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Query Builder Instructional Guide The Query Builder is a search application designed to allow the user to create, edit, and filter patient data. Our goal is to provide you with a tool to positively affect patient quality and safety. MARCQI Coordinating Center 10/27/2015 © MARCQI 2/23/17 Query Builder Table of Contents What is a Query Builder? ....................................................................................... 3 Writing a Query ..................................................................................................... 3 Accessing the Query Builder .................................................................................. 5 Left Panel ................................................................................................................................. 6 Name........................................................................................................................................ 7 Folder ....................................................................................................................................... 7 Help .......................................................................................................................................... 8 The Query Screen .................................................................................................................... 9 Review of the Query Builder Sections .................................................................. 10 Data Elements ........................................................................................................................ 10 Display.................................................................................................................................... 11 Sorting (Optional) .................................................................................................................. 11 Criteria ................................................................................................................................... 11 Sharing ................................................................................................................................... 12 Results .................................................................................................................................... 12 Create a Query ..................................................................................................... 13 Display Elements .................................................................................................. 14 Add Selections to the Display ................................................................................................ 15 Customize your Query ........................................................................................................... 18 Criteria ................................................................................................................. 20 Conditional Operator ............................................................................................................. 21 More About Conditional Operators in the Criteria Pane ...................................................... 23 Building Criteria ..................................................................................................................... 25 Critical Thinking ..................................................................................................................... 26 Complex Queries ................................................................................................................... 27 Using the Sort Feature from the Sorting Panel ..................................................................... 29 Saving Queries ..................................................................................................... 30 Copy a Query ....................................................................................................... 30 Exporting your Query ........................................................................................... 30 Share a Query/Give Copy ..................................................................................... 34 Archiving a Query ................................................................................................ 37 1 Query Builder Create a New Folder ............................................................................................ 38 Practice and Reporting ......................................................................................... 39 2 Query Builder Query Builder Overview What is a Query Builder? The query builder provides the functionality to write a specific question of the MARCQI database, which will then provide specific data pulled out of the database in response to the question. The query builder allows the user to: • Create site or surgeon specific reports based upon raw data. • Use the most up to date data entered into the database. • Filter and edit information to fit the proposed question. • Save and share the query results with other users within your site. Note: The build of a query can be shared with others outside of your site, if needed, by special request. Place an SRS ticket explaining who you would like to receive your query. This action is completed by Ortech. Writing a Query When considering the query you are going to write, the form or section where the information can be found in the database will help you to understand where the data can be found in the query. For example, if you want to pull information regarding a lab result, consider the name of the field you are seeking, and in which data element that field may be found. Specific information regarding a particular lab may be found in the hospitalization section (pre or post), lab section, and any other factors about the lab that may impact your results. 3 Query Builder Writing a query requires practice to determine the location of your specific criteria, and patience to design a query that extracts the absolute data for which you are searching. Several options for your queries are available depending upon the frequency they will be used, the view, or who may need to access the same query: • Sorted • Shared • Saved • Exported We will discuss these options more in depth as we go through the functionality of the query builder. 4 Query Builder Using the Query Builder Accessing the Query Builder The query builder can be accessed from within the database by using your user logon. This is the same logon used for entering patient information, cases, events, and accessing your data mart. Note: You will only be able to retrieve the results that pertain to your particular institution. 1. Log into the system with your username and password. 2. Select (Options) from the left panel pane. Result: The listing of available actions displays. 3. Select Query Builder (Beta). Note: You may need to wait a few moments for the system to load the query builder. Result: The Query Builder page displays. 5 Query Builder Components of the Query Builder Once the query builder opens, you will note the display is similar to the data mart display. Left Panel Query actions are in the top of the left panel header. Save Query Remove Query Create a New Folder Add New Query Copy Query Archive Queries Below the header are designated folders, similar to what can be found in the Datamart. Once you have built and saved some queries, they will display under the folder you have designated. Queries can be viewed by clicking the + to open the folder. 6 Query Builder Name Name your query; this will help you to organize and store your queries. Try to keep the name short, but be as descriptive as possible. Folder The dropdown option will display the available folder to store your query. 7 Query Builder Help Hover over any Question Mark to display informational text boxes, example of the Data Elements and Criteria help screens: 8 Query Builder The Query Screen As you build your query, you will see some fields that are required or optional: Section Required Optional Name X Folder X Display X Criteria X Sorting X Sharing X Result N/A N/A The more information you provide, the more specific your query results. • Using the folder option will help you to organize queries that you may reuse at a later time. • Sorting provides a means to better view your results. • Sharing allows others to use and view your query. 9 Query Builder Review of the Query Builder Sections The query builder consists of several panes, or sections, to display the data elements and criteria you have selected for your query. These sections give you the ability to search for information which is organized to mimic data entry, the conditions for your data, and how your data will display. Note: This view may be very different depending upon which browser is used. Google Chrome, Safari, Mozilla, and Firefox work the best; Internet Explorer works but many have difficulty with exporting their queries with this browser! Data Elements This section lists the available elements, or sections, of the forms of a case. Use this section to help identify, and to select, the areas where you will find your data fields. The data elements are set up to closely match the forms of each case. Entire sections can be selected by clicking in the checkbox in front of the section name. 10 Query Builder Open each section by clicking the side arrow to display precise data elements: Select the specific data element desired within the section. Display The specific fields you want to see in your results.
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