DARTS : Creating a New Query 

Steps in Creating a New Query with Query Manager

1. Design the report layout on paper or in your mind (optional)

2. Select the Records to be used

3. Select the Fields to be displayed on the report

4. Create Criteria (see Changing a Selection for Variables in a Criteria)

5. Create Prompts if desired  (see Adding a New Prompt)

6. Create Expressions (see Creating Expressions)

7. Arrange Fields in the correct order (Column Order)  (see Editing Queries#columnorderColumnOrder)

8. Select Sort Order if desired  (see Editing Queries#SortingOrder)

9. Save Query (see Editing Queries#Sign/Comment)

10. Run report

Important Terms and Symbols

Regardless of which database you are working with, there are some basic functions that apply to creating any new query.

Add Record	Click this link to access the Query page, where you can add fields to the query content or add additional records.
Show Fields	Click this link to display the fields included in the record.
Col (column)	Displays the current column number for each field listed.
Query Name	New Unsaved Query appears in this read-only field until you change it on the Properties page. This field appears on all of the Create New Query pages.
Record.Fieldname	Displays the record alias and name for each field listed.
	Indicates key fields. Show on the left of key fields
	Click the Delete button to delete the row. A confirmation message appears. Click the Yes button to proceed with the deletion. Click the No button to cancel the deletion.
	Click the icon to open the Edit Criteria Properties page, where you can determine how this field will be used as a criterion for the current query.
	From the Query tab, click the Folder button to view the fields for the chosen record, if they are not already displayed. Query Manager expands the record so that you can see the fields and make sure that this record has the content that you want. Click the Folder button again to hide the fields for a record.

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Creating a New Query

After navigating to Query Manager (you cannot edit or create queries with Query Viewer), select the Create New Query option.

In the Description box of the Search By bar, begin typing the name of the table (record) you want to use in your query. If you don't know the table name, see Finding Your Data page for finding table. You can also see UMS Index of Reporting Tables page.

If you want to view a record's fields, click Show Fields next to the record. A page displays the record's fields. You can use this information to verify whether you want to base the query upon this record. Some tables are documented on UMS Index of Reporting Tables page.

Click Return when you have finished looking at the fields.

Select a table (record) for your query using the Add Record link.  This takes you to the Query tab from which you can select which fields from the selected record to add to the query.

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Records (Tables)

To select a record:

Find the record upon which to base the query.

If you know the entire record name, description, access group name, or field name included in the record, select the appropriate item in the Search By drop-down list box. Enter the name in the field (or click the Look Up button if searching by access group name). Then click the Search button to display a list of records that match your search criteria.

You can perform a partial search by entering part of the name in the Search By field.

You can perform an advanced search by clicking the Advanced Search link. You can perform a progressively narrower search by selecting conditions for the record name, record description, or field name contained in the record, and then entering an appropriate search string in the fields that correspond to your selections. For access group name, select a condition, click the Lookup Name button, and then select the access group name from the list of access group trees that appears.

If you want to view a list of available records, leave the field blank and click the Search button to display a list of up to 300 records.

By default, only the first 20 records appear on the page. To see more of the list, use the navigation buttons and links located on the header bar. To display 100 of the records, select the View 100 link, and use the scrollbar to go through the rest of the list. 

Record Joins

If information is not on the table you added first, you can add more tables to the same query.  Please see Creating Record (Table) Joins for detailed instructions for joining tables.

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Query Fields

After adding a record, you are presented with the Query page.  It will show all of the fields in the selected record (table).

On this page, you can choose the fields or adding criteria for the query.

The screenshot and table below describes each function on this Query page.

You can always go back and add more fields.

After you finish choosing the field, you can go to the Fields page to see the information about the fields to be used in the query.

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Fields Page

This page show information about the fields to be used in the query.

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Field Properties

The query tool allows you to change certain field properties by clicking  next to the field. 
 

Fields that don't have translate values associated with them will not show that section when they are edited.
 
Example for changing the heading text is on this page.

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Additional Features

There are a lot more you can do in a query. Click the following links listed with each feature.

• Create Criteria (see Changing a Selection for Variables in a Criteria)
• Create Prompts (see Adding a New Prompt)
• Create Expressions (see Creating Expressions)
• Arrange Fields in the correct order (Column Order)  (see Editing Queries#columnorderColumnOrder)
• Select Sort Order (see Editing Queries#SortingOrder)
• Save Query (see Editing Queries#Sign/Comment)

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