If using Brio 5.x, see Brio 5.x Functions.

CONTENTS

• Auto Logon
• Exporting
• Filtering Table Catalog
• Highlighting Primary Key & Indexed Columns
• Importing
• Quick Query Count Indicator
• Return Unique Rows
• Reword Column Headings
• Smart Reports
• Sync with Database
• Table Joins
• Wildcards in Limits

1. Open BrioQuery.
2. Select Tools menu.
3. Select Options.
4. Select Program Options.
5. Click on Auto Logon (to toggle feature ON - do not click if already toggled ON).
6. Click on OK.

1. Select the section tab of the section you wish to export.
2. Select File menu.
3. Select Export.
4. Select Section.
5. In the Export Section dialog box, select the file type from the Save as type drop down list, i.e. Text (tab delimited, .txt), Text (comma delimited, .csv), Excel (.xls), Lotus (.wks) and Jpeg (Chart Reports only, .jpg).
6. Using the directory structure in the dialog box, select the destination directory for the export file.
7. Click on Save. The Status Bar will reflect the number of rows exported.
8. Open the appropriate application and access the exported file.

1. Log in with Dw1.oce...
2. Select Tools menu.
3. Select Connection and select Modify.
4. In Database Connection Wizard dialog box, click Next to edit the currect oce file.
5. Select Next again.
6. Select the Define button next to Owner Name.
7. In Filter Table Owner dialog box:
   1. Change Operator to BEGINS WITH.
   2. Type in PROD in Custom Value entry line.
   3. Click OK.
8. In Database Connection Wizard dialog box, click on Next.
9. Select Finish.
10. Choose to Save the OCE, accept or change the name of the OCE and click on Save.
11. Choose to replace the existing file by clicking on Yes when prompted.

1. Log in with Dw1.oce...
2. Select Tools menu.
3. Select Options.
4. Select Default Formats and a Default Fonts and Styles dialog box will appear.
5. Select the Query tab.
6. In the Settings panel, select Primary Key and click on the Bold format button (review Sample Text within dialog box).
7. Also select Indexed Column and click on the Italics format button (review Sample Text within dialog box).
8. In the Default Fonts and Styles dialog box, click on OK.

This function can be used when multiple or complex joins cannot be processed in one query. Summarize the data in two separate queries and then import both into a third query. Join the two queries on a common data element and process.

• Limitations: While the imported file looks like an Oracle table, it is not, and therefore many SQL functions (including some limits) will not work. Simple joins on small files are possible if the fields match exactly.
• Spreadsheet Files: The first row of your spreadsheet defaults to the data element names in the "table". Note also that Brio will bring numbers in as numbers, if characters are needed (as with social security numbers) then the column in the spreadsheet should be saved as a text column and the spreadsheet saved as a Tab-delimited (*.txt) file.

1. Prior to processing the Query...
2. In Query section, select Query menu.
3. Select Estimate Query Size. A Query Count dialog box will appear providing an approximate number of rows that will be returned.
   
   
4. Click on OK.

1. Select Request button on the Request Line.
2. Select Query Options from the Query menu (or double click on the Request button or right-click and select Properties).
3. In the Process section of the Query Properties dialog box, toggle ON Return Unique Rows by clicking in the box to create a checkmark.
4. Click on OK.
5. Process the query.

1. In Report section, select the element name in the Report. The element name appears in the entry box in the Expression line.
2. In the entry box, replace the element name with the desired text in quotes and press Enter.

To create a Smart Report do the following:

1. Create the desired Pivot and Chart Reports.
2. Select Insert menu and select New Report.
3. In the Report section, select the Pivot section from the bottom of the Section/Catalog pane, drag and drop it into the Report.
4. Repeat to include the Chart section.
5. Manipulate the size and relative placement of Pivot & Chart reports.
6. Manipulate the document margins in Print Preview mode.

1. Launch BrioQuery.
2. Log into Server.
3. Open an existing query.
4. Select DataModel menu
5. Select Sync with Database to invoke the feature.
6. This feature will then compare the tables on the desktop in the existing query with their current counterpart and update, if necessary, the table(s) to include any new fields.
7. Upon performing it's function, a Data Model Synchronization dialog box will appear detailing the tables that were updated or a BrioQuery dialog box will appear with a message that the "Data Model hasn't been changed".
8. Click on OK.
9. Add any additional items to the Request Line, set any additional Limits, add any necessary table joins and Process the query.

1. Double-click a join line in the Data Model. The Join Properties dialog box will appear.
2. Select a join type from one of the available options in the Join Properties dialog box:
   • Simple
     A simple join retrieves the records in both tables that have an identical data in the joined columns. You can also modify the relationship used to evaluate simple joins by selecting a different logical operator from the popup menu.
   • Left
     Left join retrieves ALL rows from the topic on the “left” (that meet the Limit criteria) and ANY rows from the topic on the “right” which have matching values in the join column.
   • Right
     A right join retrieves ALL rows from the topic on the “right” (that meet the Limit criteria) and ANY rows from the topic on the “left” which have matching values in the join column.

     Note: Left and Right refer to the placement of the tables on the workspace. If a Left join is placed between two tables on the workspace and the user transposes the tables on the workspace, the join is automatically changed to a Right join to reflect the repositioning of the tables and maintain the original, joined relationship. Left and Right joins can be useful in determining those records that are present in one table and for which there is no data in another table.

3. Click on OK.

In order to ensure all tables are joined on the workspace prior to processing a query, the Data Model Options on the desktop can be defined for the usage of joins. Once this preference is set at the desktop, the user will be prompted to cancel a process request when tables present on the workspace are not properly joined. To set Data Model Options at the desktop:

1. Select DataModel menu.
2. Select Data Model Options.
3. In the Data Model Options dialog box, select the Joins tab and select radio button indicating "Use all joined topics".
   
   
4. Click on OK.