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1.1
Introduction
The Web Data System is a web program
that allows users to report, analyze and graph corporate travel data
using only a standard web browser.
The Web Data System offers
point-and-click access to desired items from a selected table or allows the
user to view and print specific corporate reports. The user
may filter, sort, drill up/drill down, and graph; grand totals and
subtotals can also be given. In this way specific information can be
obtained, and if needed, imported to the desktop or
charted online.
1.2 The Web Data System Procedures
1.2.1
Step One: User Login
Type in a valid Login, Security ID# and Password then
press the Submit button. Once your Login and Password
have been validated you will be preseneted with a Welcome page which
will allow you to proceed to the Web Data System.
1.2.2
Step Two: Main Menu
The Main Menu shows three links. Clicking on the Travel Data link will
present the user a list of travel data tables. The Saved Queries link
allows the user to select queries that the user has previously run and saved.
The Travel Reports link presents the user with a list of corporate
travel reports which may be displayed or printed.
1.2.3
Step Three: Table, Saved Queries, or Reports Selection
SELECT TABLES
The Table Selection Page displays a list of travel data tables.
Select the table you wish to query; then press the Submit button.
SAVED QUERIES
The Saved Query Selection Page will include a list of
saved queries. The saved queries are displayed by their
name and are only visable to the user who saved them.
To select a saved query, click on the query name link.
To delete a saved query, select the delete link next to the query name.
When you select a saved query to view, you will be taken directly
to the query page.
TRAVEL REPORTS
The Travel Reports Selection Page lists several specific reports which
may be displayed or printed. To view the reports Adobe Acrobat Reader
must be installed and Internet Explorer 5.0 (or higher) or Netscape 4.0
(or higher) must be the web browser. Once a travel report has been selected
the user will be presented with a query screen where specific travel dates, or
corporate departments can be entered to further refine the report.
1.2.4
Step Four: Field Selection
The Field Selection Page will return two identical lists:
(1) Fields to View and (2) Fields to Query.
The Fields to View list
presents all fields in the table selected on the Table
Selection Page. Each field you select will appear in the
Results Table; select any or all of the fields. Hold down
the left mouse button and drag to select multiple fields.
For specific fields hold down the CTRL key and
click (with the left mouse button) on the fields that you
wish to select.
The Fields to Query list
also presents all fields from the table selected on the
Table Selection Page. Like Fields to View, all entries
selected from the Fields to Query list will appear in the
Results Table. However, users may place filter conditions
on each field selected from the Fields to Query list. Any
or all of the fields may be selected; hold down the left
mouse button and drag to select multiple fields. For
specific fields hold down the CTRL key and click
(with the left mouse button) on the fields that you wish
to select.
NOTE: All fields selected
from the Fields to Query list will be displayed in the
Results Table, whether or not a filter condition was
placed on the field.
Click Submit after
you have selected the fields you wish to view and query.
1.2.5
Step Five: Query Selection
The Query Page allows you to select parameters for
filtering, summarizing, sorting and displaying table
information. This page is broken into three sections,
left to right: (1) Help, (2) Query, and (3) Options.
HELP
The Help section includes a list of operators currently
supported by the Web Data System. Each operator
links to a help file that opens with a single left mouse
click. The help files include a "how to use"
section, along with a complete description of the chosen
operator and other helpful advice regarding the selected
operation.
QUERY
The Query section provides input boxes for all fields
selected under Fields to Query on the Field Selection
Page. To filter information within a field, simply type
your conditions in the text box provided (see Section 1.4 "Filtering Fields" for
more information). After clicking the Submit
button your query will be sent to the server, processed,
and returned as the Results Table. Clicking the Reset
Fields button will restore the filter conditions that
were present when the page was brought up.
The Chart Type
pull-down menu and the Create Chart button will be
discussed in Section 1.5 "Graphing Your Results".
The Download Filtered
Table button may be used to import a filtered result
set as a table to your desktop. The table will be
transferred from the web server and written to the
requesting client as a dBASE III or Excel file. Upon clicking the Download
Filtered Table button you will be prompted to select
either of two options, Open File or Save File
to Disk. By opening the file you may open your result
set directly in the spreadsheet application of your
choice. By saving the file to disk you may choose a
directory on your system and download the dBASE III
table.
NOTE: You must associate
the dBASE file type with an application. This task
requires a modification to your registry settings.
NOTE 2: If just the
current page is to be saved, select Save As File
from the File menu of your web browser. Type in a file
name, choose a directory and press the OK button.
Using another application, such as Microsoft Excel, you
can import the HTML table and save it in the file format
you desire.
OPTIONS
The Options section includes a number of customizable
parameters designed to further tailor your Results. You
may choose case sensitive searches, multiple sorting
orders, subtotals, grand totals, etc. Each option is
described in detail below.
- Show grand total
This option will calculate a grand total of the
records in the Results Table. Fields of the
numeric data type will be summed; fields of other
data types will be counted.
- Show subtotals
This option will calculate subtotals according to
the selected Key Field. All like entries in the
Key Field will be grouped and summarized; numeric
data types will be summed, and non-numeric data
types will be counted. A subtotal record will
appear in bold.
NOTE: You must select a Key Field in order to
generate subtotals.
- Show subtotals
header
This option will insert a record in the Results
Table that contains a count of all records
grouped according to the Key Field selected. For
example, if Key Field = NAME, the subtotals
header would include a count of records in which
the entry in the NAME field remained constant.
NOTE: You must select the "Show
subtotals" option to view the subtotals
header.
- Put space below
subtotals
This option will insert a blank record below the
record containing subtotals. Some users find this
helpful in discerning between subtotaled groups.
- Key Field
A Key Field in the Web Data System
functions similar to a key field in Excel and
other spreadsheet applications. The key field
tells the Web Data System how to group
records. Key field records will be grouped
together if their entries are identical. For
example, the name "Murray" may appear
10 times in a given field. If the table is
unsorted, the 10 records containing the entry
"Murray" could appear far apart from
one another. Selecting NAME as the key field will
organize all like entries together, so all
entries containing "Murray" will appear
with one another. The key field is useful for
organizing, subtotaling, and graphing data.
- Sort Fields 1-5
A Sort Field may be selected to organize table
data in a specified order. To sort a field,
simply select the field from the Sort Field
drop down menu. A check box is available for
specifying Ascending order (the default order is
Descending).
Defaults: Fields of Character data type will be
sorted according to alphabetical order (A to Z).
Fields of Date data type will be sorted from
earliest to latest (i.e. 1/1/1980 to 1/1/1999).
Fields of Numeric data type will be sorted from
highest to lowest (i.e. 100 to 10). Checking the Ascending
checkbox will reverse the default sort orders.
You may further tailor your results by selecting
multiple sort fields. When multiple records have
the same field entry, other fields decide sorting
order. Selecting the the first sort field, second
sort field, etc. (up to five sort fields) will
produce results in which the third sort field is
grouped according to the second, second according
to first, and so on.
Example: By selecting fields A, B, and C as sort
fields 1-3, respectively, you will receive the
following Results Table: All records in Field A
will be sorted with like records grouped
together. Records within Field B will be sorted
as a subset of the like records in Field A.
Records in Field C will be sorted as a subset of
like records in Field B, and so on.
- Floating Point
Precision
Floating point precision indicates the number of
digits to the right of the decimal point the
software will display. An entry of "3"
would display the integer "155" as
"155.000" in the Results Table. Some
databases store floating point information that
does not have a fixed precision. For these fields
that do not have a fixed precision the
floating-point precision indicates the number of
digits to the right of the decimal point that
will be displayed, otherwise the fixed number of
decimal points stored in the table will be used.
Floating point information can be retrieved from
integer fields and fixed numeric fields. Some
currency fields also have a fixed precision.
- Case Sensitive
Search
Case sensitive search will return cell entries
only if the upper-case and lower-case letters in
your text string match exactly. By default the Web Data System
will treat the text strings
"Philip" and "philip" equal.
Selecting the Case Sensitive Search
checkbox will differentiate between the two.
- Do NOT Display
Total Number of Records
By default, the Web Data System will
display the total number of records that fit the
specified query. For example, a table with 10,000
records may be filtered down to 1066 records.
the Web Data System will display
"Total Records: 1066". To display this
number the script must count every record in the
result set, or read this information from the
table header. This process can slow the AAA Travel Data
System on some systems. By
selecting "Do not display total number of
records" the script will not perform this
procedure and therefore will not display the
total number of records of a Results Table.
- Return Every xxx
Results
This option indicates the number of records that
the Web Data System will display in the
Results Table. If the number "25" is
selected, the first 25 records of the total
result set will be returned. (A link at the
bottom of the Results Table Page will bring up
the next 25 records.) In general, the lower the
number selected, the faster the Results Table
will be returned.
1.2.6
Step Six: Results Table
The Results Table Page will be returned after you select
all of your query parameters and click the Submit
button. This page will contain a table with records that
fit your query specifications.
In addition to the results
set the Results Table Page includes the following
options:
- Table
Summarization using Drill Up
The drill up feature of the Web Data System
gives you the ability to summarize a large table
by eliminating extraneous records and columns,
and summing or counting records in the fields
that you specify. For more information see Section 1.4 "Table Summarization using
Drill Up".
- Drill Up help
Clicking the Drill Up Help link will bring
up a help file that gives a full description of
the software's table summarization capabilities.
- Next xxx Records
(link)
Clicking the Next xxx Records link will
bring up a new Results Page containing the next
xxx records in the Result Table.
- The Save Query
button allows you to save your current query. Be sure to
give your saved query a name by typing a name in the Query
Name edit box.
1.3
Filtering table entries
The Query Page will
display input boxes for every field selected under
"Fields to Query" on the Field Selection Page.
These input boxes allow you to filter out certain entries
to find the information you desire. The Web Data System
supports several standard data types:
Character, Numeric, and Date.
Character types may be enclosed in single quotes (').
Example: 'Philip'
Numeric types do not have any constraints. They may include
commas and other punctuation. They may contain decimal
digits.
Example: 10,343.2341
Date types may be enclosed in single quotes. Most date
formats are accepted. Only four digit years are
accepted. This will prevent errors in translating the two
digit year to a four digit year when filtering tables.
Dates that only include the month and year are also
excluded since the filter requires the day, month, and
year. Furthermore, dates that only contain numbers
(19991228, 12281999, and 28121999) cannot be used to
filter tables. Ambiguous dates, 1/1/2000 will
automatically default to month/day/year. To avoid using
ambiguous dates, the dates can be written out like '1 Jan
2000' or 'Jan 1 2000'.
Example: 'January 1, 2000'
All filtering options appear on the left side of the
Query Page under the Help column. (Each member of the
list includes a link to a help page with an explanation
of that particular operator.) Table 1.3 below also gives
a description of the supported query operators.
Table
1.3 Filtering Operators
| Operator |
Example |
Description |
| Begin |
begin x |
Returns entries
that begin with specified character or string. |
| Between |
between x and y |
Returns values
within the specified range, exclusive. |
| Contains |
contains x |
Returns all
entries that contain the specified text. |
| End |
end x |
Returns all
entries that end with the specified text. |
| Equals |
= x |
Returns all
entries equal to the specified text. |
| Greater than or
equal to |
>= x |
Returns all
values greater than or equal to the specified
value. |
| Greater than |
> x |
Returns all
values greater than the specified value. |
| Less than or
equal to |
<= x |
Returns all
values less than or equal to the specified value. |
| Less than |
< |
Returns all
values less than the specified value. |
| Not |
not x |
Returns all
entries except the specified entry. |
| Does not begin
with |
not begin x |
Returns all
entries except those that begin with the
specified text. |
| Does not contain |
not contain x |
Returns all
entries except those that contain the specified
text. |
| Does not end with |
not end x |
Returns all
entries except those that end with the specified
text. |
| Not null |
not null* |
Returns all
entries |
| Null |
null |
Returns all null
entries |
| Or |
x or y |
Returns all
entries equal to x or equal to y |
| To |
x to y |
Returns all
values within the specified range, inclusive |
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