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The SQL Wizard


The SQL Wizard makes it easy to select a subset of data in an SQL data source. For example, instead of creating a table of all your customers' companies, you could use the wizard to create a table of companies beginning with "A" only.

This brief article will introduce you to the wizard.

The SQL Wizard Interface



The wizard is composed of four sections: the Data pane, the "Middle" pane, the Returned Data pane, and the Select Statement pane.

The Middle pane is where you select data subnodes that you would like returned, create conditions that will be applied to the data, and create joins (two tables or more). The columns area is where you drag all data subnodes that are going to be used in your report (this is so you don't have to sift through all of your data, just the information you need). The filters area is where you create conditions. A condition is made up of a node, a comparison, and a value. You can see those three elements labeled in the diagram above.

  • The node (or subnode) is the data upon which you want to create a condition. In this example's data source, the node contains the customers' company names.

  • The comparison is a drop-down list whose options are equal to, not equal to, greater than, greater than or equal to, less than, less than or equal to, contains, and starts with. In this example, we chose the comparison "starts with."

  • The value is what the data in the node will be compared to. In this example, we chose the value "A."

The Joins area is where the wizard connects data from two different tables when values overlap. For example, the join above is connecting the Customers table and the Orders table through the Customer ID field.

The Data pane is where you can see all of your tables. When selecting which nodes to use, you can drag them directly from the data pane to the columns area. 

The Returned Data Table is what you see when you have created a condition.  It shows what data will appear when you run a report, and in that way it is similar to the Evaluate pane in the Tag Editor.

The Select Statement pane shows the SQL select statement created by the condition. When you click OK to close the wizard, this is the text you will see in the select bar of the Tag Editor.

You may create multiple conditions within the wizard. If you do so, the wizard gives you the option of determining whether all or any of the conditions must be met.

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