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Overview
There are seven query applets in InFocus: Client, Contacts, Firms, Opportunities, Vendors, Projects, and Employees.
Key Concepts
| • | The concept of the query tools is to allow the user to define lists of data based on a user query definition without having to necessarily know how to write SQL code to get results. |
| • | The list can then be used to navigate to the individual records within the list or can be exported to Excel. |
Additional Toolbar Options
Aside from the standard toolbar options this applet has the following options:
| • | New Query - This brings up the Query Designer which allows you to create a reusable query. This action can also be called by Right-Clicking in the Queries Window. |
| • | Edit Query - This brings up the Query Designer which allows you to edit the selected query. This action can also be called by Right-Clicking in the Queries Window. |
| • | Delete Query - This brings up the Query Designer which allows you to delete the selected query. This action can also be called by Right-Clicking in the Queries Window. |
Field Descriptions
Queries Window
| • | Queries Window - This window contains all of the queries that have been created within the Queries Applet. |
Parameters Window
Description - The Parameters window displays the Parameters selected on the Input Tab. Here you are able to filter the data using the selected Field, choosing an Operator (>,<,=, etc.) and adding a Value 1 and/or Value 2 value. When you click Run, the data returned in the Results window will be filtered.
| • | File - The table name that the selected field is retrieved from. |
| • | Field - The Column Name of the field that is retrieved. |
| • | Operator - The comparison method that is used to compare the Field to the Returned Data. Examples are >,<,=, etc. This is used to filter the Results list. |
| • | Value 1 - The first value that is used to compare the Field to the Returned Data. It is used in conjunction with the Operator to filter the Result list. |
| • | Value 2 - The second value that is used to compare the Field to the Returned Data when using the Between Operator. It is used in conjunction with the Operator to filter the Result list. This acts as the second value in the range. |
Results Window
Description - The Results Grid gives you the results of the Parameters entered in the Parameters Grid and the selections made on the Query Designer. The columns are dependent upon the selections made on the Output tab in the Query Designer. More on the Query Designer
Running a Query
| • | Click on the Run button to fill the Results tab based on the query definition. If the result sets contain any key fields, they will appear in blue with an underline (like an internet hyperlink). By clicking on one of these, the associated master file screen will launch, with the associated record filled in. The primary key fields are vendor code, client code, project path, and employee code. |
| • | Dragging a Result column to the area above the Results grid will group the results in a hierarchical style. |
| • | Clicking on the Export button will prompt the user for a filename. This will be the Excel file to which the result set is exported. Note: If the results set was grouped, the grouping will be preserved in the export. |
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