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.
To add and configure queries and query panels, you need to activate the Edit Mode.
To add a new query:
The Query Editor has three tabs.
On this tab, you specify the name of the query and define how to view it – either as a standard datasheet or a chart.
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.
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.
On this tab, you can edit display details for fields in your query, with the following options available:
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.