Introduction
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In this tutorial, we will walk through setting up an append sub query in order to compare two years worth of figures.
A good way to think about Appends is - use them if you need to add a column to a report that requires filters different to the rest of the report.
In this scenario our main report will look at invoice figures by country in 2014. The column we want to add is the invoiced figures in 2013. The filters Year = 2014 and Year = 2013 conflict, so the additional column will have to be added through the append.
Master Query
The Master Query is going to include:
- Athlete Country
- Sum Invoiced Amount
- Filter: Year = 2014
This will mean that we have Country as a common field for 2014 and 2013 so this will form our join when we add the Append.
Note: sometimes you will have a case where you don't wish to filter the Country list by 2014, this may be because some countries have no results for 2014 yet. In this case you would have Country in the Master Query, and an Append Query for each Invoiced Amount.
Append Query
The Append Query will include:
- Join: Athlete Country
- Sum Invoiced Amount
- Filter: Year = 2013
This will be joined to the Master Query using the Athlete Country field. The query will be filtered by Year = 2013, and will include a copy of the Sum Invoiced Amount field to be filtered.
Initialise
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1. Click on the Create link and select Report to begin building your report.
2. You should now be on the Initialise Report page. Select the Drag and Drop Builder as the build tool.
Master Query
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Append Query
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Create Append
Join Append
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.
Filters
Name & Save
Add Column
Edit Settings
16. If you need to make changes to your sub query setup at all, click the Edit Settings link.
Apply Filters
17. Once your sub query is ready, navigate back to the Master Query by clicking on it in the sub query panel on the left of the page.
18. Click on the Settings link in the Filters panel. This will allow you to configure logic and values for all filters.
Master Filter
Sub Query Filter
Formatting
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Save
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27. Click Report > Save to activate your report.
33. You now have an active Append Sub Query report.
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