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Data Repository Training - Class Details

Syllabus – DR Reporting Fundamentals

Day 1

  • We start with an overview of the MEDITECH EHR and how its applications are organized by discrete function, as well as a non-technical discussion of its hierarchical storage model. We also discuss how the Data Repository fits into this model, as a standalone system using a different storage technology, and the basics of its dependencies on MEDITECH.
  • We’ll review the basics of how data are organized, conceptually and physically, in SQL Server databases generally, and in the DR specifically. Understanding how tables are organized into columns and rows, and what makes a record unique, are the foundation of all good report writing.
  • DR commonly used tables – these tables form the building blocks for almost all your reports. We describe the table naming conventions within DR, which guide you further as you build more complex reports.
  • How we work with database tables in DR – SQL Server Management Studio.  We’ll show you how to confidently navigate through and around your databases and programming objects, as well as key functions you’ll need to learn as a report writer.
  • Using Management Studio to write queries – we demonstrate the basics of using the query window as a souped-up text editor, including key definitions of basic T-SQL terms.
  • Start in the middle with FROM – what should I use as my first table? The answer depends on how well you understand the report requirements.
  • Using SELECT to specify columns – choosing what you need in your report is straightforward, and Management Studio provides some formatting and other tools to help.
  • Executing queries – we’ll demonstrate how to run your queries, review the results, as well as other messages and information provided in Management Studio.
  • Filtering data with WHERE – reports always have criteria, much of which serves as a filter. We’ll discuss different operators used in T-SQL to specify exactly what you need in your queries.
  • Sorting data – how and when to use ORDER BY to sort your results.
  • Coding best practices – we’ll demonstrate how to properly document within your query, and to save it as a stored procedure.
  • The basics of using JOIN –  we rarely query a single table. We review why and how to use different types of joins to present data from multiple tables in a single result set.
  • Follow the primary keys – understanding this concept is critical to defining table relationships, and therefore, getting the right results.
  • Other JOIN techniques – we look at some common (and uncommon) ways you can use JOINs in a DR database to get the data the way you want.

Day 2

  • What’s an expression?  We’ll review the basics of expressions, functions and operators, so you can start doing more with your queries.
  • Commonly used system functions – learn how to use helpful T-SQL functions to calculate dates, parse text strings, replace NULL values and other common ways we need to handle DR data.
  • SQL data types – learn about this important data property and why you need to pay attention to them when using functions.
  • Using helpful expressions – we’ll show you some examples of how to calculate patient age, accurately include patients in your reports based on a date, and more.
  • Using parameters in stored procedures – make your queries flexible and re-usable by adding input parameters. We’ll show you how to properly define and use them so you can prompt users for appropriate values at report run-time.
  • Reporting Services definitions and concepts – we’ll define and demonstrate key terms and concepts, including the Report Server, Report Manager, datasets and data sources.
  • SQL Server Data Tools – learn how to use Microsoft’s Visual Studio-based software to create and preview a simple report.
  • Deploying reports to the Report Server – when your report is done, publish it online for your users. We’ll show you the necessary properties within your project to deploy it correctly and review best practices for organizing reports on the server.
  • Report formatting and organization – add more visual interest and functionality to your reports with cell formatting, using groups with subtotals and other features.
  • Using parameters – learn how to use parameters and multiple datasets to make your reports truly dynamic.
  • Report Manager security – we’ll discuss best practices for managing access to reports and establishing a useful folder structure for easier administration.
  • Sneak peek at advanced features – Reporting Services has many advance features, including linked reports, sub-reports, subscriptions, and more.
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