Using IntelliQuery to Find Data

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About IntelliQuery

 

As the term may suggest, IntelliQuery is an intelligent query tool that can help you find specific data in your ManageMore database.  Once found, the data can be viewed, edited, exported and/or printed out.

 

To perform an IntelliQuery search, navigate to the list that contains the data you are looking for.  Click on the IntelliQuery button on the list toolbar to start the IntelliQuery process.  A window will then appear noting what queries have been saved already as well as several buttons to help you select, create, edit, or remove queries from your list (see Figure 2-6).

 

 

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Field by Field Help - IntelliQuery selection screen

 

Buttons

 

New

Create a new IntelliQuery using the IntelliQuery Wizard.

 

Edit

Edit a currently saved IntelliQuery using the IntelliQuery Wizard.

 

Delete

Delete a currently saved IntelliQuery.

 

Select

Run a currently saved IntelliQuery.

 

Close

Close the IntelliQuery window and return to the previous list window.

 

Fig2-8

Figure 2-6.        The IntelliQuery selection screen

 

 

 

 

 

IntelliQuery Wizard

 

The IntelliQuery Wizard (see Figure 2-7) is used to create and edit queries in ManageMore. This wizard will walk you through the process of selecting the fields and criteria to be used to search for the data you need.  You can set multiple criteria and boolean operations (i.e. and/or) to combine the criteria.

 

 

 

 

Field by Field Help - IntelliQuery Wizard

 

Buttons

Manualgear

Define your query using manual source code syntax.  This function is for advanced users who have a knowledge of programming and ManageMore's database field names and functions.

 

Back

Go back to the previous step.

 

Next

Click this button or press <Enter> to go to the next step

 

And

Select another field to search by; each individual condition must be true.

 

Or

Select another field to search by; at least one individual condition must be true.

 

Edit

Edit the highlighted condition.

 

Delete

Delete the highlighted condition.

 

Finish

Finish the wizard.

 

Cancel

Cancel the creation/edit of the current query.

 

Fig2-9

Figure 2-7.        The IntelliQuery wizard

 

 

Fields

 

Fields to Evaluate

This list contains all of the available fields on which you can base your search.  In most cases the list will contain fields from the file you are listing (e.g. Payments), but also fields from related parent files (e.g. Customers).

 

Operation Selection

This list contains the available operations that are used to compare the field you selected to another value.  For example, if you are looking for a value that begins with "C", you should choose "Begins With".  The operations available depend upon whether a numeric or alphanumeric field is chosen.

 

Value Entry

This is used to set the specific values that you want the IntelliQuery to search for.  There are several options available:

 

Constant Value Choose this option to make comparisons based on a specific value.

 

Another FieldChoose this option to make comparisons based on the values provided by another field in the same list.  After choosing this option, you would then choose the other field whose values you want to compare to the first field chosen.

 

ExpressionChoose this option to make comparisons based on a computed expression.

 

Compare Using Absolute Values

Checking this box will tell IntelliQuery to ignore whether the value being compared is positive or negative, as long as the value matches. This option is available on numeric fields.

 

Compare Using Case Sensitive Matching

Checking this box will tell IntelliQuery to match the value that is entered, with the same capitalization.  This option is available on alphanumeric fields.

 

 

 

Viewing Query Results

 

Upon finishing the Query, you will come back to the original list. ManageMore will identify all of the records that conform to your criteria by placing a small icon to the left of each record.  To easily view those that are matches, you may use the query navigation buttons in the lower right hand corner of the list (see Figure 2-8).  Clicking the Show matching/all button will toggle the list to show only the matches to your criteria.  Clicking again will show all records.  You can also navigate to the First, Previous, Next, or Last matching record by clicking the appropriate navigation button.

 

 

Fig2-10

Figure 2-8.        Query Navigation buttons

 

 

 

Q & A - IntelliQuery

 

Q01.If I create a query, do other users have access to the query?
A01.Yes.  Saved queries are shared among all users of the system.  You can restrict which users can select queries using the Security Administrator.

 

Q02.Some queries show fields from tables other than the one I am viewing. Why is that so?
A02.The program includes fields from the table you are viewing, as well as related records.  For example, the transaction tables also include fields from the customer table, which is related.

 

Q03.How do I display only the records which match my query?
A03.Select the Show Matching button on the bottom right hand corner of the list.  Do note, however, that viewing query matches only may cause a performance issue on larger databases where few query matches are present.

 

Q04.I don't see my question here.  Where else can I get information?
A04.Visit our website's Technical Support section.

 



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