Use Query Editor

Learn how to use the Query Editor to retrieve dynamic data from a data source so that you can include the data in a new dashboard chart.

Complete the following steps to select a source and define data from that source to use in the Orders by Country {parm} chart. The Orders by Country {parm} chart is shown in the sample dashboard containing sales performance data for the example company, Steel Wheels.

1. Navigate to the User Console Home page.

2. Click Browse Files.

3. In the Folders pane, click to expand the Public folder, and then click the Steel Wheels folder.

   The content of the Steel Wheels folder opens in the Files pane.

4. In the Files pane, select Sales Performance (dashboard).

5. In the File Actions pane, click Edit.

   The Editing: Sales Performance (dashboard) tab opens.

6. In the Editing: Sales Performance (dashboard) tab, navigate to the Orders by Country {parm} pane.

7. Click the Insert Content icon, and then click Chart.

   The following image shows the Insert Content icon and the Chart option.

   

   Location of the Insert Icon and Chart list option in the Query Editor.

   Item	Name
   1	Insert Content
   2	Chart

   A warning opens for discarding current content.

8. Click OK.

   The Select a Data Source window opens.

9. Select Orders and click OK.

   The Query Editor window opens.

10. In the Categories / Columns pane, click to expand the Customer list.

11. Select Territory, and then click the top right arrow to add the Territory column to the top right table.

    The following image shows the Territory option that you select in the Categories / Columns pane, the top right arrow that you click to add the Territory column to the top right table, and the top right table where you add the Territory column.

    

    Location of the Territory option, top right arrow, and Territory column in the Query Editor.
12. In the Categories / Columns pane, click to expand the Orders list.

13. Select Total, and then click the middle right arrow to add the Total column to the middle right table.

14. Click Preview to preview the table with data from the source that you selected in the columns that you added.

    The following image shows the Preview window that contains a table with order data in the Territory and Total (SUM) columns.

    

    Preview window in the Query Editor.
15. Click Close to close the Preview window.

16. Click OK.

    The Chart Designer window opens.

Learn how to create a chart in the tutorial, Use Chart Designer.