NAPIS® 'Step-by-Step' for Sample Inventory (General)

NOTE: This 'Step-by-Step' is for biomass samples, but is applicable to all inventories.

AT NO TIME ARE YOU MAKING A TRANSACTION WITH THE DATABASE when working in Inventory.

Step 1. Open the Inventory Form for Biomass Samples (Field):

From the NAPIS main menu select LIMS | Inventory | Biomass Samples (Field) to open the Field Biomass Sample Inventory form shown below.

Biomass To the top

Step 2. Set the Query Preferences:

From the menu-bar select Query | Preferences to open the Query Fields Preferences dialog. In this Step you are controlling the number of columns in your query results set.

Query Prefs To the top

Individually highlight each field in the left-hand 'Available Fields' list and use the arrow buttons in the center to move them to the right-hand side 'Query Result Fields'. This will select the fields you want to appear in your query result, in the order you want them to appear.

Note: Use discretion in selecting those fields that are important for your result. The query is dynamically created in SQL using a 'SELECT DISTINCT' statement based on the query preferences. You may get a different number of rows returned by your query because of your selected fields.

IF YOU ARE PREPARING AN INVENTORY THAT YOU WILL THEN SUBMIT, YOU MUST SELECT ALL OF THE 'AVAILABLE FIELDS' FOR INCLUSION IN THE QUERY RESULT.

The 'Available Fields' choices that appear are specific for the Biomass Sample Inventory, and are easily customizable.

Step 3. Define and Run the Query:

From the menu-bar select Query | Define and Run Query to open the Query Builder dialog. In this Step you are controlling the number of rows in your query results set.

Query Builder To the top

Build the query by highlighting a value in the left-hand 'Fields' list, which is filtered to show only those fields related to the selected Inventory function. 'Values' for the highlighted field should appear on the right-hand list; if they do not, uncheck the 'Do not show distinct values' box in the top right and begin again.

Double-click the highlighted field in the left-hand list (confirm that text appears in the data window at the bottom of the form) then single-click a Boolean operator button like '=' in the center (confirm that text appears in the data window), and then double-click a highlighted value from the right-hand 'Values' list (again, confirm that text appears in the data window).

Click the 'Run Query' button to execute.

Step 4. View the Query Result:

Your query will dynamically display on the Inventory form with the column-header preferences you set. You can drag these column-headers along the top of the grid to change their order. You may edit the number of rows included in the result by selecting a row and holding 'Ctrl' and 'Del' on the keyboard. Again, you are not making a transaction with the database on this form, only working with a temporary view of data from the database.

Inventory To the top

Step 5. Work with the Query Result on the Data Grid:

You may sort the query result data on the grid. To do this, click a column-header and the column will sort ascending (greater values at the bottom if the list). If you click the column header again, the column will sort descending. The example below sorts ascending on Phylum; note that a symbol appears on the column-header denoting the sort.

Inventory To the top

You may filter the query result data on the grid. To do this, click the drop-down arrow to the right of a column-header to display a list. Pick any value on the list to filter the query result. The example here shows the 'Custom' choice.

Inventory To the top

You may group the query result data on the grid. To do this, drag a column header and drop it on the darker grey body of the form located just above the grid. On the far left of the grid you will see a node-line created for your selection. Click the '+' node to open a grouped sub-list. In this case, all records from the query result where Kingdom: PLANTAE are visible and those from Kingdom: ANIMALIA and Kingdom: PROTISTA are hidden.

Inventory To the top

Multiple fields may be selected and grouped hierarchically. In the example below, the Kingdom column is filtered for PLANTAE and the Family node is expanded for ZINGIBERACEAE.

Inventory To the top

Step 6. Create a Pie Chart for a Selected Column:

Select a column in the query result by clicking on a value in it and then click the 'Pie Chart' button on the body of the form to open a dynamically created graphic as shown below. Right-click on the graphic to open sub-menus that control the charting parameters. If there are more than 24 distinct values the pie chart will not be drawn.

Pie Chart To the top

Step 7. Map the Query Result:

Click the 'Site Map' button on the body of the Inventory form to open a dynamically created NAPIS Site Map of your query result. Note that the default active map layer opens as ISR_Data.

Site Map To the top

Step 8. Navigate to View Related Data in NAPIS:

For chemistry samples , click the 'Analytical' button on the toolbar to open the Analytical Data form with corresponding data for the selected material_id.

Click the 'Collection' button on the toolbar to open the Collection Data Record with corresponding data for the selected collect_id.

Click the 'Site' button on the toolbar to open the Site Data form with corresponding data for the selected site_id.

Step 9. Save the Inventory (optional):

You may save the query result as a Paradox 'Table', a 'Query', a 'Text', or an 'Excel' file. From the menu-bar select File | Save to open the Save Query Results dialog. Enter a file name and description as appropriate, and click 'OK' to save the file to the 'c:\Napis... \Inventory' directory in your file system.

Save To the top

Step 10. Leave the Inventory form:

You will be prompted to save the Inventory query result -- this is not required, and you won't have to save the Inventory if you click 'No'. If you decide to save the file, click 'Yes' and follow the instructions in Step 9.

Confirm To the top