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  4. Noce To Have: MS SQL Read Access (vis SSMS) to do custom Reporting and Queries?

Noce To Have: MS SQL Read Access (vis SSMS) to do custom Reporting and Queries?

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  • dwayne.phillipsD Offline
    dwayne.phillipsD Offline
    dwayne.phillips
    wrote on last edited by
    #1

    MS SQL Read Access (vis SSMS) to do custom Reporting and Queries?

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    • A Offline
      A Offline
      aschutte
      wrote on last edited by aschutte
      #2

      Dwayne,
      Others have asked for this as well, few questions/complications:

      • While much of the data appears flat (power search components and related data for example), it's many tables that are joined together
      • A lot of the value of COUNTERPART is organizing the data, but also reporting/following up on it. Depending on the specific customer licensing is per-concurrent user, unsure how to manage that access level.
      • Likely your request is read-only access, because writing would be very bad.

      For data:

      • What specific information are you looking to extract?
      • Would this data be a flat list (like Excel), or complicated recursive tree structure data?
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      • dwayne.phillipsD Offline
        dwayne.phillipsD Offline
        dwayne.phillips
        wrote on last edited by
        #3

        OTHERS HAVE ASKED FOR THIS AS WELL, FEW QUESTIONS/COMPLICATIONS:
        - list item While much of the data appears flat (power search components and related data for example), it's many tables that are joined together

        [DWAYNE] This sounds like a View Table, if you will. That's fine, if applicable to our needs. Otherwise we will ignore. Our hope is to see Table level for writing our own custom queries, as well as being able to see data components, in order to understand data types.

        - list item A lot of the value of COUNTERPART is organizing the data, but also reporting/following up on it. Depending on the specific customer licensing is per-concurrent user, unsure how to manage that access level.
        

        [DWAYNE] We are strictly looking for read access to SQL objects please. I presume you mean just UBE data. Are you stating your system uses one general SQL dB for all your clients, where we are sanctioned per se by a Unique ID to query by Licensed Clients?
        I believe you can still set up users with explicit access per Client ID or whatever the ID cardinal is (I believe).

        • list item Likely your request is read-only access, because writing would be very bad.

        [DWAYNE] Read-Only is the agreement we have. For write features, we would write up a request in your import portion of CountERPart. Speaking of which, is there any data type specs for the import features, so we understand the formatting of data going into CP? This is good news!!

        FOR DATA:
        - list item What specific information are you looking to extract?

        [DWAYNE] Great question. I'd give you the generic lots as my initial approach. Specifically, we are still reviewing the details on various reports and excel data grabs (putting into pivots) to ascertain usable details. I suppose I could give you a sample of what we want, but I also don't want to limit based on my understanding what is available at the moment.
        If we could get a list of tables, with fields & join references, that would help gather data to answer this question authoritatively.

        - list item Would this data be a flat list (like Excel), or complicated recursive tree structure data?
        

        [DWAYNE] Both!! My goal is to create a push button query or online dashboard with results on projects, from various aspects showing progress, urgent & risk items, to lining up jobs based on priority for each specific workers day. Lots of plans for reporting!!

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        • dwayne.phillipsD Offline
          dwayne.phillipsD Offline
          dwayne.phillips
          wrote on last edited by
          #4

          OK, I put double greater than in front of my reply. I had no idea it would format as it did above.
          Apologies 😉

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          • A Offline
            A Offline
            aschutte
            wrote on last edited by
            #5

            @dwayne.phillips, we are happy to provide you (UBE) read only access to the database, with the understanding (per the above conversation) that the data is normalized across multiple tables, and any "reporting" efforts will likely be challenging (particularly around job costing, inventory, etc.)
            Please reach out to helpdesk@smoothlogics.com for a username and password, @kilenmultop is happy to set that up!

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            • W Offline
              W Offline
              wcobb
              wrote on last edited by
              #6

              @kilenmultop

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              • kmultopK kmultop moved this topic from Enhancement Requests on
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