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Add a Table

The following article is a brief overview on adding tables.

New Query

  1. Select the tables (files) or queries (EDQs) required for the query.

  2. After logging into a database, the Add Tables panel appears, listing tables from the database assigned to the connection, or, specified in the previous Login panel, and listing queries associated with the connection. A user's ability to select a table, view, and/or synonym for a specific standard connection is determined by the user's Application Configurator settings.

Note:
  • For all connections types, excluding SAP: the first time the Tables panel is accessed for a connection, the system builds a cache of available tables. The time required to load the tables varies based on the number of tables. When the Add Tables panel is subsequently accessed, the connection processes faster, as the tables are loaded from the cache. Click the Refresh button () to rebuild the cache.
  • For SAP connections only:
    • To build the cache of available tables, enter criteria in the Search For field, click the Search button (QD_Search), and enter your login credentials. The system loads the table(s) matching the search criteria to the cache. Repeat this process to load additional tables to the cache. Leaving the Search For field blank, and, clicking the Search button (QD_Search) loads all SAP tables to the cache. When the Add Tables panel is subsequently accessed, the connection processes faster, as the tables are loaded from cache. Click the Refresh button () to clear and repopulate the cache with the tables previously flagged as Favorites.
    • The EDQs tab does not appear in the Tables panel, as an existing query may not be selected as the source of a new query.

Existing Query

To add a table or view to an existing query, from the Spreadsheet Server Ribbon, select Home > Show Table List.

Add a Table, View, or Query to a Query

  1. Use the search box to search for the desired table, view, or query.
  2. To add tables to the Favorites list, click the star associated with the table, located in the right-most column of the grid. The respective tables are added to the Favorites tab. If desired, click the Favorites tab, and assign an alias name and/or modify the description of the selected tables, to aid in identifying tables in the Favorites tab.
  3. To select a table, view, or existing query for a query, from the Add Tables panel, select the table, view, or query, and click OK. The table, view, or query are added, and Query Canvas appears. To:
    • Select a single table, view, or query: double-click the table, view, or query, or, select the table, view, or query, and click OK.
    • Select multiple tables, views, or queries: press and hold the Ctrl key, as tables, views, or queries are selected.
    • Select multiple tables, views, or queries in a range: select the first table, view, or query in the range, press and hold the Shift key, then select the last table, view, or query in the range.

      • Tip: Right-click a table, and, select Hide or Unhide, to hide or unhide it.

  4. To add another table, view, or query to the query, from the Spreadsheet Server Ribbon, select Home > Show Tables List, or, right-click any open gray space in Query Canvas. The Add Tables panel appears. Repeat step 3 until all tables, views, or queries have been selected.
  5. If the database environment has been changed (for example, an upgrade or maintenance fix of the ERP software that includes table additions or restructures), click the Refresh button () to refresh cache and the list of tables. The system re-reads the database schema, clears, and rebuilds the cache, then refreshes the listed tables and their structures.

    6. Note: For SAP connection types only, click the Refresh button () to clear and repopulate the cache with tables previously flagged as Favorites.

  6. Auto Join is selected by default. This option analyzes the primary and foreign key relationship in the database, and creates table joins automatically.
  7. If more than one table, view, or query was selected for the query, proceed to the next step: Create a Relationship. If only one table, view, or query was selected, proceed to the step: Select and Create a Query Field.

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