You can customize your BrioQuery screen by setting some one-time changes.
These instructions tell you how to:
Setting the Default OCE Location
The benefit of setting your default
OCE location is that each time you log on, you can select the Aaude-warehouse.oce from
the Open Catalog screen.
- From the Edit menu, select Preferences
and then Options. The BrioQuery Options screen displays.
- Click on File Locations. The default
directories for your files display.
- In the Default Connection area,
click on the Browse button. The Open Catalog screen displays.
- Click on warehse.oce and then
click on the Open button. You are now back at the BrioQuery Options screen
and the default connection is now filled in.
- Click on the OK button.
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Changing the Date Format
BrioQuery not only displays the date
but also the time, which you don't need. This change will delete the time display.
- From the Edit menu, select Preferences
and then Default Formats. The Default Fonts and Style screen displays.
- Click on the Numbers tab. A list
of items you can change displays on the screen.
- In the first column, you want
to change Date, Timestamp, and Time to mm/dd/yy.
- Click on Date, go to the arrow
pulldown list, and select mm/dd/yy.
- Next, click on Timestamp go
to the arrow pulldown list, and select mm/dd/yy.
- Finally, do the same for Time.
- Click on the OK button.
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Setting the Fonts for Your Reports
BrioQuery produces headings for reports
in very large fonts. The benefit of changing the font size now is that you set
the font sizes once and do not have to resize them every time you create a new
report.
- From the Edit menu, select Preferences
and then Default Formats. The Default Fonts and Style screen displays.
- Click on the Detail tab. Font
size information for category, body, and document footer displays.
- Change the information to the
size you want. For example, category and document footer can be size 10, body
header can be 12, etc.
- Tip: if you frequently use only
financial reports, it will be helpful to you to set all the footers to be
right justified.
- Click on the OK button.
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Customizing Your Screen
Set up your screen with the toolbar
lines now so that when you open the Query or Results screen, the appropriate
lines will always appear at the top of the screen.
For the Query screen:
- Find out what screen you are on
(Query, Results, etc.). Look at the tabs at the bottom of the screen. Click
on the Query tab so that the Query screen is open.
- From the View menu, select Limit
Line.
- Go back to the View menu and select
Sort Line.
- Go back to View and select Toolbars,
Format, Draw; and then Advisors, which is similar to MS Wizard and provides
explanations and instructions for various features and functions.
Your Query screen should now display
the following lines at the top: the Limit, Sort, Toolbars, and the Advisor,
which appears on the side. You select all of these from the View menu.
For the Results screen
(which should display the Limit and Sort lines):
Find out what screen you are on (Query,
Results, etc.). Look at the tabs at the bottom of the screen. Click on the Results
tab so that the Results screen is open.
- From the View menu, select Limit
Line.
- Go back to the View menu and select
Sort Line.
- Your Results screen should now
display the Limit and Sort lines at the top of the screen.
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Removng the Automatic Joins
BrioQuery provides an automatic join
function. Since you don't want this function, you want to be sure that it is
turned off.
- Click on the Query tab at the
bottom of the screen.
- >From the Data Model menu, look
at AutoJoin and see if there is a check mark.
- If AutoJoin does have a check
mark in front of it, select AutoJoin. You have removed the automatic join
function.
- If AutoJoin does not have a check
mark in front of it, you do not have to do anything.
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Make an Included Spreadsheet Dynamic
PC users can take advantage of this
feature, which enables you to make a dynamic connection between an Excel source
and a target query.
Part I: In Excel
- With the Excel document open,
select the entire section (range of cells) of the Excel spreadsheet that is
to be used as an included query object (table) in BrioQuery.
- Notice that the Name Box in the
top left corner of the Excel window will display the name of the first cell
selected (such as A1).
- Click in this Name Box (making
sure that the entire range of cells is still selected in the main document).
- Enter the name you want to use
for this table when you access the table catalog in your data source from
BrioQuery.
- Confirm that the name is referencing
all of the cells that you need. You can do this by unselecting the cells,
then choosing the name just assigned from the Name Box. Verify that this highlights
the correct range of cells.
- Save the spreadsheet. Make sure
the spreadsheet is not on your desktop, but is in a folder on your hard drive.
- Note:
- This can be done numerous
times in a workbook/spreadsheet, giving "multiple tables".
- The top row of cells in
the selected range becomes the table's column names.
Part II: In your Control Panel
- From your PC's Start menu, go
to Settings >> Control Panel and open the ODBC Data Sources icon. Click
Add.
- In the next window, select the
Microsoft Excel Driver, and click Finish.
- In the ODBC Microsoft Excel Setup
box which appears, type in a Data Source Name and Description. The Data Source
Name will appear in a list of drivers for you to choose from, so select something
meaningful.
- Click on Select Workbook; navigate
to your saved Excel file and click OK. You will return to the ODBC Microsoft
Excel Setup window and your selected filename will be visible. Save the data
source by selecting OK.
- You will be returned to the ODBC
Data Source Administrator window, and your newly created Data Source should
be visible in the list. Click OK and close your control panel windows.
Part III: In BrioQuery
- Open BrioQuery, and from
the Data Model pulldown menu, select Connections >> Create.
- In the Server Chooser window which
appears, select ODBC for both the Connection Software and the Database Software.
Click OK.
- In the ODBC Host Login window,
leave the username and password blank, and use the pulldown menu to select
your just-made ODBC connection in Part II above. Click OK.
- The Catalog Definition Window
appears; click on OK.
- You will be prompted to save your
new OCE. Give it a meaningful name.
- From the Data Model pulldown menu,
select Table Catalog. You will see the named portion of your Excel file made
in Part I appear in the table catalog window.
- Drag that item to the query screen.
The included item now acts just like a regular table. Put all items from your
table on the request line. Save this query.
- Close that window in BrioQuery.
- Open or create a BrioQuery document
that will use this dynamic information. From the Data Model pulldown menu,
select Include Query Object.
- Navigate to the BrioQuery you
just saved (step 7 above) and select that item. Note: do *not* select the
original Excel spreadsheet.
- Make joins as appropriate and
process your new query. When you process, note that you will be prompted both
for your warehouse OCE as well as for your newly-created customized OCE made
in part II. When you are prompted for your customized OCE's username and password,
just click OK. (Remember, we did not specify a username/password in step 3
above.)
- No further alteration is required
in BrioQuery to use this dynamic, customized function for your query.
Part IV: To modify your original Excel spreadsheet
- Open the spreadsheet, and make
your modifications. Make a note of the new range of cells of the data you
wish to include, for example A1:C5.
- From the Insert pulldown menu,
select Name >> Define. You should see the name that you selected for
your original group of cells. Manually change the selected cells. Click OK.
- Verify that the named portion
of your spreadsheet is correct by clicking outside that area, then in the
Name box selecting your named portion. Examine the highlighted area to be
sure it includes all the data you require.
- Save your spreadsheet, then quit
Excel. The next time you process your query your new information will automatically
be included.
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