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{anchor:top} {toc: class=contents} h2. Introduction {styleclass: Class=topLink}[top|#top]{styleclass} In this tutorial, we will walk through setting up an Intersect sub query. A good way to think about *Intersects* is - use them if you need a list of something that appears in two seperate lists. In this scenario our main report will have a list of athletes that attended camps in the current year. We will then create a list of athletes from the previous year, and only return a list of athletes that are in both. This will effectively give us a list of athletes that are return customers from last year. h2. Initialise {styleclass: Class=topLink}[top|#top]{styleclass} {section} {column: width=30%} *1.* Click on the *Create* link and select *Report* to begin building your report. {column} {column: width=70%} !01create.png! {column} {section} {section} {column: width=30%} *2.* You should now be on the Initialise Report page. Select the *Drag and Drop Builder* as the build tool. {column} {column: width=70%} !02builderType.png! {column} {section} {section} {column: width=30%} *3.* Select *Ski Team* as the View. {column} {column: width=70%} !03view.png|thumbnail,border=1! {column} {section} h2. Master Query {styleclass: Class=topLink}[top|#top]{styleclass} {section} {column: width=30%} *4.* Drag and drop the !rpt_dim.png! *Athlete ID*, !rpt_dim.png! *First Name*, !rpt_dim.png! *Last Name*, and !rpt_dim.png! *Date of Birth* dimensions into the *Columns* list. *5.* Drag and drop the !rpt_dim.png! *Year* dimension into the *Filters* list. {column} {column: width=70%} !04master.png|thumbnail,border=1! {column} {section} h2. Intersect Query {styleclass: Class=topLink}[top|#top]{styleclass} h3. Create Intersect {section} {column: width=30%} *6.* Click on the *+* button in the Sub Query panel to the left of the Data step to add a Sub Query. *7.* Set the Type to *Intersect* and Style to *Basic*. *8.* Click *Ok* to set up the query. {column} {column: width=70%} !05addIntersect.png|thumbnail,border=1! {column} {section} h3. Configure Intersect {section} {column: width=30%} *9.* Set the *Filter* on the *Master Query* to apply to the *Athlete ID* field. This is how rows to be used from the master query will be located, matching the ID field. *10.* Set the *To Match* field on the *Sub Query* to be the *Athlete ID* field. This will list all Athete ID values to be matched to the master query. *11.* Drag the *Year* field into the *Sub Query Filters* list. This will be used to restrict the list of Athlete IDs to a certain date range. *12.* Change the name of the Sub Query to *Last Year*. *13.* Click *Save* to complete the *Intersect*. {column} {column: width=70%} !06configureIntersect.png|thumbnail,border=1! {column} {section} h3. Edit Settings {section} {column: width=30%} *14.* If you need to make changes to your sub query setup at all, click the *Edit Settings* link. {column} {column: width=70%} !10settings.png! {column} {section} h2. Apply Filters {styleclass: Class=topLink}[top|#top]{styleclass} {section} {column: width=30%} *15.* Click on the *Settings* link in the *Filters* panel. This will allow you to configure logic and values for both filters. {column} {column: width=70%} !07filterSettings.png! {column} {section} h3. Master Filter {section} {column: width=30%} *16.* Set the *Master Query* filter to be Year *Between* *17.* Click the *Define Value* link and select the *Pre-defined Period* option. *18.* Select the *This Calendar Year* option and click the *Submit* button. {column} {column: width=70%} !08masterFilter.png|thumbnail,border=1! {column} {section} h3. Sub Query Filter {section} {column: width=30%} *19.* Navigate to the sub query filter by clicking on the *Prior Years* tab. *20.* Set the filter to be filter to be Year *Between* *21.* Click the *Define Value* link and select the *Pre-defined Period* option. *22.* Select the *This Calendar Year* option and click the *Submit* button. *23.* Close the Configure Filters panel. {column} {column: width=70%} !09intersectFilter.png|thumbnail,border=1! {column} {section} h2. Save {styleclass: Class=topLink}[top|#top]{styleclass} {section} {column: width=30%} *x24.* Click *Report* > *Save* to activate your report. {column} {column: width=70%} !xsave20save.png! {column} {section} {section} {column: width=30%} *x25.* Set the *Name* of your report to *Intersect Sub Query Tutorial*. *x26.* Set the *Description* to *This report was written using the Sub Query Tutorial*. *x27.* Select *Tutorial* as the *Category*. *x28.* Select *Training* as the *Sub Category*. *x29.* Click *Activate* to finish. {column} {column: width=70%} !x10activate.png|thumbnail,border=1! {column} {section} {section} {section} {column: width=30%} *x30.* You now have an active Intersect Sub Query report. {column} {column: width=70%} !x11active.png|thumbnail,border=1! {column} {section} \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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