Versions Compared

Version Old Version 3 New Version 4
Changes made by

Alina Jo

Alina Jo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

Queries allow for users to search for records in AiM with a defined set of criteria. The search criteria fields contain operators that can be used to search records in different ways, such as "Starts with", "Ends with", or "Contains". 

AIM IQ is a reporting and data analytics solution for AiM users who need to align decisions and activities to business objectives using AiM data.

Out-of-the-Box reporting makes your AiM data immediately useful to understand Facilities processes and performance. Equipped with the flexible and intuitive BI tools in AiM, AiM IQ empowers individuals and their institutions to multiply business success.

\uD83D\uDCD8 Lesson Overview

asdf

Expand

asdf

Query Overview

Why will a Query help me? When using a database full of information you will want to retrieve very specific records. These records can be obtained by utilizing a query. 

Expand
titleClick here for Query Overview details
Info

A search exist for every single record in AiM.

Queries example - You have a $5,000 budget and 12 employees have charged time to this work order and we are currently at $5,800.

Create a query that will tell you - All the jobs that are over budget or I wanna see all the jobs that are 25% of going over budget.

What is a query?

  • A query is a custom search for details about records in AiM.

  • After executing a query it will display a "Browse" list of all the records that match the different search elements.  

  • Queries can be built for a single search or saved for future use.

  • Queries can be shared with other people or groups of people.

  • Saved Queries can be made into a Dashboard Widget and shared with a group.

  • Saved Queries can be used for "Highcharts".   These  These are visual displays of the results in the form of a chart or graph.  These charts can be added to Dashboard Widgets.

Info

Examples of some common Queries

👉 There is no limit. If the data is in the system, you can query it.
A personal query is a custom search for desired information based specifically on the user creating it.
Optionally, it may be associated to a role for more global usage.

  • Show all Work Orders for a specific building.

  • Show all Work Orders assigned to a specific person.

  • Show all Purchase Orders to a specific vendor.

  • List all active properties.

  • Find my "Employee Profile".

  • Display all emergency or high priority Work Orders.

Framework of a Query

Queries do not work like Google, Yahoo, and other search engines where you can use multiple words in a single field and get related results.  Though the results will be different,  every  every Query screen will have the same buttons and options for building and saving the search.  The part that changes is the data being searched for within the record.

Anatomy of a Search

Action is where you will find the link to open and begin creating a New Query. View will be empty until the Query has been saved. 

A query screen has three buttons:

image-20241120-193506.png

  1. Execute - Runs the query

  2. Basic Search/Advanced Search - This is a toggle. The button will show which option you will go to by clicking it. NOT which option you are on.

  3. Reset - Resets the entire query screen. This is useful when your search results appear to be wrong. You can click Reset and start over knowing all fields have been reset to their default settings.

Queries you have already created can also be edited and either replace the original query or saved as a completely new query.

Query Screens Inside the AiM Platform

asdf

Expand

Screens inside the AiM platform

 Query Screens Descriptions

Detailed descriptions for navigating the screens found when creating a Personal Query.

Search Menu in AiM

  • The magnify glass - Takes you to the search screen.

  • The + sign - Starts a New Record.

  • The Name - Takes you to a new AiM screen.

...