Query Editor

Layout

After the initial query options are defined and saved the Query Editor displays:

On this screen you can see the following:

• The main design section broken into 'bands' for Tables, Conditions (filters), Filtered Grouped Results, and the Preview.
• Buttons along the top to access: Advanced Mode, Parameters, Download (to CSV), Preview SQL and Help.
• Buttons on the bottom two bands to:
  • Adding Grouped Results
  • Add (create) a New Column
  • Adding Sorting
  • Preview Results

From here you can create your query by:

• Adding Tables
• Adding and Creating Columns
• Adding Grouped Results
• Adding Record Selection Conditions
• Adding Sorting
• Adding Parameters

Editor Options

Advanced vs. Wizard Mode

By default the query editor operates in Wizard Mode. This creates logical steps to the creation process (adding tables, joins, columns, sorting, and so on). Switching to Advanced Mode allows you to review and modify the existing SQL and add Advanced Drilldown to the query.

To access this mode press the Advanced Mode button at the top of the editor. This button toggles between the two modes. The editor changes to display the SQL.

To switch back press the Wizard Mode button .

Parameters

Press the Parameters button to create new, or edit existing parameters.

Download (CSV File)

Use this option to create and download query results as a .CSV file.

1. Press the Download button .

   A window displays so you can give the file a name.

   

2. Press the Download button and the browser will display the progress.

   The file is saved in the Windows Downloads folder.

Preview SQL

Press the Preview SQL button to quickly review the SQL for the query.

The contents of this display cannot be edited.

Preview Results

While in the query editor you can quickly preview the results of the query. Press the Preview button to display sample results. Use the down arrow to select the number of sample records to process. The bottom half of the display fills with results.

The data connection used by the query is displayed. If your query uses multiple data connections, you will see them listed (use the arrow to expand) along with their connection status.

 

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