Execute Query without a GEXD Formula

Similar to the GEXD formula, the Query function is used to return the detail results of a query. The Query function differs from a GEXD formula, as no actual formula resides in the spreadsheet, and the results are displayed in a separate panel, rather than the spreadsheet.

Setup

1. In Query Designer, create or open the desired query, and, from Query Options, select the Available on Excel Ribbon check box, then save the query.

2. Repeat step 1 for each desired query.

Process

1. In Excel, from the Spreadsheet Server Ribbon, select Query. The system lists all queries flagged as Available on Ribbon.

2. Navigate to, and, select the desired query:
• If no parameters exist for the selected query, the Drill Down panel appears, displaying the detail records.
• If parameters exist for the selected query, the Query pane appears in Excel. Continue to step 3.


3. In the Query pane, for each parameter, type the desired value (single value, wildcard, list, range, or segment list), or, if available, click the ellipses button ( ... ) to execute the user defined lookup query to select the value (see "Assign Query" in the Query Designer User Manual for more information). Once all parameter values are specified, click Execute. The Drill Down panel appears, displaying the detail records.