Building Queries

You build queries by selecting the data you want to retrieve from a visual representation of the database. Once you have selected the items to include in the query and refresh it, a results set is generated.

EPM Workspace offers three query methods for building queries:

  To build a query by linking to a Master Data Model:

  1. Select Actions, then Insert, and then Query.

  2. Select a master data model and click OK.

    The Request, Filter and Sort panes are displayed.

  3. In the Catalog list, expand the Tables by clicking +.

    A list of topics is displayed.

  4. Expand a topic to view topic items by clicking +.

  5. Drag a topic item to the Request pane.

    Optional: You can also select the topic item in the Catalog list and click Add to Request on the shortcut menu.

    Tip:

    You can also select a topic item and select Add Selected Items in the Catalog list or select Actions then Add to Request.

    Optional: To add an entire a topic to the Request pane, select the topic and drag it to the Request pane.

  6. To apply a sort, drag a topic item from the Request pane to the Sort pane.

    For more information, seeApplying Query Sorts.

  7. To apply a filter (limit), drag a topic item to the Filters pane.

    For more information, see Applying A Query Filter.

  8. Select Refresh icon.

If you add more items than the Request pane can display, resize the browser.

  To duplicate a Query section, select the query to duplicate in the Sections list, and choose Duplicate on the shortcut menu.

EPM Workspace duplicates the section and adds a new section label to the Sections pane. The new section label is based on the original section label, but a sequence number is appended to the label. For example, if you duplicate a section named SalesChart three times, the Sections pane shows: SalesChart, SalesChart2, SalesChart3, and SalesChart4.