Wiki Markup |
---|
{anchor:top} {toc: class=contents} h2. Introduction {styleclass: Class=topLink}[top|#top]{styleclass} In this tutorial, we will walk through setting up a *Union* sub query. A good way to this about *Unions* is - use them if you need to combine multiple fields into the one column, either from the same or different views or sources. In this scenario our main report will have a list of invoicing figures by region, we will then use the Union query to display negative cost figures in the same column, and then add sub totals to see the total income for each region. h3. Master Query The Master Query is going to include: # Camp Region # Calculated Field: "Invoiced" text label # Sum Invoiced Amount h3. Union Query The Union Query will include: # Camp Region # Calculated Field: "Cost" text label # Calculated Field: Sum Cost * -1 (to convert the Cost figures to a negative value) 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! *Athelte Country* dimension and !rpt_metric.png! *Invoiced Amount* metric into the *Columns* list. *5.* Drag and drop the !rpt_dim.png! *Year* dimension into the *Filters* list. {column} {column: width=70%} !x.png|thumbnail,border=1! {column} {section} h2. Union Query {styleclass: Class=topLink}[top|#top]{styleclass} h3. Create Union {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 *Union* and Style to *Basic*. *8.* Click *Ok* to set up the query. {column} {column: width=70%} !x.png|thumbnail,border=1! {column} {section} h3. Configure Union {section} {column: width=30%} The first thing you will need to define, when setting up a sub query, is the join type, and join fields. *9.* Ensure the join type is *Left Outer Join*. *10.* Select the *Athlete Country* field in the *Master Query Fields* drop down list. This is the field you wish to join the Sub Query to. *11.* Drag the *Athlete Country field in to the *Sub Query Fields* box in order to join it to the Master Query. {column} {column: width=70%} !x.png|thumbnail,border=1! {column} {section} h3. Name & Save {section} {column: width=30%} *13.* Change the name of the Sub Query to *Previous Year*. This will later help identify the sub query, especially useful if you have multiple sub queries. *14.* Save the Sub Query. {column} {column: width=70%} !x.png|thumbnail,border=1! {column} {section} h3. Edit Settings {section} {column: width=30%} *16.* 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. Formatting {styleclass: Class=topLink}[top|#top]{styleclass} {section} {column: width=30%} *23.* Click on the first *Sum Invoiced Amount* field's drop down list and select *Format*. {column} {column: width=70%} !x.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *24.* Change the *Display* name to *Invoiced 2014*. It's important to do this to provide the user with some context to help differentiate between the queries. {column} {column: width=70%} !x.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *25.* While still in the *Column Formatting* menu, select the *Sum Invoiced Amount* field from the list on the left. *26.* Set the name to *Invoiced 2013* and close the menu. {column} {column: width=70%} !x.png|thumbnail,border=1! {column} {section} h2. Save {styleclass: Class=topLink}[top|#top]{styleclass} {section} {column: width=30%} *27.* Click *Report* > *Save* to activate your report. {column} {column: width=70%} !x.png! {column} {section} {section} {column: width=30%} *28.* Set the *Name* of your report to *Append Sub Query Tutorial*. *29.* Set the *Description* to *This report was written using the Sub Query Tutorial*. *30.* Select *Tutorial* as the *Category*. *31.* Select *Training* as the *Sub Category*. *32.* Click *Activate* to finish. {column} {column: width=70%} !x.png|thumbnail,border=1! {column} {section} {section} {column: width=30%} *33.* You now have an active Append Sub Query report. {column} {column: width=70%} !x.png! {column} {section} \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
Page Comparison
General
Content
Integrations