Note: If using named ranges, then these must still exist in the host document before the saved query can be used. Saved queries can be made available for shared use or can be for your own use as private queries. Shared saved queries are saved in a common network folder. You can move saved queries between these folders as you see fit. You can copy, rename and delete queries as necessary. Because the Saved query is held as a file on your file system, you can easily distribute them. Uses queries are used when: You want to re-use a particular report definition as a component in different reports or documents You want to provide a pre-defined parameters to for another user who has a runtime license only You want to mask the complexities, and therefore potential errors, of building a particular query from an end user You frequently are asked to provide a figure and the presentation format of which might vary. For example, you may include a saved query in answer to an email You want to make a particular report portable in your organization. Steps to saving a query Follow this outline to save a query: When inserting or editing an existing function From within the function’s task pane, select Save as… to reveal the save form Enter a name for the saved query Enter an extended description Tick to save the query as shared, else it is saved for private use only When using the Query builder menu Open the Query builder menu and select the reporting function for which you are saving a query Build the query using the task pane as normal Use Save as… or Save (If over-writing an existing query) to reveal the save form Enter a name for the saved query Enter an extended description Tick to save the as shared, else it is saved for private use only Lab Exercises You have created two Balance functions: 1) All for the year 2008 and 2) all sales for the year 2007. You want to make these available for people in the sales team so that they can use these figures in whichever format they choose; whether that is Word, Outlook, Excel or Powerpoint. You know these functions are in one of your workbooks (AX2012 LAB 7.4.4.1 – Saved Balance
Note: If using named ranges, then these must still exist in the host document before the saved query can be used. Saved queries can be made available for shared use or can be for your own use as private queries. Shared saved queries are saved in a common network folder. You can move saved queries between these folders as you see fit. You can copy, rename and delete queries as necessary. Because the Saved query is held as a file on your file system, you can easily distribute them. Uses queries are used when: You want to re-use a particular report definition as a component in different reports or documents You want to provide a pre-defined parameters to for another user who has a runtime license only You want to mask the complexities, and therefore potential errors, of building a particular query from an end user You frequently are asked to provide a figure and the presentation format of which might vary. For example, you may include a saved query in answer to an email You want to make a particular report portable in your organization. Steps to saving a query Follow this outline to save a query: When inserting or editing an existing function From within the function’s task pane, select Save as… to reveal the save form Enter a name for the saved query Enter an extended description Tick to save the query as shared, else it is saved for private use only When using the Query builder menu Open the Query builder menu and select the reporting function for which you are saving a query Build the query using the task pane as normal Use Save as… or Save (If over-writing an existing query) to reveal the save form Enter a name for the saved query Enter an extended description Tick to save the as shared, else it is saved for private use only Lab Exercises You have created two Balance functions: 1) All for the year 2008 and 2) all sales for the year 2007. You want to make these available for people in the sales team so that they can use these figures in whichever format they choose; whether that is Word, Outlook, Excel or Powerpoint. You know these functions are in one of your workbooks (AX2012 LAB 7.4.4.1 – Saved Balance
Atlas%205.1%20-%20Trainee%20workbook%20-%20Intro%20-%20Reporting%20system1.docx