Dental Lab Customer & Production Management

Creating a Query

Creating a Query

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Creating a Query

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Navigation:     Click on Advanced Query Builder icon in Main menu  or Tools > Advanced Query  

V12 - Advanced Query Builder - navigation

Advanced Query Builder navigation

 

1.In Advanced Query window click on V9 - New Query.

2.Advanced Query Editor form opens as shown:

V12 - Advanced Query Editor - form

Advanced Query Editor

3.Define Query Name (ex: Customers by State)

4.Add Query Limit - this field is used to set a limit for a maximum number of records to View. It does not impact the result set when the query is used or exported. . If set to 100 then first 100 records that correspond to the query will be received. You may leave the box unchecked so no limit is set.

5.Select Table - this drop down is used to select a table in the database from which the query will be pulling data from. This is also referred to as the BASE table. For example, you are able to choose from: Customers, Calls, Cases, Products and many more. Each table has it's own set of columns. See here the list with all tables and columns.

Please note: Depending on the base table selected, you may see different set of tables shown in the screenshot below.

Some tables will have limitations on what values will be returned.

Cases - excludes Adjustments, memos, and Finance Charges.

CatalogProducts - excludes inactive products.

V12 - Advanced Query  - table

Tables

6. Add Expression - You may select to add an expression either by double clicking from the left-hand pane or by selecting the V9 - Add Expression  - Add Expression option from advanced query.

Click on V9 - Add Expression

Add Expression form is displayed.

Table is set.

Select Field.

You will also need to select an option in the blank drop down menu. The available options you may select from the the drop down menu depends on the base table selected.

When a value is selected, you can choose either a fixed value or ask for values. These will be the values that the query will look for and will either pull or not pull data depending on the drop down selected referenced above.  

V12 - Add Expression form

Add Expression

When all properties are configured, select V9 - OK 2 to save.  

hmtoggle_arrow1Please note: You may add several expressions.

 

Expression is added:

V12 - Advanced Query Editor - form - after expression

Advanced Query Editor - Expression is added

7.Add Advanced Expression - This option allows you to manually type in a set of values to narrow down the results to a specific data set.

Please note: This feature is not recommended if you are not familiar with the syntax used in writing advanced expressions. MTS Support Team does not provide training on how to use the appropriate syntax for the advanced expression option.

Click on V9 - Add Advanced Expression

Manually enter the expression

V12 - Add Advanced Expression

Add Advanced Expression

 Please note:

Only WHERE clause should be entered in the expression

Must use double quote instead of single

All aliases should be named

All key words must be in uppercase

All SQL functions must be preceded with  @ i.e. @getdate(), @left(), @coalesce(), @Year(), @Convert()

Most but not all SQL functions supported i.e. CharIndex()

 

Click Save and Close

8.Order Expression - This field may be used to sort a field in the query, in either ascending or descending order.

Click on V9 - Edit - short button next to Order Expression field.

From here, you can select any order expressions. Select Table and Field that will be sorted on the left panel.

Click V9 - Add

V12 - Advanced Query  - sort

Sort Expression

On Sort Expression form you will be able to select the sort order: Ascending (ASC) or Descending (DESC). You may now modify the Table and Field if you change your mind.

Click V9 - OK 2

Please Note: You may Add more sorting expressions.

V12 - Advanced Query  - sort - expression added

Sort Order - Expression added

To Delete an Expression just select it and click on V9 - Remove

When done click V9 - OK 2

9. Once the sort expression has been added, the order expression will show in the field.

V12 - Advanced Query Editor - form - before expression

Advanced Query Editor

10. You may Edit or Delete Expressions. Click on the line and select V9 - Edit Expression or V9 - Delete Expression. When editing you can change fields values as described above while adding.

11. Add Group – This option allows you to group a set of expressions within another expression.

12. Finally you can Preview Query. Click on V9 - Preview Query

V12 - Preview Expression

Preview Query

13.All Customers that correspond to the created query are displayed.

14.Click V9 - Close to return to Advanced Query form.

15.After previewing the query, if you are satisfied with the results in the preview, select V9 - Save to save the query.

16. In order to have the Query available in Customer form you need to Publish it.

 

See also:

Advanced Query Builder

Query Examples