Query Creation

About Creating Queries

When you initiate the query creation process, you can choose to select the query sources (entity and relationship families) and query columns (family fields) using either of the following options:

Design workspace: Provides a visual representation of a query, and lets you manually add sources, criteria, and links.
SQL workspace: Provides a workspace into which you can directly enter SQL code to build a query. The SQL View is intended for more advanced Query users.

About Running Queries

Queries are available in many places throughout APM. In some cases, you might create a query manually and save it for future use. In other cases, you might run a query that another user constructed or that is delivered with the baseline content.

When you run a query, you will see the results in the Results workspace, which will make it obvious that you are looking at query results. For example, if you open a query from the Catalog or select a dashboard hyperlink that references a stored query, the results will be displayed on the Results workspace.

In other cases, however, you might run a query and see the results in a different format on a different screen. In these cases, you might not realize that you are looking at query results. Inspection Management, for example, provides a customized workflow that allows you to execute queries that return specific information, such as equipment that can have bundle inspections. In addition, queries provide a customized form where you can query the database for records in families that meet specific criteria.

When a query is created, it can be configured to return raw data stored in the database or reformatted data. This means that you might run different queries that return the same data in different formats. In addition, queries can be configured to prompt you for information before returning any results. It is a good practice to use parameters instead of literal values. This helps in both performance and reuse.

About Saving Queries

After you create a query, you can save it so that you or other users can access it later. Queries are saved as Catalog items to the APM Catalog.

Details

After a query has been saved to the Catalog, whenever you make changes to it, you will need to re-save the query to retain your changes.

Saving a query is similar to saving any other item to the Catalog, but consider the following query-specific considerations:

If you try to save a query with invalid SQL syntax, an error occurs.
Query names must not contain / or \.

About SQL Code

If you are familiar with SQL syntax, instead of designing the query, you can enter SQL code directly and run the query to view the results.

SQL Details

APM supports the use of Oracle and SQL server databases, all of which can be queried using SQL statements. While the same basic SQL code can be used to query any type of database, there are some differences in the syntax that is supported by each database server. Therefore, APM uses a proprietary version of SQL that is constructed automatically and translated at runtime by the system into the SQL syntax that is appropriate for the type of database you are using. We call this form of SQL Meta-SQL.

In most cases, Meta-SQL syntax is the same as standard SQL syntax. This means that in most cases, you can type the SQL syntax that you are familiar with. If, however, you use functions that are specific to one database server (e.g., Oracle), when you run the query on a different database server (e.g., SQL Server), an error appears, and you will be unable to run the query and view its results until you correct the SQL code. It is a good practice to use Meta-SQL whenever possible.

In other words, when you type SQL code directly and select , the following events occur:

APM reads the syntax and determines whether or not it is valid Meta-SQL.
APM translates the Meta-SQL into SQL that can be interpreted by the type of database you are using.
The database executes that translated code and returns results to APM.
The query results appear.

Throughout the APM documentation, we use the term SQL when referring to the SQL code that appears when you select SQL in the content header.

All tasks that you can perform when designing a query write Meta-SQL code that can be viewed when you select the SQL tab. Not all SQL code that you enter directly, however, can be interpreted by the Design workspace. This means that in some cases, you can write SQL code that will cause the Design workspace to be unavailable. If you write a query using SQL code and want other users to be able to modify the query design, first try to access the Design workspace to make sure that it is available before saving the query.

Specific instructions for writing SQL code are beyond the scope of this documentation. Where appropriate, we provide guidelines and suggestions for how to write SQL expressions and use SQL functions, but this documentation does not contain comprehensive SQL code explanations.

Access the Query Page

Procedure

In the Applications menu, navigate to the TOOLS section, and then select Queries.

The Query page appears, displaying a list of queries.

Tip: You can select a link in the View Query column to access a results-only view of a query in a new page. You can select the links in the Path column to access the full, modifiable view of a query in a new page. You can also access the modifiable view from the results-only view. To export a query to a file, you can use the Export to a File (

) button.

Note: Only queries created or accessed via the Query page will appear in the list. The 25 most recently accessed queries will appear in the list.

Access the Design Workspace

Procedure

To access the Design workspace for a new query, perform the following steps.
1. Access the Queries page.
2. In the upper-right corner, select Create New.
  
  The Design workspace appears, and the Select a Family or Query window is active, where you can add sources to the design canvas. After adding a source, you can use the design canvas to add fields to the grid in the Conditions section and to add criteria to the query.
To access the Design workspace for an existing query, perform the following steps.
1. Access the Queries page.
2. Select Browse.
  
  The Select a query from the catalog window appears.
3. Navigate to the folder that contains the query you want to view. Select the query, and then select Open.
  
  The Results workspace appears.
4. In the page heading, select Design.
  
  The Design workspace appears, where you can add sources to the design canvas. Use the design canvas to add fields to the grid in the Conditions section. Use the Conditions section to add criteria to the query.

What To Do Next

Add a source

Access the SQL Workspace

Procedure

To access the SQL workspace for a new query:
1. Access the Queries page.
2. In the upper-right corner, select Create New.
  
  The Design workspace appears.
3. In the page heading, select SQL.
  
  The SQL workspace appears, where you can modify the SQL code directly.
To access the SQL workspace for an existing query:
1. Access the Queries page.
2. In the upper-right corner, select Browse.
  
  The Select a query from the catalog window appears.
3. On the left side of the window, navigate to the folder that contains the query you want to view. Select the query, and then select Open.
  
  The Results workspace appears.
4. In the page heading, select SQL.
  
  The SQL workspace appears, where you can modify the SQL code directly.

Modify a Query

Procedure

Access the Design workspace for an existing query, or access the SQL workspace for an existing query.
Modify the query as needed, and then save the query.
The query is modified.

Modify the Query Type

About This Task

This topic describes how to select the type of query that you want to create or modify the type of an existing query.

Note: You should not create a Delete query from a Select query that contains relationship families. If you create a Delete query from a Select query, and then you select the relationship family as the target source on the Target Query Source window, an error message will appear, and the values in the design canvas and Conditions section will be removed.

Procedure

Access the Design workspace.
In the page heading, select the drop-down list box, and then select one of the following query types: Select Query; Crosstab Query; Delete Query; Update Query; Append Query.
The Conditions section changes to display rows that are appropriate for the selected query.

Include or Exclude a Field in the Query Results

Before You Begin

When you create a query, all the fields that you added are selected by default to be included in the query results and displayed in the Results workspace. In some cases, you might want to add a field to the grid in the Conditions section so that you can define criteria for that field without including it in the query results.

For example, you might want to configure a query that returns all Pumps installed on a certain date. You could add the Pump ID field and the Asset Installation Date to the query, define criteria to limit the Asset Installation Date to a certain date, and then exclude the Asset Installation Date.

Tip: You can choose to return a field in the query results but not display it in the Results workspace. To do so, select the Include check box, and clear the Display check box.

About This Task

This topic describes how to include or exclude a field from the query results for a Select query.

Procedure

Access the Design workspace.
For the field that you do not want to include in the query results, in the Include cell, clear the check box.
When you run the query, the field will not appear in the results.

Results

When you clear the Include check box for a field, the Display check box for that field is automatically cleared. Fields can be displayed in the results only if they are also included in the query results.
If you exclude a field from the query results, you must define content in the Criteria cell, the Sort cell, or the Total cell in that column for the field to be saved with the query code. In other words, if the field is not included in the query results, it must be included in SQL in some other way to be saved with the query. Otherwise, when you open or run the saved query, the excluded field will not be displayed in the Design, Results, or SQL workspaces.

Create a Crosstab Query

Procedure

Access the Design workspace.
In the page heading, select the drop-down list box, and then select Crosstab Query.
The Conditions section is updated to include the following rows:
- Field
- Alias
- Table
- Total
- Crosstab
- Sort
- Sort Index
- Criteria
- Or
For the fields that you want to use as column headings in the Results workspace, in the Crosstab cells, in the drop-down lists, select Column Heading.

Important: The Total cell that corresponds to at least one field that you want to use as a column heading must be set to Group By.
For the fields that you want to use as row headings in the Results workspace, in the Crosstab cells, in the drop-down lists, select Row Heading.

Important: The Total cell that corresponds to at least one field that you want to use as a row heading must be set to Group By.
For the field that you want to use as the aggregate (i.e., the intersection of the row and column), in the Crosstab cell, in the drop-down list, select Value.

Important: For the field that you selected as the aggregate, the Total cell cannot be set to Group By, Expression, or Where.
After you have made your selections, in the page heading, select to run the query and confirm that it returns the appropriate results, and then save the query.

Create an Update Query

Procedure

Access the Design workspace.
In the page heading, select the drop-down list box, and then select Update Query.
If your query contains one query source, the source is selected as the target source.
-or-
If your query contains more than one query source, the Target Query Source window appears.
On the Target Query Source window, select a source from the sources on the canvas, and then select Add. If the query contains more than one query source, the query sources that you do not select are removed automatically from the design canvas.
The Conditions section is updated to include the following rows:
- Field
- Table
- Update To
- Criteria
- Or
For the fields that you want to modify, in the Update To cells, create expressions to specify criteria for the record update. Any record that meets the specified criteria will be updated according to the expression. For example, if you want to update Motor records for which the manufacturer is WEST to the manufacturer WEST&LONG, you can create a criteria expression in the Update To cell for the Asset Manufacturer field in the Motor family.
In the page heading, select .
A dialog box appears, indicating how many records will be updated by the query.
To perform the update, select Yes, or, to stop the update, select No.
Depending on your selection, the update is performed or stopped.
Note: When you run an Update query that will update a large number of records, an error message may appear. If this occurs, adjust the query criteria to reduce the number of records that will be updated at one time.

Create an Append Query

Procedure

Access the Design workspace.
In the page heading, select the drop-down list box, and then select Append Query.
The Append Query - Target Source window appears.
In the Families list, select the target family or the family to which you want to append records, and then select Add.
The Target Source link appears in the page heading. You can select this link to modify the target family.
The Conditions section is updated to include the following rows:
- Field
- Alias
- Table
- Sort
- Sort Index
- Append To
- Criteria
- Or
Add one or more sources to the design canvas, and then add one or more fields from those sources to the grid in the Conditions section.
For the fields that contain records that you want to append to fields in the target family, in the Append To cells, in the drop-down lists, select the desired fields in the target family. In the Criteria cells, create expressions to specify criteria. Any record that meets the specified criteria will be appended to the specified field in the target family.
To run the query, in the page heading, select . Confirm that it returns the appropriate results, and then save the query.

Create a Delete Query

Procedure

Access the Design workspace.
In the page heading, select the Select Query box, and then select Delete Query.
If your query contains one query source, the source is selected as the target source.
-or-
If your query contains more than one query source, the Target Query Source window appears.
On the Target Query Source window, select a source from the sources on the canvas, and then select Add. If the query contains more than one query source, the query sources that you do not select are removed automatically from the design canvas.
The Conditions section is updated to include the following rows:
- Field
- Table
- Criteria
- Or
For the fields that you want to delete, in the Criteria cells, create expressions to specify criteria for the record deletion. Any record that meets the specified criteria will be deleted. For example, if you want to delete Motor records for which the manufacturer is WESTINGHOUSE, you can create the expression 'WESTINGHOUSE' in the Criteria cell for the Manufacturer field in the Motor family.
If there are relationships that must be deleted when the entity is deleted, select the Force Delete check box. Otherwise, an error occurs.
In the page heading, select .
A dialog box appears, indicating how many records will be deleted by the query.
To perform the deletion, select Yes, or, to stop the deletion, select No.

Depending on your selection, the deletion is performed or stopped.

Run a Query

Procedure

Access the Design workspace for the Select query whose results you want to view.
In the workspace heading, select .
The query results appear in the Results workspace.

What To Do Next

Save a query.

Save a Query

Procedure

Access the Design workspace.
In the page heading, select . If the query has already been saved, any changes that you have made will be saved to the same Catalog folder with the existing Catalog item properties. If the query has not yet been saved, the Save As window will appear. The following instructions assume that you are saving the query for the first time. If you are viewing a previously saved query and you want to save a copy of the current query with a different name or to a different location, you can select , and then use the following instructions to complete that task. The process is the same as saving a query for the first time.
In the folder hierarchy, navigate to the folder in which you want to save the query.
In the Name box, enter a name for the query. The name is required and must be unique to the Catalog folder in which you are saving the query.
The Caption box is populated automatically with the value that you entered in the Name box.
In the Description box, you can enter a description for the query. This is not required to save the query.
The Of type box is populated automatically with the Catalog item type.
Select Save.
The query is saved to the Catalog.