Create a new Business View using Query Builder

The Query Builder is a powerful and user-friendly tool that simplifies the process of creating Business Views. It is designed to accommodate users without coding expertise or technical knowledge. It provides an intuitive interface for generating customized queries and integrating them seamlessly into workflows. By enhancing efficiency, accuracy, and user experience, Query Builder empowers users to handle even the most complex data requirements with ease.

The Query Builder consists of two main tabs: the General tab, where users provide foundational details, and the Query Editor tab, where they design and refine queries.

To create a business view using query builder:

1. Go to the Business Views page > click Create Business View drop down > select Use query builder option.

   

2. In the General tab, fill in the required fields:

   Field	Description
   Name *	Provides a name for the Business View. The name must be unique and case-sensitive, e.g., “Test new” and “test new” are treated as different business views.
   Description	Allows users to add additional details about the business view.
   Connection *	A single-select dropdown listing only connections that support query building (Logi custom SQL).
   Business Area *	A dropdown field that displays options for the available connections. Selecting a Business Area updates the Module dropdown.
   Module *	A dropdown field that displays the options based on the selected Business Area. Selecting a Module updates the Subject Area dropdown.
   Subject Area *	A dropdown field that displays options based on the selected Module. If Modules field has no Subject Area, only “Default/Other” is available as an option.

   Note: The * symbol in the above table indicates that these fields are mandatory.

   

3. Click Continue to proceed to the Query Editor tab.

4. Build the query in the Query Editor tab.

   This tab contains four sub-tabs to streamline query creation: Query Model, Columns Criteria, SQL Query, and Preview.

   Use these tabs as follows:

5. In the Query Model tab, drag and drop database tables from the schema navigation pane into the workspace to create the query structure and define table relationships.

   

   Note: The Schema Navigation Pane populates the database based on the selection made in the General tab.

6. In the Columns Criteria tab, set conditions such as sorting or grouping for the desired columns to refine your query, if necessary.

   

   Note: This step is optional and can be customized based on your preferences.

7. In the SQL Query tab, the system automatically updates the SQL query based on your selections. You can review the query here.

   

   You can also edit the query manually and click Refresh to ensure that the changes are reflected in both the Query Model and the Preview tabs.

8. In the Preview tab, view the query results and refresh manually or automatically to ensure the query works as expected.

   

   Note:
   The Auto-refresh button in the Preview tab is enabled by default. This ensures that any changes made to the query such as adjustments to filters, column criteria, or the query structure will automatically update the displayed results.
   For further control, users can also manually refresh the results. If you make edits directly to the query, click the Refresh button in the Preview tab to instantly update the displayed results. This provides flexibility and allows for quick validation after specific adjustments.

9. Validate the query in the Preview tab and then click Save to save your query.

   The business view is now successfully added to the Business Views page for future use.