Starting the editor in the Workbench

System-Requirements

In order to create or edit query within the Workbench, it must be installed on your computer and you need an account with the appropriate access-rights of (administration rights) for the instantOLAP server. Read the Workbench documentation for further details.

Creation of new queries

There are three different ways to create a new query within the Workbench: Using the menu, using the toolbar of the Workbench or using the context menu of a folder within the Repository-Explorer.

Creating queries using the menu or the toolbar

Use the menu-item "Query/New query" in order to create a new query. Then a dialog opens in which you have to specify the model, the folder and the filename and some general properties of the new report.

The new-query button

Alternatively to the menu you can also use the button "New query" from the toolbar of the Workbench.

Setting the model

1. Selection of the model: At first you have to determine the model on which your new query will be based. In the drop down field "Model" only the models are shown for which you own sufficient access-rights.

After you have chosen the model press the button "NEXT >>" to proceed with the wizard and to continue with the next page (selection of the folder and filename).

Selection the queryfolder and -name

2. Selection of the folder and filename: Contrary to Web-Frontend can you can define a filename for your query and define the folder where it will be stored. An additional page will appear in the wizard after the selection of the model.

Select the folder with "Folder" drop down box and change the filename in the field "Filename" if wanted.

The filename must always end with the extension ".query", otherwise the wizard will not accept the filename and show an error message. You should always give clear names to your queries. Again, confirm the wizard page with the "Next >>" button after you changed the settings (you also may use the "Finish" button to create the report immediately and skip the following page).

Setting the query-attributes

3. General query properties: At last a wizard-page is shown containing the general report properties. You may change the properties at will or keep the default values and change them later in the editor. The following properties can be changed:

Name: The (short) name of the query, which is shown in the navigation of the Web-Frontend.
Title: The (detailed) title of the query, which will be displayed as a title above the report at the time of the report execution.
Author: Name of the author, thus your name.
Date: Time of the query creation.

Confirm your input using the "Finish" button. Now the query will be created and the empty worksheet of the editor will appear.

Creating query using the Repository-Explorer

Instead of using the toolbar you can also use the context menu of the folder in the Repository-Explorer (on the left hand side) in which you would like to create the new query. Use the menu-item "New query". Then the same wizard as above (with a pre-defined folder) appears.

Opening existing queries

Existing queries can be opened by locating them in the Repository-Explorer (on the left hand side) and using the menu-item "Edit" from their context-menu. Alternatively you can open editor for a query with a double click using the mouse or by dragging the report file onto the desktop-panel of the Workbench.

In order to work on existing queries you must own the appropriate access-rights for it and for the model the query is based on. Otherwise you cannot see the query within the Repository-Explorer or you will receive an error message when trying to edit the report.