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The Portfolio Query Editor lets you build simple or compound queries of the projects displayed in a Portfolio Data form.

  • You can create compound searches linked with the And, Or, or Except conjunctions. For example, you can use the Query editor to perform a query for all projects with annual revenues greater than $50,000 or which cost more than $30,000.
  • You have the project of searching through a subset of projects or all the projects in the Portfolio.
  • The Query editor remembers your last query. You can edit the query or clear it and enter a new query.
  • The form is opened using the "Query..." menu item in the "Portfolios" menu or by using the [Query] button on the Portfolios form.

The Query editor contains the following areas:

  • Query area: This area displays the query as you create it.
  • Available Fields menu: This menu allows you to select the Attribute or column value that you want to query
  • Comparisons Operator area: This area displays a list of comparison operators.
  • Conjunction buttons: This area contains three buttons that correspond to conjunction operators you can use to join the current simple query to the previous simple query.
  • Value area: You enter the value for which you want to search in this area. This may be a text, number, date or pop-up list depending on the selected field in query statement
  • Query in selection button: This button performs the query only on a selected subset of records in the current Portfolio.
  • Query editor buttons: You use these buttons to cancel or execute the query.
  • Restore Last Query: This restores the last query you performed since you opened the Portfolio. When the Portfolio is closed, the last query is deleted from memory.
  • Query area line buttons: Use these buttons to clear all the lines, clear a selected line, insert a line, or add a line

To create a query:

1. Open the Portfolio that you want to query, and choose the "Query..." menu item from the Portfolio menu.

2. Click on a column or attribute name in the "Available Fields" list. The name will appear in the first line in the Query area.

3. Click on a comparison operator in the Comparisons Operator area. Your choices are:

  • Is equal to
  • Is not equal to
  • Is greater than
  • Is greater than or equal to
  • Is less than Is less than or equal to
  • Contains (Alpha and Text fields only)
  • Does not contain (Alpha and Text fields only).

4. Type the value you want to search for in the Value area.

5. If you want to add another simple query, click [Add Line]. Bubble Chart Pro™ adds a new line using the "And" conjunction operator.

6. If you want to use the "Or" or "Except" operator, click the desired conjunction operator button.

7. Repeat steps 2 through 4 to build the second simple query.

8. When you build a compound query, Bubble Chart Pro™ evaluates the simple queries in the order in which they appear in the Query editor (i.e., from top to bottom). There is no precedence among the conjunctions. In other words, And does not have priority over Or. Therefore, if you use more than two simple queries when building the compound query, the order in which you enter the simple queries can affect the results of the query. If you need to add a third simple query, you can choose to either add the condition to the existing compound query or insert the new simple query between the first two simple queries. To add the new query to the end of the existing queries, click Add Line. To insert the new query, highlight the last query and click Insert Line. The new query is inserted above the line you highlighted.

9. As you build the compound query, you can modify existing parts of the query by clicking the line you want to change and clicking a new field or operator, or typing a new value. For example, if you decided to replace the Revenue search field with the Cost field, you would select the second line and click the Cost field. You can remove a simple query by selecting the line and clicking Delete Line. In a compound search condition, you can remove one line of the condition by clicking the Delete Line button.

10. Click Query to search the entire Portfolio or Click Query in Subset to restrict the query to the selected subset of projects. Click the Cancel button to put away the Query editor without doing a query.

Saving a Query

After you create a Query, you can save it to use again later. Click the [Save] button under the "Saved Queries" listbox to open the "Name Save Query" form. To use a saved Query, click on the Query name in the "Saved Query" listbox to load the query. To delete a saved Query, click on the query name in the "Saved Queries" listbox and then click [Delete]. The delete operation cannot be undone.