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.

Qualifier drop-down search options and their descriptions
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.

DWquery form with the Summarize checkbox selected, Fiscal Period deselected, Fiscal Periods 01-12 highlighted, and Fiscal Year 2017 selected — Step 1 of 5: Deselecting Fiscal Period removes period-level granularity so the report summarizes across all periods in the fiscal year.

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.

DWquery form with only KFS Chart Code and KFS Organization Code checkboxes selected, and 7117 entered in the Organization Code field — Step 2 of 5: Limiting active checkboxes prevents unintended grouping that would break the summary into individual transaction rows.

All checkboxes except KFS Account and KFS Object Code are deselected. Object Code 8090 is entered into the KFS Object Code field.

DWquery form with only KFS Account and KFS Object Code checkboxes selected, and 8090 entered in the Object Code field — Step 3 of 5: Entering object code 8090 as a filter restricts results to transactions posted under that specific object code.

All checkboxes except for Doc Type are deselected. PCDO is entered into the Doc Type Field.

DWquery form with only the Doc Type checkbox selected and PCDO entered in the Doc Type field — Step 4 of 5: Filtering by document type PCDO excludes all non-Procurement Card eDocs from the summary results.

All checkboxes except for Actuals are deselected. Then, the Run button is selected.