Through InSight 101 and 102 courses, we focused on reports that already had data sources selected and did not alter those data sources. This course covers the process of selecting and adding data sources to InSight reports. If you have some experience creating database queries in an application such as Microsoft Access or SQL, you already have skills that are transferable to adding data sources to an InSight report. If working with tables, fields, and relational databases is a new process for you, you may want to supplement this course with some additional study. A quick web search for "understanding relational databases" yields many possible sites worth reviewing.
Suggested Prerequisite: InSight Pro 102
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- Course Overview
- Relational Database Basics
- Table Joins
- Knowledge Check
- XenDirect Tables Within InSight
- Adding Data Sources to a Report
- Example 1: Simple Client List
- Example 2: Enrollment List
- Example 3: Invoice List
- Example 4: Payment Transaction List
- Example 5: Balances Due