Create A New Query

In this topic you will learn how to create a new query.

In this example the query will display the employee's name, emplid, department, original hire date, and highest education level.

Steps:

1. Click the Main Menu button.

   Step 1

2. Point to the Reporting Tools menu.

   Step 2

3. Point to the Query menu.

   Step 3

4. Click the Query Manager menu.

   Step 4

5. Click the Create New Query link.

   Step 5

6. Adding Records:

    

   The Records page is the first page that you will see when you click the Create New Query link on the Search page.

    

   You will select the information for your query on the Records page.

   Step 6

7. The Records page displays the records (tables) available to query in alphabetical order.  The list of records available to the end-user is determined by his/her security rights (Operator ID).

    

   The end-user may view existing records by selecting one of the following methods:

    

   1. Click the Search button to view a list of records; or

    

   2. Enter the appropriate search criteria (record name) into the

       Search by field. The end-user may enter the full record name or

       partial information in CAPS or lower case. Use the % (percent

       sign)  to act as a wildcard when searching.

   Step 7

8. In this example you will use fields from one record -- the EMPLOYEES record.

    

   In order to find the record enter "employees" into the begins with field.

   Step 8

9. Click the Search button.

   Step 9

10. The EMPLOYEES record displays in the Search Results.

     

    Click the Add Record link to select the record and view the fields in that record on the Query page.

    Step 10

11. If the record is effective dated, a message will appear stating the effective date criteria is automatically added.

     

    Click the OK button if this message displays.

    Step 11

12. Selecting Fields:

     

    The record and the fields in the record appear on the Query page. It is here that you will select fields to build the query by clicking the checkbox in front of the field.

     

    Note: You may click the checkbox to deselect a field or click the Uncheck All Fields button to deselect all fields that are checked.

    Step 12

13. The Key symbol in front of the field indicates Key fields.

    Step 13

14. The Add Criteria symbol (funnel with a plus sign) allows you to add criteria from the record itself. Adding criteria will be covered in the Working with Criteria and Prompts section.

    Step 14

15. Note: The fields default in hierarchical order (i.e. the Key fields in the record appear at the top of the list).

     

    Click the Sort fields alphabetically button to sort fields in alphabetical order.

     

    You may return the fields to the hierarchical order by clicking the Sort fields alphabetically button again.

     

    Step 15

16. Click the EMPLID checkbox.

    Step 16

17. Click the NAME checkbox.

    Step 17

18. Click the HIGH_EDUC_LVL checkbox.

    Step 18

19. Click the Show next row (Alt+.) button.

    Step 19

20. Click the ORIG_HIRE_DT checkbox.

    Step 20

21. Click the DEPTID checkbox.

    Step 21

22. The Fields page displays the fields used in the query. You may format your query layout on this page. This will be covered in Format a Query section.

     

    Click the Fields tab.

    Step 22

23. On the fields page verify all the records needed for your results are listed.

     

    If not, return to the query tab add select/deselect the appropriate fields.

     

    The Run tab allows you to see the query results before saving your query.

     

    Click the Run tab.

    Step 23

24. Click the Fields tab.

    Step 24

25. Click the Save As link.

    Step 25

26. Enter the *Query Name.

     

    Note: The Query Name may be entered in CAPS or lowercase (once you click OK it will be converted to CAPS). The Query Name is limited to 30 characters. Spaces or special characters are not allowed. The end-user may opt to use the underscore (_) to separate the words

     

     Enter "EMPLIST".

    Step 26

27. Enter the Description. 

     

    Note: The Description is limited to 30 characters and it may contain spaces or special characters. The Description may be entered in CAPS, lowercase or mixed case, but will appear the way it has been entered.

     

    Enter "employee list".

    Step 27

28. Enter the Query Definition. 

     

    Enter "list of employee and their highest education level".

    Step 28

29. Click the OK button.

    Step 29

This completes Create a New Query.

Table of Contents  Start Topic