Creating Queries

  To create a query:

1. From the Data Relationship Management navigation bar, select Query.

2. Click .

3. Select the Source tab and choose a version for the query.

   You can select Normal, Baseline, or As-Of versions. The Version list defaults to the Normal versions. To select a Baseline or As-Of version, click Normal under the Version list.

4. Perform an action:

   • For a global query, go to the next step.

   • For a local query, click , select a hierarchy and a top node and click OK

     Note:

     To change the hierarchy/top node combination, click Clear and then repeat the steps for a local query.

5. On the Style select how the query results are displayed:

   • List — Nodes that match the criteria are returned in a dynamic list.

   • Mark Nodes — Nodes that match the criteria are marked in the hierarchy tree.

   • Both — Nodes that match the criteria are returned in a dynamic list and marked in the hierarchy.

   Note:

   For global queries, the results can be returned only in a list.

6. Optional: If you selected Mark Nodes or Both, select Expand to Marked Nodes to automatically open and expand hierarchies with marked nodes.

   Note:

   This option is applicable only to local queries.

7. On the Filter, click Add to insert a criteria row.

8. Select a property and operator, enter a value for the criteria row, and press Enter to save the row.

   Note:

   You can include parenthesis to group criteria and to define whether to include inherited values for the property.

   Tip:	Click to modify a row. Click to delete a row. Click the arrows to move a row.

9. From Include Options, select the nodes to include in the query results:

   • Match Only — Returns only the nodes that match the criteria

   • Match and Ancestors — Returns all nodes that match the criteria, plus their ancestors

   • Match and Descendants — Returns all nodes that match the criteria, plus their descendants

10. Optional: If you selected Match and Ancestors or Match and Descendants in step 9, by default, the Inclusive option is selected and includes the node matching the criteria in the result.

11. Optional: If you selected Match and Ancestors in step 9, you can select Include ancestors above query top node to include ancestor nodes that are above the top node.

    The Include ancestors above query top node option includes additional ancestors only if the top node specified for the query did not include all ancestors (Match and Ancestors option). Thus, this option has no effect on descendants (Match and Descendants option).

12. Select the Columns tab and choose a Category.

13. From the Available list, select the properties to display as columns in the query results by moving them to the Selected list.

    Note:

    Column selections are runtime parameters only and are not saved with the query.

    Tip:	Use the arrows to position the column in the Selected list. The first item in the list is the first column, the second item in the list is the second column, and so on.

14. Optional: Select Include Criteria Properties to automatically include properties referenced in the filter criteria in the query results.

15. Do either or both of the following:

    • Click to save the query.

      You are prompted to define a name, description, and object access for the query:

      • User – Personal objects that are only available to an individual user to view and run.

      • Standard – Public objects that are available to all users to view and run. Only Data Manager users can create and modify standard queries.

      • System – Restricted objects that are only available to Application Administrator role users to view and run.

    • Click to run the query.