Advanced Queries
DWquery has advanced features to help you customize your report. Most fields have attribute drop downs that offer qualifiers to help you find specific information. The summarize checkbox allows you to build your own summary report. The distinct feature allows you to remove duplicates from your results.
Qualifier Drop Down
Most of the free fill fields have a qualifier drop down that gives you options to narrow down your search.
| Name | Description |
| equal to | Equal to. The data you enter is exactly what the report will find. To return all transactions with the actual amount of $28.36, choose “equal to” and enter $28.36. |
| <= | Less than or equal to. |
| >= | Greater than or equal to. |
| not equal to | Use this to exclude data you don’t want in your report. |
| pattern with case | Case sensitive pattern match. Find all names that have the word DOE in them. You can also perform a wildcard search with the * character. For example, DOE* will find all entries starting with DOE. DOE*JOHN will match anything starting with DOE and ending with JOHN. |
| pattern without case | Case insensitive pattern match. Find all names that have the word john in them. You can also perform a wildcard search with the * character. For example, Doe* will find all entries starting with DOE, Doe, or doe. Doe*John will match anything starting with doe (lower or upper case) and ending with john (lower or upper case). |
| sounds like | Find all names that sound like "catcher". Will find: cacher, casher, cashr |
| starts with | Find all attributes that starts with specific letters or numbers. Choosing “starts with” and entering GF into the KFS Account field will return all accounts that start with GF. |
| between | Between 2 values. A window will pop up asking you to input the starting and ending values. |
| list of values | List of values. A window will pop up asking you to input the a list of possible values. |
| advanced | An advanced query window will pop up that allows you to formulate more demanding and complex queries and joining them with AND or OR. |
| contains | This qualifier only appears in the Transaction Description drop down. This qualifying will help you find specific transactions. “Pay” can be entered to return all payroll transactions. |
Creating a Summary
Entering specific data and selecting the Summarize checkbox will allow you to create a summary. When choosing data that you want DWquery to summarize be mindful of that you don’t want to summarize. Data such as Transaction Description and Document number are unique from one document to the next. Choosing unique data will return a list of transactions instead of a summary.
The summary below shows all Procurement Card (PCDO) eDocs that have been processed using object code 8090 for a specific KFS Organization Code.
The following steps were taken to create the sample summary:
The Summarize checkbox is selected, Fiscal Period box is deselected, Fiscal Periods 01-12 are highlighted, Fiscal Year checkbox is selected, and Fiscal Year 2017 is highlighted.
All checkboxes except KFS Chart Code and KFS Organization Code are deselected. KFS Organization Code 7117 has been entered into the KFS Organization Code field.
All checkboxes except KFS Account and KFS Object Code are deselected. Object Code 8090 is entered into the KFS Object Code field.
All checkboxes except for Doc Type are deselected. PCDO is entered into the Doc Type Field.
All checkboxes except for Actuals are deselected. Then, the Run button is selected.
