Table and Views
Once the data has been uploaded or connected with the application, its analysis can be initiated. It can be carried out using three simple tools in a sequence viz. Query Builder, Report Builder and Dashboard Designer, following the ‘From Query’ and ‘Tables and Views’ procedures. Let’s have a look upon the ‘Query Builder’ to know more about the ‘Tables and Views’ procedure first.
The Query Builder is used to create a data model from the data you have uploaded or linked through an appropriate Data Provider. As a user, you have the option to formulate query on the basis of one or more data tables or the fields of your choice selected from any data table. Alternatively, you canals create user-defined columns by using the ‘Insert formula field’ feature
For the Query Builder to run properly, there needs to exist at least one set of data saved through any Data Provider
ADDING NEW QUERY TO THE QUERY BUILDER
- Enter any alpha numeric name, for example “Data01” or “Example_2014_Data”.
- Select the Data Provider of your choice from the options available in the drop-down menu.
- Select the Data Source from the next drop-down menu. This list will be filtered on the basis of the Data Provider previously selected by you.
- From among the tables that are available to you as shown in the drop-down, select the one or more tables or views, you require to create your desired data models.
- Click the ‘Next’ button, and a number of columns denoting different data sets available to you for building the desired query on the screen.
- Check the boxes against the required field names, which will be denoted as columns in the Query Builder dataset.
- Click at the ‘View Data’ button to have a glance upon the visual representation of the selected fields.
- Click at the ‘Save’ button to proceed.
Insert formula field for any user defined column
- Click upon the “Insert formula field” button to create customized calculated metrics for your reporting purposes. For designing the formula, the String, Mathematical, Conditional and Date-Time functions are available to you. Drag the fields available in the left-side pane and drop them in the right-side pane inside the ‘Formula’ field to design the formula. After dragging and dropping the string or numerical data entities in the ‘Formula’ field, you must click at the ‘String’, ‘Date and Time’, ‘Mathematics’ or ‘Conditional’ menus lying above, doing which the Sub-Menus comprising all the functions available to you within a menu will be displayed. Only the appropriate function must be selected for being applied to different entities for the formula to work properly. For example, the ‘Left’, ‘Right’ or ‘Trim’ functions among many others can only be applied to a String entity. If you select them to be applied to a Numerical entity, the formula will not be validated and will be rendered invalid.
- You can assign the formula with an appropriate name and save it for further use. The validity of the formula can be verified by clicking upon the ‘Validate Formula’ button, and it can also be viewed as a new column in the dataset by clicking upon the ‘View Data’ button.
- Validate the formula and if satisfied with the results, click upon the ‘Create’ button.
- Click at the ‘Save’ button to proceed
Data Preview option in Query Builder
At times it is helpful to have a preview of data while building queries for visualization. If you wish to preview the data saved within Sheets inside the Query Builder section, you can do the same by clicking the ‘View Data’ button. It provides a quick preview of the data as follows:
Create relation in multiple tables and views
Within the Visualr ‘Query Builder’, you may create relations among multiple tables and views for connecting variables from different tables and views to each other. It helps in generating reports that extract and display data from various sources and datasets in a single dashboard.
Advance condition in multiple tables
While creating relations in multiple tables and views, some advanced conditions may also be attached while creating the connections. These conditions may adhere to various parameters such as ‘Coupling’, ‘Fields’, ‘Condition’, ‘Field’ and ‘Value’.