Download Processing Lists - Spring Branch ISD

Spring Branch ISD
Skyward
Data Mining
with Processing Lists
2014-15 School Year
6/22/2014
Table of Contents
Processing Lists ................................................................................................................................................................... 3
Report of “Not” Having an Attribute .............................................................................................................. 3
Report Using ‘Or’ Logic ................................................................................................................................ 9
Print Using Reports Generator Button.............................................................................................................. 14
Mail Merge....................................................................................................................................................... 15
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Processing Lists
You will need to use processing lists to find students that do not have a certain attribute or characteristic. There
is no way to create a data mining report to find students that do not have an attribute. You can also use
processing lists for ‘and/or’ logic. Using the logic of a data mining report without a processing list will be limited
to ‘and’ logic.
Report of “Not” Having an Attribute
Using a data mining report, you could get a list of students that are scheduled into a Health Fitness class but you
cannot get a report of students that are not scheduled into a Health Fitness class. In order to find students that
are not scheduled into a Health Fitness class, you would need to use a Processing List.
Step 1: Create a data mining report of students that are scheduled into Health Fitness:
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students in Health Fitness. Select the Individual Course Name(s) for Health Fitness and select
Active for Course Status.
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Step 2: Create a data mining report of all active students on the campus. This will be the final results report, so
name the report accordingly.
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students NOT in Health Fitness.
Step 3: Create a processing list of all active students by using the data mining report created in step 2 named
105 Students NOT in Health Fitness. Select 105 Students NOT in Health Fitness report and click the Print Using
Processing List button.
Step 4: Click the Create New Processing List button. Name the Processing List the same as the report (105
Students Not in HF). Click the Save and Print button. . Even though the processing list is named Students Not
in HF, the first time the list is created it is a list of all active students.
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Step 5: Select the 105 Students in Health Fitness Report and click the Print Using Processing List button.
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Step 6: Select the 105 Students Not in HF Processing List and click the Change Names in List button. Select
the Remove names from the 105 Students Not in HF list with names on the 105 Students in Health Fi report
option and click the Print button. This step is removing the students from the list of all active students that are in
Health Fitness. Note: The report results will only be the students in Health Fitness (students that are being
removed from the list).
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Step 7: Select the 105 Students NOT in Health Fitness data mining report. Click the Print Using Processing List
button.
Step 8: Highlight the 105 Students Not in HF processing list and click the Print button. Note: In the example,
there are now 179 students listed on the report.
Step 9: Delete all processing lists used in the process. If you need to rerun this report at a later date, you will
need to recreate the processing lists (steps 3 through 8).
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Report Using ‘Or’ Logic
Using a data mining report, you could get a list of students that are in the 4th grade and a list of students that are
10 years old, but you could not get a list of students that are either in the 4th grade, 10 years old, or both. To get
a list of students that are in the 4th grade or are 10 years old or are both in 4th Grade and 10 years old, you would
need to use a Processing List.
You will need to create three data mining reports to get the final results. One report for each criteria and a final
results report.
Step 1: Create a data mining report of students that are in the 4th grade:
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students in 4th Grade. Set the ranges for Grade to be 04 – 04.
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Step 2: Create a data mining report of students that are 10 years old:
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students 10 Years Old. Set the ranges for Age to be 10 to 10.
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Step 3: Create a data mining report for the final results.
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students 4th Grade or 10 Yrs. Leave all ranges open.
Step 4: Select the 105 Students 10 Years Old report and click the Print Using Processing List button.
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Step 5: Click the Create New Processing List Button. Name the Processing List the same as the report (105
Students 10 Years Old). Click the Save and Print button.
Step 6: Select the 105 Students in 4th Grade Report and click the Print Using Processing List button.
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Step 7: Select the 105 Students 10 Years Old Processing List and click the Change Names in List button. Select
the Add names to the 105 Students 10 Years Old list with names on the 105 Students in 4th Grade report option
and click the Print button. This step is adding the students’ names on the 10 year old list to the list of students
that are on the 4th Grade report. Note: The report results will only be the students in 4th grade.
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Step 8: Select the 105 Students 4th Grade or 10 Yrs data mining report. Click the Print Using Processing List
button.
Step 9: Highlight the 105 Students 10 Years Old processing list and click the Print button. Remember that even
though the description says 10 Years Old, this processing list now contains all students that are 10 years old as
well as those students that are in the 4th grade because the names in the list were changed in step 7. Note: In
the example, there are now 178 students listed on the report. There are students that are in the 4th grade and
an age other than 10 years old on the report and there are students that are 10 years old and not in the 4th grade
on the report.
Step 10: Delete all processing lists used in the process. If you need to rerun this report at a later date, you will
need to recreate the processing lists (steps 4 through 9).
Print Using Reports Generator Button:
Use this option to further refine your data mining report. Your data mining report can be a report of all active
students and the reports generator can narrow that list further
Click the Add button to create a template.
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Name your parameter for the Reports Generator using the Parameter Set Name page. Click the Save button.
Use the various tabs to set your desired parameters. Click Save before going to another tab.
Click the Print Student List button to run the list without using a data mining report. Click the Print button to print
the data mining report using the options selected for the Report Generator.
Mail Merge
Click the Add button to create a template.
Click Merge Fields to add fields to your template
Click Save and Print when finished
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