By default, the dashboard designer loads with several queries that already pull together closely related information for use in the visualizations of a dashboard. However, if you find that your requirements go beyond the pre-loaded queries, you can work directly with the data in the data warehouse database.
Pre-Loaded Data Mart Queries
•Calendar Month Firm Snapshots – lists each firm once per calendar month, with data about the firm aggregated on a monthly basis and reported as of the last day of the month
•Calendar Month Individual Snapshots – lists each individual once per calendar month, with data about the individual aggregated on a monthly basis and reported as of the last day of the month
•Committee Meeting Attendance – lists each committee member once for each meeting, with attendance status included
•Committee Members – lists each committee member and their position and term information
•Contributions – lists each contribution with amount, date, and fund information
•Credit Hours Earned – lists each person who earned credit along with the completion date, credit category, and method used to earn the credit hours
•Credit Hours Offered – lists each method a person can use to earn credit hours and how many hours each method can supply
•Current Areas of Expertise – lists each area of expertise for each current member of the society
•Current Fields of Interest – lists each field of interest for each current member of the society
•Current Group Memberships – lists each group membership for each current member of the society
•Current Members – lists each current society member
•Data Warehouse Columns – documents each column in the data warehouse database and the tables where they are stored
•Data Warehouse Tables – documents each table in the data warehouse database
•Dues Billing – lists each billing amount and adjustment for each billed individual
•Dues Payments --- lists each dues payment amount, refund, and transfer for each billed individual
•Dues Transactions – combines dues billing and dues payments into a single list, reversing the sign of the payments transactions so that billing and payments offset one another
•Dues Year Individual Snapshots – lists each individual once per dues year, with data about the individual aggregated on a dues year basis and reported as of the last day of the dues year
•Dues Year Snapshots – lists each dues year once, with data about the dues year aggregated and reported as of the last day of the dues year
•Event Exhibitors – lists each event exhibitor once for each event
•Event Fee Billing – lists each event fee billed for each event registration
•Event Fee Payments – lists each event fee payment for each event registration
•Event Fee Transactions – combines event fee billing and payments into a single list, reversing the sign of the payment transactions so that billing and payments offset one another
•Event Leaders – lists each event leader for each event and session, with the survey information aggregated for each leadership role
•Event Registrations – lists each event registration, with information related to the registration aggregated for to-date totals
•Event Session Registrations – lists each session registration for each event
•Event Snapshots – lists each event’s aggregated information
•Event Vendors – lists each vendor for each event
•Miscellaneous Cash Receipts – lists each cash receipt
•Order Payments – lists each order payment toward each order
•Product Sales – lists each product sale and return