V360 Training Session 3

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V360 Training Session 3

• SmartCharts and SmartChart Queries

James b. Burns Senior Technical
Consultant Accela, Inc.
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Overview

• Session Overview/Description
• Session Objectives and Outcomes
• Terminology
• Functional Identifiers used with SmartCharts
• Best Practices
• Demonstrations
• QA

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Session Overview/Description

• A SmartChart is a graphical representation of
  data.
• You can only see a limited number of items on a
  list at any one time, but you can see all list
  values simultaneously represented in a single
  SmartChart.
• This Course will discuss
• Differences in Administrative SmartCharts and
  User SmartCharts.
• Best Practices for SmartChart Queries.
• Creating SmartChart Queries. Creating
  SmartCharts.

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Session Objectives and Outcomes

• Objective
• By the end of this Training Session you will be
  familiar with the Use and Deployment of
  SmartCharts and SmartChart Queries.
• Outcomes
• Have the necessary skills needed to Create / Edit
  / Delete SmartCharts and SmartChart Queries.
• Be familiar with Best Practices in SmartChart
  Queries.
• Know how to deploy SmartCharts.

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Terminology

• Administrative SmartCharts
• Can be assigned to agency, module or user group.
• Written and deployed by Administrators.
• SmartChart query syntax is validated on Submit.
• SmartChart queries can be written for either SQL
  Server or Oracle.
• User SmartCharts
• Written and viewed by specific user.
• SmartChart types
• Bar Chart
• Line Chart
• Pie Chart
• Odometer
• Speedometer

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Functional Identifiers Used with SmartCharts and
SmartChart Queries

• Admin
• 0156 Admin SmartChart Configuration
• 0157 Admin SmartChart Query Configuration
• Daily
• 8188 SmartChart Display
• 8195 SmartChart Viewer
• 8211 List Driven SmartChart

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Best Practices

• SmartChart Queries need to have unique names.
  Use standard naming conventions agency wide.
• Have a DBA verify the syntax of any complex
  SmartChart Query. Poorly written queries could
  potentially hinder performance.

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Demonstration

• SmartChart Queries Configuration
• Creating a New SmartChart Query
• Editing a SmartChart Query
• SmartChart Configuration
• Creating a New SmartChart
• Editing a SmartChart
• Deleting a SmartChart
• Assigning a SmartChart to an Agency, Module or
  User Group

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Question and Answer

• QA

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Follow-up items

• AA ERD
• Possible package of standard SmartChart Queries
  and SmartCharts.
• Recommend Global Queries training session.
  Scheduled for June 5th and 7th, presented by Greg
  Hess.
• Creators of SmartChart queries should have
  knowledge of AA database structure and SQL.
• The list of items on a SmartChart creation form
  are standard and not customizable.