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Please note that these instructions are from Campus Community and may not be specific to elements in Columbus City Schools. 
 Query Wizard functionality allows users to easily create Ad hoc filters by organizing elements in a straightforward manner. Query Wizard filters are dynamic and will always pull current information from the database based on the fields and filter options selected.
 

When using Custom Tab fields within Ad Hoc Query Wizard, all students will appear in the results even if the student does not have a record within the custom dated tab. To exclude students without records for fields from a custom tab that is Table or List Element tab type, set the statusDate Operator to IS NOT NULL. When pulling in fields from a custom tab that is a Table or List Element tab type, Ad Hoc logic will output every possible combination based on a specific date and time. The Table Tab Type stores specific times. The List Element Tab type always stores 12:00 AM. 

Choose Filter and Data Type

To begin creating a new Ad hoc filter via the Query Wizard, the Query Wizard radio button must be selected and a Filter Data Type must be determined. Filter data types determine what set of related Campus fields are offered. 

  1. Select the Query Wizard radio button.
  2. Select a Data Type. This determines which type of fields are available for selection: Student, Census/Staff or Course/Section.
  3. Click the Next button. The screen will display a list of fields to select in order to create the filter.

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Field Selection

Campus fields are organized into specific categories relating to the Filter Data Type selected on the previous screen. Categories are organized in a hierarchy format, where selecting the (+) will open available fields and additional subcategories within the category. Users may include Campus and user-created custom fields when building filters.

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Select Categories and Fields

  1. Enter a QueryName for the filter.
  2. Enter a Short and or Long Description about the filter (if applicable). For more information, see the View Filter Descriptions section of the Filter Designer page.
  3. Select the data elements form the All Fields list by clicking on them. The fields will move to the Selected Fields list. To remove a field from the Selected Fields list, click on it to highlight and click the left pointing arrow button.
  4. Select the Add Function button to add a function to the filter. 
  5. To search for a particular field, enter part of the name of the field in the Filter By section and click the Search button. Select the appropriate options for the query. All fields that contain that name will appear in the All Fields list. To clear the selection, click the Clear button and all available fields will appear again.
  6. Click the Next button to continue creating the filter, narrow returned results and sort the filter into the desired order.

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Navigate the Query Wizard

Once a field has been added to the filter, a user is able to navigate between the Filter Designer options by using the navigation breadcrumbs.

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Ad hoc Query Wizard Navigation

Enter Filter Parameters

Filter parameters allow users to define specific constraints for how each field is filtered within the filter. This tool allows users to filter very specific data within reports and other exported files.

  1.  Enter the Query Name and a Short/Long Description (if applicable). For more information, see the View Filter Descriptions section of the Filter Designer page.
  2. Select the Operator for each Field. Available fields are based on data elements selected in the previous Field Selection screen. 
  3. Enter the Value for each Operator. This is the value being used in conjunction with the Operator selected (i.e., student.age > 5, where 5 is the value entered and the output is all students older than 5 years of age).
  4. If a BETWEEN Operator was selected, fill in all appropriate fields. 
  5. To apply multiple operators to the same field(s), click the Add Filter button. Selecting this button adds an additional field area where users can select an already existing filter field and apply additional operators.
  6. Enter a Logical Expression, if necessary. 

  7. Select which group to Save To. Selecting the User Account radio button will provide the option of saving the filter to the current user or saving the filter to a specific folder.  Selecting the User Groups radio button allows the filter to be saved to a user group or multiple user groups. To select multiple user groups, hold the CTRL key while left-clicking each user group.

     If a filter is saved to more than one User Group, a separate copy is stored for each group. Each group can independently edit the filter without affecting another group's copy.

  8. To test the filter prior to saving it, click the Testbutton.

     Users must have pop-ups enabled on the web browser in order to view Test results.
  9. If no output formatting or grouping data needs to be defined for the filter, select the Save icon. The filter is now saved and available for use in all Ad hoc Filter fields throughout Infinite Campus.
  10. If output formatting and/or group data needs to be defined for the filter, select the Next button. The Output Formatting editor will appear.

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A short and/or long description can be added to filters to provide additional information and context about the filter. This information is displayed when a user selects the filter in the Saved Filters window as well as when the filter is being edited.

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To attach short and/or long descriptions to a filter, enter this information within the Short Description and Long Description text fields. To access theLong Description text box, select the (+) icon. All descriptions entered will be saved once the filter itself is saved.

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Once a filter has a long description entered and saved, this information will appear on the Filter Designer editor when the filter is selected in the Saved Filters window (see Image 10). This is useful when determining what filter to use as well as communicating any important information about the filter prior to editing or making modifications. If a short description has been entered, this information will appear when the cursor hovers over the filter within the Saved Filters window.

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Create an Ad Hoc Filter

  1. Click on the Index tab
  2.  Click Ad Hoc Reporting
  3.  Click Filter Designer
  4. Click Filter Type: Query Wizard.
  5. Click Data Type: Student.
  6. Click Create.
  7.  Group Name: Name the Ad Hoc filter to know what data is being included.
  8. Short Description and Long Description are optional.
  9. Select categories & fields.  There is a search option to limit the number of fields displayed.  See the following page for details.
  10. All fields: Click the + symbol to the left of the field type to expand the selection.  Click on the field to move it to Selected Fields column.
  11. Save & Test is optional to perform.  However, it gives an indication of the data that will be generated by the selected fields.
  12. Click Next.


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  1. Filter by: enter the criteria in which to perform the search.
  2. Click Search.
  3. All Fields: the categories will display that have fields containing the search entry.
  4. The category will expand to display all the fields containing the criteria entered.

  5. Click Next in the bottom right corner of the screen.                                 

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Filter the Data (Optional)

Define specific constraints for how each field is filtered by applying operators and/or values to the filter.

 

  1. For example, to EXCLUDE students who do not have an end date, use the operator “is null” so that student who have a date populated in the end date field will not be included.
  2. Use the same logic as above to exclude tests without scores.
  3. To include only 3rd grade students, select the = sign as the operator.  Type in 03 for 3rd grade.  All grade levels are 2 digits.
  4. Click Add to apply another filter to an existing field.  A blank line will display. 
  5. Use the drop-down to select the field and operator when adding another filter to a field.
  6. Logical Expression: Use this field to combine fields within the filter.  See detailed information beginning on Page 46 in the Query Wizard document on the TLC website. 
  7. Click Save or Save & Test at the bottom of the screen. 
  8. Click Next.


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Format the Output File (Optional)

This is where you determine how you want the information displayed on the report.

  1. OutputSeq: If you do not want the data in a field to appear on the report, UNCHECK the Output box.  You can change the order of the fields but entering a Seq number; i.e. if in the example above the Student.lastName should be the first column, enter a 1 in the Seq field.
  2. Sort: The data will sort based on the first field, unless otherwise specified.  In the example above, the data will sort by student last name since a sort preference of 1 was entered in the Sort column of the student.lastName field.  The data will then sort by student first name since a 2 was entered in sort column of the student.firstName field.
  3. Column Header: The column header will default to the column name.  The name can be changed by entering a new name in the Column Header column.
  4. Alignment: the data can be aligned in the center, left, right.
  5. Click Save or Save & Test at the bottom of the screen.
  6. Click Next or exit the screen.

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Grouping and Aggregation

The Grouping and Aggregation editor allows users to group fields into sections and report specific

aggregates/sub-totals for each section.