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  • Using VLOOKUP in Excel

    - by Mark Virtue
    VLOOKUP is one of Excel’s most useful functions, and it’s also one of the least understood.  In this article, we demystify VLOOKUP by way of a real-life example.  We’ll create a usable Invoice Template for a fictitious company. So what is VLOOKUP?  Well, of course it’s an Excel function.  This article will assume that the reader already has a passing understanding of Excel functions, and can use basic functions such as SUM, AVERAGE, and TODAY.  In its most common usage, VLOOKUP is a database function, meaning that it works with database tables – or more simply, lists of things in an Excel worksheet.  What sort of things?   Well, any sort of thing.  You may have a worksheet that contains a list of employees, or products, or customers, or CDs in your CD collection, or stars in the night sky.  It doesn’t really matter. Here’s an example of a list, or database.  In this case it’s a list of products that our fictitious company sells: Usually lists like this have some sort of unique identifier for each item in the list.  In this case, the unique identifier is in the “Item Code” column.  Note:  For the VLOOKUP function to work with a database/list, that list must have a column containing the unique identifier (or “key”, or “ID”), and that column must be the first column in the table.  Our sample database above satisfies this criterion. The hardest part of using VLOOKUP is understanding exactly what it’s for.  So let’s see if we can get that clear first: VLOOKUP retrieves information from a database/list based on a supplied instance of the unique identifier. Put another way, if you put the VLOOKUP function into a cell and pass it one of the unique identifiers from your database, it will return you one of the pieces of information associated with that unique identifier.  In the example above, you would pass VLOOKUP an item code, and it would return to you either the corresponding item’s description, its price, or its availability (its “In stock” quantity).  Which of these pieces of information will it pass you back?  Well, you get to decide this when you’re creating the formula. If all you need is one piece of information from the database, it would be a lot of trouble to go to to construct a formula with a VLOOKUP function in it.  Typically you would use this sort of functionality in a reusable spreadsheet, such as a template.  Each time someone enters a valid item code, the system would retrieve all the necessary information about the corresponding item. Let’s create an example of this:  An Invoice Template that we can reuse over and over in our fictitious company. First we start Excel… …and we create ourselves a blank invoice: This is how it’s going to work:  The person using the invoice template will fill in a series of item codes in column “A”, and the system will retrieve each item’s description and price, which will be used to calculate the line total for each item (assuming we enter a valid quantity). For the purposes of keeping this example simple, we will locate the product database on a separate sheet in the same workbook: In reality, it’s more likely that the product database would be located in a separate workbook.  It makes little difference to the VLOOKUP function, which doesn’t really care if the database is located on the same sheet, a different sheet, or a completely different workbook. In order to test the VLOOKUP formula we’re about to write, we first enter a valid item code into cell A11: Next, we move the active cell to the cell in which we want information retrieved from the database by VLOOKUP to be stored.  Interestingly, this is the step that most people get wrong.  To explain further:  We are about to create a VLOOKUP formula that will retrieve the description that corresponds to the item code in cell A11.  Where do we want this description put when we get it?  In cell B11, of course.  So that’s where we write the VLOOKUP formula – in cell B11. Select cell B11: We need to locate the list of all available functions that Excel has to offer, so that we can choose VLOOKUP and get some assistance in completing the formula.  This is found by first clicking the Formulas tab, and then clicking Insert Function:   A box appears that allows us to select any of the functions available in Excel.  To find the one we’re looking for, we could type a search term like “lookup” (because the function we’re interested in is a lookup function).  The system would return us a list of all lookup-related functions in Excel.  VLOOKUP is the second one in the list.  Select it an click OK… The Function Arguments box appears, prompting us for all the arguments (or parameters) needed in order to complete the VLOOKUP function.  You can think of this box as the function is asking us the following questions: What unique identifier are you looking up in the database? Where is the database? Which piece of information from the database, associated with the unique identifier, do you wish to have retrieved for you? The first three arguments are shown in bold, indicating that they are mandatory arguments (the VLOOKUP function is incomplete without them and will not return a valid value).  The fourth argument is not bold, meaning that it’s optional:   We will complete the arguments in order, top to bottom. The first argument we need to complete is the Lookup_value argument.  The function needs us to tell it where to find the unique identifier (the item code in this case) that it should be retuning the description of.  We must select the item code we entered earlier (in A11). Click on the selector icon to the right of the first argument: Then click once on the cell containing the item code (A11), and press Enter: The value of “A11” is inserted into the first argument. Now we need to enter a value for the Table_array argument.  In other words, we need to tell VLOOKUP where to find the database/list.  Click on the selector icon next to the second argument: Now locate the database/list and select the entire list – not including the header line.  The database is located on a separate worksheet, so we first click on that worksheet tab: Next we select the entire database, not including the header line: …and press Enter.  The range of cells that represents the database (in this case “’Product Database’!A2:D7”) is entered automatically for us into the second argument. Now we need to enter the third argument, Col_index_num.  We use this argument to specify to VLOOKUP which piece of information from the database, associate with our item code in A11, we wish to have returned to us.  In this particular example, we wish to have the item’s description returned to us.  If you look on the database worksheet, you’ll notice that the “Description” column is the second column in the database.  This means that we must enter a value of “2” into the Col_index_num box: It is important to note that that we are not entering a “2” here because the “Description” column is in the B column on that worksheet.  If the database happened to start in column K of the worksheet, we would still enter a “2” in this field. Finally, we need to decide whether to enter a value into the final VLOOKUP argument, Range_lookup.  This argument requires either a true or false value, or it should be left blank.  When using VLOOKUP with databases (as is true 90% of the time), then the way to decide what to put in this argument can be thought of as follows: If the first column of the database (the column that contains the unique identifiers) is sorted alphabetically/numerically in ascending order, then it’s possible to enter a value of true into this argument, or leave it blank. If the first column of the database is not sorted, or it’s sorted in descending order, then you must enter a value of false into this argument As the first column of our database is not sorted, we enter false into this argument: That’s it!  We’ve entered all the information required for VLOOKUP to return the value we need.  Click the OK button and notice that the description corresponding to item code “R99245” has been correctly entered into cell B11: The formula that was created for us looks like this: If we enter a different item code into cell A11, we will begin to see the power of the VLOOKUP function:  The description cell changes to match the new item code: We can perform a similar set of steps to get the item’s price returned into cell E11.  Note that the new formula must be created in cell E11.  The result will look like this: …and the formula will look like this: Note that the only difference between the two formulae is the third argument (Col_index_num) has changed from a “2” to a “3” (because we want data retrieved from the 3rd column in the database). If we decided to buy 2 of these items, we would enter a “2” into cell D11.  We would then enter a simple formula into cell F11 to get the line total: =D11*E11 …which looks like this… Completing the Invoice Template We’ve learned a lot about VLOOKUP so far.  In fact, we’ve learned all we’re going to learn in this article.  It’s important to note that VLOOKUP can be used in other circumstances besides databases.  This is less common, and may be covered in future How-To Geek articles. Our invoice template is not yet complete.  In order to complete it, we would do the following: We would remove the sample item code from cell A11 and the “2” from cell D11.  This will cause our newly created VLOOKUP formulae to display error messages: We can remedy this by judicious use of Excel’s IF() and ISBLANK() functions.  We change our formula from this…       =VLOOKUP(A11,’Product Database’!A2:D7,2,FALSE) …to this…       =IF(ISBLANK(A11),”",VLOOKUP(A11,’Product Database’!A2:D7,2,FALSE)) We would copy the formulas in cells B11, E11 and F11 down to the remainder of the item rows of the invoice.  Note that if we do this, the resulting formulas will no longer correctly refer to the database table.  We could fix this by changing the cell references for the database to absolute cell references.  Alternatively – and even better – we could create a range name for the entire product database (such as “Products”), and use this range name instead of the cell references.  The formula would change from this…       =IF(ISBLANK(A11),”",VLOOKUP(A11,’Product Database’!A2:D7,2,FALSE)) …to this…       =IF(ISBLANK(A11),”",VLOOKUP(A11,Products,2,FALSE)) …and then copy the formulas down to the rest of the invoice item rows. We would probably “lock” the cells that contain our formulae (or rather unlock the other cells), and then protect the worksheet, in order to ensure that our carefully constructed formulae are not accidentally overwritten when someone comes to fill in the invoice. We would save the file as a template, so that it could be reused by everyone in our company If we were feeling really clever, we would create a database of all our customers in another worksheet, and then use the customer ID entered in cell F5 to automatically fill in the customer’s name and address in cells B6, B7 and B8. If you would like to practice with VLOOKUP, or simply see our resulting Invoice Template, it can be downloaded from here. Similar Articles Productive Geek Tips Make Excel 2007 Print Gridlines In Workbook FileMake Excel 2007 Always Save in Excel 2003 FormatConvert Older Excel Documents to Excel 2007 FormatImport Microsoft Access Data Into ExcelChange the Default Font in Excel 2007 TouchFreeze Alternative in AutoHotkey The Icy Undertow Desktop Windows Home Server – Backup to LAN The Clear & Clean Desktop Use This Bookmarklet to Easily Get Albums Use AutoHotkey to Assign a Hotkey to a Specific Window Latest Software Reviews Tinyhacker Random Tips DVDFab 6 Revo Uninstaller Pro Registry Mechanic 9 for Windows PC Tools Internet Security Suite 2010 Classic Cinema Online offers 100’s of OnDemand Movies OutSync will Sync Photos of your Friends on Facebook and Outlook Windows 7 Easter Theme YoWindoW, a real time weather screensaver Optimize your computer the Microsoft way Stormpulse provides slick, real time weather data

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  • Using a "white list" for extracting terms for Text Mining, Part 2

    - by [email protected]
    In my last post, we set the groundwork for extracting specific tokens from a white list using a CTXRULE index. In this post, we will populate a table with the extracted tokens and produce a case table suitable for clustering with Oracle Data Mining. Our corpus of documents will be stored in a database table that is defined as create table documents(id NUMBER, text VARCHAR2(4000)); However, any suitable Oracle Text-accepted data type can be used for the text. We then create a table to contain the extracted tokens. The id column contains the unique identifier (or case id) of the document. The token column contains the extracted token. Note that a given document many have many tokens, so there will be one row per token for a given document. create table extracted_tokens (id NUMBER, token VARCHAR2(4000)); The next step is to iterate over the documents and extract the matching tokens using the index and insert them into our token table. We use the MATCHES function for matching the query_string from my_thesaurus_rules with the text. DECLARE     cursor c2 is       select id, text       from documents; BEGIN     for r_c2 in c2 loop        insert into extracted_tokens          select r_c2.id id, main_term token          from my_thesaurus_rules          where matches(query_string,                        r_c2.text)>0;     end loop; END; Now that we have the tokens, we can compute the term frequency - inverse document frequency (TF-IDF) for each token of each document. create table extracted_tokens_tfidf as   with num_docs as (select count(distinct id) doc_cnt                     from extracted_tokens),        tf       as (select a.id, a.token,                            a.token_cnt/b.num_tokens token_freq                     from                        (select id, token, count(*) token_cnt                        from extracted_tokens                        group by id, token) a,                       (select id, count(*) num_tokens                        from extracted_tokens                        group by id) b                     where a.id=b.id),        doc_freq as (select token, count(*) overall_token_cnt                     from extracted_tokens                     group by token)   select tf.id, tf.token,          token_freq * ln(doc_cnt/df.overall_token_cnt) tf_idf   from num_docs,        tf,        doc_freq df   where df.token=tf.token; From the WITH clause, the num_docs query simply counts the number of documents in the corpus. The tf query computes the term (token) frequency by computing the number of times each token appears in a document and divides that by the number of tokens found in the document. The doc_req query counts the number of times the token appears overall in the corpus. In the SELECT clause, we compute the tf_idf. Next, we create the nested table required to produce one record per case, where a case corresponds to an individual document. Here, we COLLECT all the tokens for a given document into the nested column extracted_tokens_tfidf_1. CREATE TABLE extracted_tokens_tfidf_nt              NESTED TABLE extracted_tokens_tfidf_1                  STORE AS extracted_tokens_tfidf_tab AS              select id,                     cast(collect(DM_NESTED_NUMERICAL(token,tf_idf)) as DM_NESTED_NUMERICALS) extracted_tokens_tfidf_1              from extracted_tokens_tfidf              group by id;   To build the clustering model, we create a settings table and then insert the various settings. Most notable are the number of clusters (20), using cosine distance which is better for text, turning off auto data preparation since the values are ready for mining, the number of iterations (20) to get a better model, and the split criterion of size for clusters that are roughly balanced in number of cases assigned. CREATE TABLE km_settings (setting_name  VARCHAR2(30), setting_value VARCHAR2(30)); BEGIN  INSERT INTO km_settings (setting_name, setting_value) VALUES     VALUES (dbms_data_mining.clus_num_clusters, 20);  INSERT INTO km_settings (setting_name, setting_value)     VALUES (dbms_data_mining.kmns_distance, dbms_data_mining.kmns_cosine);   INSERT INTO km_settings (setting_name, setting_value) VALUES     VALUES (dbms_data_mining.prep_auto,dbms_data_mining.prep_auto_off);   INSERT INTO km_settings (setting_name, setting_value) VALUES     VALUES (dbms_data_mining.kmns_iterations,20);   INSERT INTO km_settings (setting_name, setting_value) VALUES     VALUES (dbms_data_mining.kmns_split_criterion,dbms_data_mining.kmns_size);   COMMIT; END; With this in place, we can now build the clustering model. BEGIN     DBMS_DATA_MINING.CREATE_MODEL(     model_name          => 'TEXT_CLUSTERING_MODEL',     mining_function     => dbms_data_mining.clustering,     data_table_name     => 'extracted_tokens_tfidf_nt',     case_id_column_name => 'id',     settings_table_name => 'km_settings'); END;To generate cluster names from this model, check out my earlier post on that topic.

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  • working in extrenal actionscript file does not show anything on the screen?

    - by XNA
    I'm writing this code in Flash builder and I tested the file in flash, but nothing appears in the swf file. (no text in the screen show , i don't know why) Is there any missing property in the code? Also, when I create text or movie clip with flash tools on the stage and give it an instance name, flash builder doesn't seem to recognize it in the action script code. package { import flash.display.MovieClip; import flash.text.TextField; public class mark extends MovieClip { public function mark() { super(); public var d:TextField=new TextField(); d.text="Hello world"; d.x=250; d.y=300; addChild(d); } }

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  • Using a "white list" for extracting terms for Text Mining

    - by [email protected]
    In Part 1 of my post on "Generating cluster names from a document clustering model" (part 1, part 2, part 3), I showed how to build a clustering model from text documents using Oracle Data Miner, which automates preparing data for text mining. In this process we specified a custom stoplist and lexer and relied on Oracle Text to identify important terms.  However, there is an alternative approach, the white list, which uses a thesaurus object with the Oracle Text CTXRULE index to allow you to specify the important terms. INTRODUCTIONA stoplist is used to exclude, i.e., black list, specific words in your documents from being indexed. For example, words like a, if, and, or, and but normally add no value when text mining. Other words can also be excluded if they do not help to differentiate documents, e.g., the word Oracle is ubiquitous in the Oracle product literature. One problem with stoplists is determining which words to specify. This usually requires inspecting the terms that are extracted, manually identifying which ones you don't want, and then re-indexing the documents to determine if you missed any. Since a corpus of documents could contain thousands of words, this could be a tedious exercise. Moreover, since every word is considered as an individual token, a term excluded in one context may be needed to help identify a term in another context. For example, in our Oracle product literature example, the words "Oracle Data Mining" taken individually are not particular helpful. The term "Oracle" may be found in nearly all documents, as with the term "Data." The term "Mining" is more unique, but could also refer to the Mining industry. If we exclude "Oracle" and "Data" by specifying them in the stoplist, we lose valuable information. But it we include them, they may introduce too much noise. Still, when you have a broad vocabulary or don't have a list of specific terms of interest, you rely on the text engine to identify important terms, often by computing the term frequency - inverse document frequency metric. (This is effectively a weight associated with each term indicating its relative importance in a document within a collection of documents. We'll revisit this later.) The results using this technique is often quite valuable. As noted above, an alternative to the subtractive nature of the stoplist is to specify a white list, or a list of terms--perhaps multi-word--that we want to extract and use for data mining. The obvious downside to this approach is the need to specify the set of terms of interest. However, this may not be as daunting a task as it seems. For example, in a given domain (Oracle product literature), there is often a recognized glossary, or a list of keywords and phrases (Oracle product names, industry names, product categories, etc.). Being able to identify multi-word terms, e.g., "Oracle Data Mining" or "Customer Relationship Management" as a single token can greatly increase the quality of the data mining results. The remainder of this post and subsequent posts will focus on how to produce a dataset that contains white list terms, suitable for mining. CREATING A WHITE LIST We'll leverage the thesaurus capability of Oracle Text. Using a thesaurus, we create a set of rules that are in effect our mapping from single and multi-word terms to the tokens used to represent those terms. For example, "Oracle Data Mining" becomes "ORACLEDATAMINING." First, we'll create and populate a mapping table called my_term_token_map. All text has been converted to upper case and values in the TERM column are intended to be mapped to the token in the TOKEN column. TERM                                TOKEN DATA MINING                         DATAMINING ORACLE DATA MINING                  ORACLEDATAMINING 11G                                 ORACLE11G JAVA                                JAVA CRM                                 CRM CUSTOMER RELATIONSHIP MANAGEMENT    CRM ... Next, we'll create a thesaurus object my_thesaurus and a rules table my_thesaurus_rules: CTX_THES.CREATE_THESAURUS('my_thesaurus', FALSE); CREATE TABLE my_thesaurus_rules (main_term     VARCHAR2(100),                                  query_string  VARCHAR2(400)); We next populate the thesaurus object and rules table using the term token map. A cursor is defined over my_term_token_map. As we iterate over  the rows, we insert a synonym relationship 'SYN' into the thesaurus. We also insert into the table my_thesaurus_rules the main term, and the corresponding query string, which specifies synonyms for the token in the thesaurus. DECLARE   cursor c2 is     select token, term     from my_term_token_map; BEGIN   for r_c2 in c2 loop     CTX_THES.CREATE_RELATION('my_thesaurus',r_c2.token,'SYN',r_c2.term);     EXECUTE IMMEDIATE 'insert into my_thesaurus_rules values                        (:1,''SYN(' || r_c2.token || ', my_thesaurus)'')'     using r_c2.token;   end loop; END; We are effectively inserting the token to return and the corresponding query that will look up synonyms in our thesaurus into the my_thesaurus_rules table, for example:     'ORACLEDATAMINING'        SYN ('ORACLEDATAMINING', my_thesaurus)At this point, we create a CTXRULE index on the my_thesaurus_rules table: create index my_thesaurus_rules_idx on        my_thesaurus_rules(query_string)        indextype is ctxsys.ctxrule; In my next post, this index will be used to extract the tokens that match each of the rules specified. We'll then compute the tf-idf weights for each of the terms and create a nested table suitable for mining.

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  • You are probably NOT a SharePoint Development Expert if&hellip;

    - by Mark Rackley
    So, all you aspiring SharePoint experts out there (especially those of you who put “expert” in your resumes).  It’s time for a cold cool splash of reality. More than likely you are NOT an expert (I know I’m not). Yes, you may have some expertise in certain aspects in SharePoint (it’s questionable if I have THAT some days), but make sure you’ve got the basics down before you start throwing that word “expert” around. I know that it becomes frustrating to those looking to hire SharePoint people and having to sift through all the resumes of those who think very highly of themselves and their skills only to find those gaping holes in common best practices. I’m much more willing to hire a decent dev who KNOWS they are not an expert than to hire a decent+ dev who THINKS they are an expert.  So… I’ve compiled a small reality check for you SharePoint Devs. and a “red flag” check for those of you wishing to hire a SharePoint developer. If any of these apply to you, you are probably not a SharePoint Development Expert. You are not a SharePoint Development Expert if you manually copy your DLLs Seriously, I don’t care if you write the best code in the world. If you are manually copying files to each web front end you are NOT a SharePoint Development expert. Yes, I realize the admins are generally the ones who do the actual deployments, but if you don’t know how to create solution packages for your admins, you are going to end up doing more damage than good some day. There are TONS of tools out there to help generate deployable solutions for you. You have ZERO excuse. You are not a SharePoint Development expert if you can’t tell me the main artifacts of a solution package Directly related to the first one. If you don’t know what the Manifest, DDF, WSP, and Feature files are and how they are used in a solution package, you are NOT a SharePoint development expert. I’m not asking you to be able to write them all from scratch (heck, I can’t even do that), but you MUST know what they are and how to tweak them if necessary. You are not a SharePoint Development expert if you don’t know what a Content Type or a Site Column is You would be absolutely amazed at how many “Expert” SharePoint Developers have NEVER EVER created a Content Type or Site Column or even know what they are. I mean, why would you ever want to create those when you can just do everything as a custom list or custom field? right???? (that’s sarcasm). You also need to know how to package a Content Type and a Site Column into a deployable package by the way. You are not a SharePoint Development expert if you have not created at least one Web Part, Workflow, Timer Job, and Event Handler. If you haven’t written at least one of each, you don’t fully understand what they do or their limitations. Again, I expect NO ONE to be able to write these things blind. I think the last time I wrote an application from scratch without copying and pasting from another project I had done before was back in 1994? Seriously, coding is like a Sour Dough starter, you get it from someone else and keep adding to it. You are not a SharePoint Development expert if you don’t know how to properly dispose of objects Another biggie with zero excuse for getting it wrong. It is so well known that you must dispose of your SPWeb and SPSite objects that if you aren’t doing it then you are not an expert. Heck, if you utilize “using” when handling SPWeb and SPSite objects and don’t realize that it disposes of those objects for you, then you are not a SharePoint Development expert. You are not a SharePoint Development expert if you do not know how to properly elevate privileges Just one of those development basics that any decent SharePoint Developer has got to have down and understand how and why it’s used You are not a SharePoint Development expert if you don’t know all of the development options available to SharePoint and when they should be used Okay… so all you hard core .NET SharePoint dev geeks take a moment to listen. You may be the most top not SharePoint .NET developer in the world, but if you are opening Visual Studio to solve every problem in SharePoint, then you are NOT a SharePoint development expert. The SharePoint developer’s tool kit is growing every day with tools like Visual Studio, Data View Web Parts, XSL, jQuery, SPServices, etc. etc… If you don’t have the ability to at least recognize that “hey, you can basically do the same thing here but just dropping in Easy Tabs instead of writing some weird web part” then you are NOT a SharePoint Development expert AND you are doing a huge disservice to your clients and customers. You are probably NOT a SharePoint Development expert if you call yourself an Expert So, truth telling time. I’m not an expert. There, I said it. I feel so much better. Now, I realize the word “expert” has been used with my name before, but I am quick to point out that I KNOW the experts and know that they will help me if I need it, but I’m not an expert in all things SharePoint. The minute you take on that moniker you are setting yourself up for a fall. It’s too big, there’s too much to know, and there’s WAY too much you can do wrong. You are not a SharePoint Development expert if you are not involved in the community I expect to get the most flack for this one, but it’s always a huge red flag for me when someone says they are an expert and has ZERO knowledge of the SharePoint community. The SharePoint community is ABSOLUTELY CRITICAL to be an effective SharePoint developer, admin, architect, power user or whatever the heck you are!! The community keeps you sane, tells you when you are NOT using a best practice, recommends the best practice, and even knows when Microsoft is giving you the wrong information (*gasp* it does happen). If you can’t tell me who you are following on twitter, who's blog you read, what conferences you attend, or name the experts who you monitor to make sure you are not doing something stupid, then you are probably doing something stupid. Again, not asking you to be a speaker, blogger, or the least bit extroverted but you should be at LEAST stalking the experts. So… what’s the point? So… yeah… what’s my point in all this. Well, first of all let me point out that this is by far not a finished list and I could come up with a LOT more specific “deep dive” questions, but these should be high enough level that even non experts can recognize and ask them. If you have some common ones you run into let me know and add them in the comments below. Also, keep in mind I’m not saying you as a developer HAVE to know EVERYTHING, but you DO need to know what you don’t know and proudly and honestly state “I don’t know, but I’ll learn and find out”.  Those of us hiring SharePoint developers and know and have a passion for SharePoint are not looking for that elusive “expert” who knows everything. We are looking for someone who “gets it”, has a similar passion, great attitude, an understanding that they DON’T know everything, and a desire to do it right.  I would bet money that most SharePoint development disasters happen because of “experts” who think they know everything rather than the developer who is cautious and knows he doesn’t. Lastly, I know there’s a raging debate over what a “SharePoint Developer” is (I should know, as I keep bringing it up). So, obviously this blog post is more closely tied to the .NET side of SharePoint development and less towards the client side, middle tier, or whatever you want to call it. So, let’s please not get that argument going here as well…  Thanks

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  • Don’t miss the live FY12 Oracle PartnerNetwork Kickoff event - 28/Jun/11

    - by pfolgado
    Register now for the live, interactive FY12 OPN Kickoff event on June 28th! Hosted by Judson Althoff, Oracle senior vice president of WW Alliances & Channels, this hour-long event will outline the opportunities for partners to increase revenue with Oracle in FY12. Oracle President, Mark Hurd, will update you on his focus for partners in FY12. You will also hear from Stein Surlien, senior vice president, EMEA Alliances & Channels, and have the opportuntity to ask him questions in a special Q&A session. In addition, we will be making a special announcement for our ISV partners, highlighting some exciting new offerings on how we will go to market together. You will also hear the latest from Oracle product executives, who will outline their priorities for the upcoming year. Please register for the OPN Partner Kickoff at Tuesday, June 28th at 2:00 pm UK/3pm CET! Don’t be left out, mark your calendar and register now!

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  • Use Those Extra Mouse Buttons to Increase Efficiency

    - by Mark Virtue
    Did you know that the most commonly used mouse actions are clicking a window’s “Close” button (the X in the top-right corner), and clicking the “Back” button (in a browser and various other programs)?  How much time do you spend every day locating the Close button or the Back button with your mouse so that you can click on them?  And what about that mouse you’re using – how many buttons does it have, besides the two main ones?  Most mouses these days have at least four (including the scroll-wheel, which a lot of people don’t realize is also a button as well).  Why not assign those extra buttons to your most common mouse actions, and save yourself a bundle of mousing-around time every day? If your mouse was manufactured by one of the “premium” mouse manufacturers (Microsoft, Logitech, etc), it almost certain came with driver software to allow you to customize your mouse’s controls and take advantage of your mouse’s special features.  Microsoft, for example, provides driver software called IntelliPoint (link below), while Logitech provides SetPoint.  It’s possible that your mouse has some extra buttons but doesn’t come with its own driver software (the author is using a Microsoft Bluetooth Notebook Mouse 5000, which amazingly is not supported by the Microsoft IntelliPoint software!).  If your mouse falls into this category, you can use a marvelous free product called X-Mouse Button Control, from Highresolution Enterprises (link below).  It provides a truly amazing array of mouse configuration options, including assigning actions to buttons on a per-application basis. Once X-Mouse Button Control is downloaded, its setup process is quite straightforward. Once downloaded, you can start the program via Start / Highresolution Enterprises / X-Mouse Button Control.  You will find the program’s icon in the system tray: Right-click on the icon and select Setup from the pop-up menu.  The program’s configuration window appears: It’s extremely unlikely that we will want to change the functionality of our mouse’s two main buttons (left and right), so instead we’ll look at the rest of the options on the right side of the window.  The Middle Button refers to either the third, middle button (found on some old mouses), or the pressing of the wheel itself, as a button (if you didn’t know you could press your wheel like a button, try it out now).  Mouse Button 4 and Mouse Button 5 usually refer to the extra buttons found on the side of the mouse, often near your thumb. So what can we use these extra mouse buttons for?  Well, clearly Close and Back are two obvious candidates.  Each of these can be found by selecting them from the drop-down menu next to each button field: Once the two options are chosen, the window will look something like this: If you’re not interested in choosing Back or Close, you may like to try some of the other options in the list, including: Cut, Copy and Paste Undo Show the Desktop Next/Previous track (for media playback) Open any program Simulate any keystroke or combination of keystrokes ….and many other options.  Explore the drop-down list to see them all. You may decide, for example, that closing the current document (as opposed to the current program) would be a good use for Mouse Button 5.  In other words, we need to simulate the keypress of Ctrl-F4.  Let’s see how we achieve this. First we select Simulated Keystrokes from the drop-down list: The Simulated Keystrokes window opens: The instructions on the page are pretty comprehensive.  If you want to simulate the Ctrl-F4 keystroke, you need to type {CTRL}{F4} into the box: …and then click OK. Assigning Actions to Buttons on a Per-Application Basis One of the most powerful features of X-Mouse Button Control is the ability to assign actions to buttons on a per-application basis.  This means that if we have a particular program open, then our mouse will behave differently – our buttons will do different things. For example, when we have Windows Media Player open, for example, we may wish to have buttons assigned to Play/Pause, Next track and Previous track, as well as changing the volume with the mouse!  This is easy with X-Mouse Button Control.  We start by opening Windows Media Player.  This makes the next step easier.  Then we return to X-Mouse Button Control and add a new “configuration”.  This is done by clicking the Add button: A window opens containing a list of all running programs, including our recently opened Windows Media Player: We select Windows Media Player and click OK.  A new, blank “configuration” is created: We repeat the earlier steps to assign buttons to Play/Pause, Next track and Previous track, and assign scrolling the wheel to alter the volume:   To save all our changes and close the window, we click Apply. Now spend a few minutes thinking of all the applications you use the most, and what are the most common simple tasks you perform in each of those applications.  Those tasks are then perfect candidates for per-application button assignments. There are many more configuration options and capabilities of X-Mouse Button Control – too many to list here.  We encourage you to spend a bit of time exploring the Setup window.  Then, most important of all, don’t forget to use your new mouse buttons!  Get into the habit of using them, and then after a while you’ll start to wonder how you ever tolerated the laborious, tedious, time-consuming process of actually locating each window’s Close button… Download X-Mouse Button Control Highresolution Enterprise Similar Articles Productive Geek Tips Add Specialized Toolbar Buttons to Firefox the Easy WayBoost Your Mouse Pointing Accuracy in WindowsMake Mouse Navigation Faster in WindowsVista Style Popup Previews for Firefox TabsStupid Geek Tricks: Using the Quick Zoom Feature in Outlook TouchFreeze Alternative in AutoHotkey The Icy Undertow Desktop Windows Home Server – Backup to LAN The Clear & Clean Desktop Use This Bookmarklet to Easily Get Albums Use AutoHotkey to Assign a Hotkey to a Specific Window Latest Software Reviews Tinyhacker Random Tips DVDFab 6 Revo Uninstaller Pro Registry Mechanic 9 for Windows PC Tools Internet Security Suite 2010 Download Videos from Hulu Pixels invade Manhattan Convert PDF files to ePub to read on your iPad Hide Your Confidential Files Inside Images Get Wildlife Photography Tips at BBC’s PhotoMasterClasses Mashpedia is a Real-time Encyclopedia

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  • The Winds of Change are a Blowin&rsquo;

    - by Ajarn Mark Caldwell
    For six years I have been an avid and outspoken fan and paying customer of SourceGear products…from Vault to Dragnet to Fortress and on to Vault Professional, but that is all changing now.  Not the fan part, but the paying customer part.  I’m still a huge fan.  I think that SourceGear does a great job with their product and support has been fantastic when needed (which is not very often).  I think that Eric Sink has done a fine job building a quality company and products, and I appreciate his contributions to the tech community through this blogging and books.  I still think their products are high quality and do a fantastic job of what they do.  But there’s the rub…what they do is no longer enough for me. As I have rebuilt our development team over the last couple of years, and we have begun to investigate Scrum and Kanban, I realize that I need more visibility into the progress of the team.  I need better project management tools, and this is where Vault Professional lags behind several other tools.  Granted, in the latest release (Vault 6.0) they added a nice time tracking feature, but I want more.  (Note, I did contact SourceGear about my quest for more, but apparently, the rest of their customer base has not been clamoring for this and so they have not built it.  Granted, I wasn’t clamoring for it either until just recently, but unfortunately for SourceGear, I want it now and don’t want to wait for them to build it into their system.) Ironically, it was SourceGear themselves who started to turn me on to the possibilities of other tools.  They built a limited integration with Axosoft OnTime which I read about several times on their support site (I used to regularly read and occasionally comment on their Support Forum).  I decided to check out OnTime and was very impressed with the tool for work item tracking and project management (not to mention their great Scrum Master in 10 Minutes video).  I fell in love with the capabilities of OnTime.  Unfortunately, the integration with Vault for source control management was, as I mentioned, limited.  I could have forfeited the integration between work items and source code, but there is too much benefit to linking check-ins to work items for me to give that up.  So then I did what was previously unthinkable for me, I considered switching not just the work tracking tool, but also the source code management tool.  This was really stepping outside my comfort zone because source code is Gold, and not to be trifled with.  When you find a good weapon to protect your gold, stick with it. I looked at Git and Tortoise SVN, but the integration methods for those was pretty rough compared to what I was used to.  The recommended tool from Axosoft’s point of view appeared to be RocketSVN, but I really wasn’t sure I wanted to go the “flavor of Subversion” route.  Then I started thinking about that other tool I liked back when I first chose to go with Vault, but couldn’t afford:  Team Foundation Server.  And what do you know…Microsoft has not only radically improved it over that version from back in 2006, but they also came to their senses about how it should be licensed, and it is much more affordable now.  So I started looking into the latest capabilities in the 2012 version, and I fell in love all over again. I really went deep on checking out the tools.  I watched numerous webcasts from Microsoft partners, went to a beta preview on Microsoft’s campus, and watched a lot of Channel 9 videos on the new ALM features (oooh…shiny).  Frankly, I was very impressed with the capabilities of the newest version, and figured this was probably our direction.  As an interesting twist of fate, one of my employees crossed paths with an ALM Consultant from Northwest Cadence, a local Microsoft Partner, and one of the companies that produced several of the webcasts that I had been watching.  So I gave Bryon a call and started grilling him to see if he really knew anything or was just another guy who couldn’t find a job so he called himself a consultant.  It turns out Bryon actually knows a lot, especially in an area that was becoming a frustration point for us: Branching strategies and automated builds (that’s probably a whole separate blog entry).  As we talked, Bryon suggested we look into doing a DTDPS (Developer Tools Deployment Planning Services) session with his company.  This is a service that can be paid for by Microsoft Enterprise Agreement planning services credits or SA training benefits, and, again, coincidentally, we had several that were just about to expire, so I put them to good use. The DTDPS sessions were great; and Bryon, Rick, and the rest of the folks at Northwest Cadence have been a pleasure to work with.  We have just purchased a new server for our TFS rollout and are planning the steps and options right now.  This is still a big project ahead of us to not only install and configure TFS, but also to load all of our source code (many different systems, not just one program) and transition to the new way of life with TFS, but I am convinced that it is the right move for my team at this point in time.  We need the new capabilities that are in alignment with Scrum and Kanban methodologies in order to more efficiently manage all the different projects that we have going on at one time. I would still wholeheartedly endorse SourceGear’s products and Axosoft’s OnTime for those whose needs are met by those tools, but for me and my team, I think that TFS is the right fit, and I am looking forward to the change.

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  • You should NOT be writing jQuery in SharePoint if&hellip;

    - by Mark Rackley
    Yes… another one of these posts. What can I say? I’m a pot stirrer.. a rabble rouser *rabble rabble* jQuery in SharePoint seems to be a fairly polarizing issue with one side thinking it is the most awesome thing since Princess Leia as the slave girl in Return of the Jedi and the other half thinking it is the worst idea since Mannequin 2: On the Move. The correct answer is OF COURSE “it depends”. But what are those deciding factors that make jQuery an awesome fit or leave a bad taste in your mouth? Let’s see if I can drive the discussion here with some polarizing comments of my own… I know some of you are getting ready to leave your comments even now before reading the rest of the blog, which is great! Iron sharpens iron… These discussions hopefully open us up to understanding the entire process better and think about things in a different way. You should not be writing jQuery in SharePoint if you are not a developer… Let’s start off with my most polarizing and rant filled portion of the blog post. If you don’t know what you are doing or you don’t have a background that helps you understand the implications of what you are writing then you should not be writing jQuery in SharePoint! I truly believe that one of the biggest reasons for the jQuery haters is because of all the bad jQuery out there. If you don’t know what you are doing you can do some NASTY things! One of the best stories I’ve heard about this is from my good friend John Ferringer (@ferringer). John tells this story during our Mythbusters session we do together. One of his clients was undergoing a Denial of Service attack and they couldn’t figure out what was going on! After much searching they found that some genius jQuery developer wrote some code for an image rotator, but did not take into account what happens when there are no images to load! The code just kept hitting the servers over and over and over again which prevented anything else from getting done! Now, I’m NOT saying that I have not done the same sort of thing in the past or am immune from such mistakes. My point is that if you don’t know what you are doing, there are very REAL consequences that can have a major impact on your organization AND they will be hard to track down.  Think how happy your boss will be after you copy and pasted some jQuery from a blog without understanding what it does, it brings down the farm, AND it takes them 3 days to track it back to you.  :/ Good times will not be had. Like it or not JavaScript/jQuery is a programming language. While you .NET people sit on your high horses because your code is compiled and “runs faster” (also debatable), the rest of us will be actually getting work done and delivering solutions while you are trying to figure out why your widget won’t deploy. I can pick at that scab because I write .NET code too and speak from experience. I can do both, and do both well. So, I am not speaking from ignorance here. In JavaScript/jQuery you have variables, loops, conditionals, functions, arrays, events, and built in methods. If you are not a developer you just aren’t going to take advantage of all of that and use it correctly. Ahhh.. but there is hope! There is a lot of jQuery resources out there to help you learn and learn well! There are many experts on the subject that will gladly tell you when you are smoking crack. I just this minute saw a tweet from @cquick with a link to: “jQuery Fundamentals”. I just glanced through it and this may be a great primer for you aspiring jQuery devs. Take advantage of all the resources and become a developer! Hey, it will look awesome on your resume right? You should not be writing jQuery in SharePoint if it depends too much on client resources for a good user experience I’ve said it once and I’ll say it over and over until you understand. jQuery is executed on the client’s computer. Got it? If you are looping through hundreds of rows of data, searching through an enormous DOM, or performing many calculations it is going to take some time! AND if your user happens to be sitting on some old PC somewhere that they picked up at a garage sale their experience will be that much worse! If you can’t give the user a good experience they will not use the site. So, if jQuery is causing the user to have a bad experience, don’t use it. I sometimes go as far to say that you should NOT go to jQuery as a first option for external facing web sites because you have ZERO control over what the end user’s computer will be. You just can’t guarantee an awesome user experience all of the time. Ahhh… but you have no choice? (where have I heard that before?). Well… if you really have no choice, here are some tips to help improve the experience: Avoid screen scraping This is not 1999 and SharePoint is not an old green screen from a mainframe… so why are you treating it like it is? Screen scraping is time consuming and client intensive. Take advantage of tools like SPServices to do your data retrieval when possible. Fine tune your DOM searches A lot of time can be eaten up just searching the DOM and ignoring table rows that you don’t need. Write better jQuery to only loop through tables rows that you need, or only access specific elements you need. Take advantage of Element ID’s to return the one element you are looking for instead of looping through all the DOM over and over again. Write better jQuery Remember this is development. Think about how you can write cleaner, faster jQuery. This directly relates to the previous point of improving your DOM searches, but also when using arrays, variables and loops. Do you REALLY need to loop through that array 3 times? How can you knock it down to 2 times or even 1? When you have lots of calculations and data that you are manipulating every operation adds up. Think about how you can streamline it. Back in the old days before RAM was abundant, Cores were plentiful and dinosaurs roamed the earth, us developers had to take performance into account in everything we did. It’s a lost art that really needs to be used here. You should not be writing jQuery in SharePoint if you are sending a lot of data over the wire… Developer:  “Awesome… you can easily call SharePoint’s web services to retrieve and write data using SPServices!” Administrator: “Crap! you can easily call SharePoint’s web services to retrieve and write data using SPServices!” SPServices may indeed be the best thing that happened to SharePoint since the invention of SharePoint Saturdays by Godfather Lotter… BUT you HAVE to use it wisely! (I REFUSE to make the Spiderman reference). If you do not know what you are doing your code will bring back EVERY field and EVERY row from a list and push that over the internet with all that lovely XML wrapped around it. That can be a HUGE amount of data and will GREATLY impact performance! Calling several web service methods at the same time can cause the same problem and can negatively impact your SharePoint servers. These problems, thankfully, are not difficult to rectify if you are careful: Limit list data retrieved Use CAML to reduce the number of rows returned and limit the fields returned using ViewFields.  You should definitely be doing this regardless. If you aren’t I hope your admin thumps you upside the head. Batch large list updates You may or may not have noticed that if you try to do large updates (hundreds of rows) that the performance is either completely abysmal or it fails over half the time. You can greatly improve performance and avoid timeouts by breaking up your updates into several smaller updates. I don’t know if there is a magic number for best performance, it really depends on how much data you are sending back more than the number of rows. However, I have found that 200 rows generally works well.  Play around and find the right number for your situation. Delay Web Service calls when possible One of the cool things about jQuery and SPServices is that you can delay queries to the server until they are actually needed instead of doing them all at once. This can lead to performance improvements over DataViewWebParts and even .NET code in the right situations. So, don’t load the data until it’s needed. In some instances you may not need to retrieve the data at all, so why retrieve it ALL the time? You should not be writing jQuery in SharePoint if there is a better solution… jQuery is NOT the silver bullet in SharePoint, it is not the answer to every question, it is just another tool in the developers toolkit. I urge all developers to know what options exist out there and choose the right one! Sometimes it will be jQuery, sometimes it will be .NET,  sometimes it will be XSL, and sometimes it will be some other choice… So, when is there a better solution to jQuery? When you can’t get away from performance problems Sometimes jQuery will just give you horrible performance regardless of what you do because of unavoidable obstacles. In these situations you are going to have to figure out an alternative. Can I do it with a DVWP or do I have to crack open Visual Studio? When you need to do something that jQuery can’t do There are lots of things you can’t do in jQuery like elevate privileges, event handlers, workflows, or interact with back end systems that have no web service interface. It just can’t do everything. When it can be done faster and more efficiently another way Why are you spending time to write jQuery to do a DataViewWebPart that would take 5 minutes? Or why are you trying to implement complicated logic that would be simple to do in .NET? If your answer is that you don’t have the option, okay. BUT if you do have the option don’t reinvent the wheel! Take advantage of the other tools. The answer is not always jQuery… sorry… the kool-aid tastes good, but sweet tea is pretty awesome too. You should not be using jQuery in SharePoint if you are a moron… Let’s finish up the blog on a high note… Yes.. it’s true, I sometimes type things just to get a reaction… guess this section title might be a good example, but it feels good sometimes just to type the words that a lot of us think… So.. don’t be that guy! Another good buddy of mine that works for Microsoft told me. “I loved jQuery in SharePoint…. until I had to support it.”. He went on to explain that some user was making several web service calls on a page using jQuery and then was calling Microsoft and COMPLAINING because the page took so long to load… DUH! What do you expect to happen when you are pushing that much data over the wire and are making that many web service calls at once!! It’s one thing to write that kind of code and accept it’s just going to take a while, it’s COMPLETELY another issue to do that and then complain when it’s not lightning fast!  Someone’s gene pool needs some chlorine. So, I think this is a nice summary of the blog… DON’T be that guy… don’t be a moron. How can you stop yourself from being a moron? Ah.. glad you asked, here are some tips: Think Is jQuery the right solution to my problem? Is there a better approach? What are the implications and pitfalls of using jQuery in this situation? Search What are others doing? Does someone have a better solution? Is there a third party library that does the same thing I need? Plan Write good jQuery. Limit calculations and data sent over the wire and don’t reinvent the wheel when possible. Test Okay, it works well on your machine. Try it on others ESPECIALLY if this is for an external site. Test with empty data. Test with hundreds of rows of data. Test as many scenarios as possible. Monitor those server resources to see the impact there as well. Ask the experts As smart as you are, there are people smarter than you. Even the experts talk to each other to make sure they aren't doing something stupid. And for the MOST part they are pretty nice guys. Marc Anderson and Christophe Humbert are two guys who regularly keep me in line. Make sure you aren’t doing something stupid. Repeat So, when you think you have the best solution possible, repeat the steps above just to be safe.  Conclusion jQuery is an awesome tool and has come in handy on many occasions. I’m even teaching a 1/2 day SharePoint & jQuery workshop at the upcoming SPTechCon in Boston if you want to berate me in person. However, it’s only as awesome as the developer behind the keyboard. It IS development and has its pitfalls. Knowledge and experience are invaluable to giving the user the best experience possible.  Let’s face it, in the end, no matter our opinions, prejudices, or ego providing our clients, customers, and users with the best solution possible is what counts. Period… end of sentence…

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  • Customize the Five Windows Folder Templates

    - by Mark Virtue
    Are you’re particular about the way Windows Explorer presents each folder’s contents? Here we show you how to take advantage of Explorer’s built-in templates, which cuts down the time it takes to do customizations. Note: The techniques in this article apply to Windows XP, Vista, and Windows 7. When opening a folder for the first time in Windows Explorer, we are presented with a standard default view of the files and folders in that folder. It may be that the items are presented are perfectly fine, but on the other hand, we may want to customize the view.  The aspects of it that we can customize are the following: The display type (list view, details, tiles, thumbnails, etc) Which columns are displayed, and in which order The widths of the visible columns The order in which the files and folders are sorted Any file groupings Thankfully, Windows offers us a shortcut.  A particular folder’s settings can be used as a “template” for other, similar folders.  In fact, we can store up to five separate sets of folder presentation configurations.  Once we save the settings for a particular template, that template can then be applied to other folders. Customize Your First Folder We’ll start by setting up the first of our templates – the default one.  Once we create this template and apply it, the vast majority of the folders in our file system will change to match it, so it’s important that we set it up very carefully.  The first step in creating and applying the template is to customize one folder with the settings that all the rest will have. Choose a folder that is typical of the folders that you wish to have this default template.  Select it in Windows Explorer.  To ensure that it is a suitable candidate, right-click the folder name and select Properties, then go to the Customize tab.  Ensure that this folder is marked as General Items.  If it is not, either choose a different folder or select General Items from the list. Click OK.  Now we’re ready to customize our first folder. Changing the way one single folder is presented is straightforward.  We start with the folder’s display type.  Click the Change your view button in the top-right corner of every Explorer window. Each time you click the button, the folder’s view cycles to the next view type.  Alternatively you can click the little down-arrow next to the button to see all the display types at once, and select the one you want. Click the view you want, or drag the slider next to the one you want. If you have chosen Details, then the next thing you may wish to change is which columns are displayed, and the order of these.  To choose which columns are displayed, simply right-click on any column heading.  A list of the columns currently being display appears. Simply uncheck a column if you don’t want it displayed, and check the columns that you want displayed.  If you want some information displayed about your files that is not listed here, then click the More… button for a full list of file attributes. There’s a lot of them! To change the order of the columns that are currently being displayed, simply click on a column heading and drag it to where you think it should be.  To change the width of a column, click the line that represents the right-hand edge of the column and drag it left or right. To sort by a column, click once on that column.  To reverse the sort-order, click that same column again. To change the groupings of the files in the folder, right-click in a blank area of the folder, select Group by, and select the appropriate column. Apply This Default Template to All Similar Folders Once you have the folder exactly the way you want it, we now use this folder as our default template for most of the folders in our file system.  To do this, ensure that you are still in the folder you just customized, and then, from the Organize menu in Explorer, click on Folder and search options. Then select the View tab and click the Apply to Folders button. After you’ve clicked OK, visit some of the other folders in your file system.  You should see that most have taken on these new settings. What we’ve just done, in effect, is we have customized the General Items template.  This is one of five templates that Windows Explorer uses to display folder contents.  The five templates are called (in Windows 7): General Items Documents Pictures Music Videos When a folder is opened, Windows Explorer examines the contents to see if it can automatically determine which folder template to use to display the folder contents.  If it is not obvious that the folder contents falls into any of the last four templates, then Windows Explorer chooses the General Items template.  That’s why most of the folders in your file system are shown using the General Items template. Changing the Other Four Templates If you want to adjust the other four templates, the process is very similar to what we’ve just done.  If you wanted to change the “Music” template, for example, the steps would be as follows: Select a folder that contains music items Apply the existing Music template to the folder (even if it doesn’t look like you want it to) Customize the folder to your personal preferences Apply the new template to all “Music” folders A fifth step would be:  When you open a folder that contains music items but is not automatically displayed using the Music template, you manually select the Music template for that folder. First, select a folder that contains music items.  It will probably be displayed using the existing Music template: Next, ensure that it is using the Music template.  If it’s not, then manually select the Music template. Next, customize the folder to suit your personal preferences (here we’ve added a couple of columns, and sorted by Artist). Now we can set this view to be our Music template.  Choose Organize, then the View tab, and click the Apply to Folders button. Note: The only folders that will inherit these settings are the ones that are currently (or will soon be) using the Music template. Now, if you have any folder that contains music items, and you want it to inherit all of these settings, then right-click the folder name, choose Properties, and select that this folder should use the Music template.  You can also cehck the box entitled Also apply this template to all subfolders if you want to save yourself even more time with all the sub-folders. Conclusion It’s neat to be able to set up templates for your folder views like this.  It’s a shame that Microsoft didn’t take the concept just a little further and allow you to create as many templates as you want. Similar Articles Productive Geek Tips Fix For When Windows Explorer in Vista Stops Showing File NamesCustomize the Windows 7 or Vista Send To MenuFix for New Contact Group Button Not Displaying in VistaWhy Did Windows Vista’s Music Folder Icon Turn Yellow?Make Your Last Minute Holiday Cards with Microsoft Word TouchFreeze Alternative in AutoHotkey The Icy Undertow Desktop Windows Home Server – Backup to LAN The Clear & Clean Desktop Use This Bookmarklet to Easily Get Albums Use AutoHotkey to Assign a Hotkey to a Specific Window Latest Software Reviews Tinyhacker Random Tips DVDFab 6 Revo Uninstaller Pro Registry Mechanic 9 for Windows PC Tools Internet Security Suite 2010 Office 2010 reviewed in depth by Ed Bott FoxClocks adds World Times in your Statusbar (Firefox) Have Fun Editing Photo Editing with Citrify Outlook Connector Upgrade Error Gadfly is a cool Twitter/Silverlight app Enable DreamScene in Windows 7

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  • Creating A SharePoint Parent/Child List Relationship&ndash; SharePoint 2010 Edition

    - by Mark Rackley
    Hey blog readers… It has been almost 2 years since I posted my most read blog on creating a Parent/Child list relationship in SharePoint 2007: Creating a SharePoint List Parent / Child Relationship - Out of the Box And then a year ago I improved on my method and redid the blog post… still for SharePoint 2007: Creating a SharePoint List Parent/Child Relationship – VIDEO REMIX Since then many of you have been asking me how to get this to work in SharePoint 2010, and frankly I have just not had time to look into it. I wish I could have jumped into this sooner, but have just recently began to look at it. Well.. after all this time I have actually come up with two solutions that work, neither of them are as clean as I’d like them to be, but I wanted to get something in your hands that you can start using today. Hopefully in the coming weeks and months I’ll be able to improve upon this further and give you guys some better options. For the most part, the process is identical to the 2007 process, but you have probably found out that the list view web parts in 2010 behave differently, and getting the Parent ID to your new child form can be a pain in the rear (at least that’s what I’ve discovered). Anyway, like I said, I have found a couple of solutions that work. If you know of a better one, please let us know as it bugs me that this not as eloquent as my 2007 implementation. Getting on the same page First thing I’d recommend is recreating this blog: Creating a SharePoint List Parent/Child Relationship – VIDEO REMIX in SharePoint 2010… There are some vague differences, but it’s basically the same…  Here’s a quick video of me doing this in SP 2010: Creating Lists necessary for this blog post Now that you have the lists created, lets set up the New Time form to use a QueryString variable to populate the Parent ID field: Creating parameters in Child’s new item form to set parent ID Did I talk fast enough through both of those videos? Hopefully by now that stuff is old hat to you, but I wanted to make sure everyone could get on the same page.  Okay… let’s get started. Solution 1 – XSLTListView with Javascript This solution is the more elegant of the two, however it does require the use of a little javascript.  The other solution does not use javascript, but it also doesn’t use the pretty new SP 2010 pop-ups.  I’ll let you decide which you like better. The basic steps of this solution are: Inserted a Related Item View Insert a ContentEditorWebPart Insert script in ContentEditorWebPart that pulls the ID from the Query string and calls the method to insert a new item on the child entry form Hide the toolbar from data view to remove “add new item” link. Again, you don’t HAVE to use a CEWP, you could just put the javascript directly in the page using SPD.  Anyway, here is how I did it: Using Related Item View / JavaScript Here’s the JavaScript I used in my Content Editor Web Part: <script type="text/javascript"> function NewTime() { // Get the Query String values and split them out into the vals array var vals = new Object(); var qs = location.search.substring(1, location.search.length); var args = qs.split("&"); for (var i=0; i < args.length; i++) { var nameVal = args[i].split("="); var temp = unescape(nameVal[1]).split('+'); nameVal[1] = temp.join(' '); vals[nameVal[0]] = nameVal[1]; } var issueID = vals["ID"]; //use this to bring up the pretty pop up NewItem2(event,"http://sp2010dev:1234/Lists/Time/NewForm.aspx?IssueID=" + issueID); //use this to open a new window //window.location="http://sp2010dev:1234/Lists/Time/NewForm.aspx?IssueID=" + issueID; } </script> Solution 2 – DataFormWebPart and exact same 2007 Process This solution is a little more of a hack, but it also MUCH more close to the process we did in SP 2007. So, if you don’t mind not having the pretty pop-up and prefer the comforts of what you are used to, you can give this one a try.  The basics steps are: Insert a DataFormWebPart instead of the List Data View Create a Parameter on DataFormWebPart to store “ID” Query String Variable Filter DataFormWebPart using Parameter Insert a link at bottom of DataForm Web part that points to the Child’s new item form and passes in the Parent Id using the Parameter. See.. like I told you, exact same process as in 2007 (except using the DataFormWeb Part). The DataFormWebPart also requires a lot more work to make it look “pretty” but it’s just table rows and cells, and can be configured pretty painlessly.  Here is that video: Using DataForm Web Part One quick update… if you change the link in this solution from: <tr> <td><a href="http://sp2010dev:1234/Lists/Time/NewForm.aspx?IssueID={$IssueIDParam}">Click here to create new item...</a> </td> </tr> to: <tr> <td> <a href="javascript:NewItem2(event,'http://sp2010dev:1234/Lists/Time/NewForm.aspx?IssueID={$IssueIDParam}');">Click here to create new item...</a> </td> </tr> It will open up in the pretty pop up and act the same as solution one… So… both Solutions will now behave the same to the end user. Just depends on which you want to implement. That’s all for now… Remember in both solutions when you have them working, you can make the “IssueID” invisible to users by using the “ms-hidden” class (it’s my previous blog post on the subject up there). That’s basically all there is to it! No pithy or witty closing this time… I am sorry it took me so long to dive into this and I hope your questions are answered. As I become more polished myself I will try to come up with a cleaner solution that will make everyone happy… As always, thanks for taking the time to stop by.

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  • Don’t install JDev and BPM in the same Home

    - by Mark Nelson
    I don’t think this is actually documented anywhere, but it is something that you will want to be aware of if you are using the BPM 11.1.1.5 Feature Pack. It is not supported to install the Feature Pack patch into an Oracle Home which contains JDeveloper and the runtime components (WebLogic, SOA, BPM, etc.) If you are installing on the same machine, like a developer’s machine for example, you should install JDeveloper into a separate Oracle (Middleware) Home.

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  • You Might Be a SharePoint Professional If&hellip;

    - by Mark Rackley
    I really think no explanation is needed. Hope this makes you smile.. Thanks again for being an awesome SharePoint community! If you can only dream about working an 8 hour day, there’s a good chance you are a SharePoint professional. You might be a SharePoint professional if the last time you heard “Old MacDonald Had a Farm” you wondered “How many web front ends does it have?” If you consider Twitter the best form of support since the dawn of the Internet, you might be a SharePoint professional. If you are giddy-as-a-school-girl excited about going to Anaheim in October and it has NOTHING to do with Disneyland, you might be a SharePoint professional. You might be a SharePoint professional if you own more SharePoint shirts than you do pairs of underwear. If you’ve thought of giving up a career in the IT world for a job taking orders at a fast food chain, you might be a SharePoint professional. You might be a SharePoint professional if the only people who understand the words that come out of your mouth are other SharePoint people. If you put the word “Share” or “SP” in front of EVERYTHING (ShareFood, SPRunner, etc… etc…) then you might be a SharePoint professional. You are probably a SharePoint professional if you love SharePoint.. you hate SharePoint… you love SharePoint… you hate SharePoint… If the only thing you’d rather do more than SharePoint is SharePint, then you are definitely a SharePoint professional. You might be a SharePoint professional if your idea of name dropping is “Andrew Connell says…” or “According to Todd Klindt”… or even “Well, when I was stuck in a Turkish prison with Joel Oleson…”

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  • Stop Spinning Your Wheels&hellip; Sage Advice for Aspiring Developers

    - by Mark Rackley
    So… lately I’ve been tasked with helping bring some non-developers over the hump and become full-fledged, all around, SharePoint developers. Well, only time will tell if I’m successful or a complete failure. Good thing about failures though, you know what NOT to do next time! Anyway, I’ve been writing some sort of code since I was about 10 years old; so I sometimes take for granted the effort some people have to go through to learn a new technology. I guess if I had to say I was an “expert” in one thing it would be learning (and getting “stuff” done) in new technologies. Maybe that’s why I’ve embraced SharePoint and the SharePoint community. SharePoint is the first technology I haven’t been able to master or get everything done without help from other people. I KNOW I’ll never know it all and I learn something new every day.  It keeps it interesting, it keeps me motivated, and keeps me involved. So, what some people may consider a downside of SharePoint, I definitely consider a plus. Crap.. I’m rambling. Where was I? Oh yeah… me trying to be helpful. Like I said, I am able to quickly and effectively pick up new languages, technology, etc. and put it to good use. Am I just brilliant? Well, my mom thinks so.. but maybe not. Maybe I’ve just been doing it for a long time…. 25 years in some form or fashion… wow I’m old… Anyway, what I lack in depth I make up for in breadth and being the “go-to” guy wherever I work when someone needs to “get stuff done”.  Let’s see if I can take some of that experience and put it to practical use to help new people get up to speed faster, learn things more effectively, and become that go-to guy. First off…  make sure you… Know The Basics I don’t have the time to teach new developers the basics, but you gotta know them. I’ve only been “taught” two languages.. Fortran 77 and C… everything else I’ve picked up from “doing”. I HAD to know the basics though, and all new developers need to understand the very basics of development.  97.23% of all languages will have the following: Variables Functions Arrays If statements For loops / While loops If you think about it, most development is “if this, do this… or while this, do this…”.  “This” may be some unique method to your language or something you develop, but the basics are the basics. YES there are MANY other development topics you need to understand, but you shouldn’t be scratching your head trying to figure out what a ”for loop” is… (Also learn about classes and hashtables as quickly as possible). Once you have the basics down it makes it much easier to… Learn By Doing This may just apply to me and my warped brain.  I don’t learn a new technology by reading or hearing someone speak about it. I learn by doing. It does me no good to try and learn all of the intricacies of a new language or technology inside-and-out before getting my hands dirty. Just show me how to do one thing… let me get that working… then show me how to do the next thing.. let me get that working… Now, let’s see what I can figure out on my own. Okay.. now it starts to make sense. I see how the language works, I can step through the code, and before you know it.. I’m productive in a new technology. Be careful here though…. make sure you… Don’t Reinvent The Wheel People have been writing code for what… 50+ years now? So, why are you trying to tackle ANYTHING without first Googling it with Bing to see what others have done first? When I was first learning C# (I had come from a Java background) I had to call a web service.  Sure! No problem! I’d done this many times in Java. So, I proceeded to write an HTTP Handler, called the Web Service and it worked like a charm!!!  Probably about 2.3 seconds after I got it working completely someone says to me “Why didn’t you just add a Web Reference?” Really? You can do that?  oops… I just wasted a lot of time. Before undertaking the development of any sort of utility method in a new language, make sure it’s not already handled for you… Okay… you are starting to write some code and are curious about the possibilities? Well… don’t just sit there… Try It And See What Happens This is actually one of my biggest pet peeves. “So… ‘x++’ works in C#, but does it also work in JavaScript?”   Really? Did you just ask me that? In the time it spent for you to type that email, press the send button, me receive the email, get around to reading it, and replying with “yes” you could have tested it 47 times and know the answer! Just TRY it! See what happens! You aren’t doing brain surgery. You aren’t going to kill anyone, and you BETTER not be developing in production. So, you are not going to crash any production systems!! Seriously! Get off your butt and just try it yourself. The extra added benefit is that it doesn’t work, the absolute best way to learn is to… Learn From Your Failures I don’t know about you… but if I screw up and something doesn’t work, I learn A LOT more debugging my problem than if everything magically worked. It’s okay that you aren’t perfect! Not everyone can be me? In the same vein… don’t ask someone else to debug your problem until you have made a valiant attempt to do so yourself. There’s nothing quite like stepping through code line by line to see what it’s REALLY doing… and you’ll never feel more stupid sometimes than when you realize WHY it’s not working.. but you realize... you learn... and you remember. There is nothing wrong with failure as long as you learn from it. As you start writing more and more and more code make sure that you ALWAYS… Develop for Production You will soon learn that the “prototype” you wrote last week to show as a “proof of concept” is going to go directly into production no matter how much you beg and plead and try to explain it’s not ready to go into production… it’s going to go straight there.. and it’s like herpes.. it doesn’t go away and there’s no fixing it once it’s in there.  So, why not write ALL your code like it will be put in production? It MIGHT take a little longer, but in the long run it will be easier to maintain, get help on, and you won’t be embarrassed that it’s sitting on a production server for everyone to use and see. So, now that you are getting comfortable and writing code for production it is important to to remember the… KISS Principle… Learn It… Love It… Keep It Simple Stupid Seriously.. don’t try to show how smart you are by writing the most complicated code in history. Break your problem up into discrete steps and write each step. If it turns out you have some redundancy, you can always go back and tweak your code later.  How bad is it when you write code that LOOKS cocky? I’ve seen it before… some of the most abstract and complicated classes when a class wasn’t even needed! Or the most elaborate unreadable code jammed into one really long line when it could have been written in three lines, performed just as well, and been SOOO much easier to maintain. Keep it clear and simple.. baby steps people. This will help you learn the technology, debug problems, AND it will help others help you find your problems if they don’t have to decipher the Dead Sea Scrolls just to figure out what you are trying to do…. Really.. don’t be that guy… try to curb your ego and… Keep an Open Mind No matter how smart you are… how fast you type… or how much you get paid, don’t let your ego get in the way. There is probably a better way to do everything you’ve ever done. Don’t become so cocky that you can’t think someone knows more than you. There’s a lot of brilliant, helpful people out there willing to show you tricks if you just give them a chance. A very super-awesome developer once told me “So what if you’ve been writing code for 10 years or more! Does your code look basically the same? Are you not growing as a developer?” Those 10 years become pretty meaningless if you just “know” that you are right and have not picked up new tips, tricks, methods, and patterns along the way. Learn from others and find out what’s new in development land (you know you don’t have to specifically use pointers anymore??). Along those same lines… If it’s not working, first assume you are doing something wrong. You have no idea how much it annoys people who are trying to help you when you first assume that the help they are trying to give you is wrong. Just MAYBE… you… the person learning is making some small mistake? Maybe you didn’t describe your problem correctly? Maybe you are using the wrong terminology? “I did exactly what you said and it didn’t work.”  Oh really? Are you SURE about that? “Your solution doesn’t work.”  Well… I’m pretty sure it works, I’ve used it 200 times… What are you doing differently? First try some humility and appreciation.. it will go much further, especially when it turns out YOU are the one that is wrong. When all else fails…. Try Professional Training Some people just don’t have the mindset to go and figure stuff out. It’s a gift and not everyone has it. If everyone could do it I wouldn’t have a job and there wouldn’t be professional training available.  So, if you’ve tried everything else and no light bulbs are coming on, contact the experts who specialize in training. Be careful though, there is bad training out there. Want to know the names of some good places? Just shoot me a message and I’ll let you know. I’m boycotting endorsing Andrew Connell anymore until I get that free course dangit!! So… that’s it.. that’s all I got right now. Maybe you thought all of this is common sense, maybe you think I’m smoking crack. If so, don’t just sit there, there’s a comments section for a reason. Finally, what about you? What tips do you have to help this aspiring to learn the dark arts??

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  • Juniper Strategy, LLC is hiring SharePoint Developers&hellip;

    - by Mark Rackley
    Isn’t everybody these days? It seems as though there are definitely more jobs than qualified devs these days, but yes, we are looking for a few good devs to help round out our burgeoning SharePoint team. Juniper Strategy is located in the DC area, however we will consider remote devs for the right fit. This is your chance to get in on the ground floor of a bright company that truly “gets it” when it comes to SharePoint, Project Management, and Information Assurance. We need like-minded people who “get it”, enjoy it, and who are looking for more than just a job. We have government and commercial opportunities as well as our own internal product that has a bright future of its own. Our immediate needs are for SharePoint .NET developers, but feel free to submit your resume for us to keep on file as it looks as though we’ll need several people in the coming months. Please email us your resume and salary requirements to [email protected] Below are our official job postings. Thanks for stopping by, we look forward to  hearing from you. Senior SharePoint .NET Developer Senior developer will focus on design and coding of custom, end-to-end business process solutions within the SharePoint framework. Senior developer with the ability to serve as a senior developer/mentor and manage day-to-day development tasks. Work with business consultants and clients to gather requirements to prepare business functional specifications. Analyze and recommend technical/development alternative paths based on business functional specifications. For selected development path, prepare technical specification and build the solution. Assist project manager with defining development task schedule and level-of-effort. Lead technical solution deployment. Job Requirements Minimum of 7 years experience in agile development, with at least 3 years of SharePoint-related development experience (SPS, SharePoint 2007/2010, WSS2-4). Thorough understanding of and demonstrated experience in development under the SharePoint Object Model, with focus on the WSS 3.0 foundation (MOSS 2007 Standard/Enterprise, Project Server 2007). Experience with using multiple data sources/repositories for database CRUD activities, including relational databases, SAP, Oracle e-Business. Experience with designing and deploying performance-based solutions in SharePoint for business processes that involve a very large number of records. Experience designing dynamic dashboards and mashups with data from multiple sources (internal to SharePoint as well as from external sources). Experience designing custom forms to facilitate user data entry, both with and without leveraging Forms Services. Experience building custom web part solutions. Experience with designing custom solutions for processing underlying business logic requirements including, but not limited to, SQL stored procedures, C#/ASP.Net workflows/event handlers (including timer jobs) to support multi-tiered decision trees and associated computations. Ability to create complex solution packages for deployment (e.g., feature-stapled site definitions). Must have impeccable communication skills, both written and verbal. Seeking a "tinkerer"; proactive with a thirst for knowledge (and a sense of humor). A US Citizen is required, and need to be able to pass NAC/E-Verify. An active Secret clearance is preferred. Applicants must pass a skills assessment test. MCP/MCTS or comparable certification preferred. Salary & Travel Negotiable SharePoint Project Lead Define project task schedule, work breakdown structure and level-of-effort. Serve as principal liaison to the customer to manage deliverables and expectations. Day-to-day project and team management, including preparation and maintenance of project plans, budgets, and status reports. Prepare technical briefings and presentation decks, provide briefs to C-level stakeholders. Work with business consultants and clients to gather requirements to prepare business functional specifications. Analyze and recommend technical/development alternative paths based on business functional specifications. The SharePoint Project Lead will be working with SharePoint architects and system owners to perform requirements/gap analysis and develop the underlying functional specifications. Once we have functional specifications as close to "final" as possible, the Project Lead will be responsible for preparation of the associated technical specification/development blueprint, along with assistance in preparing IV&V/test plan materials with support from other team members. This person will also be responsible for day-to-day management of "developers", but is also expected to engage in development directly as needed.  Job Requirements Minimum 8 years of technology project management across the software development life-cycle, with a minimum of 3 years of project management relating specifically to SharePoint (SPS 2003, SharePoint2007/2010) and/or Project Server. Thorough understanding of and demonstrated experience in development under the SharePoint Object Model, with focus on the WSS 3.0 foundation (MOSS 2007 Standard/Enterprise, Project Server 2007). Ability to interact and collaborate effectively with team members and stakeholders of different skill sets, personalities and needs. General "development" skill set required is a fundamental understanding of MOSS 2007 Enterprise, SP1/SP2, from the top-level of skinning to the core of the SharePoint object model. Impeccable communication skills, both written and verbal, and a sense of humor are required. The projects will require being at a client site at least 50% of the time in Washington DC (NW DC) and Maryland (near Suitland). A US Citizen is required, and need to be able to pass NAC/E-Verify. An active Secret clearance is preferred. PMP certification, PgMP preferred. Salary & Travel Negotiable

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  • OSB and Coherence Integration

    - by mark.ms.smith
    Anyone who has tried to manage Coherence nodes or tried to cache results in OSB, will appreciate the new functionality now available. As of WebLogic Server 10.3.4, you can use the WebLogic Administration Server, via the Administration Console or WLST, and java-based Node Manager to manage and monitor the life cycle of stand-alone Coherence cache servers. This is a great step forward as the previous options mainly involved writing your own scripts to do this. You can find an excellent description of how this works at James Bayer’s blog. You can also find the WebLogic documentation here.As of Oracle Service Bus 11gR1 (11.1.1.3.0), OSB now supports service result caching for Business Bervices with Coherence. If you use Business Services that return somewhat static results that do not change often, you can configure those Business Services to cache results. For Business Services that use result caching, you can control the time to live for the cached result. After the cached result expires, the next Business Service call results in invoking the back-end service to get the result. This result is then stored in the cache for future requests to access. I’m thinking that this caching functionality would be perfect for some sort of cross reference data that was refreshed nightly by batch. You can find the OSB Business Service documentation here.Result Caching in a dedicated JVMThis example demonstrates these new features by configuring a OSB Business Service to cache results in a separate Coherence JVM managed by WebLogic. The reason why you may want to use a separate, dedicated JVM is that the result cache data could potentially be quite large and you may want to protect your OSB java heap.In this example, the client will call an OSB Proxy Service to get Employee data based on an Employee Id. Using a Business Service, OSB calls an external system. The results are automatically cached and when called again, the respective results are retrieved from the cache rather than the external system.Step 1 – Set up your Coherence Server Via the OSB Administration Server Console, create your Coherence Server to be used as the results cache.Here are the configured Coherence Server arguments from the Server Start tab. Note that I’m using the default Cache Config and Override files in the domain.-Xms256m -Xmx512m -XX:PermSize=128m -XX:MaxPermSize=256m -Dtangosol.coherence.override=/app/middleware/jdev_11.1.1.4/user_projects/domains/osb_domain2/config/osb/coherence/osb-coherence-override.xml -Dtangosol.coherence.cluster=OSB-cluster -Dtangosol.coherence.cacheconfig=/app/middleware/jdev_11.1.1.4/user_projects/domains/osb_domain2/config/osb/coherence/osb-coherence-cache-config.xml -Dtangosol.coherence.distributed.localstorage=true -Dtangosol.coherence.management=all -Dtangosol.coherence.management.remote=true -Dcom.sun.management.jmxremote Just incase you need it, here is my Coherence Server classpath:/app/middleware/jdev_11.1.1.4/oracle_common/modules/oracle.coherence_3.6/coherence.jar: /app/middleware/jdev_11.1.1.4/modules/features/weblogic.server.modules.coherence.server_10.3.4.0.jar: /app/middleware/jdev_11.1.1.4/oracle_osb/lib/osb-coherence-client.jarBy default, OSB will try and create a local result cache instance. You need to disable this by adding the following JVM parameters to each of the OSB Managed Servers:-Dtangosol.coherence.distributed.localstorage=false -DOSB.coherence.cluster=OSB-clusterIf you need more information on configuring a remote result cache, have a look at the configuration documentration under the heading Using an Out-of-Process Coherence Cache Server.Step 2 – Configure your Business Service Under the respective Business Service Message Handling Configuration (Advanced Properties), you need to enable “Result Caching”. Additionally, you need to determine what the cache data will be keyed on. In the example below, I’m keying it on the unique Employee Id.The Results As this test was on my laptop, the actual timings are just an indication that there is a benefit to caching results. Using my test harness, I sent 10,000 requests to OSB, all with the same Employee Id. In this case, I had result caching disabled.You can see that this caused the back end Business Service (BS_GetEmployeeData) to be called for each request. Then after enabling result caching, I sent the same number of identical requests.You can now see the Business Service was only invoked once on the first request. All subsequent requests used the Results Cache.

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  • Objective C style nil in java?

    - by Usman Ismail
    Objective C has a concept of a nil object which would accept any method call with any parameters without complaining and silently return another nil. I have used something similar in Java using easymock and mockito for testing. Is there something similar for main line code? Is it even a good idea to have something like this? One use-case where I am considering using it is with optional metrics. We have codahale metrics counters on which we call mark() every time an event is generated. This is surrounded by an If/then to check for metrics enabled flag. I could just use a nil object as counter and silently accept the mark call if metrics are not enabled.

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  • New P6 Reporting Database R2

    - by mark.kromer
    Along with our announced GA release of P6 Analytics R1 recently, you may have noticed that when you purchase P6 Analytics, we provide a restricted use license for P6 Reporting Database R2. This represent an updated version of the previous P6 Reporting Database 6.2 and can be purchased individually on a per-CPU basis. Typically, you will want just the reporting database if you would like the P6 data warehouse components such as the ETL, data models, ODS and star schemas in order to report on that data with another reporting tool other than Oracle. The P6 Analytics solution will only work on Oracle BI (OBI). But I pasted below some examples of a simplistic matrix report that I built from the P6 Reporting Database using Microsoft SQL Server Reporting Services. This is the Report Builder tool which is very similar to other similar tools to build reports on the market today such as Crystal Reports or Oracle BI Publisher. This is an example of what you can do (in a very simple format) by using the P6 Reporting Database without P6 Analytics: Here is a quick run-down of some of the key new features in P6 Reporting Database R2 that were added as enhancements to the 6.2 version: • 4 new star schemas (improved projects star, project history, resource utilization and resource allocation) • Improved ETL performance and reliability • P6 security is inherited at the star schema level • Custom P6 project, activity & resource codes are now available as customizable dimensions in the star schemas • Time-phase data down to the data is now available from the star schemas • An updated Operational Data Store (ODS) for operational reporting that includes the WBS hierarchy • The ODS now includes daily spreads for activity and resource assignments

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  • To sample or not to sample...

    - by [email protected]
    Ideally, we would know the exact answer to every question. How many people support presidential candidate A vs. B? How many people suffer from H1N1 in a given state? Does this batch of manufactured widgets have any defective parts? Knowing exact answers is expensive in terms of time and money and, in most cases, is impractical if not impossible. Consider asking every person in a region for their candidate preference, testing every person with flu symptoms for H1N1 (assuming every person reported when they had flu symptoms), or destructively testing widgets to determine if they are "good" (leaving no product to sell). Knowing exact answers, fortunately, isn't necessary or even useful in many situations. Understanding the direction of a trend or statistically significant results may be sufficient to answer the underlying question: who is likely to win the election, have we likely reached a critical threshold for flu, or is this batch of widgets good enough to ship? Statistics help us to answer these questions with a certain degree of confidence. This focuses on how we collect data. In data mining, we focus on the use of data, that is data that has already been collected. In some cases, we may have all the data (all purchases made by all customers), in others the data may have been collected using sampling (voters, their demographics and candidate choice). Building data mining models on all of your data can be expensive in terms of time and hardware resources. Consider a company with 40 million customers. Do we need to mine all 40 million customers to get useful data mining models? The quality of models built on all data may be no better than models built on a relatively small sample. Determining how much is a reasonable amount of data involves experimentation. When starting the model building process on large datasets, it is often more efficient to begin with a small sample, perhaps 1000 - 10,000 cases (records) depending on the algorithm, source data, and hardware. This allows you to see quickly what issues might arise with choice of algorithm, algorithm settings, data quality, and need for further data preparation. Instead of waiting for a model on a large dataset to build only to find that the results don't meet expectations, once you are satisfied with the results on the initial sample, you can  take a larger sample to see if model quality improves, and to get a sense of how the algorithm scales to the particular dataset. If model accuracy or quality continues to improve, consider increasing the sample size. Sampling in data mining is also used to produce a held-aside or test dataset for assessing classification and regression model accuracy. Here, we reserve some of the build data (data that includes known target values) to be used for an honest estimate of model error using data the model has not seen before. This sampling transformation is often called a split because the build data is split into two randomly selected sets, often with 60% of the records being used for model building and 40% for testing. Sampling must be performed with care, as it can adversely affect model quality and usability. Even a truly random sample doesn't guarantee that all values are represented in a given attribute. This is particularly troublesome when the attribute with omitted values is the target. A predictive model that has not seen any examples for a particular target value can never predict that target value! For other attributes, values may consist of a single value (a constant attribute) or all unique values (an identifier attribute), each of which may be excluded during mining. Values from categorical predictor attributes that didn't appear in the training data are not used when testing or scoring datasets. In subsequent posts, we'll talk about three sampling techniques using Oracle Database: simple random sampling without replacement, stratified sampling, and simple random sampling with replacement.

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  • VLOOKUP in Excel, part 2: Using VLOOKUP without a database

    - by Mark Virtue
    In a recent article, we introduced the Excel function called VLOOKUP and explained how it could be used to retrieve information from a database into a cell in a local worksheet.  In that article we mentioned that there were two uses for VLOOKUP, and only one of them dealt with querying databases.  In this article, the second and final in the VLOOKUP series, we examine this other, lesser known use for the VLOOKUP function. If you haven’t already done so, please read the first VLOOKUP article – this article will assume that many of the concepts explained in that article are already known to the reader. When working with databases, VLOOKUP is passed a “unique identifier” that serves to identify which data record we wish to find in the database (e.g. a product code or customer ID).  This unique identifier must exist in the database, otherwise VLOOKUP returns us an error.  In this article, we will examine a way of using VLOOKUP where the identifier doesn’t need to exist in the database at all.  It’s almost as if VLOOKUP can adopt a “near enough is good enough” approach to returning the data we’re looking for.  In certain circumstances, this is exactly what we need. We will illustrate this article with a real-world example – that of calculating the commissions that are generated on a set of sales figures.  We will start with a very simple scenario, and then progressively make it more complex, until the only rational solution to the problem is to use VLOOKUP.  The initial scenario in our fictitious company works like this:  If a salesperson creates more than $30,000 worth of sales in a given year, the commission they earn on those sales is 30%.  Otherwise their commission is only 20%.  So far this is a pretty simple worksheet: To use this worksheet, the salesperson enters their sales figures in cell B1, and the formula in cell B2 calculates the correct commission rate they are entitled to receive, which is used in cell B3 to calculate the total commission that the salesperson is owed (which is a simple multiplication of B1 and B2). The cell B2 contains the only interesting part of this worksheet – the formula for deciding which commission rate to use: the one below the threshold of $30,000, or the one above the threshold.  This formula makes use of the Excel function called IF.  For those readers that are not familiar with IF, it works like this: IF(condition,value if true,value if false) Where the condition is an expression that evaluates to either true or false.  In the example above, the condition is the expression B1<B5, which can be read as “Is B1 less than B5?”, or, put another way, “Are the total sales less than the threshold”.  If the answer to this question is “yes” (true), then we use the value if true parameter of the function, namely B6 in this case – the commission rate if the sales total was below the threshold.  If the answer to the question is “no” (false), then we use the value if false parameter of the function, namely B7 in this case – the commission rate if the sales total was above the threshold. As you can see, using a sales total of $20,000 gives us a commission rate of 20% in cell B2.  If we enter a value of $40,000, we get a different commission rate: So our spreadsheet is working. Let’s make it more complex.  Let’s introduce a second threshold:  If the salesperson earns more than $40,000, then their commission rate increases to 40%: Easy enough to understand in the real world, but in cell B2 our formula is getting more complex.  If you look closely at the formula, you’ll see that the third parameter of the original IF function (the value if false) is now an entire IF function in its own right.  This is called a nested function (a function within a function).  It’s perfectly valid in Excel (it even works!), but it’s harder to read and understand. We’re not going to go into the nuts and bolts of how and why this works, nor will we examine the nuances of nested functions.  This is a tutorial on VLOOKUP, not on Excel in general. Anyway, it gets worse!  What about when we decide that if they earn more than $50,000 then they’re entitled to 50% commission, and if they earn more than $60,000 then they’re entitled to 60% commission? Now the formula in cell B2, while correct, has become virtually unreadable.  No-one should have to write formulae where the functions are nested four levels deep!  Surely there must be a simpler way? There certainly is.  VLOOKUP to the rescue! Let’s redesign the worksheet a bit.  We’ll keep all the same figures, but organize it in a new way, a more tabular way: Take a moment and verify for yourself that the new Rate Table works exactly the same as the series of thresholds above. Conceptually, what we’re about to do is use VLOOKUP to look up the salesperson’s sales total (from B1) in the rate table and return to us the corresponding commission rate.  Note that the salesperson may have indeed created sales that are not one of the five values in the rate table ($0, $30,000, $40,000, $50,000 or $60,000).  They may have created sales of $34,988.  It’s important to note that $34,988 does not appear in the rate table.  Let’s see if VLOOKUP can solve our problem anyway… We select cell B2 (the location we want to put our formula), and then insert the VLOOKUP function from the Formulas tab: The Function Arguments box for VLOOKUP appears.  We fill in the arguments (parameters) one by one, starting with the Lookup_value, which is, in this case, the sales total from cell B1.  We place the cursor in the Lookup_value field and then click once on cell B1: Next we need to specify to VLOOKUP what table to lookup this data in.  In this example, it’s the rate table, of course.  We place the cursor in the Table_array field, and then highlight the entire rate table – excluding the headings: Next we must specify which column in the table contains the information we want our formula to return to us.  In this case we want the commission rate, which is found in the second column in the table, so we therefore enter a 2 into the Col_index_num field: Finally we enter a value in the Range_lookup field. Important:  It is the use of this field that differentiates the two ways of using VLOOKUP.  To use VLOOKUP with a database, this final parameter, Range_lookup, must always be set to FALSE, but with this other use of VLOOKUP, we must either leave it blank or enter a value of TRUE.  When using VLOOKUP, it is vital that you make the correct choice for this final parameter. To be explicit, we will enter a value of true in the Range_lookup field.  It would also be fine to leave it blank, as this is the default value: We have completed all the parameters.  We now click the OK button, and Excel builds our VLOOKUP formula for us: If we experiment with a few different sales total amounts, we can satisfy ourselves that the formula is working. Conclusion In the “database” version of VLOOKUP, where the Range_lookup parameter is FALSE, the value passed in the first parameter (Lookup_value) must be present in the database.  In other words, we’re looking for an exact match. But in this other use of VLOOKUP, we are not necessarily looking for an exact match.  In this case, “near enough is good enough”.  But what do we mean by “near enough”?  Let’s use an example:  When searching for a commission rate on a sales total of $34,988, our VLOOKUP formula will return us a value of 30%, which is the correct answer.  Why did it choose the row in the table containing 30% ?  What, in fact, does “near enough” mean in this case?  Let’s be precise: When Range_lookup is set to TRUE (or omitted), VLOOKUP will look in column 1 and match the highest value that is not greater than the Lookup_value parameter. It’s also important to note that for this system to work, the table must be sorted in ascending order on column 1! If you would like to practice with VLOOKUP, the sample file illustrated in this article can be downloaded from here. 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  • A Database and LDAP Ice Breaker Video

    - by mark.wilcox
    I made another GoAnimate video - this time it's about using LDAP for database passwords. Since it's on the free site - I didn't want to violate any terms of agreement - so it doesn't mention Oracle explicitly. But if you wanted to actually do what the animation talks about with Oracle database - you need to configure the Oracle database to use Oracle Enterprise User Security. EUS requires OVD or OID and works with most popular LDAP servers including Active Directory and of course our newest Oracle Directory member - Directory Server Enterprise Edition (aka the former Sun directory). So - if you are looking for a simple way to explain why you might want to use LDAP passwords with your databases or maybe just a slight chuckle on a Friday afternoon have a look at the video: -- Posted via email from Virtual Identity Dialogue

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  • What Did You Do? is a Bad Question

    - by Ajarn Mark Caldwell
    Brian Moran (blog | Twitter) did a great presentation today for the PASS Professional Development Virtual Chapter on The Art of Questions.  One of the points that Brian made was that there are good questions and bad (or at least not-as-good) questions.  Good questions tend to open-up the conversation and engender positive reactions (perhaps even trust and respect) between the participants; and bad questions tend to close-down a conversation either through the narrow list of possible responses (e.g. strictly Yes/No) or through the negative reactions they can produce.  And this explains why I so frequently had problems troubleshooting real-time problems with users in the past.  I’ll explain that in more detail below, but before we go on, let me recommend that you watch the recording of Brian’s presentation to learn why the question Why is often problematic in the U.S. and yet we so often resort to it. For a short portion (3 years) of my career, I taught basic computer skills and Office applications in an adult vocational school, and this gave me ample opportunity to do live troubleshooting of user challenges with computers.  And like many people who ended up in computer related jobs, I also have had numerous times where I was called upon by less computer-savvy individuals to help them with some challenge they were having, whether it was part of my job or not.  One of the things that I noticed, especially during my time as a teacher, was that when I was helping somebody, typically the first question I would ask them was, “What did you do?”  This seemed to me like a good way to start my detective work trying to figure out what happened, what went wrong, how to fix it, and how to help the person avoid it again in the future.  I always asked it in a polite tone of voice as I was just trying to gather the facts before diving in deeper.  However; 99.999% of the time, I always got the same answer, “Nothing!”  For a long time this frustrated me because (remember I’m in detective mode at that point) I knew it could not possibly be true.  They HAD to have done SOMETHING…just tell me what were the last actions you took before this problem presented itself.  But no, they always stuck with “Nothing”.  At which point, with frustration growing, and not a little bit of disdain for their lack of helpfulness, I would usually ask them to move aside while I took over their machine and got them out of whatever they had gotten themselves into.  After a while I just grew used to the fact that this was the answer I would usually receive, but I always kept asking because for the .001% of the people who would actually tell me, I could then help them understand what went wrong and how to avoid it in the future. Now, after hearing Brian’s talk, I understand what the problem was.  Even though I meant to just be in an information gathering mode, the words I was using, “What did YOU do?” have such a strong negative connotation that people would instinctively go into defense-mode and stop sharing information that might make them look bad.  Many of them probably were not even consciously aware that they had gone on the defensive, but the self-preservation instinct, especially self-preservation of the ego, is so strong that people would end up there without even realizing it. So, if “What did you do” is a bad question, what would have been better?  Well, one suggestion that Brian makes in his talk is something along the lines of, “Can you tell me what led up to this?” or “what was happening on the computer right before this came up?”  It’s subtle, but the point is to take the focus off of the person and their behavior; instead depersonalizing it and talk about events from more of a 3rd-party observer point of view.  With this approach, people will be more likely to talk about what the computer did and what they did in response to it without feeling the interrogation spotlight is on them.  They are also more likely to mention other events that occurred around the same time that may or may not be related, but which could certainly help you troubleshoot a larger problem if it is not just user actions.  And that is the ultimate goal of your asking the questions.  So yes, it does matter how you ask the question; and there are such things as good questions and bad questions.  Excellent topic Brian!  Thanks for getting the thinking gears churning! (Cross-posted to the Professional Development Virtual Chapter blog.)

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