Ability to create multiple, varied queries without having to modify or copy the underlying data is one of the features that makes Worksheet Systems so powerful.

Each Worksheet Systems dashboard already contains a default query. It is a table from which you created the dashboard. However, you can add more query panels depending on the chosen layout, to expand the functionality and usability of your dashboard. For more information on how to add new queries and arrange queries on dashboards, see User Interface Customization.

Adding a New Query

To add and configure queries and query panels, you need to activate the Edit Mode.

To add a new query:

  1. Open a dashboard.
  2. In the upper-right corner, click Edit Mode.
  3. In the upper-right corner, click New Query to open the Query Editor window.

 

 

The Query Editor has three tabs.

First Tab – General

On this tab, you specify the name of the query and define how to view it – either as a standard datasheet or a chart.

Second Tab – (Pivot) Table Fields

This tab defines the data that you are requesting with your Query. You can select between a Table and a Pivot Table, choose which fields to use, and apply filters.

Standard Table or Pivot Table?

A Table query returns rows from one data table.

A Pivot Table query allows you to group your data by a shared field. For example, you may want to query the revenue according to each country. This would produce a table or chart showing the revenue per country, without any calculations or equations.

Below you can see a screenshot showing how you can set up the pivot table query, and the resulting pie chart:

If you hover the mouse over any of these segments, the system will display the total amount of sales per region.

Third Tab – Field Properties

On this tab, you can edit display details for fields in your query, with the following options available:

  • Caption: Enter the name of the field, if you want to make it different from the name that it has in the main table.
  • Width: Specify the custom width of the field.
  • Display Format: Define how to display your data. Options here depend on the field data type.

After you set up the query, click Save Changes. You can edit the query and change your chosen parameters at any time by clicking the icon in the upper-right corner of the query.

For more information about query settings, see How to Configure a Query.