) database contains follow-up survey records for vocational students. The survey method that used this database is no longer used by most colleges: therefore, any records remaining in this file will probably be for years prior to 1989. DataExpress displays the data sets of the Student Follow-up database in the following manner: Data sets in data base SFUS ------------------------------------------------------------------------------1: SURVEY-SID-A 3: SURVEY-D 2: SURVEY-ID-A 4: SURVEY-CNTRL-M ------------------------------------------------------------------------------- Student Management Database The Student Management (SM) database contains data about students and their enrollments, class and course data, and some user-defined tables. The Student Management database is the most frequently used database for SMS reporting. DataExpress displays the data sets of the Student Management database in the following manner: Data sets in data base SM 1 of 2 ------------------------------------------------------------------------------1: ADMIN-UNIT-M 17: COURSE-ASSGN-D 33: STU-D 2: ADMIN-UNIT-D 18: COURSE-CLASS-D 34: STU-M 3: ADV-A 19: COURSE-CONSTR-D 35: STU-NAME-A 4: ADV-D 20: COURSE-D 36: STU-OPT-D 5: ALT-ADDR-M 21: COURSE-DESC-D 37: STU-YRQ-M 6: APPROVE-PRG-M 22: DEPT-DIV-M 38: STU-TYP-M 7: APPT-A 23: EDUC-PRG-M 39: STU-YRQ-XREF-D 8: APPT-D 24: FOOTNOTE-M 40: TEST-SCORE-D 9: CLASS-A 25: HIST-ARCHV-M 41: UNUSUAL-ACTN-D 10: CLASS-CLUSTER-M 26: INSTR-A 42: UNUSUAL-CD-M 11: CLASS-D 27: INSTR-ROOM-D 43: WLIST-D 12: CONSTR-A 28: MISC-STU-A 44: YRQ-A 13: CONSTR-CLUSTER-M 29: PREV-NAME-D 45: PRG-ALT-AYR-M 14: CONSTR-D 30: YRQ-M 46: COURSE-DESC2-D 15: CONSTR-ROOM-D 31: ROOM-LOC-A 47: COURSE-TITLE2-D 16: COURSE-A 32: STU-CLASS-D 48: STU-PROFILE-D ------------------------------------------------------------------------------- SBCTC-ITD - 13 - November 2009 DataExpress with SMS Data – Level I Data sets in data base SM 2 of 2 ------------------------------------------------------------------------------1: STU-INTRV-D 15: COURSE-ENTR-M 29: PRIOR-ATTND-D 2: STU-MINOR-D 16: ENTR-CD-A 30: ATTND-D 3: ALLOC-GRP-A 17: COURSE-ENTR-D 31: COURSE-FEAT-D 4: ALLOC-GRP-D 18: STU-EMERG-D 32: CONSTR-FEAT-D 5: STU-COURSE-A 19: EDUC-PRG-SECT-M 33: CONSTR-RM-FEAT-D 6: STU-COURSE-D 20: EDUC-PRG-XREF-D 34: CLASS-FEAT-D 7: ENR-TRNS-DATE-A 21: STU-PRG-SECT-A 35: INSTR-RM-FEAT-D 8: STU-ENR-TRNS-D 22: STU-PRG-ENR-D 36: COURSE-PARTN-D 9: TTONE-CONFIG-M 23: STU-PRG-WLIST-D 37: CONSTR-PARTN-D 10: STU-PIN-D 24: STU-PRG-XREF-D 38: CLASS-PARTN-D 11: TTONE-OPT-FEE-D 25: EDUC-PRG-SECT-D 39: INSTR-RM-PARTN-D 12: TTONE-STU-OPT-M 26: STU-PRG-TRNS-D 40: CONST-RM-PARTN-D 13: CLASS-RPT-GRP-A 27: STU-PRG-OPT-D 41: STU-COMMENT-D 14: CLASS-RPT-GRP-D 28: COURSE-REQR-D 42: STU-GR-TRNS-D ------------------------------------------------------------------------------- Student/MIS Database The Student MIS (SMIS) database contains a copy of the MIS 1 and MIS 2 files that are submitted to the SBCTC at the end of each year/quarter. Colleges can choose to load data during the quarter as they run MIS processes; a copy of the file is loaded automatically when MIS finals are run. DataExpress displays the data sets of the Student MIS database in the following manner: Data sets in data base SMIS ------------------------------------------------------------------------------1: MIS-CLASS-A 4: MIS-CLASS-D 7: MIS-SUBJ-SUM-D 2: MIS-STU-A 5: MIS-STU-D 3: MIS-COL-YRQ-M 6: MIS-STU-CLASS-D ------------------------------------------------------------------------------- Student Retention Database The Student Retention (SMISX) database contains a record for each student reported to the SBCTC since summer 1986 and the year/quarter for which he/she was reported. The database will be used for retention reports available from the SBCTC. The database is optional; the data might not be available on each college’s processor. DataExpress displays the data sets of the Student Follow-up database in the following manner: Data sets in data base SMISX ------------------------------------------------------------------------------1: MIS-COL-SID-M 2: MIS-SID-A 3: MIS-SID-XREF-D ------------------------------------------------------------------------------- SBCTC-ITD - 14 - November 2009 DataExpress with SMS Data – Level I Table 3 Database The Table 3 (TBL3) database contains system-controlled tables and tables that are controlled by the SBCTC. Users cannot add, delete, or modify data in Table 3. DataExpress displays the data sets of the Table 3 database in the following manner: Data sets in data base TBL3 ------------------------------------------------------------------------------1: CIP-M 17: RES-STAT-M 33: SMS-SYS-PARM-M 2: CIP-RATIO-D 18: SECT-STAT-M 34: RACE-TBL-M 3: CITZ-STAT-M 19: STU-INT-M 35: HISP-TBL-M 4: COL-CD-M 20: SUBJ-CLUSTER-M 36: COL-CIP-RATIO-D 5: DAY-A 21: SUBJ-CLUSTER-D 37: COL-YRQ-A 6: DAY-CD-A 22: TIME-LOC-M 38: SIC-TBL-M 7: DAY-D 23: TIME-PREF-M 39: PURP-ATTND-M 8: EMPL-STAT-M 24: COURSE-INVEN-M 40: PLAN-WORK-M 9: ETH-ORIG-M 25: PRG-INVEN-M 41: FAM-STAT-M 10: FEE-PAY-STAT-M 26: APPROVE-PRG-D 42: PLAN-ATTND-M 11: FND-SRC-M 27: PPI-TBL-M 43: WORK-ATTND-M 12: HEGIS-M 28: MARKEL-TBL-M 44: PRIOR-EDUC-M 13: HEGIS-RATIO-D 29: SOC-M 45: CIP-GRP-M 14: HI-SCHL-M 30: CIP2-M 46: HI-SCHL-DST-M 15: INSTIT-INT-M 31: WASH-ZIP-M 16: PUN-ACTN-M 32: PAC-TBL-M ------------------------------------------------------------------------------- Table 4 Database The Table 4 (TBL4) database contains data about students and their enrollments, class and course data, and some user-defined tables. DataExpress displays the data sets of the Table 4 database in the following manner: Data sets in data base TBL4 1 of 2 ------------------------------------------------------------------------------1: COL-OPT-M 17: TEST-EVAL-M 33: PRIM-LANG-M 2: GR-ATTR-D 18: TEST-EVAL-D 34: INTRV-ACTN-TBL-M 3: GR-PROCESS-OPT-M 19: TRNSLT-COL-A 35: CORR-ACTN-TBL-M 4: STU-ACCT-OPT-M 20: TRNSLT-COURSE-A 36: INTRV-CNTRL-M 5: REG-APPT-M 21: TRNSLT-COURSE-D 37: INTRV-ROSTR-M 6: NEW-APPT-D 22: TRNSLT-GR-D 38: INTRV-ROSTR-D 7: RET-APPT-D 23: COL-INFO-M 39: PREREQ-COURSE-A 8: APPT-TIME-D 24: COL-PARM-M 40: PREREQ-COURSE-D 9: CONSTR-OPT-M 25: AMT-EDUC-PLAN-M 41: ALLOC-GRP-TBL-M 10: APPT-ASSGN-D 26: DEGREE-PLAN-M 42: OPT-PROFILE1-M 11: GR-ROSTR-M 27: EMPL-HR-WEEK-M 43: OPT-PROFILE2-M 12: GR-ROSTR-D 28: HI-SCHL-GPA-M 44: OPT-PROFILE3-M 13: ROSTR-CNTRL-M 29: HI-SCHL-STAT-M 45: INSTRN-CAL-M 14: HONOR-D 30: POST-HI-SCHL-M 46: INSTRN-CAL-D 15: SPCL-FND-SRC-M 31: REASON-ATTND-M 47: GR-POST-CNTRL-M 16: VET-BENE-M 32: TRNSFR-PLAN-M 48: GR-POST-M ------------------------------------------------------------------------------Data sets in data base TBL4 2 of 2 -----------------------------------------------------------------------------1: GR-POST-D 5: STU-GR-RUN-A 9: ATTND-POST-D 2: STU-GR-POST-M 6: STU-GR-RUN-D 10: PRG-STRT-DATE-M 3: STU-GR-POST-D 7: ATTND-POST-RUN-M 4: STU-RUN-CNTRL-M 8: ATTND-POST-M ------------------------------------------------------------------------------ SBCTC-ITD - 15 - November 2009 DataExpress with SMS Data – Level I Transcript Database The Transcript (TRAN) database contains a biographic record, classes, degrees, comments, prior cumulative records and quarterly biographic record. DataExpress displays the data sets of the Transcript database in the following manner: Data sets in data base TRAN ------------------------------------------------------------------------------1: TRAN-M 4: TRAN-YRQ-D 7: TRAN-COMMENT-D 2: TRAN-STU-D 5: TRAN-CLASS-D 8: TRAN-STU-REQR-D 3: TRAN-DEGREE-D 6: TRAN-STRT-D ------------------------------------------------------------------------------- Transferred-in Courses Database The Transferred-in Courses (TRNSFR) database contains records of courses that have been accepted from other institutions. These records are used with the degree audit and pre-requisite checking processes. Not all colleges enter accepted courses; therefore, this database might contain no records. DataExpress displays the data sets of the Transferred-in Courses database in the following manner: Data sets in data base TRNSFR ------------------------------------------------------------------------------1: TRNSFR-COL-A 3: TRNSFR-EVAL-M 5: TRNSFR-COURSE-D 2: TRNSFR-STU-A 4: TRNSFR-EVAL-D 6: COURSE-SUBST-D ------------------------------------------------------------------------------- SBCTC-ITD - 16 - November 2009 DataExpress with SMS Data – Level I SMS Data Sets Among the hundreds of data sets that are part of SMS, a few are recognized as being the core of SMS functions; they are heavily involved in day-to-day activity. These data sets are also, collectively or individually, involved with most DataExpress procedures. The most frequently used data sets for SMS reporting are: • CLASS-D • STU-CLASS-D • STU-D • STU-YRQ-M • STU-YRQ-XREF-D • YRQ-A All of these data sets are contained in the SM database. These data sets contain information about: • Students • Enrollments • Classes In addition to these basic data sets, a few other data sets are frequently involved in DataExpress procedures. These data sets contain: • Titles identifying codes that might be used in DataExpress procedures • Transcript records SBCTC-ITD - 17 - November 2009 DataExpress with SMS Data – Level I Data Sets in the SM Database The data sets described below are part of the Student Management (SM) database. Class-D Data Set The CLASS-D data set is sometimes referred to as the Class Schedule File. CLASS-D contains most of the information about class offerings for a specific year/quarter. This combination is called CLASS-ID. Records in CLASS-D contain several other keys (not unique) that identify them by instructor ID, building and room, year/quarter, and cluster. Most data in CLASS-D is created initially by the schedule construction process or through screen entry. Some data, however, is updated by processes that are run using the job scheduling system. DataExpress displays the data elements in CLASS-D in the following manner: Data fields in DETAIL data set CLASS-D 1 of 3 ------------------------------------------------------------------------------1: ADMIN-UNIT 17: CONTACT-HR-CLIN 33: END-DATE 2: .ADMIN-UNIT-1 18: CONTACT-HR-LAB 34: END-TIME 3: .ADMIN-UNIT-2 19: CONTACT-HR-LEC 35: .END-HR 4: AUTO-REG-LINK 20: CONTACT-HR-OTHR 36: .END-MINUTE 5: BRANCH 21: CONTACT-HR-SYS 37: .END-AM-PM 6: .BRANCH-1 22: CONTACT-INSTR 38: ENR 7: .BRANCH-2 23: COURSE-ID 39: FND-SRC 8: CLASS-CAP 24: .CI-DEPT-DIV 40: FOOTNOTE-1 9: CLASS-CLOSE 25: .CI-COURSE-NUM 41: FOOTNOTE-2 10: CLASS-FEE 26: .CI-COURSE 42: FTEF 11: CLASS-FEE-CD1 27: .CI-SUFFIX 43: INSTIT-INT 12: CLASS-FEE-CD2 28: COURSE-TITLE 44: .INSTIT-INT-1 13:*CLASS-ID 29: CR 45: .INSTIT-INT-2 14: .CLASS-ITM-NUM 30: CR-EQUIV 46: INSTIT-FTEF 15: .CLASS-YRQ 31: DAY-CD 47: INSTR-DISTR 16: CONT-SEQ 32: EMPL-STAT 48:*INSTR-ID ------------------------------------------------------------------------------Data fields in DETAIL data set CLASS-D 2 of 3 ------------------------------------------------------------------------------1: .INSTR-ID-1 17: .LOC-ROOM-2 33: .STRT-MINUTE 2: .INSTR-ID-2 18: SCHD-CHNG 34: .STRT-AM-PM 3: .INSTR-ID-3 19: SCHD-CHNG-DATE 35: TEAM-TEACH 4: INSTR-NAME 20: SECT 36: TEN-DAY-CLASS 5: MIS2-REJECT 21: .SECT-1 37: TEN-DAY-ENR 6: MISC-1 22: .SECT-2 38: TIME-LOC 7: MISC-2 23: .SECT-SUFFIX 39: TUIT-RATE 8: MISC-3 24: SECT-STAT 40: TUIT-FEE-CD 9: MISC-SRT 25: .SECT-STAT-1 41: VAR-CR 10: ORG-INDX 26: .SECT-STAT-2 42:*CLASS-CLUSTER 11: PRG-INDX 27: .SECT-STAT-3 43: .CLUSTER-ID 12: PROJECTED-ENR 28: .SECT-STAT-4 44: .CLUSTER-YRQ 13:*ROOM-LOC 29: SRC-FTEF 45:*YRQ 14: .LOC-BLDG 30: STRT-DATE 46: INSTR-CONTACT 15: .LOC-ROOM 31: STRT-TIME 47: CLASS-GRP 16: .LOC-ROOM-1 32: .STRT-HR 48: COURSE-PAY-TYP ------------------------------------------------------------------------------- SBCTC-ITD - 18 - November 2009 DataExpress with SMS Data – Level I Data fields in DETAIL data set CLASS-D 3 of 3 ------------------------------------------------------------------------------1: COURSE-SAL-COST 11: ALLOW-WLIST 21: ENR-CNT-METH 2: APPROVE-IND 12: DROP-CUTOFF-DAY 22: ITM-YRQ-LINK 3: PAF-DATE 13: FIRST-REG-DATE 23: INSTRN-CAL-CD 4: CLASS-PAF-OPT 14: LAST-APPT-DATE 24: CLOCK-HR-EQUIV 5: CLASS-FEE1 15: LAST-REG-DATE 25: RM-ASSGN-TYP 6: CLASS-FEE2 16: LAST-DROP-DATE 26: SBCTC-MISC-1 7: FEE-PAY-STAT 17: ALLOW-TTONE-REG 27: SBCTC-MISC-2 8: FEE-PAY-RATE 18: CLOCK-HR-IND 28: WAOL-ID 9: ALLOC-GRP 19: CLOCK-HR 29: CLASS-FILL 10: ALLOW-ALT-CLASS 20: CLOCK-HR-DAY ------------------------------------------------------------------------------- STU-CLASS-D Data Set The STU-CLASS-D data set contains information about a student’s enrollment for a specific year/quarter. Records in STU-CLASS-D are identified uniquely by a combination of SID and year/quarter (called STU-QTR). Enrollments for the individual student are identified by item number and year/quarter; this combination is called CLASS-ID. Data in STU-CLASS-D is created initially by the registration process and can be modified by entries on the Registration Screen (SM7001 or SM700A) or by the grading process. Because data in STU-CLASS-D is minimal, this data set relies heavily on corresponding class and student data for ad hoc reporting. DataExpress displays the data elements in the STU-CLASS-D data set in the following manner: Data fields in DETAIL data set STU-CLASS-D ------------------------------------------------------------------------------1: ADD-DATE 8: FEE-PAY-STAT 15: ENR-CR 2:*CLASS-ID 9: GR 16: STU-ENTR-DATE 3: .CLASS-ITM-NUM 10: GR-QLFR 17: STU-EXIT-DATE 4: .CLASS-YRQ 11: REG-FLAG 18: ENR-HR-DAY 5: CR 12:*STU-QTR 19: ENR-HR 6: DECIMAL-GR 13: .SQ-SID 20: MIS-ENR-HR 7: DROP-DATE 14: .SQ-YRQ 21: GR-ROSTR-IND ------------------------------------------------------------------------------- STU-D Data Set The STU-D data set contains most of the basic biographic information about students. Records in STU-D are identified by a SID (uniquely) or by abbreviated last name. Data in STU-D is created and maintained through entry on any one of a number of screens. Data can also be copied from the admissions processes. Many other data sets are dependent on STU-D; data cannot be entered in these data sets until a record exists for the specific SID in STU-D. SBCTC-ITD - 19 - November 2009 DataExpress with SMS Data – Level I DataExpress displays the data elements in the STU-D data set in the following manner: Data fields in DETAIL data set STU-D 1 of 2 ------------------------------------------------------------------------------1:*ABBR-LAST-NAME 17: CUM-GPA 33: STU-ZIP 2: ACAD-DISAD-IND 18: CUM-GPA-CR 34: OPT-1 3: ADM-NUM 19: ECON-DISAD-IND 35: OPT-2 4: ADM-STAT 20: ETH-ORIG 36: PLAN-TO-GRAD 5: ADV-ID 21: FEE-PAY-STAT 37: PREV-COL-1 6: APP-RCPT-DATE 22: HI-SCHL 38: PREV-COL-GRAD-1 7: BA-GRAD 23: HI-SCHL-GRAD 39: PREV-COL-TRAN-1 8: BRANCH 24: HI-SCHL-LAST-YR 40: PREV-COL-YR-1 9: .BRANCH-1 25: HI-SCHL-TRAN 41: PREV-COL-2 10: .BRANCH-2 26: HEALTH-LIM 42: PREV-COL-GRAD-2 11: BIRTH-DATE 27: HNDCP-STAT 43: PREV-COL-TRAN-2 12: CITZ-STAT 28: LAST-YRQ-ATTND 44: PREV-COL-YR-2 13: CLVL-CR-EARN 29: LIM-ENGL-IND 45: REC-FEE-IND 14: CLVL-GPA 30: STU-CITY 46: REG-DEPOSIT-IND 15: CLVL-GPA-CR 31: STU-ST 47: RES-STAT 16: CUM-CR-EARN 32: STU-STREET 48: SEX ------------------------------------------------------------------------------Data fields in DETAIL data set STU-D 2 of 2 ------------------------------------------------------------------------------1:*SID 14: STU-NAME 27: STU-WORK-ATTND 2: .SID-1 15: STU-PRG-APPL 28: STU-PRIOR-EDUC 3: .SID-2 16: STU-TYP 29: CENSUS-RACE-CD 4: .SID-3 17: TIME-PREF 30: CENSUS-HISP-CD 5: STU-DAY-PHONE 18: TRNSFR-COL-CR 31: BAD-ADDR-CD 6: .DAY-AREA-CODE 19: VET-BENE 32: STU-INT 7: .DAY-PREFIX 20: YRQ-ACT-STRT 33: STU-PRG-ENR 8: .DAY-SUFFIX 21: YRQ-PLAN-STRT 34: HI-SCHL-GR-LVL 9: STU-ENR-STAT 22: CLVL-GR-PTS 35: CUM-HR-EARN 10: STU-EVE-PHONE 23: CUM-GR-PTS 36: CUM-GPA-HR 11: .EVE-AREA-CODE 24: STU-ORIG-CD 37: TRNSFR-COL-HR 12: .EVE-PREFIX 25: STU-FAM-STAT 13: .EVE-SUFFIX 26: STU-PLAN-ATTND ------------------------------------------------------------------------------- STU-YRQ-M Data Set The STU-YRQ-M data set contains quarterly biographic information for the student for year/quarters in which there was activity on the Registration Screen (SM7001 or SM700A). Records are identified by a combination of SID and year/quarter, called STUQTR. Most data in STU-YRQ-M is created initially and maintained by entries on the Registration Screen. However, some data (quarterly cumulative) is updated by grading processes. Some data elements in this file are also present in STU-D; data is copied from STU-D at the time the record is created and becomes a record of the student’s data for that year/quarter. SBCTC-ITD - 20 - November 2009 DataExpress with SMS Data – Level I DataExpress displays the data elements in the STU-YRQ-M data set in the following manner: Data fields in MASTER data set STU-YRQ-M ------------------------------------------------------------------------------1:*STU-QTR 9: QTR-CR-REG 17: VET-BENE 2: .SQ-SID 10: QTR-GPA 18: CONS-QTR 3: .SQ-YRQ 11: QTR-GPA-CR 19: STU-PURP-ATTND 4: ATTND-NEXT-QTR 12: REG-ACTV-DATE 20: STU-PLAN-WORK 5: CITZ-STAT 13: RES-STAT 21: QTR-HR-EARN 6: CONCURR-ENR 14: STU-INT 22: QTR-HR-REG 7: FEE-PAY-STAT 15: STU-TYP 23: QTR-GPA-HR 8: QTR-CR-EARN 16: STU-PRG-ENR 24: STU-QTR-STAT ------------------------------------------------------------------------------- STU-YRQ-XREF-D Data Set The STU-YRQ-XREF-D data set contains three keys that are used in various studentrelated data sets. This data set is used as a connecting or linking data set between those data sets that have dissimilar keys. It is particularly useful when linking those data sets that are identified by SID and those that are identified by STU-QTR. DataExpress displays the data elements of the Student Year/Quarter Cross-Reference data set in the following manner. Data fields in DETAIL data set STU-YRQ-XREF-D ------------------------------------------------------------------------------1:*SID 4: .SID-3 7: .SQ-YRQ 2: .SID-1 5:*STU-QTR 8:*YRQ 3: .SID-2 6: .SQ-SID ------------------------------------------------------------------------------- YRQ-A Data Set The YRQ-A data set contains the year/quarter code that is associated with specific classes or students who are enrolled for that year/quarter. Because YRQ-A is an automatic master, the new records are added whenever classes or students are added to the system for a year/quarter that does not already exist. YRQ-A is essential to DataExpress procedures that identify records by year/quarter; creating a procedure without this data set generally increases the number of records that must be searched. DataExpress displays the data element of the Year/Quarter Master data set in the following manner: Data fields in MASTER data set YRQ-A ------------------------------------------------------------------------------1:*YRQ ------------------------------------------------------------------------------ SBCTC-ITD - 21 - November 2009 DataExpress with SMS Data – Level I EDUC-PRG-M Data Set The EDUC-PRG-M data set contains the program codes and corresponding data that has been identified for use at a college. Vocational program codes are dictated by the SBCTC and are approved for use at a college; however, these codes can have a suffix attached for the college’s ease of identifying specific versions of the particular program. Program code titles are established by the college—even for the vocational programs approved by the SBCTC. Program code titles are frequently used on DataExpress reports as a way to identify programs for casual users who might have access to the report. Program codes are used throughout SMS for different purposes. The name of the specific data element provides hints to its usage: STU-PRG-APPL (STU-D) The program for which the student applied. STU-PRG-ENR (STU-YRQ-M) The program for which the student is enrolled for the year quarter. PRG-COMPL (TRAN-DEGREE-D) The program that the student completed. DataExpress displays the data elements of the Educational Program data set in the following manner: Data fields in MASTER data set EDUC-PRG-M ------------------------------------------------------------------------------1:*EDUC-PRG-CD 5: EFF-YRQ-BEG 9: INSTRN-CAL-CD 2: DEGREE-TITLE 6: EFF-YRQ-END 10: EDUC-PRG-MISC 3: EDUC-PRG-TITLE 7: PRG-HR 4: EXIT-CD 8: PRG-HR-DAY ------------------------------------------------------------------------------- Data Sets in the TBL3 Database Many of the data sets in the Table 3 database contain codes and their specific titles. The tables displayed below are a reminder of the data that is available to provide further definitions of the codes that might appear on DataExpress reports. Many other tables are also available. DAY-D Data Set DataExpress displays the data elements of the Days of the Week Table in the DAY-D data set as follows: Data fields in DETAIL data set DAY-D ------------------------------------------------------------------------------1:*DAY-CD 5: .DAYS-3 9: .DAYS-7 2:*DAYS 6: .DAYS-4 10: .DAYS-8 3: .DAYS-1 7: .DAYS-5 11: ABBR-TITLE 4: .DAYS-2 8: .DAYS-6 ------------------------------------------------------------------------------- SBCTC-ITD - 22 - November 2009 DataExpress with SMS Data – Level I STU-INT-M Data Set DataExpress displays the data elements of the Student Intent Table in the STU-INT-M data set as follows: Data fields in MASTER data set STU-INT-M ------------------------------------------------------------------------------1:*STU-INT 2: TITLE ------------------------------------------------------------------------------- ETH-ORIG-M Data Set DataExpress displays the data elements of the Ethnic Origin Table in the ETH-ORIG-M data set as follows: Data fields in MASTER data set ETH-ORIG-M ------------------------------------------------------------------------------1:*ETH-ORIG 2: TITLE ------------------------------------------------------------------------------- COL-CIP-RATIO-D Data Set The COL-CIP-RATIO data set contains student/faculty ratios for each CIP code for each college for each year/quarter. System-wide data is loaded in the first implementation after MIS finals for that particular year/quarter. This data set provides a timely look at the student/ faculty ratios at other selected colleges with similar programs or courses. DataExpress displays the data elements of the College CIP Student/Faculty Ratio data set in the following manner: Data fields in DETAIL data set COL-CIP-RATIO-D ------------------------------------------------------------------------------1:*COL-YRQ-KEY 4: CIP 7: STU-FAC-RATIO 2: .CY-COL 5: FTES-CIP-ST 3: .CY-YRQ 6: FTEF-CIP-ST ------------------------------------------------------------------------------- SBCTC-ITD - 23 - November 2009 DataExpress with SMS Data – Level I TRAN-CLASS-D Data Set in the Transcript Database The TRAN-CLASS-D data set in the Transcript (TRAN) database contains a record of all classes taken by a student and the corresponding grades and credits. Because the TRAN-CLASS-D data set is enormous and there are many records for most students, direct access to this file is not recommended unless no other method of selecting students exists. If at all possible, select students from records in the SM database; then go to the TRAN database to select transcript records for those students. DataExpress displays the data elements of the TRAN-CLASS-D data set in the following manner: Data fields in DETAIL data set TRAN-CLASS-D ------------------------------------------------------------------------------1:*SID 10: ITM-NUM 19: .CI-COURSE-NUM 2: .SID-1 11: SECT-STAT 20: .CI-COURSE 3: .SID-2 12: .SECT-STAT-1 21: .CI-SUFFIX 4: .SID-3 13: .SECT-STAT-2 22: SECT 5: COURSE-TITLE 14: .SECT-STAT-3 23: .SECT-1 6: CR 15: .SECT-STAT-4 24: .SECT-2 7: DECIMAL-GR 16: YRQ 25: .SECT-SUFFIX 8: GR 17: COURSE-ID 26: ENR-HR 9: GR-QLFR 18: .CI-DEPT-DIV 27: CLOCK-HR-IND ------------------------------------------------------------------------------- SBCTC-ITD - 24 - November 2009 DataExpress with SMS Data – Level I Review 1 - SMS Data Structure Review 1 Which type of data set contains only one data element? ______________________________________________________________ How is it identified? ______________________________________________________________ 2 What is another name for a data element? ______________________________________________________________ 3 How can you get a listing of all the data elements in a database? ______________________________________________________________ 4 What is the most frequently used database for SMS reporting? ______________________________________________________________ 5 What kind of data would you find in the Table 3 database? ______________________________________________________________ 6 Name a data set where you would find a student’s name. ______________________________________________________________ 7 What are the most frequently used data sets for SMS reporting? ______________________________________________________________ SBCTC-ITD - 25 - November 2009 DataExpress with SMS Data – Level I This page inserted for back-to-back printing. SBCTC-ITD - 26 - November 2009 DataExpress with SMS Data – Level I 5 - Using the DataExpress Interface This chapter describes the user interface for DataExpress. The user interface consists primarily of the screens that allow you to instruct the computer what you want to do. The DataExpress user interface is menu driven and includes function key support and online help at two levels. SBCTC-ITD - 27 - November 2009 DataExpress with SMS Data – Level I Responding to Prompts The following general information applies to all functions of DataExpress: • When responding to the prompts in DataExpress, use the Return key. • Most prompts are followed by a choice of responses, for example (Y/n) and (S/t). The first response in parentheses is the default; press the Return key to select the default response (no entry required). To execute the following functions, perform the indicated actions: • To return to the prior prompt or menu, type / (one diagonal slash). • To return to the Main Menu, type // (two diagonal slashes). • To return to the Main Menu or stop a procedure, press Ctrl-Y. • To skip the remaining pages of a menu, type /0 ( a diagonal slash and a zero). • To go to a specific page of the menu, type /n (a diagonal slash and the page number). On some menus, you may be able to select some or all menu options by using function keys. The function keys have different labels and uses on different menus. SBCTC-ITD - 28 - November 2009 DataExpress with SMS Data – Level I Obtaining Online Help DataExpress includes various options for obtaining help: • To obtain a brief description about a DataExpress prompt, type ? (question mark) in the prompt field. • To obtain a full description about a DataExpress prompt, type ?? (two question marks) in the prompt field. • To obtain help at a selection prompt, type the number of the menu or list item followed by a question mark, for example, 3? • For general information about DataExpress help, prompt responses, and special keystrokes, press [F6] INFO on the DataExpress Main Menu and then press [F6] HELP again. • To review extended indexed help information, press [F6] INFO on the DataExpress Main Menu. Then press [F4] INDEXED HELP. A table of contents guides you to the location of specific information. Indexed help details help for prompts, functions, and the various types of errors. SBCTC-ITD - 29 - November 2009 DataExpress with SMS Data – Level I DataExpress Menus There are three types of DataExpress menus: • Navigational menus consist of a series of options that allow you to move from one menu or function to another. • Selection menus contain a list of items or entities. You can select one or more of the items from the list. The list items on a menu are all of the same type, such as the names of files, data sets, or data element output formats. • Information menus contain textual information required by DataExpress, such as database names or procedure names. DataExpress menus typically consist of the following parts: • Identifying information, consisting of the program name, program version, and copyright information • Menu title and numbered list of options for that menu • Instructions for the user and a prompt for the user to type the number of a menu choice • Function keys that are labeled to correspond to the menu options (as well as Help) SBCTC-ITD - 30 - November 2009 DataExpress with SMS Data – Level I 6 - Creating a Procedure You use DataExpress to create procedures that extract the specific data you want. A DataExpress procedure contains instructions that determine the characteristics of the report, such as which databases and data sets are accessed, which fields are used, and the order and format of the output. Once a DataExpress procedure has been created, you can save it in the Procedure Catalog (see page 54) for future use. Then, using the Procedure Review, you can review reports to see which specifications were used to create them. You can also modify procedures as necessary and delete them when they are no longer needed. SBCTC-ITD - 31 - November 2009 DataExpress with SMS Data – Level I Creating a Procedure – Basic Steps The following basic steps are required to create a DataExpress procedure. 1 Identify the data sources (databases and data sets) you want to access. 2 Select the data fields from one of the data sets to create a working set. A working set consists of all fields required by a procedure for selecting, sorting, computations, and output. Note: Fields used only for linking do not need to be included in the working set. 3 Create and define any computational fields. They are added to the working set. 4 Repeat steps one through three until the working set is complete. 5 Define the output file: • From the working set, select the data fields in the order they should appear in your report. • Identify the data fields to use for sorting. • Identify the data fields to use for summary functions and control breaks. • Identify the data fields to use for selection criteria. 6 Specify the file linkages (between data sets). 7 Identify the output format (for example, terminal display or report listing). 8 Run the procedure. 9 Modify the format using ReportDesigner (optional). 10 Save the procedure. SBCTC-ITD - 32 - November 2009 DataExpress with SMS Data – Level I Using the Main Menu The Main Menu is a navigational menu; it is the first thing you see when you run DataExpress. MAIN MENU ------------------------------------------------------------------------------1: DISPLAY procedure catalog 2: RUN an existing procedure 3: CREATE a new procedure 4: MAINTAIN an existing procedure 8: EXIT ------------------------------------------------------------------------------- The DataExpress Main Menu provides the following selections: 1: Display Procedure Catalog Select this option if you want to run a cataloged procedure but cannot remember its name. DataExpress displays a list of all procedures that you can access. 2: Run an Existing Procedure Select this option if you want to run a cataloged procedure and you know what it is called. DataExpress prompts you for the name of the procedure. 3: Create a New Procedure Select this option if you want to create a new procedure. 4: Maintain an Existing Procedure Select this option if you want to make changes to a cataloged procedure and you know what it is called. DataExpress prompts you for the name of the procedure. 8: Exit Select this option when you are ready to leave DataExpress. SBCTC-ITD - 33 - November 2009 DataExpress with SMS Data – Level I Step 1: Accessing the Data The menus provide several choices for you to access and choose data when you create a DataExpress procedure. CREATE a new procedure ------------------------------------------------------------------------------1: Use HP DICTIONARY definitions 2: Use HP IMAGE root file definitions 3: Use HP Allbase SQL definitions 4: Use FILE definitions 7: RETURN ------------------------------------------------------------------------------- You can choose whether to select your data from the following: 1: Use HP Dictionary Definitions: Choose this option to create most of your DataExpress procedures. All the data elements in the application systems (FMS, PPMS, SMS) are defined in the Dictionary, as well as the edit masks for the data elements. Edit masks provide information about how the data appears. For example, edit masks are available to add slashes in dates, add decimal points in credit fields, add dollar signs in money amounts, and suppress leading zeros. 2: Use HP Image Root File Definitions: Choose this option to access data elements without using the Dictionary; you need to apply edit masks to certain data elements when you use this method. Child elements are not defined using this option. 3: Use HP Allbase SQL Definitions: (Not used) 4: Use File Definitions: Choose this option when you want to access data in an MPE file or a selfdescribing (SD) file. SBCTC-ITD - 34 - November 2009 DataExpress with SMS Data – Level I Using HP Dictionary Definitions When you select the HP Dictionary to create a procedure, you can choose from the following options: Use HP DICTIONARY definitions ------------------------------------------------------------------------------2: Use HP IMAGE data base definitions 3: Use KSAM/MPE file definitions ------------------------------------------------------------------------------- Usually you will choose Option 2 (Use HP Image Database Definitions). Using Image Database Definitions You access data sets in the Image database. Use the following guidelines to determine the best choice from this menu: Use HP IMAGE data base definitions ------------------------------------------------------------------------------1: Display IMAGE data base names 2: Select a specific IMAGE data base 3: Select a specific IMAGE data set ------------------------------------------------------------------------------- 1: Display Image Database Names Use this option to create a list of all databases from which you can select one or more databases. Choose this option if you cannot remember the exact name of the databases you want to access. 2: Select a Specific Image Database Use this option to create a list of all data sets in the requested database from which you can select one or more data sets. Choose this option if you know which database you want to access. 3: Select a Specific Image Data Set Use this option to enter the name of the selected data set and the database in which it resides. Choose this option if you know which data set you want to access. If you wish to select more than one data set for your report (from the same database), use option 2, even if you know the names of all the data sets you want to access. SBCTC-ITD - 35 - November 2009 DataExpress with SMS Data – Level I Step 2: Choosing the Data Elements The data fields (elements) for the specific data set are displayed on a selection menu; the data set is identified at the top of the screen. Some data sets are so large that the data fields are listed on two or more screen pages. For these data sets, the page number and number of screen pages in the data set are displayed in the upper right corner of the screen. For example, page 1 of a 4-page data set would be represented as 1 of 4. Determine the data fields you need for the report listing, for sorting, for selection criteria, and for creating any computational fields. At the Enter Data Field Selection prompt, type the numbers for these data fields, separating the numbers with commas. You may want to use a data set only because it provides a path for linking between data sets (that is, the data elements from that data set are not actually needed in the report output). When you link from that data set, be sure to select the appropriate data fields. Building the working set The working set is the list of all the data fields that you are including in your procedure. It appears under the heading Define Output Specifications. The working set should include: • All data fields you want to include in the report output. • The data fields you need to create any computational expressions. • The data fields you want for sorting the output data. • The data fields you want for selecting specific values or ranges for the output data. To complete the working set, you respond to the following prompts: • Add Any More Fields or Files (N/y)? If you want to include additional data fields from another data set (file) and database after making the original selections, type Y (yes). Then make the appropriate selections. • Edit Field Definitions (N/y)? Type Y (yes) when you need to change Dictionary attributes for a field or when you need to add a date subtype to a date-related field. • Add Any Computational Fields (N/y)? If you need to create one or more computational fields, type Y (yes). Otherwise, press Return to complete the working set. SBCTC-ITD - 36 - November 2009 DataExpress with SMS Data – Level I Step 3: Creating Computational Fields Computational fields are user-defined fields. Computational fields can contain temporary values or variables, or they can define an output field. They are also used as keys or links to join data sets. There are two types of computational fields: • Arithmetical computational expressions • If-Then-Else expressions • Substring and subfield manipulations Arithmetical Expressions An arithmetical computational expression performs operations on numeric data type fields; the result is another numeric data type field. Use the following formula for a simple computational expression: Field number (or constant) followed by an operator followed by another field number (or constant) The terms in this formula have the following meanings: • A field number is the number of the data item as it appears in the item list of the menu display. • A constant is a number or string. To distinguish between field numbers and numeric constants, type numeric constants with a decimal point. For example, at the Computational Expression prompt, you might type the following expression: [3 + 1.0] This expression adds 1.0 to the contents of field number 3. • An operator indicates the function that is to be performed on the numbers. Use the following arithmetic operators in computational expressions: + – * / // ** Add Subtract Multiply Divide, giving the quotient Divide, giving the remainder Exponentiate DataExpress prompts for the data type and field storage length of the computational field; usually the default values that DataExpress provides are acceptable. Press Return for the New Field Name prompt. All computed fields in the working set of data elements are displayed at the top of the screen. SBCTC-ITD - 37 - November 2009 DataExpress with SMS Data – Level I If-Then-Else Computational Expressions The if-then-else option is another type of computational expression. The if-then-else option allows you to create a computational field based on the value of another field or fields in your working set. The if-then-else expression is a way to embed specific selection criteria for a field within the procedure. In this type of computational expression, you are instructing DataExpress: If a specific condition (or conditions) is met for the field (or fields), then print the specified data; otherwise (else) print alternative data as specified. The if-then-else expression is set up in the same way as a simple computational field—a series of field numbers linked together to form an alphabetic or numeric expression. Use the If connector in the computational expression to specify when to use this value. DataExpress does not use the if-then-else terminology on the screen; the user types the If as a connector. The Then and Else functions are assumed or accommodated less straightforwardly. For example, using the following working set: 1: YRQ 2:SEX Create an if-then-else computed field that will count the occurrences for sex only If the condition is M (male); this is a way of breaking down the SEX data element into males and females. NEW FIELD NAME COMPUTATIONAL EXPRESSION [MALE [1.0 IF 2 ] ] The computational expression means “Add 1.0 to the total count for the Sex data field (the #2 data field) if an occurrence of the field has the appropriate value.” The appropriate value is missing from the computational expression, so DataExpress requests that you provide that value by displaying the Sex prompt: SEX [M ] You provide the value by typing M. DataExpress next requests that you provide the else portion of the computational expression by displaying the following prompt: COMPUTATIONAL EXPRESSION (2) [0. ] Using a similar formula you would probably want to create another computed field for Female. To create a Female field, you would type Female at the New Field Name prompt, 1.0 if 2 at the Computational Expression prompt, and F at the Sex prompt. SBCTC-ITD - 38 - November 2009 DataExpress with SMS Data – Level I The computed fields might produce output something like the following: YRQ MALE FEMALE 9231 465 439 9232 492 506 9233 485 476 When you create an if-then-else computational expression, keep in mind the following principles: • The If connector must be preceded and followed by at least one blank space. • The Else condition can be repeated as often as required. • You can use the DataExpress selection criteria connectors, operators, and wildcards. (For descriptions of these functions, see the section “Entering Selection Criteria.”) Substring and Subfield Manipulation Substring manipulation allows you to write a computational expression that selects either a single character or a group of characters from a string (or data element). Bit extraction is available for numeric fields using the same type of expression as substring extraction. The following example describes how to extract the last character of the field YRQ (a four-character field, the last bit of which indicates a quarter). 1 At the Add Any Computational Fields prompt, type Y (yes). 2 In the New Field Name field, type a name for the new field you are creating, for example, Quarter. 3 In the Computational Expression field, type the following exactly. Do not put any spaces in the computational expression: • The number of the data element (YRQ in this example) from the working set at the top of the screen • A left square bracket ( [ ) • The number of the position in the element (YRQ in this example) where the specific string of characters starts (4 in this example) • A colon ( : ) • The number designating the length or number of characters you wish to extract (1 in this example) • A right square bracket ( ] ) SBCTC-ITD - 39 - November 2009 DataExpress with SMS Data – Level I If the YRQ field is listed as field 10 in your working set, the computational expression would be typed as follows: 10[4:1]. This instructs DataExpress to look at field 10 (YRQ in this example) and, starting at the fourth character (or bit), extract 1 character (or bit). <field number>[<starting position:length>] (the brackets are required) Subfield manipulation allows you to select a specific occurrence of a repeating item (that is, an array or a field that has an Occurrence Count greater than 1). FOOTNOTE-TEXT is an example of an array field with a data type of 2X. Assume FOOTNOTE-TEXT is listed as field number 5 in your working set. To extract the second occurrence of this field, the computational expression would read: [5]2. Step 4: Repeat Steps 1-3 At the Add Any More Fields or Files prompt, type Y (yes) if you want to add more data fields from the same or different data sets or from a different database. Create any additional computational fields as required. Repeat these steps until you have included all the necessary data fields for your procedure in the working set. Step 5: Define Output Specifications Define output specifications --------------------------------------------------------------------------1: FIELD1 2: FIELD2 3: FIELD3 --------------------------------------------------------------------------INCLUDE IN OUTPUT SORT BY SUMMARIZE BY SUPPRESS DETAIL RECORDS (N/y)? SELECT BY ARE THE SPECIFICATIONS CORRECT (Y/n)? Include in Output When the Include in Output prompt is displayed, you are ready to put together your report from the working set using the data fields that you have chosen and any computational fields you have created. Choose all data fields necessary for the report output from the working set at the top of the screen. At the Include in Output prompt: • Type the numbers of the data fields in the sequence in which they are to appear on the report. • Separate all data field numbers with commas. Do not use spaces. Example: 4,7,28 • Type a comma after the last data field number if all your selections do not fit on the line provided. DataExpress provides a continuation line. You do not have to select every data element on the list. SBCTC-ITD - 40 - November 2009 DataExpress with SMS Data – Level I Sort By Sorting refers to the order in which data appears on the report. Indicate the data fields to use for sorting the data. Type the primary sort order (the most important) first; type subsequent sorts in order of their importance. DataExpress sorts in ascending order (smaller numbers first; A before B). To sort in descending order, type D after the specific data element number. Only sort fields can be used as summary fields. Summarize By This field controls the point at which subtotals are available. You can obtain summary information only for: • Fields that you have chosen for sorting. When you specify sort fields, DataExpress can produce summaries on specified fields. • Fields that contain numeric data. At the Summarize By prompt, type the data field numbers designating where the summary data should appear. To obtain a summary line (grand total) at the end of the report, type 0 (zero) When you indicate that you want to summarize by specific fields, DataExpress returns with the Enter Summary Field Selection For prompt. Type the numbers for the data fields you want to have summarized. You can suffix a field number with one of the following codes to obtain the indicated results: * Subtotal (the asterisk is not required; if you do not type a suffix, a subtotal is assumed) A Average C Count (use with an alphanumeric field to count the number of occurrences) H Maximum (high) value L Minimum (low) value SBCTC-ITD - 41 - November 2009 DataExpress with SMS Data – Level I Suppress Detail Records (N/y)? If you press Return to select the default response N (no), DataExpress lists all the records it finds. If you type Y (yes), DataExpress lists only summary records. The following warning appears on the screen whenever you summarize numeric fields and suppress detail records: “Warning: Automatic Summarization Will Occur Only on All Numeric Fields.” This warning usually makes no difference. Select By You use selection criteria to select a subset of records rather than all existing records. In other words, the selection criteria allow you to include only the data that is appropriate for your report. For example, you might want data for Fall 1998 only, rather than all years and quarters. There are two steps to specifying selection criteria: 4 Specify the data field numbers from the working set for the fields you want to use for selection values. For example, if the YRQ field is #4 in the working set and you want YRQ in your selection criteria, type 4. 5 Specify the selection values for the selection fields (described in the next section, “Entering Selection Criteria”). For example, to select only the records for spring quarter of the 1999-2000 year, type 9904 for the YRQ field. If the same selection value for a field is to be used each time the report is run, you can embed the value by entering the data field number followed by a P (prompt). Then you are not prompted for the specific selection value for the field each time you run the procedure. Entering Selection Criteria Whether you embed the selection criteria values at this point in the procedure or provide them at run time, use the operators, connectors, and wildcards described below to define the value for the data you want to retrieve. Use the following operators to define how DataExpress should evaluate a pair of numbers: LT Less than LE Less than or equal to GT Greater than GE Greater than or equal to NE Not equal to SBCTC-ITD - 42 - November 2009 DataExpress with SMS Data – Level I EQ Equal to (default; does not need to be entered) Use the following connectors to join multiple parts of the selection expression: TO Select a range of records (for example, 10 to 20). OR Select all records that fit either criterion (for example, FND: 001 or 149). AND Select all records that fit all criteria (for example, GL EQ 6505 and 6510). Use wildcard characters in the selection expression to search for data in a defined portion of the field. Valid wildcard characters are: • Use “@” (“at” symbol) to stand for one or more characters. (The @ symbol is located above the number 2 on the keyboard.) • Use “?” (question mark) to stand for one character. Use the wildcard characters as follows: ABC@ Begins with ABC @ABC Ends with ABC @ABC@ Contains ABC @A?C@ Contains A plus any character plus C A?B?C Contains A in the first position, B in the third position, and C in the fifth position Alternate Names for Selection Values If you choose data fields for selection criteria, DataExpress asks you if you want to rename the data elements by displaying this prompt. If you do not rename the selection criteria data elements, the short name (from the Dictionary) is used as the prompt. Edit Names/Locations of Databases and Files (N/y) To accept the default response N (No), press Return. Include Database Password(s) in Procedure (N/y) To accept the default response N (No), press Return. SBCTC-ITD - 43 - November 2009 DataExpress with SMS Data – Level I Step 6: Linking the Data Sets Linking refers to the order in which the computer should access the data sets (files) you are using in your procedure. After you have defined the output specifications for your procedure, the Multi-File Access Order screen is displayed, along with a selection list showing the data sets and files you are using: Multi-file access order -----------------------------------------------------------------------------1: DATASETA 2: FILE1 3: DATASETB -----------------------------------------------------------------------------FILE ACCESS AND LINKAGE ORDER[ ] To link the data sets or files, at the File Access and Linkage Order prompt, type the order in which they are to be linked. Use the numbers (from the selection list) to show the order, separating the numbers with commas. When you are linking data sets together, you are: • Matching a data field in one data set with the same data field in another data file. • Linking from any field in the from data set to a key field in the to data set. Which Direction? The choice of the first data set or file and the order in which subsequent data sets are accessed affects the efficiency of the report process. Incorrectly linked data sets slow the report process and can cause an incorrect or incomplete report. Try to place the data set that contains the data elements designated as selection criteria first. If selection criteria items are found in more than one data set, select the data set with the least number of records as the leading data set. After you specify a sequence of data sets, DataExpress displays the following prompt (for two data sets at a time): “Is There a Defined Path Between Data Sets (Y/n)?” Usually your response is Y (yes). Linking from a Computed Field If you are using a computed field (probably a child element) as the link between two data sets, precede the number of the target data set with a colon (:). In this way, you specify “I’m going from this data set to that data set using a computed field.” For example, 1,:3 indicates a computed field that links file 1 to file 3. After you establish the sequence of data sets, all computed data elements are listed. Choose the one to be used as the link to the target data set. The key data elements in the target data set are then displayed. Select the matching key data element in the target data set to establish the link. SBCTC-ITD - 44 - November 2009 DataExpress with SMS Data – Level I Linking without a Defined Path The defined path refers to the relationship between master and detail data sets; each master data set links to one or more specific detail data sets. The prompt “Is There a Defined Path Between Data Sets (Y/n)?” is not always displayed; for example, the prompt is not displayed when you are using two or more databases. Each database is independent, and DataExpress assumes that there is no defined path. When linking two data sets with no defined path, you must specify the linking data element. All data elements in the “from” (or source) data set are listed and you are asked to choose the linking field. The process assumes that you are linking to the key data element of the second data set. You cannot link to a data element if it is not the key data element of the record (except when using MPE files). Summary of Linking Data Sets The following are some summary points to remember about linking data sets: • Link from any field (data element) in the from (or source) file. • Link only to a key field in the to (or target file) for Image and KSAM data sets and files. • Link to any field in an MPE file (with caution). • When all fields in the from (source) file are displayed, choose one as the linking field. • When all fields in the to (target) file are displayed, choose the appropriate key field. Linking Examples The following are examples of formulas that link data sets: Example: • • • • SBCTC-ITD 1,2,3 Use a field from file 1 to link to file 2. Use a field from file 2 to link to file 3. Read file 1 serially; for each record in file 1, read file 2 and extract corresponding records. For each record in file 2, read file 3 and extract corresponding records. - 45 - November 2009 DataExpress with SMS Data – Level I Example: • • • • 1,2,1:3 Use a field from file 1 to link to file 2. Use a field from file 1 to link to file 3. Read file 1 sequentially; for each record in file 1, read file 2 and extract corresponding records. For each record in file 1, read file 3 and extract corresponding records. Example: 1,2,:3 • Use a field from file 1 to link to file 2. • Use a computed field to link from file 2 to file 3. The field is computed as soon as required data is read from the file. • Read file 1 sequentially; for each record in file 1, read file 2 and extract corresponding records. • For each record in file 2, read file 3 and extract corresponding records. Special Cases of Linking You can modify the preceding and other formulas by using the following symbols: • R (reverse) Example: 1R,2,3 Read file 1 backwards. • + (plus sign) Example: 1,+2 Selects all records in file 1 even if they do have matching records in file 2. • - (minus sign) Example: 1,-2 Selects only those records in file 1 when there are no corresponding records in file 2. Maximizing Performance To obtain the best performance for a set of linked files: • List files containing selection criteria data first. • List MPE files first in the linking sequence. SBCTC-ITD - 46 - November 2009 DataExpress with SMS Data – Level I Step 7: Defining Report Format DataExpress displays the following report formats on the Output File Format Options screen. Output file format options ------------------------------------------------------------------------------1: Report Listing 11: [PH subfile 7] 21: SD ASCII file 2: DataExpress subfile 12: [PH keyed subfile 7] 22: BINARY file (MPE) 3: HPListKeeper 13: dBase PRN format 23: ASCII file (MPE) 4: HPWord 14: R:Base 24: EBCDIC file (IBM) 5: [Mail System] 15: WordPerfect 4.2 25: KSAM file 6: HPEasyChart 16: WordPerfect 5.0 26: KSAM SD file 7: HPDraw 17: [PH subfile 0] 27: Excel SYLK format 8: HP DSG 18: SPSS-X file 28: Lotus WK1 format 9: Lotus PRN format 19: DIF file 29: dBase DBF format 10: Lotus WKS format 20: SD BINARY file 30: [Graphics] ------------------------------------------------------------------------------Enter '0' to specify a special format [ ]= not installed/available Press <Enter> key to allow run-time decision on format. The two most common output formats are the following: • Run-time decision on format Press Return if you plan to catalog the procedure and want to choose the output format when you run the procedure. The output options are displayed each time the procedure is run. • 1: Report Listing Select this option if you plan to display the report on your terminal or PC, send it to a printer, or both display and print it. To select this option, at the Enter an Option Number prompt, type 1 and press Return. Step 8: Running the Procedure Execute (run) the procedure to review it online to verify that the expected data is being extracted and that the report looks the way you want. SBCTC-ITD - 47 - November 2009 DataExpress with SMS Data – Level I Step 9: Using ReportDesigner The ReportDesigner function of DataExpress allows you to customize and format the report listing online. You can see the results of any changes as you make them. To access ReportDesigner, you need to run a procedure and have the report listing displayed on your screen. To activate ReportDesigner, press the F7 (Design Report) function key. ReportDesigner has two modes: • Global Edit [F6] When you make a change in global edit mode, it is applied to the entire report. • Field Edit [F7] When you make a change in field edit mode, it is applied only to the specified field of the report. You can use the ReportDesigner options in either of two ways: • Prompt mode (the prompts are displayed one at a time on the screen) • Function key choices (abbreviated prompts/choices are available through the function keys) Responding to Global Edit Prompts After you press F6 (Global Edit) and then F6 (Prompt Mode) again, the following sequence of prompts is displayed: • Reorder/Remove Field Columns (N/y)? If you type Y (yes) at this prompt, a new prompt sequence is displayed that allows you to specify which columns to move or delete from the report. • Layout for Terminal/Printer (T/p)? At this prompt, indicate whether you want the report layout for T (terminal screen) or for P (printer). If you type P, you are prompted further for printer specifications. • Page Line Format (Parts) Type P (parts) to break reports wider than the terminal display width into page parts (for example, 1a of 15 or 1b of 15). Type M (multiple lines) to wrap the report records within the display width (that is, create multiple lines per record). Type T (truncate) to cut off the report records at the end of the terminal display (for example, any additional fields will not be displayed). SBCTC-ITD - 48 - November 2009 DataExpress with SMS Data – Level I • Number of Repeating Field Columns (1) This prompt appears only when you type P (parts) at the previous prompt, Page Line Format. Type the number of field columns that should be repeated from one page part to the next page part. The default is determined by the number of sort fields you have specified. • Number of Images (0) Change the value for this prompt when working with mailing labels or any other listing that requires more than one record across the width of the page. • Column Format (NO) This prompt appears only when the value for the previous prompt, Number of Images, is greater than zero. Type Y (yes) to order the images down the page like the names in a phone book. Type N (no) to order them across the page. • Default Column Spacing (2) Specify the number of spaces between each column on your report. (This default can be overridden for individual fields in the field edit mode.) • Suppress Page Headers (NO) When you do not want the report title to be printed (for example, when you are printing mailing labels), type Y (yes) at this prompt. • Suppress Field Headings (NO) When you do not want the field headings to be printed, type Y (yes) at this prompt. • Default Heading Justification (Center) Type L (left) if you want to place the heading on the left; type R (right) if you want to place the heading on the right. • Page Heading At this prompt, type the heading or title as you want it to appear on every page of the report. • Page Footing At this prompt, type the footer as you want it to appear on every page of the report. At the end of the global edit prompts, you can: • Switch to field edit mode. • Exit the global edit mode and ReportDesigner. SBCTC-ITD - 49 - November 2009 DataExpress with SMS Data – Level I Responding to Field Edit Prompts When you are in field edit mode for a field, the following sequence of prompts is displayed: • Display Repeating Sort Field (N) This prompt is displayed only if the field is a sort field. By default, the value in a sort field is only displayed when the value in that field changes. Type Y (yes) to display and print the value of the sort field on each report line. • Field Column Width (nn) Respond to this prompt only if you need to change the column width of the field. The column width is determined by the longer of: (1) the field length as determined by the edit mask, or (2) the field heading length. If an alphanumeric field (data type X) is made smaller, DataExpress truncates the values in the field. If a numeric field (for example, data types Z, P, J, or I) is made too small to contain its values, the field is filled with pound sign (#) characters. Type a new value for the width of this column up to the maximum width allowed. • Field Start Position (nn) Respond to this prompt only if you need to change the starting position for this field. A ruler is shown at the bottom of the report to assist in spacing. • Field Column Spacing (n) Type the number of blank spaces that should separate this field from the one that precedes it. The default value is 2 spaces. • Field Line Spacing (n) Respond to this prompt if you want to force this field to a new line or page part. The default of 0 (zero) results in this field being positioned on the same line as the previous field. Type 1 for the next line, 2 to skip a line, and so forth. • Heading Justification Respond to this prompt if you want to change the justification for the field heading. The default for the field heading is “C” (center); type R to right justify or L to left justify the field heading. • Field Justification Respond to this prompt if you want to change the justification for the data in this field. Type any of the following values: C (center); L (left justify - default for alphanumeric items); or R (right justify - default for numeric items). SBCTC-ITD - 50 - November 2009 DataExpress with SMS Data – Level I • Field Heading The current field heading is displayed above a data entry field. Type the new field heading in the data entry field. Place ^ wherever you want to split the heading into more than one line (for example YEAR^QUARTER stacks YEAR over QUARTER and shortens the field width). Press Return to retain the default heading as shown. Type a blank space to erase the heading. • Field Edit Mask Respond to this prompt only if you want to change the edit mask for this field. For all procedures created using the HP Dictionary, DataExpress uses the predefined Dictionary edit mask. To change the edit mask or to define an edit mask for fields created through Image root files, type the appropriate substitution or insertion characters showing how the field should be formatted in the report. One substitution character is assigned for each position of the display length of the data field. Use the following substitution characters: ^ Insert actual data character in this position. Z Suppress leading zeros (must be uppercase). $ Suppress leading zeros and place a dollar sign before the left-most digit. * Replace all leading zeros with asterisks. Align the decimal point with decimal positions defined in the field. ! Place a decimal point in this position, regardless of the number of defined decimals for this field. Any other character is considered an insertion character and is displayed or printed at that position in the field. Examples of insertion characters are quotation marks (“), hyphens (-), and parentheses (). When you specify an edit mask, be sure to allow a character for the negative indicator (the minus sign “-”). If your field edit mask is not large enough to contain the field values, the field is filled with pound sign (#) characters. • SBCTC-ITD Field Text Use this data entry field to type a string of characters to be displayed on the report line in front of this field. - 51 - November 2009 DataExpress with SMS Data – Level I At the end of the field edit prompts, you can: • Select another field for editing. • Switch to global edit mode. • Exit field edit mode and ReportDesigner. Generating Line and Page Breaks ReportDesigner allows you to add blank lines before subtotal and total lines and to generate page breaks on specific sort fields. Use field edit mode and be sure to select a field that has been identified as a control break; that is, indicated as a Summarize By field (otherwise, the following prompts are not displayed): 1 In field edit mode, select the field number of a summary field after which you want a page break to occur. 2 Press the F7 (Next Keys) function key two times until Group Edit is displayed for the [F2] function key. If the label for [F2] is not Group Edit, then you have not identified the current field as a summary field, or you are working with the wrong field number. 3 Choose one of the following: • Page Skip [F1] Generates a page break before printing the first value of the next sort item. • Double Skip [F2] Inserts two blank lines after the subtotal line for this group. • Line Skip [F3] Inserts one blank line after the subtotal line for this group. Removing Saved ReportDesigner Formatting Once you have customized your DataExpress procedure report format by using ReportDesigner, the Save (Y/n) prompt is displayed. If you save the format changes, you can later remove them by following these steps: 1 On the DataExpress Main Menu, type 4 (Maintain an Existing Procedure). 2 On the Maintain an Existing Procedure menu, type 2 (Modify Procedure Definitions). 3 At the Modify Name Prompt, type the name of the procedure from which you wish to remove the ReportDesigner formatting followed by a comma and the number 2, for example, PROCNAME,2 Note: It is acceptable for the comma and number 2 to extend beyond the prompt’s allowable spaces SBCTC-ITD - 52 - November 2009 DataExpress with SMS Data – Level I 4 At the Modify Entry From Local Catalog prompt, you will usually press Return to accept the default response Yes. 5 On the Modify Procedure name menu, type 8 (End Procedure Modification). 6 Save the Modified entry. Step 10: Saving the Procedure SAVE the procedure ---------------------------------------------------------------------------SAVE name________ DESCRIPTION ____________________________________________________ ENTRY ACCESS BY USER ________ ENTRY PASSWORD ________ SAVE entry into local catalog (Y/n)? _ ENTRY SAVED IN CATALOG When saving a procedure, provide the following information: • Save Name Type a procedure name of up to 10 characters. This name identifies the procedure for future use. • Description Type a complete description of the procedure using this 50-character field. This description makes identification of the procedure easier when the Procedure Catalog is displayed. • Entry Access by User Type @ (the “at” symbol) to allow all users to access the report regardless of the passwords they used to log on. (If the @ symbol is not used, the procedure is displayed on the Procedure Catalog and is available to run or modify only by users who are logged on exactly as you were when you cataloged the report.) SBCTC-ITD - 53 - November 2009 DataExpress with SMS Data – Level I Using the Procedure Catalog When you save a DataExpress procedure, it is stored in a procedure catalog. You access the procedure catalog from the Main Menu. 27-MAR-99 Procedure Catalog Report page 1 of Name typ acc Created Description -----------------------------------------------------------------------------HSMONENR U A 94.12.02 MONTHLY ENROLLMENT COUNT REPORT FOR HIGH SCHOOL HSMONENR1 U A 96.02.22 MONTHLY ENROLLMENT COUNT REPORT FOR HIGH SCHOOL -----------------------------------------------------------------------------catalog: GEN.SPDEV user: DKTC name: all EXIT (E)? The Procedure Catalog Report screen lists all the DataExpress procedures stored in that catalog. The list includes the following information: • The procedure name • The procedure type: D Produces a data interchange file for use in another program. For example, the file could be downloaded to a PC. R Produces a report listing. U Allows you to decide which output format you want when you actually run the procedure. • The user access for the procedure: A This procedure is available to any user. An asterisk (*) suffix indicates that you are the creator U Your user ID or class is the designated user for the procedure Blank Only the creator can use the procedure • The date the procedure was saved • A description of the procedure In addition, the following information is provided on the Procedure Catalog Report screen: • The group and account where the catalog resides • Your current logon user ID • The procedure name selection that you requested (for example, SM@) or ALL if the entire list is displayed) SBCTC-ITD - 54 - November 2009 DataExpress with SMS Data – Level I 7 - Maintaining a Procedure After you create a DataExpress procedure, you can modify it and save it under a new name or its original name. This chapter identifies the changes you can make to a procedure and explains how to modify a procedure. SBCTC-ITD - 55 - November 2009 DataExpress with SMS Data – Level I Making Allowable Changes to an Existing Procedure After a DataExpress procedure has been created and cataloged, you can change it in various ways. In the next section, you learn how to access an existing procedure in order to: • Add data elements, either from the original data sets or from other databases and data sets. • Include additional computational expressions. • Change the type of report output. • Change the order in which data sets are linked. • Change output fields, selection criteria, and sort criteria. • Delete computational fields. You cannot delete other fields in the working set. SBCTC-ITD - 56 - November 2009 DataExpress with SMS Data – Level I Modifying an Existing Procedure This section shows you one way to modify an existing procedure. After you complete the steps below, experiment with other options on the Modify Procedure menu. To modify an existing procedure: 1 On the Main Menu, type 4 (Maintain an Existing Procedure). The Maintain an Existing Procedure menu is displayed: MAINTAIN an existing procedure ---------------------------------------------------------------------------1: REVIEW procedure definitions 2: MODIFY procedure definitions 3: SAVE the procedure 4: DELETE an existing procedure 7: RETURN ---------------------------------------------------------------------------- The following options are available on the Maintain an Existing Procedure menu: Option Action 1: Review Procedure Definitions View or print the specifications of a procedure. The specifications of a procedure include the databases, data sets, and data fields that are used; the output information; and the linkage order for the data sets. 2: Modify Procedure Definitions Change the specifications for a procedure. 3: Save the Procedure Resave a modified procedure. 4: Delete an Existing procedure Delete a procedure from the Procedure Catalog. 7: Return Return to the Main Menu 2 On the Maintain an Existing Procedure menu, type 2 (Modify Procedure Definitions) and press Return. 3 At the Modify Name prompt, type the name of the procedure that you want to modify and press Return. 4 At the Modify Entry From Local Catalog prompt, you will usually press Return to accept the default response Yes. SBCTC-ITD - 57 - November 2009 DataExpress with SMS Data – Level I The Modify Procedure menu is displayed: MODIFY procedure DFHFAID1 -----------------------------------------------------------------------------1: EDIT names and attributes 2: DELETE computational fields 3: CHANGE procedure specifications 4: CHANGE output file format 8: END procedure modification ------------------------------------------------------------------------------ You have the following options on the Modify Procedure menu: 5 Option Actions 1: Edit Names and Attributes Modify various attributes of specific data fields; for example, change the data type from X to J. You can also use this option to change a database location or an embedded password. 2: Delete Computational Fields Delete unused computational fields. When unused fields in a procedure are deleted, the procedure runs faster because DataExpress processes all fields—used and unused—in the working set. 3: Change Procedure Specifications Add more fields or files; add more computational expressions; modify the output order; or make changes to the Sort By, Summarize By, or Select By options. 4: Change Output File Format Select a different output format. 8: End Procedure Modification Return to the Maintain an Existing Procedure menu. On the Modify Procedure menu, type 3 (Change Procedure Specifications) and press Return. Option 3 is the one that you will probably use the most often, but you should also explore the other options to learn how to use them. SBCTC-ITD - 58 - November 2009 DataExpress with SMS Data – Level I 6 Press Return to pass through the following prompts. At these prompts, if you type information (such as y, n, or additional numbers) before pressing Return, other prompts are displayed. After you have passed through those other prompts, the next prompts in the following sequence are displayed: • Add Any More Fields or Files • Edit Field Definitions • Add Any Computational Fields • Include in Output • Sort By • Summarize By (For each summary field identified, DataExpress prompts you to identify selection fields.) • Suppress Detail Records • Select By (For each selection field followed by “P,” DataExpress prompts you to provide selection values.) • Are Specifications Correct • File Access and Linkage Order After you press Return at the File Access and Linkage prompt, the Modify Procedure menu is again displayed. 7 On the Modify Procedure menu, type 8 (End Procedure Modification) and press Return. 8 At the Save Modified Entry prompt, press Return to accept the default response Yes. 9 At the Save Name field, either type a new name for the procedure or accept the current name by leaving the field blank. Then press Return. 10 Press Return to pass through the next three prompts: • Description • Entry Access by User • Entry Password SBCTC-ITD - 59 - November 2009 DataExpress with SMS Data – Level I 11 If you saved the procedure with a new name in step 9, DataExpress displays the Save Entry Into Local Catalog prompt. Press Return to accept the default response Yes. - OR If you saved the procedure with the same name as the original procedure, DataExpress displays the Catalog Entry Already Exists, Purge Old Entry prompt. At this prompt, type Y and press Return. After you have passed through this last prompt, the Maintain an Existing Procedure menu is again displayed. 12 On the Maintain an Existing Procedure menu, type 7 (Return) and press Return. The Main Menu is displayed. SBCTC-ITD - 60 - November 2009 DataExpress with SMS Data – Level I Review 2 - DataExpress Review 1 List four ways to obtain help in DataExpress. ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ________________________ 2 What shortcut can you type to skip to the last page of a menu? ______________________________________________________________ 3 What is a working set? ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ 4 Which operators can you use to create computational expressions? ______________________________________________________________ 5 What two conditions must you have satisfied to create a summary line in a procedure? ______________________________________________________________ 6 If you want a procedure to sort in descending order, what must you do? ______________________________________________________________ ______________________________________________________________ 7 When linking data sets/files, you cannot link to a data element unless it is a ______________________________________________________________ 8 What are the valid wildcards when you specify selection criteria? _______________________________________________________ SBCTC-ITD - 61 - November 2009 DataExpress with SMS Data – Level I This page inserted for back-to-back printing. SBCTC-ITD - 62 - November 2009 DataExpress with SMS Data – Level I 8 - Hands-On Exercises This chapter contains hands-on exercises to help you practice using SMS data to create DataExpress procedures. Exercise 1: Creating a simple DataExpress procedure Exercise 2: Creating a procedure with sort options and selection criteria Exercise 3: Using a computational field and modifying a procedure Exercise 4: Creating a computational counter field and suppressing detail to get summary lines Exercise 5: Using an If-Then-Else computational expression SBCTC-ITD - 63 - November 2009 DataExpress with SMS Data – Level I Exercise 1: Creating a simple DataExpress Procedure Objective: To create a report listing all Washington State high schools and their codes. This example takes you through the basic steps required to create, run, and save a DataExpress procedure (report). Every procedure you create with DataExpress uses these steps. Part 1: Select the data for the procedure In this part, you specify the source of the data for your report. 1 On the Main Menu, type 3 (Create a New Procedure) and press the Return key. 2 On the Create a New Procedure menu, type 1 (Use HP Dictionary Definitions) and press Return. 3 On the Use HP Dictionary Definitions menu, type 2 (Use HP Image Database Definitions) and press Return. 4 On the Use HP Image Database Definitions menu, type 3 (Select a Specific Image Data Set) and press Return. 5 At the Image Data Set Name prompt, type HI-SCHL-M and press Return. 6 At the Image Database Name prompt, type TBL3 and press Return. The data fields in the HI-SCHL-M data set are displayed at the top of the screen. Part 2: Create a working set In this part, you select the data fields you want to use in your procedure. 1 At the Return Data Field Selection prompt, type the number for the HI-SCHL data field (to extract high school codes), a comma, and the number for the HI-SCHL-NAME data field. Then press Return. The two fields listed make up what is called the working set. You will use these fields to set up your report. 2 SBCTC-ITD Press Return three times to accept the default response No for the following prompts: • Add Any More Fields Or Files • Edit Field Definitions • Add Any Computational Fields - 64 - November 2009 DataExpress with SMS Data – Level I Part 3: Define the report output In this part, you choose which data fields to include in your report and specify how the fields should be displayed and sorted. 1 At the Include in Output prompt, type the number for the HI-SCHL data field, a comma, and the number for the HI-SCHL-NAME data field. Then press Return. You do not have to select every data field on the list. In this case, however, you do want to use both fields that are in the working set. You want the code number to appear first on the report listing and the high school name to appear next. 2 At the Sort By prompt, type the number for the HI-SCHL-NAME data field and press Return. By default, DataExpress sorts in ascending order, that is, A before B and smaller numbers first. In this case, you want the high school names sorted alphabetically in ascending order. To sort in descending order, you would type the letter D after the data field number. 3 At the Summarize By prompt, press Return. 4 At the Suppress Detail Records prompt, press Return to select the default response No. 5 At the Select By prompt, press Return. 6 If everything is correct, press Return to accept the default response Yes at the Are the Specifications Correct prompt. If you type N and press Return, you are taken back to the beginning of the Define Output Specifications prompts. 7 At the Edit Names/Locations of Databases and Files prompt, press Return to accept the default response No. 8 At the Include Database Password(s) In Procedure prompt, press Return to accept the default response No. The Output File Format Options menu is displayed. SBCTC-ITD - 65 - November 2009 DataExpress with SMS Data – Level I Part 4: Establish the output file format and run the procedure In this part, you choose a format for the report’s output and then run the procedure. 1 In this example, you want to display the report listing on your computer screen. At the Return an Option Number prompt, type 1 (Report Listing) and press Return. You also select Report Listing when you want to send a report to a printer, or when you want to both display a report on your computer screen and print it at the same time. Many other options are available for formatting DataExpress output. 2 At the Run the Procedure prompt, press Return to select the default response Yes. 3 At the Password for TBL3 prompt, type the password for the TBL3 database and press Return. DataExpress runs the procedure. When the procedure has finished running, a message is displayed indicating how many records were read, prepared, and written. 4 At the List Report on Printer prompt, press Return to select the default response No. The report is displayed. 5 Press [F1] to move forward through the report. Press [F2] to move backward through the report. 6 When you are finished looking at the report, press [F8] to exit. 7 At the Reuse Extract File prompt, press Return to select the default response No. 8 At the Repeat Procedure Run prompt, press Return to select the default response No. 9 At the Save Current Procedure prompt, press Return to select the default response Yes. 10 At the Save Name prompt, type your initials and a name for the procedure and press Return. 11 At the Description prompt, type a description for the procedure and press Return. SBCTC-ITD - 66 - November 2009 DataExpress with SMS Data – Level I 12 At the Entry Access by User prompt, type @ and press Return. The @ character allows all users to access this procedure if they know the TBL3 database password. 13 At the Entry Password prompt, press Return. 14 At the Save Entry Into Local Catalog prompt, press Return to select the default response Yes. 15 At the Press <Enter> Key to Continue prompt, press Return. Summary In this exercise, you created a report that lists all Washington State high schools and their codes. In order to produce this report, you completed the basic steps required to create and run a DataExpress procedure by: • Selecting the database, data sets, and data elements that contain the information you want. • Identifying the data elements for the report output. • Defining the report format and running the procedure. SBCTC-ITD - 67 - November 2009 DataExpress with SMS Data – Level I Exercise 2: Creating a procedure with sort options and selection criteria Objective: To create an enrollment report that lists all state-funded courses for a specified year/quarter. The report will be sorted by administrative unit and include the instructor’s name, enrollment, and tenth-day enrollment. This example illustrates how to sort and summarize with the count function. Part 1: Select the data for the procedure and create a working set In this part, you select input data fields from the CLASS-D data set. 1 On the Main Menu, type 3 (Create a New Procedure) and press the Return key. 2 On the Create a New Procedure menu, type 1 (Use HP Dictionary Definitions) and press Return. 3 On the Use HP Dictionary Definitions menu, type 2 (Use HP Image Database Definitions) and press Return. 4 On the Use HP Image Database Definitions menu, type 2 (Select a Specific Image Database) and press Return. 5 At the Image Database Name prompt, type SM and press Return. 6 At the Enter Data Set Selection prompt, type the number for the CLASS-D data set. Then press Return. The second page of data sets in the SM database is displayed. 7 You do not need to select any data sets from this screen, so just press Return. The first page of data fields in the CLASS-D data set is displayed. 8 At the Enter Data Field Selection prompt, type the numbers for the following data fields, separating the numbers with commas, and press Return: • ADMIN-UNIT • CLASS-ITM-NUM (child element of CLASS-ID) • COURSE-ID • ENR • FND-SRC SBCTC-ITD - 68 - November 2009 DataExpress with SMS Data – Level I The second page of CLASS-D data fields is displayed. 9 At the Enter Data Field Selection prompt, type the numbers for the following data fields, separating the numbers with commas, and press Return: • INSTR-NAME • SECT • YRQ • TEN-DAY-ENR The third page of CLASS-D data fields is displayed. 10 At the Enter Data Field Selection prompt, type the number for the CLOCK- HR data field and press Return. The Define Output Specifications screen is displayed. 11 At the Add Any More Fields or Files prompt, press Return to select the default response No. 12 At the Edit Field Definitions prompt, press Return to select the default response No. 13 At the Add Any Computational Fields prompt, press Return to select the default response No. Part 2: Define the report output In this part you specify which fields to include in the report, the order of the fields, and how the output of the report should be sorted. 1 At the Include in Output prompt, type the numbers for the following fields, separating the numbers with commas, and press Return: • YRQ • ADMIN-UNIT • CLASS-ITM-NUM • COURSE-ID • ENR • CLOCK-HR • SECT SBCTC-ITD - 69 - November 2009 DataExpress with SMS Data – Level I • INSTR-NAME • FND-SRC • TEN-DAY-ENR 2 At the Sort By prompt, type the numbers for the following fields, separating the numbers with commas, and press Return: • YRQ • ADMIN-UNIT • COURSE-ID In this case, the primary sort is by year/quarter. Within year/quarter, you want the data sorted according to administrative unit. The third sort is by course ID, which will give you an alphabetical listing of all the courses within each administrative unit. Part 3: Define summary information In this part, you define a summary field for the report. DataExpress provides summaries of any numeric fields at any point you specify. 1 At the Summarize By prompt, type the number for ADMIN-UNIT, a comma, and 0 (zero). Then press Return. By typing the number for ADMIN-UNIT, you indicate that you want a summary each time the administrative unit changes. Typing a zero indicates that you want a grand total for the report. 2 At the Enter Summary Field Selection for: ADMIN-UNIT prompt, type the number for ENR, a comma, the number for CLASS-ITM-NUM followed by C (count), a comma, and the number for TEN-DAY-ENR. Then press Return. Example: 4,11C,9 3 At the Report prompt, type the number for ENR. Then press Return. The Report prompt appears whenever you type “0” at the Summarize By prompt, asking for grand totals. At the Report prompt, you tell DataExpress on which fields to calculate those grand totals. 4 At the Suppress Detail Records prompt, press Return to select the default response No. If you type Y here, DataExpress lists only summary records. When you select the default No, DataExpress lists all the records it writes. SBCTC-ITD - 70 - November 2009 DataExpress with SMS Data – Level I Part 4: Enter selection values In this part, you define the fields that will be used to select records for the report. 1 At the Select By prompt, type the number for the YRQ field, a comma, and the number for the FND-SRC field. Then press Return. At the Select By prompt, you are indicating which fields you want to be used as selection criteria. If you follow a field number with a P, DataExpress prompts you immediately for a selection value. This is called “embedding selection criteria.” For the fields that you do not follow with a P, you are prompted for the selection values each time you run the procedure. In this case, since you want records for year/quarter 9903 and only those classes that are state-funded, you instruct DataExpress that you are using year/quarter and funding source as the selection criteria and that you will wait until run time to specify the values for those two fields. 2 At the Are the Specifications Correct prompt, press Return to select the default response Yes. This prompt is your chance to look over all the output definitions you have just specified. If you see something you don’t want, type N at this prompt and DataExpress begins the sequence of prompts again with the Include In Output prompt (see Part 2). 3 Press Return three times to accept the default response No for the for the following prompts: • Alternate Names for Selection Fields prompt • Edit Names/Locations of Databases and Files • Include Database Passwords in Procedure(s) The Output File Format Options screen is displayed. Part 5: Select the output file format and run the procedure In this part, you select an output format, run the procedure, and direct the output to your screen. 1 At the Enter an Option Number prompt, press Return to allow a run-time decision on format. 2 At the Run the Procedure prompt, press Return to select the default response Yes. The Output File Format Options screen is displayed. SBCTC-ITD - 71 - November 2009 DataExpress with SMS Data – Level I 3 Press Return to accept the default output option of Report Listing. 4 At the Password for SM prompt, type the password for the SM database and press Return. You must provide the SM database password since you did not build it into the procedure. 5 At the YRQ prompt, type 9903 to extract only the data pertaining to that year/quarter. Press Return. 6 At the FND-SRC prompt, type 1 to indicate that you want only state-funded items. Press Return DataExpress launches the procedure. When the procedure is finished running, a message is displayed indicating how many records were read, prepared, and written. 7 At the List Report on Printer prompt, press Return to select the default response No. The report is displayed. 8 Press [F1] to move forward through the report. Press [F2] to move backward through the report. 9 When you are finished looking at the report, press [F8] to exit. 10 At the Reuse Extract File prompt, press Return to select the default response No. 11 At the Repeat Procedure Run prompt, press Return to select the default response No. 12 At the Save Current Procedure prompt, press Return to select the default response Yes. 13 At the Save Name prompt, type your initials and a name for the procedure and press Return. 14 At the Description prompt, enter a description for the procedure and press Return. 15 At the Entry Access by User prompt, type @ and press Return. The @ character allows all users to access this procedure if they know the SM database password. 16 At the Entry Password prompt, press Return. 17 At the Save Entry Into Local Catalog prompt, press Return to accept the default response Yes. SBCTC-ITD - 72 - November 2009 DataExpress with SMS Data – Level I 18 At the Press <Enter> Key to Continue prompt, press Return. The Main Menu is displayed. Summary In this exercise, you created a report that lists all state-funded courses and their enrollment totals for a specified year/quarter. In order to produce this report, you completed the basic steps required to create and run a DataExpress procedure with summary totals and selection criteria by: • Selecting the database, data set, and fields that contain information you want • Identifying data elements for output • Identifying the sort fields for control breaks • Identifying the data elements for summarization based on groupings • Identifying selection fields for specific data extraction SBCTC-ITD - 73 - November 2009 DataExpress with SMS Data – Level I Exercise 3: Using a computational field and modifying a procedure Objective: To prepare a report showing full-time equivalent students for state-funded classes, summarized by department/division. This example illustrates using an arithmetic computation expression, suppressing detail records, and modifying a procedure. Part 1: Select the data for the procedure and create a working set In this part, you select input data fields from the CLASS-D data set. 1 On the Main Menu, type 3 (Create a New Procedure) and press the Return key. 2 On the Create a New Procedure menu, type 1 (Use HP Dictionary Definitions) and press Return. 3 On the Use HP Dictionary Definitions menu, type 2 (Use HP Image Database Definitions) and press Return. 4 On the Use HP Image Database Definitions menu, type 2 (Select a Specific Image Database) and press Return. 5 At the Image Database Name prompt, type SM and press Return. 6 At the Enter Data Set Selection prompt, type the number for the CLASS-D data set. Then press Return. The second page of data sets in the SM database is displayed. 7 You do not need to select any data sets from this screen, so just press Return. The first page of data fields in the CLASS-D data set is displayed. 8 At the Enter Data Field Selection prompt, type the numbers for the following fields, separating the numbers with commas, and press Return: • CI-DEPT-DIV (child element of COURSE-ID) • FND-SRC • CR-EQUIV • ADMIN-UNIT The second page of CLASS-D data fields is displayed. 9 SBCTC-ITD At the Enter Data Field Selection prompt, type the numbers for the following data fields, separating the numbers with commas, and press Return: - 74 - November 2009 DataExpress with SMS Data – Level I • YRQ • TEN-DAY-ENR The third and final page of CLASS-D data fields is displayed. 10 You do not need any fields from this screen, so just press Return. The Define Output Specifications screen is displayed. 11 At the Add Any More Fields or Files prompt, press Return to select the default response No. 12 At the Edit Field Definitions prompt, press Return to select the default response No. 13 At the Add Any Computational Fields prompt, type Y and press Return to select the response Yes. Part 2: Create a computational field In this part, you create a computational field called FTES. The field uses a standard formula to calculate the number of full time equivalent students. This computational expression instructs DataExpress to multiply credits by enrollment and to divide that total by the number 15. To create the FTES computational field: 1 At the New Field Name prompt, type FTES and press Return. 2 At the Computational Expression prompt, type the following and then press Return: • ( (open parenthesis) • the number for the CR-EQUIV field • * (asterisk) • the number for the TEN-DAY-ENR field • ) (close parenthesis) • / (forward slash) • 15.0. Example: (3*4)/15.0 The parentheses tell DataExpress to do the multiplication before it divides. 3 SBCTC-ITD At the Data Type prompt, press Return to accept the default of J. - 75 - November 2009 DataExpress with SMS Data – Level I 4 At the Decimal Places prompt, type 2 to override the default of 1 and press Return. 5 At the Field Storage Length prompt, press Return to accept the default of 4. 6 At the New Field Name prompt, press Return since you do not need to add another computational field. The Define Output Specifications screen is displayed. DataExpress adds the names of the computational field you just created to the end of the output list. 7 Press Return three times to accept the default response No for the following three prompts: • Add any More Fields or Files • Edit Field Definitions • Add any Computational Fields Part 3: Define the report output In this part you specify which fields to include in the report, the order of the fields, and how the output of the report should be sorted. 1 At the Include in Output prompt, type the numbers for the following fields, separating the numbers with commas, and press Return: • YRQ • FND-SRC • CI-DEPT-DIV • FTES 2 At the Sort By prompt, type the numbers for the following fields, separating the numbers with commas, and press Return: • YRQ • FND-SRC • CI-DEPT-DIV In this case, you are telling DataExpress that you want three different sort categories: the year/quarter is the primary category, followed by funding source and the department/division. SBCTC-ITD - 76 - November 2009 DataExpress with SMS Data – Level I Part 3: Define summary information In this part, you define a summary field for the report. DataExpress provides summaries of any numeric fields at any point you specify. 1 At the Summarize By prompt, type 0 (zero), a comma, the number for the FND-SRC field, another comma, and the number for the CI-DEPT-DIV field. Then press Return. This entry indicates that you want three different kinds of summary: • a grand total • a subtotal whenever the funding source changes • a subtotal whenever the department/division changes 2 At the Enter Summary Field Selection For prompt, type the number for the FTES field and press Return at each of the following prompts: • Report • FND-SRC • CI-DEPT-DIV The kind of summary you want at each of these points is the number of full time equivalent students. 3 At the Suppress Detail Records prompt, type Y to select the response Yes and press Return. You want to see only the summaries that you have indicated, not the detail that goes into these summaries. Part 4: Enter selection values In this part, you define the fields that will be used to select records for the report. 1 At the Select By prompt, type the number for the YRQ field, a comma, and the number for the FND-SRC field. Then press Return. With this entry, you are telling DataExpress that you will be specifying values for the year/quarter and for the funding source. 2 SBCTC-ITD At the Are the Specifications Correct prompt, press Return to select the default response Yes. - 77 - November 2009 DataExpress with SMS Data – Level I 3 Press Return three times to accept the default response No for the following three prompts: • Alternate Names for Selection Fields • Edit Names/Locations of Databases and Files • Include Database Password(s) in Procedure The Output File Format Options screen is displayed. Part 5: Select the output file format and run the procedure In this part, you select an output format, run the procedure, and direct the output to your screen. 1 At the Enter an Option Number prompt, press Return to allow a run-time decision on format. 2 At the Run the Procedure prompt, press Return to select the default response Yes. The Output File Format Options screen is displayed. 3 Press Return to accept the default output option of Report Listing. 4 At the Password for SM prompt, type the password for the SM database and press Return. 5 At the YRQ prompt, type 9891 to extract only the data pertaining to that year/quarter. Press Return 6 At the FND-SRC prompt, press Return. By not typing a value for FND-SRC, you tell DataExpress to list records from all funding sources. DataExpress launches the procedure. When the procedure is finished running, a message is displayed indicating how many records were read, prepared, and written. 7 At the List Report on Printer prompt, press Return to select the default response No. The report is displayed. The number of full-time equivalent students for every department or division is listed. 8 SBCTC-ITD Press [F1] to move forward through the report. Press [F2] to move backward through the report. You can also type a specific page number to jump to that page. - 78 - November 2009 DataExpress with SMS Data – Level I 9 When you are finished looking at the report, press [F8] to exit. 10 At the Reuse Extract File prompt, press Return to select the default response No. 11 At the Repeat Procedure Run prompt, press Return to select the default response No. 12 At the Save Current Procedure prompt, press Return to select the default response Yes. 13 At the Save Name prompt, type your initials and a name for the procedure and press Return. 14 At the Description prompt, enter a description for the procedure and press Return. 15 At the Entry Access by User prompt, press type @ and press Return. The @ character allows all users to access this procedure if they know the TBL3 database password. 16 At the Entry Password prompt, press Return. 17 At the Save Entry Into Local Catalog prompt, press Return to accept the default response Yes. 18 At the Press <Enter> Key to Continue prompt, press Return. The Main Menu is displayed. Step 6: Modify the procedure Assume that you now want to modify the procedure you just created in order to generate a report that has broader categories. Instead of breaking out the data for department/division, you want the same data sorted for administrative units. 1 At the Enter an Option Number prompt, type 4 and press Return. The Maintain an Existing Procedure menu is displayed. The following options are available from this menu: Review procedure definitions This option automatically puts your file in ASCII format and adds the PRN extension to your file name for downloading into Lotus. Modify procedure definitions Select this option if you want to change the output specifications, such as sorts, summaries, and selection criteria. Save the procedure Select this option when you want to save a procedure that you have modified. SBCTC-ITD - 79 - November 2009 DataExpress with SMS Data – Level I Delete an existing procedure Select this option when you want to remove a procedure for which you no longer have any use. Return Select this option to return to the Main Menu. 2 At the Enter an Option Number prompt, type 2 and press Return. The Modify Procedure Definitions screen is displayed. Because the procedure you just created was the last one you were working with during the current session, DataExpress displays its name by default. 3 At the Modify Name prompt, type the name of the procedure you just created and then press Return. 4 At the Modify Entry from Local Catalog prompt, press Return to select the default response Y. The Modify Procedure screen is displayed. 5 At the Enter an Option Number prompt, type 3 and press Return. The Define Output Specifications screen is displayed, which includes the working set of data fields you used to create the procedure. Below the fields, DataExpress will display the output specification prompts for the procedure with the current specifications displayed within brackets on the line above each prompt. 6 Press Return three times to accept the default response No for the following three prompts: • Add any More Fields or Files • Edit Field Definitions • Add any Computational Fields 7 At the Include in Output prompt, you want to change the current specification, which is shown within brackets on the line above the prompt. Type the numbers for the following fields, separating the numbers with commas, and press Return: • YRQ • ADMIN-UNIT • FND-SRC • FTES SBCTC-ITD - 80 - November 2009 DataExpress with SMS Data – Level I With this entry, you are specifying that ADMIN-UNIT be substituted for CIDEPT-DIV in the output of the procedure. 8 At the Sort By prompt, type the numbers for the following fields, separating the numbers with commas, and press Return: • YRQ • ADMIN-UNIT • FND-SRC With this entry, you are changing the sort from CI-DEPT-DIV to ADMINUNIT. 9 At the Summarize By prompt, type 0 (zero), a comma, the number for ADMIN-UNIT, another comma, and the number for FND-SRC. Then press Return. This entry indicates that you want a summary whenever the administrative unit changes, instead of whenever the department/division changes. 10 At the Enter Summary Field Selection For prompt, respond to the following prompts as described: • Report: Press Return to accept the default response, which is the number for the FTES field. • ADMIN-UNIT: Type the number for the FTES field and press Return. • FND-SRC: Press Return to accept the default response, which is the number for the FTES field. 11 At the Suppress Detail Records prompt, type Y and press Return to select the response Y since you still want the details suppressed. 12 At the Select By prompt, press Return to maintain the specified selection fields of YRQ and FND-SRC. 13 At the Are the Specifications Correct prompt, press Return to select the default response Y. The Modify Procedure screen is displayed. 14 At the Enter an Option number prompt, type 8 and press Return. This entry indicates that you are finished changing the procedure. 15 At the Save Modified Entry prompt, press Return to accept the default response Yes. SBCTC-ITD - 81 - November 2009 DataExpress with SMS Data – Level I 16 At the Save Name prompt, give the modified procedure a new name since you want to save the original procedure. Press Return. 17 At the Description prompt, type a new description and press Return. 18 At the Entry Access by User prompt, type @ and press Return. The @ character allows all users to access this procedure if they know the SM database password. 19 At the Entry Password prompt, press Return. 20 At the Save Entry Into Local Catalog prompt, press Return to accept the default response Y (yes). Summary • In this exercise, you created two reports showing full-time equivalent students for state-funded classes. The first report summarizes by department/division and the second report summarizes by administrative unit. You learned how to Define summary information • Create an arithmetical calculation • Modify an existing procedure and save it as a new procedure SBCTC-ITD - 82 - November 2009 DataExpress with SMS Data – Level I Exercise 4: Creating a computational counter field and suppressing detail to get summary lines Objective: To prepare a procedure that lists the total number of males and females by quarter credits registered, selected by year/quarter and including totals for credit and gender counts. Part 1: Select the data for the procedure and create a working set In this part, you select input data fields from the STU-D, STU-YRQ-M, STU-YRQXREF-D, and YRQ-A data sets. 1 On the Main Menu, type 3 (Create a New Procedure) and press the Return key. 2 On the Create a New Procedure menu, type 1 (Use HP Dictionary Definitions) and press Return. 3 On the Use HP Dictionary Definitions menu, type 2 (Use HP Image Database Definitions) and press Return. 4 On the Use HP Image Database Definitions menu, type 2 (Select a Specific Image Database) and press Return. 5 At the Image Database Name prompt, type SM and press Return. 6 At the Enter Data Set Selection prompt, type the numbers for the following data sets, separated by commas. Then press Return: • YRQ-A • STU-YRQ-XREF-D • STU-YRQ-M • STU-D The second page of data sets in the SM database is displayed. 7 You do not need to select any data sets from this screen, so just press Return. The data fields in the YRQ-A data set is displayed. 8 At the Enter Data Field Selection prompt, type the number for the YRQ field and press Return. The data fields in the STU-YRQ-XREF-D data set is displayed. SBCTC-ITD - 83 - November 2009 DataExpress with SMS Data – Level I 9 At the Enter Data Field Selection prompt, type the number for the SID field and press Return. The data fields in the STU-YRQ-M data set is displayed. 10 At the Enter Data Field Selection prompt, type the number for the QTR-HR- REG field and press Return. The first page of data fields in the STU-D data set is displayed. 11 At the Enter Data Field Selection prompt, type the number for the SEX field and press Return twice. The Define Output Specifications screen is displayed. 12 At the Add Any More Fields or Files prompt, press Return to select the default response No. 13 At the Edit Field Definitions prompt, press Return to select the default response No. 14 At the Add Any Computational Fields prompt, type Y and press Return to select the response Yes. Part 2: Create three computational fields In this part, you create four computational fields for the report. The first computational field, which will be called MALE, returns the numeric value of 1 each time a male is encountered. The second computational field, called FEMALE, returns the numeric value of 1 each time a female is encountered. The third computational field, TOTAL, totals the male and female counts. To create the MALE computational field: 1 At the New Field Name prompt, type MALE and press Return. 2 At the Computational Expression prompt, type 1. IF 4 (4 is the field number for SEX) and press Return. With this if entry, you are telling DataExpress to assign a numeric value of 1 to each record with SEX equal to M (male). 3 At the Sex prompt, type M and press Return. 4 At the Computational Expression (2) prompt, type 0 (zero) followed by a period and press Return. This entry serves as the else part of the computation and instructs DataExpress to return the value of 0 if SEX is not M (male). 5 SBCTC-ITD At the Data Type prompt, press Return to accept the default response I. - 84 - November 2009 DataExpress with SMS Data – Level I 6 At the Decimal Places prompt, press Return to accept the default response 0. 7 At the Field Storage Length prompt, press Return to accept the default response 2. To create the FEMALE computational field: 1 At the New Field Name prompt, type FEMALE and press Return. 2 At the Computational Expression prompt, type 1. IF 4 (4 is the field number for SEX) and press Return. With this if entry, you are telling DataExpress to assign a numeric value of 1 to each record with SEX equal to F (female). 3 At the Sex prompt, type F and press Return. 4 At the Computational Expression (2) prompt, type 0 (zero) followed by a period and press Return. This entry serves as the else part of the computation and instructs DataExpress to return the value of 0 if SEX is not F (female). 5 At the Data Type prompt, press Return to accept the default response I. 6 At the Decimal Places prompt, press Return to accept the default response 0. 7 At the Field Storage Length prompt, press Return to accept the default response 2. 8 At the New Field Name prompt, press Return. The MALE and FEMALE fields are added to your working set. These two new fields will now be used in a third computation that totals both fields. 9 At the Add Any More Fields or Files prompt, press Return to select the default response No. 10 At the Edit Field Definitions prompt, press Return to select the default response No. 11 At the Add Any Computational Fields prompt, type Y and press Return to select the response Yes SBCTC-ITD - 85 - November 2009 DataExpress with SMS Data – Level I To create the TOTAL computational field: 1 At the New Field Name prompt, type TOTAL and press Return. 2 At the Computational Expression prompt, type the number for the MALE field, a plus sign (+), and the number for the FEMALE field. Then press Return. With this entry, you are telling DataExpress to compute the total number of students by adding the males and females. 3 At the Data Type prompt, press Return to select the default response I. 4 At the Decimal Places prompt, press Return to select the default response 0. 5 At the Field Storage Length prompt, press Return to accept the default response 2. 6 At the New Field Name prompt, press Return. The TOTAL field is added to your working set. 7 Press Return three times to accept the default response No for the following three prompts: • Add any More Fields or Files • Edit Field Definitions • Add any Computational Fields Part 3: Define the report output In this part, you specify the sequence of prompts for output file specifications. 1 At the Include In Output prompt, type the following, separating the entries with commas, and press Return: • The number for the QTR-HR-REG field • The number for the MALE field, a forward slash, and the number for the TOTAL field With this entry, you are telling DataExpress to select QTR-HR-REG and the range of fields from MALE through TOTAL. 2 SBCTC-ITD At the Sort By prompt, type the number for the QTR-HR-REG field and press Return. - 86 - November 2009 DataExpress with SMS Data – Level I 3 At the Summarize By prompt, type 0 (zero) and press Return. The 0 indicates that you want a grand total for the report. 4 At the Enter Summary Field Selection For: Report prompt, type the number for the MALE field, a forward slash, and the number for the TOTAL field, and press Return. With this entry, you are specifying that the report include grand totals of the number of males, females, and all (TOTAL) students. 5 At the Suppress Detail Records prompt, type Y and press Return to select the response Yes. 6 At the Select By prompt, type the number for the YRQ field and press Return. 7 At the Are the Specifications Correct prompt, press Return to select the response Yes. The Multi-file Access Order screen is displayed. Part 4: Link files In this part, you tell DataExpress the order that files are to be accessed. Files (or data sets) with fields being used for output sorting, selection values, or in computations must be linked. 1 At the File Access and Linkage Order prompt, type the numbers for the following fields and press Return. Separate the first four numbers with commas; separate the last two numbers with a colon ( : ): • YRQ-A • STU-YRQ-XREF-D • STU-YRQ-M • STU-YRQ-XREF-D • STU-D Example: 1,2,3,2:4 In the example, you are telling DataExpress that file 1 links to file 2, file 2 links to file 3, and file 2 also links to file 4. 2 SBCTC-ITD Press Return at the “Is There a Defined Path Between Data Sets” prompt to accept the default response Yes for each of the data sets, in turn. - 87 - November 2009 DataExpress with SMS Data – Level I 3 Press Return three times to accept the default response No for the following three prompts: • Alternate Names for Selection Fields • Edit Names/Locations of Databases and Files • Include Database Password(s) in Procedure The Output File Format Options menu is displayed. Part 5: Select the output file format and run the procedure In this part, you choose a format for the report’s output, run the procedure, and direct the output to your screen. 1 At the Enter an Option Number prompt, press Return to allow a run-time decision on format. 2 At the Run the Procedure prompt, press Return to accept the default response Yes. The Output File Format Options screen is displayed. 3 Press Return to accept the default output option of Report Listing. 4 At the Password for SM prompt, type the password for the SM database and press Return. 5 At the YRQ prompt, type 9894 to extract only the data pertaining to that year/quarter. Press Return. DataExpress launches the procedure. When the procedure is finished running, a message is displayed indicating how many records were read, prepared, and written. 6 At the List Report on Printer prompt, press Return to select the default response No. 7 When you are finished looking at the report, press [F8] to exit. 8 At the Reuse Extract File prompt, press Return to select the default response No. 9 At the Repeat Procedure Run prompt, press Return to select the default response No. 10 At the Save Current Procedure prompt, press Return to select the default response Yes. SBCTC-ITD - 88 - November 2009 DataExpress with SMS Data – Level I 11 At the Save Name prompt, type your initials and a name for the procedure and press Return. 12 At the Description prompt, type a description for the procedure and press Return. 13 At the Entry Access by User prompt, type @ and press Return. The @ character allows all users to access this procedure if they know the SM database password. 14 At the Entry Password prompt, press Return. 15 At the Save Entry Into Local Catalog prompt, press Return to accept the default response Yes. 16 At the Press <Enter> Key to Continue prompt, press Return. The Main Menu is displayed. Summary In this exercise, you created a procedure that reports the total number of males and females by quarter credits registered by a particular year/quarter. You learned how to: • Create computational fields that produce an occurrence counter. • Link multiple data sets. SBCTC-ITD - 89 - November 2009 DataExpress with SMS Data – Level I Exercise 5: Using an If-Then-Else computational expression Objective: To prepare a procedure that shows information for returning students who previously attended in specific quarters. The procedure will include information such as fee paying status, educational program code, and veteran benefits. This exercise demonstrates If-Then-Else computational expressions and linking of data sets. Part 1: Select the data for the procedure and create a working set In this part, you select input data fields from the STU-D, STU-YRQ-M, and STU-YRQXREF-D data sets. 1 On the Main Menu, type 3 (Create a New Procedure) and press the Return key. 2 On the Create a New Procedure menu, type 1 (Use HP Dictionary Definitions) and press Return. 3 On the Use HP Dictionary Definitions menu, type 2 (Use HP Image Database Definitions) and press Return. 4 On the Use HP Image Database Definitions menu, type 2 (Select a Specific Image Database) and press Return. 5 At the Image Database Name prompt, type SM and press Return. 6 At the Enter Data Set Selection prompt, type the numbers for the following data sets, separated by commas. Then press Return: • STU-YRQ-XREF-D • STU-YRQ-M • STU-D The second page of data sets in the SM database is displayed. 7 You do not need to select any data sets from this screen, so just press Return. The data fields in the STU-YRQ-XREF-D data set are displayed. SBCTC-ITD - 90 - November 2009 DataExpress with SMS Data – Level I 8 At the Enter Data Field Selection prompt, type the numbers for the following fields, separating the numbers with commas, and press Return: • SID • STU-QTR • YRQ The data fields in the STU-YRQ-M data set are displayed. 9 At the Enter Data Field Selection prompt, type the numbers for the following fields, separating the numbers with commas, and press Return. • STU-INT • STU-PRG-ENR The first page of data fields in the STU-D data set is displayed. 10 At the Enter Data Field Selection prompt, type the numbers for the following fields, separating the numbers with commas, and press Return: • FEE-PAY-STAT • LAST-YRQ-ATTND • HNDCP-STAT The second page of data fields in the STU- D data set is displayed. 11 At the Enter Data Field Selection prompt, type the numbers for the following fields, separating the numbers with commas, and press Return: • STU-NAME • VET-BENE The Define Output Specifications screen is displayed. 12 At the Add Any More Fields or Files prompt, press Return to select the default response No. 13 At the Edit Field Definitions prompt, press Return to select the default response No. 14 At the Add Any Computational Fields prompt, type Y and press Return to select the response Yes. SBCTC-ITD - 91 - November 2009 DataExpress with SMS Data – Level I Part 2: Create two computational fields In this part, you create two computational fields for the report. The first computational field, which will be called FPS, selects all fee pay status codes except fee code D7. (D7 is the FEE-PAY-STAT for annual apprenticeship/ vocational prep students.) The second computational field, called TYPE, identifies students (with a “1”) whose last year/quarter attended was either 9903 or 9904. To create the FPS computational field: 1 At the New Field name prompt, type FPS and press Return. 2 At the Computational Expression prompt, type 6 IF 6 (6 is the menu number for the data field FEE-PAY-STAT) and press Return. 3 At the FEE-PAY-STAT prompt, type NE “D7” and press Return. With the two previous entries, you are telling DataExpress to return the FEEPAY-STATUS if the FEE-PAY-STATUS meets the criteria of not being equal to D7. 4 At the Computational Expression (2) prompt, type a double quotation mark, a space, and another double quotation mark. This is the else statement of the computational expression. You are telling DataExpress to return a blank space if FEE-PAY-STAT is equal to D7. 5 At the Data Type prompt, press Return to accept the default response X. 6 At the Field Storage Length prompt, press Return to accept the default response 2. To create the TYPE computational field: 1 At the New Field name prompt, type TYPE and press Return. 2 At the Computational Expression prompt, type 1. IF 7 and press Return. The 1 followed by a decimal point represents the numeric value 1, as opposed to the data field number 1 on the menu. Seven is the menu number for the data field LAST-YRQ-ATTND. 3 At the LAST-YRQ-ATTND prompt, type 9903 OR 9904 and press Return. With the two previous entries, you are telling DataExpress to return the numeric value of 1 if LAST-YRQ-ATTND is equal to 9903 or 9904. SBCTC-ITD - 92 - November 2009 DataExpress with SMS Data – Level I 4 At the Computational Expression (2) prompt, type 0 (zero) followed by a period and then press Return. This is the else portion of the computational expression. You are telling DataExpress to return the numeric value of 0 if LAST-YRQ-ATTND is not 9903 or 9904. 5 At the Data Type prompt, press Return to accept the default response I. 6 At the Decimal Places prompt, press Return to accept the default response 0. 7 At the Field Storage Length prompt, press Return to accept the default response 2. 8 At the New Field Name prompt, press Return. 9 At the Add Any More Fields or Files prompt, press Return to select the default response N. 10 At the Edit Field Definition prompt, press Return to select the default response N. 11 At the Add Any Computational Fields prompt, press Return to select the default response N. The Define Output Specifications screen is displayed. Part 3: Define the report output In this part, you specify the order of the data fields for the output of your report. 1 At the Include In Output prompt, type the numbers for the following fields, separating the numbers with a comma, and press Return: • SID • STU-NAME • FPS • STU-INT • STU-PRG-ENR • TYPE • HNDCP-STAT • VET-BENE SBCTC-ITD - 93 - November 2009 DataExpress with SMS Data – Level I 2 At the Sort By prompt, type the number for the STU-NAME prompt and press Return. 3 At the Summarize By prompt, press Return. 4 At the Suppress Detail Records prompt, press Return to select the default response No. 5 At the Select By prompt, type the number for the YRQ field and press Return. 6 At the Are the Specifications Correct prompt, press Return to select the default response Y. The Multi-file Access Order screen is displayed. Part 4: Link files In this part, you tell DataExpress the order that files are to be accessed. Files (or data sets) with fields being used for output sorting, selection values, or in computations must be linked. 1 At the File Access and Linkage Order prompt, type the numbers for the following fields and press Return. Separate the first three numbers with commas; separate the last two numbers with a colon ( : ): • STU-YRQ-XREF-D • STU-YRQ-M • STU-YRQ-XREF-D • STU-D Example: 1,2,1:3 In the example, you are telling DataExpress that file 1 links to file 2 and file 1 also links to file 3. 2 Press Enter at the “Is There a Defined Path Between Data Sets” prompt to accept the default response Yes for each of the data sets, in turn. In this case, both the from and the to files are data sets in the same database. DataExpress will automatically determine the path based on the Key field match and the master-detail relationship. 3 Press Return three times to accept the default response No for the following three prompts: • Alternate Names for Selection Fields • Edit Names/Locations of Databases and Files SBCTC-ITD - 94 - November 2009 DataExpress with SMS Data – Level I • Include Database Password(s) in Procedure The Output File Format Options menu is displayed. Part 5: Select the output file format and run the procedure In this part, you choose a format for the report’s output, run the procedure, and direct the output to your screen. 1 At the Enter an Option Number prompt, press Return to allow a run-time decision on format. 2 At the Run the Procedure prompt, press Return to accept the default response Yes. The Output File Format Options screen is displayed. 3 Press Return to accept the default output option of Report Listing. 4 At the Password for SM prompt, type the password for the SM database and press Return. 5 At the Enter Section Values for the Following Data Fields: YRQ prompt, type the current year quarter, for example, A011. Press Return. Note: In most cases for this type of report, you will specify the current YRQ in order to extract information about returning students. DataExpress launches the procedure. When the procedure is finished running, a message is displayed indicating how many records were read, prepared, and written. 6 At the List Report on Printer prompt, press Return to select the default response No. 7 The report is displayed and shows the Social Security Number, name, fee pay status, intent, enrolled programs, and handicap status of all students in a particular YRQ. For those students whose fee pay status is D7, a 0 appears in the FPS column For those students whose last year/quarter attended was either 9903 or 9904, a 1 appears in the TYPE column. 8 Press [F1] to move forward through the report. Press [F2] to move backward through the report. 9 When you are finished looking at the report, press [F8] to exit. 10 At the Reuse Extract File prompt, press Return to select the default response No. SBCTC-ITD - 95 - November 2009 DataExpress with SMS Data – Level I 11 At the Repeat Procedure Run prompt, press Return to select the default response No. 12 At the Save Current Procedure prompt, press Return to select the default response Yes. 13 At the Save Name prompt, type your initials and a name for the procedure and press Return. 14 At the Description prompt, type a description for the procedure and press Return. 15 At the Entry Access by User prompt, type @ and press Return. The @ character allows all users to access this procedure if they know the SM database password. 16 At the Entry Password prompt, press Return. 17 At the Save Entry Into Local Catalog prompt, press Return to accept the default response Yes. 18 A the Press <Return> Key to Continue prompt, press Return. The Main Menu is displayed. Summary In this exercise, you created a procedure to look at specific biographic information about returning students. You learned how to: • Create if-then-else computational expressions • Link multiple data sets SBCTC-ITD - 96 - November 2009