Custom Views

The Custom Views feature is used to create and maintain user-defined views for defining a subset of data to be uploaded. If desired, when creating a custom view, a saved query (EDQ) may be used.

Add a New Custom View Without Using a Saved Query

1. From the Custom Table Loads > Custom Views tab, click New. The Custom View Management panel appears.


2. Specify a unique name for the custom view, and click OK. The Query Builder panel appears.
3. Use the following table to enter data in the Query Builder > Tables tab:

Field	Description
Available tables	Displays a list of tables available for selection. To add a table to the query, select the table, and click the Insert button (), or, double-click the table. Repeat the process as necessary.
Tables in this query	Displays a list of tables selected to be used in the query. To remove a single table from the query, select the table, and click the Remove button (), or, double-click the table. To remove all tables from the query, click the Remove All button ().

Button	Function
Options	Displays the Table Options panel, allowing the user to select whether to use literals in all table and column names, to display tables and/or views, or to include the schema in the Available Tables list.
Refresh	Refreshes the list of available tables.


4. Use the following table to enter data in the Query Builder > Joins tab:
Note: the Joins tab is only available when multiple tables are selected in the Tables tab.

Field	Description
Left	Click the drop-down list, and, select the field or expression on which to base the join definition.
Operator	Click the drop-down list, and, select the operator to be applied.
Right	Click the drop-down list, and, select the field or expression on which to base the join definition.
Join Includes	Specify the appropriate join type. By default, an inner join is selected, including only records where the joined fields from both tables are the same. Additional options are available to join all records from the left table, and only records in the right table, where the joined fields match, or, to join all records from the right table, and only records in the left table, where the joined fields match.
Joins in Query	Displays the join definitions.

Button	Function
Add	Adds the selected join definition to the Joins in Query window.
Edit	Opens the Edit Join panel for the selected join, allowing the user to maintain the join definition.
Remove	Removes the selected join from the Joins in Query window.


5. Use the following table to enter data in the Query Builder > Columns tab:

Field	Description
Available tables and Columns	Displays a list of tables available for selection. To add a table or column to the query, select the table, and click the Insert button (), or, double-click the table or column. Repeat the process as necessary. Note: do not select image type columns, as Custom Views do not support the transfer of this data type.
Columns in This query	Displays a list of columns selected to be used in the query. To remove a single column from the query, select the table, and click the Remove button (), or, double-click the column. To remove all columns from the query, click the Remove All button ().
Use group by	If selected, an additional parameter appears in the Columns in This Query window, allowing the user to specify group by or totaling criteria for each column.

Button	Function
Add Custom	Opens the Add Custom Column panel, allowing the user to assign a custom column to the query.
Edit Column	Opens the Add Custom Column panel for the selected custom column, allowing the user to maintain the criteria for the custom column.


6. Use the following table to enter data in the Query Builder > Criteria tab:

Field	Description
Field/Expression	Click the drop-down list, and, select the field or expression on which to base the criteria definition.
Operator	Click the drop-down list, and, select the operator to be applied.
Value	Click the drop-down list, and, select the value type, then click the down arrow, and select the value to apply to the operator.
Criteria in Query	Displays the selection criteria definition.

Button	Function
Add Criteria: And/Or	Adds the criteria using either an AND or OR statement.
Edit	Opens the Edit Criteria panel for the selected criteria entry, allowing the user to maintain the criteria.
Remove	Removes the selected criteria entry from the Criteria in Query window.


7. Once all the necessary criteria fields are entered, select one of the following Add Criteria options:
• And: adds the criteria as an AND statement.
• Or: adds the criteria as an OR statement.
8. Repeat the process until all criteria is specified.
9. Once all necessary Custom View criteria is entered, select one of the following options:
• Preview Now: displays the data selected, based on the custom view.
• View SQL: displays the custom view SQL statement.
Note: if desired, click View SQL, and paste the query SQL text in the Query Builder panel.
• OK: updates the custom view, closes the panel, then returns to the Custom Table Loads > Custom Views tab.
• Cancel: aborts the process, closes the panel, then returns to the Custom Table Loads > Custom Views tab.

Add a New Custom View Using a Saved Query

1. From the Custom Table Loads > Custom Views tab, click New. The Custom View Management panel appears.

2. Specify a unique name for the custom view, select the Use Saved Query (.edq) check box, and click OK. The Open panel appears.

3. Select the desired saved query (EDQ) to be used for the custom view, and click Open. If parameters exist for the selected query, the Change Parameters panel appears. Otherwise, the Define Table Structure panel appears.

4. If necessary, modify the query parameter value(s) to be used for the custom view, and click OK. The Define Table Structure panel appears.

5. Define the various criteria for columns in the table to be used for the custom view (for example, Target Column Name, Data Type, Size, Decimal, Primary Key, Indexes, etc.), and click OK. The custom view is added to the grid in the Custom Table Loads > Custom Views tab.
Note: see Define Table Structure for more information. If using a saved query (EDQ) to create a custom view, the Include option is disabled in the Define Table Structure panel, and the incremental updating feature is not applicable.

Maintain Existing Custom Views

1. Access the Custom Table Loads > Custom Views tab. A list of existing custom views appears in the Build Views grid.
2. To include or exclude a custom view in the load process, select or unselect the Include option for the custom view accordingly.
3. To modify the query for a custom view, select the view in the Build Views list, and, click Edit, or, click the Query field for the desired view.
• If the view is not based on a saved query, the Query Build panel appears. Make the necessary modifications, and click OK.
• If the view is based on a saved query, the Open panel appears. Select the desired query, click Open, modify the query parameter values as necessary, then click OK.
4. To modify the various criteria for target table columns, click the Primary Key or Indexed Column field for the desired view. The Defined Table Structure panel appears. Modify the necessary data (for example, Target Column Name, Data Type, Size, Decimal, Primary Key, Indexes, Incremental Values, etc.), then click OK.
Note: see Define Table Structure for more information. If using a saved query (EDQ) to create a custom view, the Include option is disabled in the Define Table Structure panel, and the incremental updating feature is not applicable.
5. To modify query parameter values being used for a custom view, click the Parameters field for the desired view. The Change Parameters panel appears. Modify the parameter values as necessary, and click OK.
Note: the Parameters field displays the 'Click to Edit' literal, indicating a saved query is being used, and parameters exist for the custom view. The 'None' literal appears, indicating a saved query is being used, but no parameters exists. The field is blank if a saved query is not being used for the custom view.
6. To copy an existing custom view, select the view in the Build Views, list and click Copy. The Custom View Management panel appears. Specify a unique name for the custom view, and click OK. The new custom view is added to the Build Views list.
7. To delete an existing custom view, select the view in the Build Views list, and click Remove.