Search Tips
Toolbar – Controls
Query Builder with toolbar controls framed in red
The following toolbar controls are available in BI Query Builder.
A filter icon is available to Query by Example (QBE).
When the icon is clicked, a row of fields appears above the table column headers for the user to enter QBE expressions for each of the table’s columns.
For more details on comparison and logical operators available to use in the expression fields for String, Number and Date columns, refer to Query By Example (QBE).
This option aligns the table’s sort order to the order of the columns and sorts the table’s columns in ascending order.
For more details, refer to Sort Ascending.
This option aligns the Table’s sort order to the order of the columns and sorts the Table’s columns in descending order.
For more details, refer to Sort Descending.
Show/Hide Visualization Settings 
This option is used to show/hide the query’s visualization settings.
An Excel icon is available to export the query to an Excel spreadsheet.
For more details, refer to Export Table to Excel.
A PDF icon is available to export the query to a PDF file.
For more details, refer to Export Table to PDF.
The Card View icon (
) is available to launch a query in card view. (This icon is not visible for IE version 11 or lower.)
From card view, the Table View icon (
) can be used to toggle back to table view.
The Back icon (
) and the Refresh icon (
) are also available in card view. These two icons function the same way as on the table but for card view. Drilldown to a card view will show the Back icon to allow the user to see the last drill-in-place dashboard that was viewed. The Refresh icon is used to refresh a card view the current data from the database.
Within the Card View screen, the user can specify how many lines to appear in each card. Each card line represents a column in the query table. The order of the lines from top to bottom correspond to the order of the columns from left to right in the table.
In addition, each pivot item along the top of the screen allows filtering. Clicking on a pivot item in card view allows the user to display buckets by pivot item. If the user would like to add new pivot items, they must add the pivot items in table view and then they will be displayed in card view as well.
Clicking on a card launches the Card Details pop-up window, which contains additional details contained within the card.
Cards can be dragged and dropped if all conditions below are met:
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All aggregatable columns’ aggregation must be set to “None”.
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The selected pivot item's field is updatable. This is specified in BI Catalog Builder.
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The primary key values must be unique for each row on the table in Table View.
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The table column card view setting 'Read-only' is not checked.
In BI Catalog Builder, a User Defined Field (UDF) can be specified as updatable by the user. For a non-UDF field, only CMiC can make it updatable.
This control is used to refresh a query’s table visualization using current data from the database.
An Ellipses icon is available to open a drop-down menu containing additional query options. The options contained in this menu are described below.
When a query is launched via URL, this option will allow users to open this query in BI Query Builder if they have the appropriate system privilege (BIDBRDEDIT) assigned. BI Query Builder will be launched in a separate tab and this query will be automatically opened for editing.
The Query Settings pop-up window launched from this menu option contains the ‘Current Project Only’ checkbox. If this box is checked, and the query’s table visualization is using folders that are current-project sensitive, the table will only use data from the user’s current default project, as set in CMiC Field.
The Get Link pop-up window launched from this menu option displays the URL for the query, which can be right-clicked and copied using the context menu that appears.
This option allows you to replace a table visualization with a copy/reference table visualization from another query. Users can create a table visualization in one query and place it in other queries as a copy or reference visualization. A visualization can be copied/referenced multiple times.
If checked, this menu option allows the user to select table cell text when drill-in-place is enabled.
This feature is used to create a user-defined log in CMiC Field based on a table visualization.
For more information, refer to Create User-Defined Log based on Table.
This option contains two sub-options:
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Remove Group Sorts (Keep Subtotals): This option is used to remove all Group Sorts set up for the table but to keep Subtotals for Group Sorts.
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Remove All Group Sorts: This option is used to remove all Group Sorts (including Subtotals for Group Sorts) set up for the table.
The Group Sort option for tables is discussed in more detail in Part 1: Plotting Fields.
The pop-up window launched from this menu option provides additional details about the selected visualization.