Report Studio

Adding Queries to a Report

Note: This topic describes functionality that is not accessible to PPM Reports users. The ability to add SQL or MDX to reports is not available. If you follow these steps you will receive a permissions error. This is by design and due to security concerns.

You can create multiple queries in Query Explorer to suit your particular needs. For example, you can create a separate query for each data container in a report to show different data.

To add a query to a report:

Pause the pointer over the query explorer button and click Queries.

In the Insertable Objects pane, drag one of the following objects to the work area.

Object	Description
Query	Adds a query.
Join	Adds a join relationship.
Union	Adds a union operator.
Intersect	Adds an intersect operator.
Except	Adds an except (minus) operator.
SQL	Adds SQL. This functionality is not available to Changepoint PPM users. See the note at the top of this topic.
MDX	Adds MDX. This functionality is not available to Changepoint PPM users. See the note at the top of this topic.

In the Properties pane, specify the properties you want.
For example, if you added a join, double-click the Join Relationships property to define the join.
Double-click a query.
In the Insertable Objects pane, on the source tab , drag data items that you want in the query to the Data Items pane.
Tip: You can add data items to the query that you do not want to appear in the layout. For example, if you want to filter on Product line code but you want users to see Product line in the layout, you must add both data items to the query.
To create a new data item in the query, in the Insertable Objects pane, on the toolbox tab , drag Data Item to the Data Item pane.
To add a filter, in the Insertable Objects pane, on the toolbox tab, drag Filter to the Detail Filters pane or to the Summary Filters pane, and define the filter expression.
Note: You can also create a filter by dragging a data item from the source tab to the one of the filters panes and then completing the filter expression. If you are working with a dimensional data source, you can quickly filter data by dragging a member instead of the level to which the member belongs. For example, dragging the member 2006 from the Years level will filter data for the year 2006. This method is quicker than dragging the Years level and then completing the filter expression to specify to show data only for the year 2006.

When adding queries to the report

right-click the work area and click Show Package Sources to see the queries that use data items from a package
right-click the work area and click Expand References to see the relationships that exist between queries in the report, which is useful when you are creating complex queries