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L Spool for Business Downloading Your Data

L Spool for Business Downloading Your Data. CPUG Annual Convention March 7-9, 2005 Visalia, California. L Spool for Business. Presented by Beth Wilson Templeton Unified School District bwilson@tusdnet.k12.ca.us. L Spool for Business. Acknowledgements

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L Spool for Business Downloading Your Data

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  1. L Spool for BusinessDownloading Your Data CPUG Annual Convention March 7-9, 2005 Visalia, California

  2. L Spool for Business Presented by Beth Wilson Templeton Unified School District bwilson@tusdnet.k12.ca.us

  3. L Spool for Business Acknowledgements • Thanks to QSS for allowing us to copy their downloading handbook. • Jeff Janoian for his handout notes on the LSpool features in the A2 Release. • All those are downloading and shared their favorite reports. • Seth Wilson for his technical expertise

  4. L Spool for Business • We will learn to– • Read the reports screen from the browse mode • Select what you want to download • Navigate the download screen • Import into Excel for ease of manipulation

  5. L Spool for Business • Reading the reports screen from the browse mode • Bottom left hand side of the screen is cursor position indicator. The first number is the line, the second is the column. • Each horizontal line is called a “Line” • Some information is in groups of lines called parents and children

  6. L Spool for Business • Reading the reports screen from the browse mode • Each character in that line is in a separate “Column” • There are 132 columns going across the page

  7. L Spool for Business • Selecting what you want to download • If you wanted the whole report you could print it directly from QSS, but you don’t • Be picky, if you are not going to use each part of the data, don’t define it

  8. L Spool for Business • Navigating the download screen • File name • Line processing • Column processing • F keys

  9. L Spool for Business • Before you enter any information on the download screen • Print a page or two of the report you want to download • Locate the information you want to extract • Browse the report noting the beginning and ending column placement of the information you want on your printed sheet

  10. L Spool for Business • Line processing • The group and line are defined in fields G and #L, beginning with A and 01. • You need to define a unique attribute of the line you want to download. It needs to be unique by either the placement or the type of character or both so that the computer can extract just that line. • Place the series of characters where they appear in the line.

  11. L Spool for Business • Column processing • Delimiter should be “T” when you are downloading into Excel • Enter the line you just defined, beginning with A01 • Next, enter the beginning and ending column of the information you want • Options • Repeat for all information on this line

  12. L Spool for Business • You must enter before moving on • You may now enter a second line (B01) • This would be a ‘child’ line to the A01 ‘parent’ line • Create report with the F4 key • View the report with the F5 key • If you don’t like what was created, tweak your selections, Create & View again

  13. L Spool for Business • When you see what you want • F7 to download the report • Because you did not name the report earlier you now can “Point & Shoot” where you want the report and select a name

  14. L Spool for Business • Learn to import into Excel for ease of manipulation • Open up Excel and click the “File Open” icon • Change the File Type to “All Files (*.*)” • Browse for your file name or the default PDFILDL • Double click on the file

  15. L Spool for Business • Follow the Import Wizard • If you have never used the Import Wizard instructions are included with you handouts • Once you have complete the Import Wizard you will have all of the capabilities of Excel to manipulate your data

  16. L Spool for Business Great Excel Tip • Identify a column you want to split (an account code string) for sorting • Insert blank columns for each field • Highlight a column of numbers you want to split up • Data • Text to columns • Next • Specify the delimitor, in this case ‘other –’ • Next • Change information from ‘general’ to ‘text’ • Finish

  17. L Spool for Business • You now know how to • Browse reports • Be selective on what you download • Navigate the download screen • Import your data into Excel • What are you going to do with this new tool?

  18. L Spool for Business • Questions?

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