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How To Manage and Maintain SQL Data Views

The purpose of this article is to provide you with a step-by-step process on how to set up, manage and maintain a SQL data view.

Applicable Products: DotActiv Pro, DotActiv Enterprise

Finding SQL Data Views

First, click on ‘File’ and then select ‘Setup’. Under the ‘SQL Data Views, you have three options:

  • Admin View,
  • Market View, and
  • Product View.

Setting up an Admin View

Click on ‘File’, then ‘Setup’ and select ‘Admin View’ under the SQL Data Views heading.

Doing so brings up the ‘Admin View Setup’ window.

To set up a new drill, click on ‘New’ on the right and begin adding your fields. To add fields, either double-click on the field, drag and drop the field or click on the arrow.

Once you have selected all your fields, click Save.

Setting Up A Market View

Click on ‘File’, then ‘Setup’ and select ‘Market View’ under the SQL Data Views heading.

Doing so brings up the ‘Market View Setup’ window.

All of the available fields from the database is on the left and on the right, you can see the existing drills that have already been set up.

Setting Up A New Market Drill

To set up a new drill, click on ‘New’ on the right and begin adding your fields. To add fields, either double-click on the field, drag and drop the field or click on the arrow.

Navigate the fields within your database by using the section drop-down menu on the left-hand side to narrow down your selection fields. 

 Under the top drop-down menu, if you were to only select ‘Item detail’, only fields within this attribute would show. Once you are done adding your fields in the correct order, click ‘Save’.

Give your drill a name and click ‘OK’.

Setting Up A Product View

Click on ‘File’, then ‘Setup’ and select ‘Product View’ under the SQL Data Views heading.

This brings up the ‘Product View Setup’ window.

Repeat the same steps as laid out when setting up a ‘Market View’ drill to set up one for your products.

View Data on SQL Database

If you want to view your data using the view you created, you need to open your SQL database.

First, ensure you are in the ‘Data’ tab. Then, under the ‘Show’ section, locate and click ‘SQL’ as shown below.

Doing so brings up a dockable window on the left. Here, you can drill down to the data you want to view. Right-click and select ‘View Data/Images’.

Select the product view you created from the ‘Select Data View’ window that pops up. You can also double-click the product to bring up the window. Then click ‘OK’ to view your data.

Editing an Existing Data View

First, go to ‘File’, then select ‘Setup’. Under the ‘SQL Data View’ heading, select the drill that you’d like to edit.

Select the relevant drill on the right-hand side drop-down menu. Then add or remove fields as required using the arrows. You can also drag and drop them.

You can also reorder your fields by selecting the field and shifting it up or down. Do so by clicking on ‘Shift Up’ or ‘Shift Down’. You can also drag and drop the fields or reorder them.

Once done, click ‘Save’.

This functionality makes it easy to view any data in the database in any view you wish. Creating a view to suit your requirements is easy to create and edit. Various views can also be created and saved depending on the type of work or data you wish to view. 

Should the above steps not work for you, please create a support ticket and DotActiv support will assist you in uncovering the issue.

Updated on November 14, 2019

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