Create Gifted Ad Hoc Filter

Karen Jimeson

Created Jul 03, 2024

Create Gifted Ad Hoc Filter

Use the steps below to create an Ad Hoc Filter for students with an active gifted program.

200
    m

NCEdCloud

23 Steps

Log in to NCSIS via NCEdCloud.

1

Click on Menu

Click on Menu
2

Click on Reporting

Click on Reporting
3

Click on Filter Designer

Click on Filter Designer
4

Select Query Wizard as the filter type.

Select Query Wizard as the filter type.
5

Select Student as the Data Type.

Select Student as the Data Type.
6

Click on Create

Click on Create
7

Add a Query Name. Example: "Gifted Students"

Add a Query Name. Example: "Gifted Students"
8

Add a Short and/or long description of the filter. Example: "List of students in the gifted program."

Add a Short and/or long description of the filter. Example: "List of students in the gifted program."
9

Chose the categories to include in the filter. Begin with Demographics by clicking the + to expand the field list.

Chose the categories to include in the filter. Begin with Demographics by clicking the + to expand the field list.
10

In Demographics, select the following fields:studentNumberlastNamefirstNameschoolIDSelecting a field will add the fields to the selected fields column. Add any other demographics fields as desired.

In Demographics, select the following fields: studentNumber lastName firstName schoolID Selecting a field will add the fields to the selected fields column. Add any other demographics fields as desired.
11

Select the School field list and click the + to expand the field options.

Select the School field list and click the + to expand the field options.
12

Select name from the list of fields.

Select name from the list of fields.
13

Click the + to expand the Learner field to expand the field options.

Click the + to expand the Learner field to expand the field options.
14

Click the + to expand the Gifted fields.

Click the + to expand the Gifted fields.
15

Select the following fields:startDateendDateidentifiedDateprogramAreaStatusprogramStatus

Add any other fields by clicking on the field name to add to the Selected Fields box.

Select the following fields: startDate endDate identifiedDate programArea Status programStatus
16

Click on Next >

Click on Next >
17

Filter the data by changing the gifted.startDate field operator to < =Change the gifted.endDate field operator to IS NULL.

This filter will include all students with a gifted program that is less than or greater than the current date and does not have a program end date.

Filter the data by changing the gifted.startDate field operator to < = Change the gifted.endDate field operator to IS NULL.
18

Click Next >

Click Next >
19

Format the file as desired. Click Next >

Enter column header names to be different than the field name. Choose the formatting of each column as needed.

Format the file as desired. Click Next >
20

Group the data as needed. Include an aggregate/subtotal by student.studentNumber and aggregate by record count.

Group the data as needed. Include an aggregate/subtotal by student.studentNumber and aggregate by record count.
21

Click on Save to save the ad hoc filter. Click Save & Test to see a sample of the filter.

Change the User Account Folder or save to user groups for others to have access to the Ad Hoc Filter.

Click on Save to save the ad hoc filter. Click Save & Test to see a sample of the filter.
22

Use the filter in a student search by navigating to the Search icon, click on Advanced, then Select Filter. Locate the Gifted Students filter in the saved filter list and select. Click Search to see the student search results.

Expand user group folders as needed to locate filters.

Use the filter in a student search by navigating to the Search icon, click on Advanced, then Select Filter. Locate the Gifted Students filter in the saved filter list and select. Click Search to see the student search results.
23

The students that meet the ad hoc filter criteria will be listed in the search results.

View program information for each student by clicking on the student and navigating to Student Information > Program Participation > Gifted.

The students that meet the ad hoc filter criteria will be listed in the search results.
Well done!
Create how-to guides like this in a snap. Get Tango now.