Advanced enquiry in AGRESSO
It is possible to enquire about data in AGRESSO in table field windows in two ways, simple mode and advanced (setup) mode.
Simple mode
A search can be executed which, for example, displays all accounts beginning with 10 and with status N by entering 10 in the Account field and N in the Status field in the search line.
Advanced (setup) mode
By selecting (turn on/off) the Setup command on the Tools menu you can choose whether the table field is in the simple or advanced mode.
Having selected the Setup command on the Tools menu, choosing the command Find (F7) on the Data menu will open the Enquiry setup window.
If you wish to run an advanced search on a table that you are currently using to register data, you must select the Read only option in the advanced search window to gain access to all enquiry criteria. In the table fields that are not read only, you can only change the sorting or restrict the search using From/To values.
Explanation of Fields
Aggregated This field indicates whether values are to be aggregated or not. If this field is marked for Account, the search will be aggregated over all unique combinations of the search criteria. This will not necessarily list every transaction and may show only the aggregate for each account.
Read only This is a simple on/off field. If this box is marked it is not possible to register data in the search results window.
Number of rows The maximum number of rows that will be displayed in the table field. The default value is set in the Common parameters window in AGRESSO System Administration (MAXROWS_TAB ).
Column name Name of the column in the table field.
Show This shows whether the column is to be used in the search. Select this box if you want to use the parameter in the search.
Sort Enter the sorting priority for the parameter. Primary sorting on a parameter is achieved by entering 1 in this column, secondary sorting by using 2, etc. It is possible to list search results in reverse order. This is simply achieved by entering a minus sign before the priority number. For example, entering -1 in the column name Account will sort all the search results in order of descending account numbers.
SubTot This field indicates whether amounts will be summed at a break in column value. For example, if you run a search with account as the primary search criteria, all the transactions for every account may be shown—
marking this column on will sum the total of all the transactions for each account.
Text This field switches the column’s text description on or off. If this column is marked for Account, each account’s description will also be listed.
From Search from and including the value entered here. For example, if you enter 1020 in this field for Account, the system will search this account and all subsequent accounts. If the To field is left blank the search will be limited to this value.
To Search to and including the value entered here.
This buttons clears all column selection fields (i.e. the opposite to the button above) so that a new enquiry setup can be made quickly.
Up This button moves the active column so that in the search output it appears one column to the left of its original position.
Down This button moves the active column so that in the search output it appears one column to the right of its original position.
Save This button will save an enquiry as a template so that it can be used again.
Delete Displays a window where enquiry templates may be deleted.
OK Click OK when the search has been set up correctly and is ready for execution.
Cancel Click Cancel if you want to leave this window without executing the search.
The column ## is available in the enquiry setup of all table fields. It shows the number of occurrences that make up an aggregated row in a table.
Select Find (F7) on the Data menu if you wish to make changes to the Enquiry setup window.
Enquiry templates
You can save an enquiry setup as an enquiry template if you want to use it again at a later date. When you have set up the search, click Save (F12) in the Enquiry setup window and enter a description of the template.
The enquiry template can be started directly from the menu or by choosing it in the combination field for enquiry templates.
When you have chosen the template, the search will be executed by clicking OK. The search will be done automatically if the template was saved with Find automatically = and it is under Personal Menu. You can change the template’s enquiry setup before you execute the search. The search must have Read only = for you to be able to choose a template.
Enquiry templates will be displayed on the menu if you click the Plus icon.
You can delete enquiry templates by clicking Delete.
A window with a list of the enquiry templates that exist will be displayed. Choose the template that is to be deleted and click OK.
Subtotal levels
If you have executed a search where you have used subtotalling, the Data menu commands First, Previous, Next and Last will redisplay the search results using different subtotalling levels (First shows the highest subtotalling level, Next removes the detail rows, Previous increases the detail rows by one subtotal level and Last shows all levels). These commands are also available as buttons on the toolbar.
Column headings
In Enquiry setup you can change the column headings in the search by typing over the text in Column name. Your own headings will be saved when you save the enquiry template setup.
Enquiry setup in AGRESSO
Label: Enquiry setup in AGRESSO
Post by Agresso