Chat now with support
Chat with Support

Stat 7.0 - Web User Guide

Stat Web Queries CSRs Workflow Tasks CSR Logs Change Management Object Migration Process Requests CSR History CSR Migration Path Job Monitor Test Connect Reports

Filtering queries

Query results are displayed in a tabular format. Filtering a query entails specifying which columns you want visible and in what order and then specifying the range of values you want a particular column to display.

To filter a query:
1
Click Query Settings on the tool bar located in the top right corner of the query.
This opens the Query Settings Wizard for that query.
2
Select the Columns tab.
The left side of the window shows all the available columns that can be displayed in the query. The right side shows the columns that are currently visible in the query. From here you can add more columns to the query, remove any you do not want visible, and change the order in which the visible columns are displayed.
3
In the Available Columns field, click each column you want displayed in the query. Hold down the <Ctrl> or <Shift> keys to make multiple selections. Then click Show to add these columns to the list of visible columns.
4
Optionally, if you want to remove any columns from the query, select them in the list of visible columns and click Hide.
5
To change the order in which columns are displayed in the query, select the column you want displayed first and click Move Up until it is at the top of the list, and so on for the remaining columns until they are in the order you want.
6
Click the Filters tab.
Filtering a column involves specifying the type or range of values you want that column to display. Depending on the column, the values you specify can be either user-defined or selected from a pre-defined list.
The Available Columns field shows all the columns that can be displayed in the query. When you select a column, the Operands field shows all the functions that can be applied to the range of possible values for that particular column. For example, if in a CSR query you select the Assigned User column, the Operands field includes only the functions equals and does not equal, because there are a finite number of users defined in the Stat Repository and a CSR can be assigned to only one user at time. Similarly, if you select the column, #of Objects, the list of Operators includes numeric functions, such equals, greater than, less than, and so on. After specifying the numeric function, you need to enter a number in the Value(s) field.
Stat Web supports advanced filtering based on AND/OR logic:
•
You can apply as many filters to a query as you want. In this case, the multiple filters work in conjunction based on AND logic. For example, you define two filters, one that says the value in the CSR Type column must equal In Development, and another filter that says the # of Objects must be greater than 10. When searching the Stat Repository, the query returns only CSRs that are type In Development and are associated with more than 10 objects.
•
You can define an extended filter based on OR logic. This is done by selecting multiple values, either by holding down <Ctrl> or <Shift> keys or, in the case of numeric values, by specifying a number, clicking the + button next to the Value(s) field, and specifying an additional number. For example, you want a CSR query to return only CSRs that are associated with exactly 5 or 10 objects. To do this you would select the column # of Objects, the operator equals, and in the Value(s) field enter then number 5. Then you would click the + button and in the next Value field enter the number 10.
7
Select the column you want to filter in the Available Columns field.
8
Select the Operator function you want. Then, depending on the column and operator, specify or select a value in the Value(s) field. To define an extended filter, select a value, click the Add Filter button beside the Values(s) field, and then repeat the steps with additional values.
* 
NOTE: For date-specific columns, such as Created On and Due Date, the Value(s) field features a Calendar popup which you use to specify a date or range of dates. If you want to specify the current date and time, select the Now check box. This adds the environment keyword ${now} which is used as a comparison value against values in the database. For example, if you defined the following filter in a CSR query, [Created Date] between “Sep 15, 2004” and “${now}”, the query would return all CSRs created since September 15, 2004 and when the query is run or refreshed.
9
After defining the filter, click Add Filter. The filter equation is displayed in the Filter field.
10
Define any additional filters you want to apply to the query. Multiple filters are applied in an “AND/OR” format. If you want to remove a filter, select it in the Filters field and click Remove Filter.
* 
NOTE: The Assigned User column features the environment keyword value ${UserId}, which specifies the currently logged in user. This value is used by system administrators to define default queries available to all users, such as the My CSRs query.
11
When finished, click Finish to save your changes and close the Query Settings Wizard, or click Sort Order to specify the sort order for values displayed in particular columns.

Sorting queries

In the Sort Order tab, you can specify whether you want values displayed in particular columns displayed in ascending or descending order.

To sort a query:
1
In the Query Settings Wizard for the query you want to sort, click the Sort Order tab.
2
Select the column(s) you want to sort in the Available Columns field. Hold down the <Ctrl> or <Shift> keys to make multiple selections.
3
Click Add.
4
For each column you add, specify whether you want the values to be sorted in ascending or descending order.
5
If you are basing the sort order of a query on multiple columns, use the Up and Down arrow buttons to change the order in which the columns will be sorted, so that the first column you want the sort order to be based on appears at the top of the list, and so on.
6
To remove a column from the sort order, select its corresponding check box, and click Remove.
7
When finished, click Finish to save your work. The CSR Console displays the sorted query.

Exporting queries

You can export the contents of a query in a number of different file formats. This feature can facilitate printing when a query contains an especially large amount of data.

To export a query:
1
Click the Export button on the query’s toolbar located in the top right corner of the query.
This opens the Export Settings window for that query.
2
Select the file format in which you want to export the query. Options include CVS, Excel, PDF, HTML, and Text.
3
Click OK.

Using pages

If you have several queries displayed in the CSR Console, it may be difficult to navigate through all the available information. One way to organize your queries is to display them on separate pages. This way, you could have one page for CSR queries, another page just for task queries, and a third page for approvals, or you can have pages which display queries only for specific users or service domains.

When you first log in, the CSR Console features one default page, My Stat.

To add a page, click the Add Page link in the CSR Console. Then in the Add Page dialog, enter the name you want for the new page and click the Add button. To remove a page, open it and click Remove Current Page. You can remove any page in the CSR Console, including the default page, MyStat. The CSR Console must always contain at least one page.

* 
NOTE: Removing a page does not delete the queries that are currently displayed on that page. The queries remain available in their respective submenus where you can add them to a different page as needed.

 

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating