Adding a Query Visualizer results in a standard grid format. This allows end user to group and sort data. An example, New Client List, could display key information about new clients. It could be grouped by billing timekeeper, office, practice class, fee schedule to display who has the highest activity.
The exercises used are based on a testing database. You will need to adjust your values of your entries (when applicable) to accommodate the data in your database. Results displayed will differ than those in the exercises.
- Select the appropriate Visualizer with the left mouse click and drag it to the desired location on the Display Grid. You will see a small plus sign next to your cursor when dragging the Visualizer. For this example, the first Visualizer is Query.
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The Visualizer will appear with sizing squares. The sizing squares allow you to adjust the size of the Visualizer. Select the square and drag to the appropriate size.
The center sizing square is used to move the entire Visualizer around on the Designer Grid. The cursor will turn to a 4-way arrow. Be sure to make enough room and adjust the size of the Query to accommodate the information.
- After you have the Visualizer in the appropriate location, you can utilize the Properties area to make changes to the Query. You can make changes to the following:
- Initially Expanded - This feature can be toggled between True (Expanded) and False (Not Expanded). Set at True for this example.
- Title - Enter an appropriate Title for theQuery. The Title will show up above the Query as a heading. For this example, enter Billing Cycle Age by Office.
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Wrap with Border - This feature allows you to toggle between True (The Query will wrap with the border) and False (the Query will NOT wrap with the border.). For this example, set the value to 'True'.
The Query properties allow you to select the Query, the Query Columns and the Parameters that are associated with the Query.
Remember that each Query chosen will have different Columns and Parameters associated with it.
- Leave the default, *(All) for the Select One or More Offices field.
- Click the OK button.
- Review the Properties entered.
- Click the Preview tab to view the output.
- To group a the query by a specific column heading, select the column in the blue area and drag it to the Drag a column header here to group by that column area.
- You can remove the grouping by dragging the column back to the appropriate location. You can also rearrange the columns in an order of your choosing by dragging and dropping them to the desired order. Two arrows appear for placement during the drag and drop function.