Introduction to the Query Panel

Introduction

Prerequisite: Complete the steps in the Create Guide first.

Writing a report in InfoView happens in the Query Panel. The Query Panel allows you to define what information you want to work with in your report. Chances are, you will not want all of the data in the entire universe! Your report will be faster if you aim for precision.

This guide has five sections:

  • The Query Panel: Navigation and Introduction
  • Step 1: Pick the columns (fields) that you want to see in your report
  • Step 2: Limit your rows to just the data that you what you want to work with
  • Step 3: Run your report to retrieve the data
  • Tips and Tricks: Get back to the Query Panel after you've run your report.

Video

The Query Panel

The Query Panel has four main parts:

Screenshot of InfoView query panel

A) The Data Palette shows all of the available objects (fields) in the universe that you selected.

  • The objects are organized in folders by topic which can be opened by clicking the "plus" symbol next to each folder. The folders can be closed by clicking on the "minus" symbol.
  • These objects are used in the "Result Objects" (B) and "Query Filters" (C) boxes.

Screenshot of InfoView folder plus symbol

B) Result Objects are the columns that you want to be available in your report

  • Result Objects are objects chosen from the Data Palette (A)
  • InfoView will not give you any columns unless you specifically choose them
  • You must pick at least one column or your report will not run

C) Query Filters limit the rows that you retrieve for your report

  • Query Filters are built with objects chosen from the Data Palette (A)
  • InfoView will give you all of the rows, unless you specifically limit them
  • Limiting rows requires adding in logic to your query filter. Logic directs the program on how to decide what should be included or what should be excluded.
  • You do not have to limit your results, but we strongly recommend that you do. Queries with no filters take a very long time to load.

D) Data Preview allows the user to view the first few rows of the data returned by your current Result Objects and Query Filters without running the whole report.

Tip: Use the Data Preview Panel button (E) to show/hide this panel.

Tip: Use the Maximize Window button (F) to make the Query Panel fill the browser window.

Step 1: Select Your Columns

Select the fields that you want to have as columns in your report by picking them in the Data Palette and adding them to the Result Objects box.

You can add each object by doing one of the following:

  • Double click on the object,
  • Drag-and-drop the object into the "Query Objects" box or
  • Select the object and click the ">" button next to the Result Objects box.

To deselect an object, complete one of the following:

  • Drag and drop the item from the Result Object box back to the Data Palette or
  • Select the object and click the "<" button next to the box.

Example: In the Course Review Universe, the following objects were picked for columns in the report:

CS Acad Yr, CS Term, CS Subject, CS Course, and CS Course Title

Screenshot of InfoView result objects selection in the query panel

Step 2: Select Rows by Limiting Your Report

Limit the rows that you want to have in your report by adding objects to your Query Filters box and completing the filter logic.

Part 1 - Add a Filter Object

To add a filter object, complete one of the following:

  • Drag-and-drop the object into the "Query Filters" box or
  • Select the object and click the ">" button next to the box

To delete a filter, complete one of the following:

  • Drag and drop the item from the Query Filters box back to the Data Palette or
  • Select the object and click the "<" button next to the box.

It will look something like this:

Screenshot of InfoView Query Filters

  1. Field Name – This is the field that you have chosen to filter on.
  2. Operator – This is the modifier type, such as “equal to”, “greater than” or “matches pattern”. By default, every filter starts with the "In List" operator, which means "equal to one or more values".
  3. Text box – Type in the value that you want to focus on or exclude.
  4. Options for the filter - Check our Select From List Guide or Prompt Guide for more on this.

Your filter will be incomplete at this stage. As your filter currently stands, your report will not limit any value because the text box is unfilled. InfoView cannot know what you want to include or exclude.

Part 2 - Complete the Filter Logic

With the default operator "InList", typing in a value in the empty text box in your filter will limit the result rows to just those that have that value.

Important Note: InfoView will be looking for exact matches only when you type in a field. You'll have to make sure that you're using the right format and include (or exclude) any spaces or leading zeroes in your data.

Example: Limiting Academic Year

Note: The format for this field is YYYY-YY, but other data sets might format their years differently, e.g. YYYY, YYYY-YYYY or even YY. If you are not sure what the format is, consider checking out our Select From List Guide.

The filter shown below will limit the rows in my report to the 2005-06 academic year:

Screenshot of InfoView Filter on year

To filter for more than one exact match, first make sure that your operating is the kind that accepts multiple values. If not, change your operator first. Then, type in multiple values separated by a semicolon and no spaces.

Example: Limiting Academic Years

The filter shown below will limit the rows in my report to the 2005-06 and 2006-07 academic years.

Screenshot of InfoView Filter on year

Step 3: Running Your New Report

If you'd like a preview of your data, click "Refresh" (A) in the Data Preview area.

Otherwise, click "Run Query" (B)

Screenshot of InfoView query panel showing location of the preview and run buttons

Last Note: Don't forget to save your report! Check our our Save and Export Reports Guide for instructions.

Tips and Tricks: Editing

Once your report has finished refreshing, you can return to the Query Panel by clicking on the "Edit Data Provider" button shown below:

Screenshot of InfoView showing the location of the edit data provider button