P5 Help

 

 

Query Management

 

The Query feature is used to query the P5 database. Simple and complex filter statements can be built using the Filter Editor and the results set can be exported, used to create a Tag List, or updated. Filter statements can also be used to create Custom Validations.

Query Properties

The name, description, created date, and modified date of the Query.

Group By Panel

Displays the group by fields for the Query and gives access to the Group Summary Editor and other group by properties via a right-click context menu.

Filter Editor

Used to build the statements that define the Query.

New Query

Used to create a new Query.

Open Query

Used to open a previously saved Query.

Save Query

Save the active Query.

Save All Queries

Save all open Queries.

Reset Query

Undo any changes made to the active Query since the last time it was saved.

Update Query Results

Used to update the records returned by a query.

Export Results

Used to export query results to CSV or Excel file.

Custom Validation

Used to create or update a Custom Validation tool from the definition of the active Query.

Create Tag List

Used to create a Tag List from the results of a Query.

Print Results

Print the results of a Query.

Show Column Chooser

Used to add available columns to the Query results set.

Show Query Editor

Shows the Filter Editor, which is used to build the statements that define the Query.

Clear Query

Clears all statements from the Filter Editor.

Disable Filter

Uncheck this box to temporarily disable the filter, but not clear it. Check the box to enable it again.

Filter Details

Displays the Query definition.

Edit Filter

Opens the Filter Editor for the active Query.

Clear Filter

Clears all statements from the Filter Editor.

 

 

Group Panel Right-click Context Menu

 

Full Expand / Collapse

Expand (show all records) or collapse (hide records) all groups in the Query results.

Sorting

Sort records in ascending or descending order using the group by field. If summary values have been enabled, the Sort by Summary option allows sorting by those values.

Ungroup / Hide Group Panel

Select Ungroup to remove the group by field. Select Hide Group Panel to hide the panel from view. The group by will still be in effect if the panel is hidden.

Column Chooser / Best Fit

Open the column chooser to add available columns to the Query results. Select Best Fit to make all column widths fit the contents of the fields.

Group Summary Editor

Opens the Group Summary Editor.

Filter Editor

Opens the Filter Editor.