Begin by navigating to the Records page.
Click the Reporting Tools link.Step 1
Click the Query Manager link.Step 2
Click the Create New Query link.Step 3
Use the Records page to view existing records. Select an existing record to create a new query.Step 4
The first step in creating a query is to find an existing record for the query. In this example, you will locate and use the Service Indicator Data record.
Enter the desired information into the begins with field. Enter
Click the Search button.Step 6
Click an entry in the Add Record column.Step 7
The Query page appears, displaying several fields. Use this page to add fields to a query.Step 8
Click the EMPLID - EmplID option.Step 9
Click the vertical scrollbar.Step 10
Click the AMOUNT - Amount option.Step 11
Click the Fields tab.Step 12
Use the Fields page to view how fields are selected for output, view the properties of each field, change headings, change column and sort orders, and apply aggregate values.Step 13
In this example, you first need to apply an aggregate function to the AMOUNT field. Aggregate functions must be assigned before you are able to apply Having criteria.
Click the Edit button.Step 14
Use the Edit Field Properties page to customize your field properties.Step 15
Click the Sum option.Step 16
Click the OK button.Step 17
Click the Having tab.Step 18
Use the Having page to view any existing Having criteria for the query and, if necessary, to add or modify the Having criteria for the query.Step 19
In this example, you are adding the criteria for IDs whose sum is greater than $9.
Click the Add Having Criteria button.Step 20
Use the Edit Having Criteria Properties page to edit or define new having criteria for the query.Step 21
Click the Select Record and Field button.Step 22
Click the A.AMOUNT - Amount link.Step 23
Click the Condition Type list.Step 24
Click the greater than list item.Step 25
Click in the Constant field.Step 26
Enter the desired information into the Constant field. Enter
Click the OK button.Step 28
Next, save the query.
Click the Save As link.Step 29
Use the Enter a name to save this query: page to specify a name and description for the new query you created.Step 30
Enter the desired information into the Query field. Enter
Click in the Description field.Step 32
Enter the desired information into the Description field. Enter
Use the Query Type field to specify the type of query as User, Process, or Role. Standard queries are defined as User types, and queries that use workflow are defined as Process or Role types. For the exercise, retain the default query type.Step 34
Use the Owner field to specify the access to this query. Private indicates that only the user ID that created the query can open, run, modify, or delete the query. Public indicates that any user with access to the records used by the query can run, modify, or delete the query. For this example, you want to make it a private query.Step 35
Click the OK button.Step 36
Click the Run tab.Step 37
Use the Run page to view your query results.Step 38
The results display a list of IDs whose sum amount is greater than $9.Step 39
You have successfully defined Having criteria for a query.
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