Overview
Exercise Scenario
Our quarterly data has been loaded into EQuIS. We want to examine the data in the EQuIS database.
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Learn how to open and navigate in EQuIS Professional. |
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Exercise Objectives |
•Launch EQuIS Professional
•View Available Facilities and Login to an EQuIS Facility
•Navigate Tables in EQuIS Professional
Optional Exercise
•Add Reference Values to EQuIS
Skills, Software and Permissions Required
•EQuIS Professional 7 must be installed on the workstation
•.NET Framework 4.7.2 or higher must be installed on the workstation
•Read/write permissions are required for the desired facilities
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Objective: Launch EQuIS Professional |
Tasks
•Open the EQuIS Connection Screen
•Create an EQuIS Database Connection
Open the EQuIS Connection Screen
1.Open the Windows Start menu and choose All Programs or Apps> EarthSoft> EQuIS Professional.
2.See the Create an EQuIS Database Connection section below if a connection to the EQuIS Training Database has not already been established.
Create an EQuIS Database Connection
Skip this section if a connection to the EQuIS Training Database (or other desired EQuIS database) is already established.
1.In the Connection window, enter the Server Name. This is the name or IP address of the server where the EQuIS database resides. If the name is unknown, contact the database administrator or the EarthSoft training department.
2.Select the Server Type. For these exercises, elect EQuIS Enterprise.
3.Enter the User Authentication information.
4.Check Remember Password to ensure the password will not need to be re-entered.
5.If everything is correct, click the Connect 
icon to view available facilities.
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Objective: View Available Database and Facilities |
1.Click the Open button on the left panel of the EQuIS connection backstage to display recent and pinned connections. Clicking the Browse button will open a navigation window displaying existing saved database connections, in either .xml or .equis file types.
2.Navigate to the target EQuIS database and then find the desired facility, expanding folders (Facility Groups) if needed.
For this exercise, expand the Training Database and then the North America folder.
3.Double-click the Facility name from the facility to login to the facility.
For this exercise, select the Gold King Mine facility.
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Since the Gold King Mine facility will be used for many of the training exercises, saving it as a facility-specific connection will allow easy access for future exercises. To save a facility-specific connection, single click on the facility and select Save As on the left side of the connection backstage and save it with a unique name. |
4.The main EQuIS Professional window opens showing the Home ribbon. Note the status bar at the bottom of the EQuIS Application window includes the user name, facility, selected license library and connection type.
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The Data, Graphics, and Decision Support ribbons are organized by required license level. If a higher license level is required, click on the License Chooser |
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Objective: Navigate Tables in EQuIS Professional |
View "raw data" as it appears in the populated tables in EQuIS Professional. Several tools are available that assist in viewing raw data.
Tasks
•Open EQuIS Tables
•Filter Columns
•Pin Columns
•Choose Columns
•Find and Replace Values
•Add Related Tables
Open EQuIS Tables
1.Select Tables 
from the Open group on the Home ribbon.
2.Select Data Tables on the left side-bar menu.
3.Double-click on the DT_SAMPLE table, or single-click on the DT_SAMPLE table and click the Open button.
4.All tables will display a toolbar at the top of the table. Review some of the tools used to view data in the tables in EQuIS Professional, including:
•Filter 
•Pin Column 
•Column Chooser 
•Find/Replace 
•Related Tables
Filter Columns
Filter any column by any value within that column with the Filter option. By default, a filter search box appears below each column header in the grid view. If the field is numeric, then the filter operator appears as "=". If the field is text, then the filter operator appears as "A".
1.Select the desired parameter for filtering and then select the drop-down arrow in the column to enter the desired filter value.
For this exercise, we need to verify that our most recent sample data has been successfully loaded into the Gold King Mine facility. Therefore, select the SAMPLE_DATE column. (Scroll to the right to find the SAMPLE_DATE field if not visible on the screen). Do not enter a specific filter value as we will apply a logic statement filter in the next step.
2.To filter by logic statements, select the “A” or the "=" to the left of the drop-down option to select a desired logic statement for filtering. An example logic statement is “Contains”, which filters for a result based on a value within the string.
For this exercise, select the "=" and change the filter operator in the column to Greater Than. Type "10/14/2015" in the filter row. Note that only some of the records are now visible; only records higher than the entered date.
3.To clear the filter, click on the Clear Filter 
icon in the column. This icon is located beside the drop-down arrow for the filter. All data will appear in the grid view.
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To clear all filters, click on the Clear Filter |
Pin Columns
Hold any pinned column to the left-hand side of the table's grid view with the Pin Column , making viewing data easier.
1.Click the Pin Column icon on the DT_SAMPLE toolbar. Once activated, each column header includes a horizontal pushpin.
2.Click the pushpin next to the desired column title to pin that column. For example, pin SAMPLE_ID and SYS_SAMPLE_CODE.
3.Notice the pin changes position from horizontal to vertical. Scroll to the right and view the pinned columns now anchored on the left side of the data table.
4.To unpin columns, select the vertical pushpin displayed in the column title next to the column header. Notice how the column locations adjust to keep the pinned column(s) to the left. To unpin all columns, click the Pin Column icon again.
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By default, EQuIS displays the DT_NOTE column as the column to the furthest left extent of the tables. To hide this field, click the Toggle notes column |
Choose Columns
Determine which columns to make visible and which to hide with the the Column Chooser icon.
1.Click the Column Chooser icon on the DT_SAMPLE toolbar.
2.Select Hide Blanks. This will hide all columns that do not contain data within the table.
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Select Open Dialog in the Column Chooser menu to display show/hide options for all columns in the table. Some fields may be hidden by default. |
Find and Replace Values
Search for one or all instances of a text string with the Find icon. Similar to word processing applications, the option to replace values is also available.
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When selecting the Replace All function, it replaces all instances of a string. For example when changing N to T in the fraction column by selecting Replace All, the tool locates and replaces every instance of N in the data table, even if it occurs outside the fraction column. Use this tool with caution. |
1.Click the Find icon on the DT_SAMPLE toolbar. A new window displays with text input boxes as well as other options.
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Using the Within: Selection can save changing unexpected records. Select or highlight the records to be changed before opening the Find and Replace window. |
2.Select the desired parameters and then select Find All.
For this exercise, enter "ADW-010" in the Find what: box.
3.Note that only results with a cell containing the specified parameters are highlighted.
4.Select the Close button to return to the Grid View.
Add Related Tables
Open parent and/or child tables as sub-records of the current table with the Related Tables tool.
1.In the DT_SAMPLE table, right click anywhere in the header of the grid, and select Related Tables from the pop-up menu.
2.Highlight this menu and navigate to Child Tables> desired child table.
For this exercise, select DT_TEST.
3.Note at the bottom of the EQuIS Professional window, the child table is displayed, along with the parent table.
4.Click the "+" node to the left of a row to expand the related table.
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It is possible to add multiple tables. There is no limit to the number of parent/child tables that can be displayed in one tabular view. |
5.From the Workspace in the left-hand pane of the Professional window, right-click on DT_SAMPLE.
6.Select Remove Item.
7.When prompted, select the Yes button to remove the open tables from the Workspace. If prompted to save changes to the DT_SAMPLE table, select the No button.
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It is possible to remove all items from the Workspace, rather than removing them individually. The Clear Workspace button in the lower left of the EQuIS Professional workspace will remove all open table, reports, and forms from the workspace at once. |
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Optional Exercise: Add Reference Values to EQuIS |
The reference values used to load data into EQuIS Professional EDP come directly from the EQuIS database. Recall that each EQuIS database has only one set of reference values for all the facilities in that database. There are two ways to add reference values to EQuIS—using EDP or EQuIS Professional. Typically reference values are loaded as an EDD via EDP using the refvals.xsd format. This exercise explains how to add values to a single reference table using EQuIS Professional.
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This exercise is recommended for EQuIS Power Users and should only be used with permission from the Database Administrator to add reference values to the EQuIS database. |
1.Select Tables from the Open group on the Home ribbon in EQuIS Professional.
2.Select Reference Tables on the left side-bar menu.
3.Highlight the appropriate table and select the Open button.
4.If the value is present, but has a STATUS_FLAG set to R, change the STATUS_FLAG to A.
5.If the value is not present, select Add... from the bottom of the table and populate the new record as desired.
6.Click Save 
in the Reference Table toolbar.