I have a survey in REDCap. Some of the participants were completed the survey without attending an event. When I export the data I am required to get the data without those participants every time automatically. Could anyone please help me to do it? Thanks in advance.
I am not supposed to delete their response on REDCap.
I am only seeing data export option which gives survey data of all participants. I could not do more because it's real time data and I am afraid I might end up deleting it unknowingly.
Go into Reports, Exports and Stats, and create a new report. Select the variables you want the report to contain, and write a report filter to include only those records you want. In this case, you might include a filter such as where a particular form is completed, and only those records for which that form is completed will appear in the report.
It isn't clear from your question what 'event' refers to. If it is a REDCap longitudinal event, then you might want to rely on, say, the completion of the last form in that event. If the event is [event_1_arm_1] and the last instrument on that event is [final_survey], then you could rely on the value of [event_1_arm_1][final_survey_complete]. If they have completed the 'final survey', then this value will be 2. If they haven't, then it will be not 2.
Thus, including a report filter such as [event_1_arm_1][final_survey_complete] = 2 will exclude from your report all records that have not completed event 1.
One you have a report that returns the correct records and your desired columns, you can export it in exactly the same way as you would export the 'all data' report.
Related
Hope you're well. I'm currently building out a report, but despite my best efforts so far, I can't get some information to populate within the report. It does not appear to me that salesforce is recognizing the field "Agent Incoming Connecting Time" within the object "AC_Agent_Performance". However, I can pull in some other fields within the same object into the Agent Performance report, so I'm not clear on what is not taking place in the field that I wish to see within the report. Here are some of the things that I've tried:
I have checked the access to the field. The first photo (Photo 1) Shows an example of a working object, the the second one shows an example of one that does not.
The API name seems to work, and is consistent with other fields within the object that work.
I have checked the page layout for the object (even though I don't think this is the issue), and I have mirrored other fields to the best of my knowledge that ARE populating within the report.
I reviewed the CTI flows to see if there was something missing in there on a lark, but there was nothing in there that would lead me to believe that this was the source of the problem.
I have tried setting up a new field in the object (formula), that references the field that I'm trying. to pull in, but that just returns a result of 'zero' for all values.
One thing that I have done that appears to be working, is I have set up a joined report, which uses both "AC Agent Performance" object and "AC Historical Queue Metrics" object in the report. The result that is returning appears to be accurate (please see the picture (picture number 3)). However, I don't think that this is the right way to go about this, and I don't want to do it this way. I want to use the report with one object rather than with two.
I know that permissions are the most likely issue, so I've taken a close look at these. Please let me know if there is something wrong with how I have the permissions configured. The First image depicts the 'Field Level Security'. The second image depicts the'field accessibility'. They are both like this, the whole way down:
Please note one other thing, which is that the last picture depicts a different field within the object displaying in the report.
Does anyone have any ideas on how I can proceed so the field "Agent Incoming Connecting Time" will display within the report?
Please also note, that these are objects that contain data that is populated from AWS' Amazon Connect.
This last photo, shows that the object does not have any information in it within the report.
If the field isn't populated there's not much you can do on the reporting side of things. You already tried "joined report". You should check why the integration doesn't populate it, maybe read integration documentation, contact the managed package's support...
The tables are connected with lookup or master-detail, right? In a pinch you could try making formula field on "AC Agent Performance" looking "up" and pulling the value from related AC historical queue metrics. If the relationship is other way around (performance -> down to related list -> metrics) you could try to make-do with a master detail and rollup summary field. I don't know this package, no idea if you can pull it off when you don't have full control over the fields.
If you can't really use the relationships and absolutely need to report on single table - you could capture intermediate results of the report to a helper table and then report on that. It's called "reporting snapshots". Or write some nightly (hourly?) batch that recalculates stuff and writes homemade "rollup" to these fields?
I am creating DrillThrough Report in SSRS. This is my database.
DatabaseImage
In my SSRS first Report i just want to display the period and status. I just to show how many Files run successfully and how many failed. This is the design.First Report Design
I have written this expression to show count of success.
=COUNT(IIF(Fields!Status.Value="Success",1,NOTHING))
And For failed. I just changed the Syccess to failed. This is working fine.
This is the result of first design when i run the report.First Report Output
Now what i want. if user click on 1 which is the value of Failed column in report one. It should get me to the detail page and show all the files which where Status="Failed".
And same for success.
What i did. I change the action of Failed column value from none to "go To Report" and set the parameters. But i didn't work.
Here is the picture. Action And Parameter Image
The problem is that you are using the [Status] field value to pass to the drill down report but the way you built your first report means that this will not be available.
You have 2 ways of fixing this I think.
The quick fix:
Simply change the Status parameter value from [Status] to a static text value that your drill down report will accept, such as Failed.
The longer but possibly better way...
Change the first report to be a Matrix,
Have a row group by Period and Column group by Status. This will save you having to setup specific expressions for each column. The other advantage is that if other Status value where added to the data in the future such as 'In progress', 'Cancelled' etc... then these would automatically appear in the report.
The drill down Action would then be setup exactly as you have done now (in your screen shot) and only needs to be setup once.
Obviously it's your decision but if it was me, I would spend the time getting this done properly
I have two different data sets using two different SQL queries. Essentially one data set is day/caller stats rolled up the other set is call data. So each call data set rolls up to get their day/caller data.
I needed to separate these two queries for performance because I needed one extract and one parameterized custom query for the call data. So essentially I will always bring in this month of data and last month for the day/caller data.
What I need to do is create one dashboard, that has the caller and all of their stats aggregated for the time period. Then I need to be able to click a row to prompt all the call data in a different sheet on the same dashboard
I am at the home stretch and need a way to connect these two sheets and update the call data. Right now I only have a parameter for the Unique ID of the callers not time, I bring in all the same days of calls even though it is really not needed. In a perfect world I will click the report caller and my second query will update to the appropriate day range and Unique ID and produce only that callers calls. My problem right now is no matter what I do I cannot create the one sheet to update the second call sheet. I have successfully created a manually functioning report but I need the action to filter to a timer period and the specific caller.
Let me know if you have any feedback. My two issues are creating two separate queries caller data (225k rows help in export) call data (7 million rows if unfiltered) which needs to be a live connection so when sheet is clicked the parameters will update and those calls will populate. Anything would help!
The solution i can think of is to use an action filter and there is an option below to select the fields to map between the sheets.Choose selected fields instead of all fields and map the id and time between the two data sources.
Apart from this i dont really get what the issue is.If you need further clarifications please rephrase your questions and provide examples and your data structure.
I constructed an Access database for a group of end-users. This database is composed of one table, tblInventory, and several queries for them to edit their data quickly/easily. One of my queries, for example, is:
UPDATE tblInventory SET Amount = Amount-[Enter Amount]
WHERE ((([tblInventory].Equiptment_Name)=[Enter Name]));
This worked great in my opinion, but I have to please the end-user after all. They requested that I make a form and use buttons to update the data in the table for them. I have the form laid out like this:
The Equipment_Name and Amount boxes pull their information from my table, which has categories named that. My Unbound textbox field is where I would like them to be able to enter the number of the given part they would like to take out of inventory. The button should be to run my query above, but instead of prompting for inputs I would like it to use what they entered into the textbox. I've tried many different things and searched many different sites but cannot find what I'm looking for.
P.S Equiptment_Name and Amount are the only 2 datafields in the table besides other fields I have in the table to serve as more lenient ways to search for data when they entered in names. These fields are called things such as Alt_Name1 and have no real relevance to the form.
Thanks in advance for any help given.
There is a couple ways you can do it but the simplest way is:
Build your query as a predefined query(ies)
Build a Macro that disabled warnings then executes your query or queries in the order you wish to execute them.
Go to the form Define the button.
Go to the event tab.
Build an event
Set the OnClick Event to the name of the Macro.
Save and Test.
I need to search for any opportunity's custom field that are empty for every record, so that I can delete those fields that are not used by the users. Can I do this by report or by DevConsole, with some query?
I think there are three options that would work best:
Data Loader
Use their Data Loader to export all of your opportunities into a CSV. Load it up in Excel or some other software of your choice and manually dig through the columns ending in __c looking for at least one value.
SOQL
You could manually write a SOQL query that looks at each field (e.g. SELECT Id FROM Opportunity WHERE YourCustomField1__c != null and repeat for each field)
SOQL (Dynamic)
If you're willing to get your programming hands dirty you could make a describe API call to fetch all the fields on the opportunity object. Once you know all the fields you could find fields that end in __c again and write a dynamic SOQL statement to hit the API with.
The Field Trip app (free in the AppExchange) will do this for you. Here's a link:
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4
Run it for an object and it gives you a report that lists all the field and tells you what % of records are filled in for each field. My organization has been using it for several years now.
I'm not connected with Qandor. I'm just a satisfied user.