Manage Queries

The “Manage Queries” feature provides comprehensive control over your SQL queries allowing you to organize, customize, and share them efficiently. Here is a brief overview of the various options available for your Queries

Your Queries can be managed with the options to Show as Report, Edit, Share, Move to Folder, Add Description, and Delete.

Show as Reports

1. Find the specific Query that you want to show as a report.
2. Click on Show as Report on the required query to generate a report based on that query.
3. Go to Studio Report to view and access the generated report.
4. To remove an SQL query report, click again on the Show as Report option.
5. You may download or share your report from My Reports.

Edit Query

Edit the Query to ensure that the reports reflect the desired modifications and meets your evolving requirements.

To modify a Query in Infoveave, follow these steps

1. Locate the specific Query that you want to edit.
2. Click on the Edit icon associated with the Query.
3. After making the necessary modifications, click on the Save button to save your edits.

Version History

The Version History feature for queries allows you to track and review changes made to a particular query over time. By clicking the Version History icon , you can view the list of changes that have been made to the query

Share Query

Sharing options in Infoveave Query, such as user and role-based sharing, ensure efficient distribution and utilization of analysis among the intended audience.

You can share your Infoveave Query with other users or roles in Infoveave. Follow these steps to share your Infoveave Query

1. Click on the Share icon to share the Infoveave Query with the team/role.
2. Choose Sharing Method,Select between the available options- Share with User or Share with Role.
3. If you choose Share with User, go to the Share with Users. From the share dialogue box, select the user(s) you want to share the Infoveave Query with.
4. To share the Infoveave Query with all users, select the Share with Everyone option.
5. If you choose Share with Role, switch to the Share with Role. Pick the roles you want to share the Infoveave Query with from the share dialogue box.
6. To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
7. Click Save to share your Infoveave Query with the selected users/roles.

Note

• Share with Everyone options give the access of the shared entity to all users along with new users.
• Shared individuals will receive a notification after the successful share.
• To stop sharing the Query, simply unselect the users/roles.

Tip

• Share icon will be Blue in color when shared with all.
• Share icon will be Green in color when shared with a few.

Move to Folder

Organize your Queries by easily moving them to designated folders.

To organize your Queries under folders, follow these steps

1. Select the Queries you want to move by clicking on the Move to Folder icon.
2. Choose the desired folder from the dropdown menu.
3. Click the Save button to finalize the move.

Tip

• Alternately, you can drag and drop a Query to any folder, to add it to that specific folder.
• You can also remove a Query from a folder by dragging it outside the folder.

Add Description

When using Query in Infoveave, you can add descriptions to provide more information. You can choose between, the Rich Text Editor or the Markdown Editor, to write and format your descriptions. This allows you to provide tags, short description, or contents about the purpose and usage of your Workbook.

To add a description to your Query, follow these steps

1. Select the desired Query.
2. Click on the Add Description option.
3. Choose the type of editor you prefer- Rich Text Editor or Markdown Editor.
4. Fill in the necessary information in the provided fields
   • Tags Add any relevant tags to categorize your Query.
   • Description Enter a description that provides a brief overview or explanation of the Query.
   • Content Include any additional details or notes related to the Query.
5. Click Save to save the description.

Tip

The Modal automatically converts text to Markdown language and vice versa, allowing more choice to the users.

Note

The Markdown Editor allows you to use simple text formatting syntax to format your description.

Use asterisks () or underscores (_) to emphasize text. For example, italic or italic will appear as italicized text. *Use double asterisks (**) or double underscores (__) for bold text. For example, bold or bold will appear as bold text. Create lists by starting each line with a dash (-) or an asterisk (), followed by a space. *Add hyperlinks using square brackets [ ] and parentheses ( ) for the URL. For example, Link will create a clickable link. *Other formatting options include headers, blockquotes, code snippets, and more. Refer to any Markdown syntax guides for additional details.

Delete Query

To delete a Query in Infoveave, follow these simple steps

1. Find the Query you want to delete.
2. Click on the Delete icon
3. Type the specified text from the warning message in the provided text field.
4. Alternatively, you can copy the text from the icon and paste it in the text field.
5. Once you have entered the correct text, click on Delete.

Caution

• You cannot delete a Query in Production.
• Please be cautious when deleting, as it cannot be recovered once deleted.