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Data Warehouse Reporting


The UW-Eau Claire data warehouse Interactive Reporting Workspace provides query frameworks to allow you to access information from MyBlugold CampS, Financials, and the HRS system. Data supplied through this system is generally current as of the previous evening or as specified by the query (some queries purposely use "frozen" data as of a particular date to allow data comparisons).

You can also watch our help video on Using the Data Warehouse.

This page includes:

Accessing the IR Workspace

Your UW-Eau Claire log-in is required to sign into the IR Workspace, and you must be granted access to particular queries. To request access, please see instructions in MyBlugold CampS Requesting Access. Once permission is granted, the Interactive Reporting Workspace can be accessed by any of the following methods:

  • Copy or paste the link into your Internet Explorer browser: https://bi2.fastar.wisconsin.edu/workspace/index.jsp.

  • The MyBlugold CampS main page has a link at the top:
    CampS warehouse link
  • MyBlugold at: MyBlugold » Administration »  Reporting (bottom left)  » Data Warehouse.

  • Other links from the UW-Eau Claire home page, such as Faculty/Staff » More... » Data and report finder (in the left menu) » Data Warehouse.

Finding Desired Queries

When first entering the IR Workspace, you will see the Homepage.

IR workspace, home page

From the home page there are several ways to get to your desired queries.

  • Recently Opened List:
    If you have recently used the query, it will probably show up on your list of "Recently Opened" queries. You can click the query from there.

  • Favorites List:
    If you have added this query to your Favorites list, it will appear on your Quick Links Favorites list. You can click the query from the list.

  • Search:
    If you know the name of the query or major words in the name or description, you can enter them into the Search field at the top right corner. Then read the description on the resulting list and click the desired query.

  • Explore:
    1. Click on Explore warehouse explore button to go to the folders and queries page.
      Note: The directory tree includes folders primarily organized by subject.

    2. Click on the EAU CLAIRE folder (it is usually the default) on the list at the left, and then browse those folders as you would in Windows Explorer.

    3. Read query titles and descriptions.

    4. Choose a query and double-click on its title to open the query using your default Workspace Client.
      Hint: You may also right-click on the title and choose Open As, which gives you a choice of which client view you would like to use.

Running Queries and Using the Results

Depending on how your defaults have been set up, you may have either of two views of the query. Follow the instructions for the version you are viewing:

  • HTML client, which shows the query in the same set of browser screens.

  • Interactive Reporting Web Client, which shows the query in a separate browser screen with more options.

HTML Client

  1. Optional: Click on Notes in the section listing at the left.  Some queries may have multiple options and you may need to access each one separately.  The Notes section will warn you about any special steps needed.

  2. Click on the query or results you desire in the section listing at the left.

  3. Click the Refresh button warehouse refresh button 

  4. Select your filtering criteria, repeating these steps until all desired criteria are selected.
    1. Click in the box of the selection criteria, one at a time.

    2. Enter your selection criteria OR click on the Show Values tab and select the value(s) you want for the criteria. To select multiple values, hold down the CTRL key and wait for the screen to refresh before making another selection.  Use the Shift key for contiguous selections. 

    3. Click Set to include the highlighted selections in your filter, or Ignore to avoid limiting on this filter.

      warehouse-query-filters3

  1. When the query completes, your data will appear on the screen. If there are multiple reports listed in the left pane, click on the report you want from the list.

    warehouse query results

  2. Use the navigation bar to view and export your data.  (Hover over icons for tool tips.)

    warehouse navigation bar

    1. Use the page up and page down arrows to move from page to page. warehouse page down
    2. Do NOT use this "save file locally" icon Save file locally
    3. To export to PDF use the icon warehouse save pdf
    4. To export to Excel use the XLS icon warehouse export excel
    5. Click on warehouse exit screen in the upper right-hand corner of the screen to close out of a document or right click the open document on the document tab bar at the bottom of the screen.
  1. Log off by clicking the log off button on the upper right-hand side of the screen. warehouse log off

  2. Close your browser window to complete the log off process.

 

Interactive Reporting Web Client

  1. Optional: Click on Notes in the section listing at the left.

  2. Click on the query or results you desire in the section listing at the left.

  3. Click the Process option process to process the current query (or alternatively click the down arrow and select the desired type of processing).
     Process pull-down

  4. Select your filtering criteria, repeating these steps until all desired criteria are selected.

    1. Click in the box of the selection criteria, one at a time.

    2. Enter your selection criteria or click on Show Values and select the value(s) you want for the criteria. To select multiple values, hold down the CTRL key and wait for the screen to refresh before making another selection.  Use the Shift key for contiguous selections.

    3. Click OK to include the highlighted selections in your filter OR Ignore to avoid limiting on this filter.
      Filtering criteria

  5. When the query completes, your data will appear on the screen. If there are multiple reports listed in the left pane, click on the report you want from the list.

  6. All of your data will display on the screen so you can scroll to see it (no need to use arrows to move between pages).

  7. To export the data go to the following path on the menu: File > Export > Section . . .

    1. Change the Save in to point to your desired folder.

    2. Change the Save as type to Text (Tab Delimited), Text (Comma Delimited) or whatever type you'd like.

    3. Change File name to desired name and Save.

Change Your Query Interface

The IR Workspace will normally display your query based on the default you have set up in your profile. You can change this for a particular query or as an ongoing default.

  • Choose your query interface for an individual query by right-clicking on the query rather than double-clicking. Then choose Open As and your desired format, HTML or Interactive Reporting Web Client.

  • Change your default by clicking File » Preferences . . . » Interactive Reporting » Select HTML or Interactive Reporting Web Client from the Default Open Format pull-down menu.
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