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Second
level
ENQUIRY
DESIGNER
Third level

PRESENTED BY :
Mohammad Jasim Uddin
SD
Datasoft Systems Bangladesh Limited

OBJECTIVE

Objectives of the course are to


Introduce the Enquiry application to generate online reports
Creation of enquiry through Designer
Applying various breaks
Calculation of total of a number column
Formatting field display
Drill down Enquiries

FEATURES OF ENQUIRY

ENQUIRY DESIGNER

To retrieve the data in a required format we use Enquiry


Eg. A user wanted to view the data of a particular Customer
11111, then this can be achieved using Enquiry rather than
listing all the Customer.
The difference between Enquiries and RepGens are
Enquiry
The data is been retrieved on the Live System. (i.e) The actual
picture of what is happening on a day to day basis will be
reflected in the Live System up to date.

REPGEN

ENQUIRY DESIGNER

Report Generator takes the data and stores it in another


file. The data when viewed will remain the same unless
specifically refreshed and is mainly used for overnight
reports.

INTRODUCTION TO ENQUIRY APPLICATION

This file holds the parameter definitions of the enquiries


used by the enquiry system
Allows to define an on-line enquiry without any coding
requirements.
Parameters specifies the file to be listed, the fields to be
displayed and where, the formats and conversions to be
applied prior to display and the break points (if any) to be
used.
Parameters can also define internally calculated data,
totals/sub-totals, decision processing, user routines and
finally a link to a lower level enquiry.

ENQUIRY DESIGNER

1. Enquiry can be designed in two ways. From Tools Menu go


to Enquiry Designer (which groups fields on tabs, including
a Full View Tab) or the Full View which is nothing but the
Enquiry Application.
2. When you select Enquiry Designer from Tool Menu it will ask
for the Name of the Enquiry - CUSTDET
3. (or) You can use the Enquiry application to design the
enquiry. In the command
line type ENQUIRY, I CUSTDET
4. CUSTDET is the name of the enquiry.
5. Enter the name of the file in the field FileName from which
the data is to retrieved.
6. This will display the list of fields for the corresponding file.

Sample of Enquiry Designer

ENQUIRY DESIGNER

ENQUIRY DESIGNER

From Tools Menu Select Enquiry Designer


Enter Name of the Enquiry
Enter the name of the file in the field FileName from which
the data is to retrieved.
This will display the list of fields for the corresponding file.
Select the tab Data Columns

ENQUIRY DESIGNER

Start to define field name , Columns etc


Use Multi value to define more fields
After defining press F5 to commit.
Now view the output of Enquiry

FIXED SELECTION & SORTING

ENQUIRY DESIGNER

Predefined selection specifies what data has to be selected from the


database prior to display.
Syntax: Field.Name Operand Value
For example, if Working Balance is not overdraft then display those
records. This can be achieved with,
WORKING.BALANCE GE 0
NAME.2 NE NULL

NULL is used to indicate unpopulated fields.


Predefined sort applies the ordering of data for The sort, by default is
ascending. Descending sort can be applied if the field name is
followed by DSND

SELECTION FIELD

OP

MANDATORY

ENQUIRY DESIGNER

To narrow down the display of selected values in displayed fields,


SELECTION FIELD is useful.
The selection field criteria is only any of the fields mentioned in the
DATA COLUMN.
The operands can be mentioned with OP which will be displayed with
SELECTION FIELD screen.
If Mandatory is set to Y (YES), then unless a selection criteria
mentioned dynamically, the system will not allow the data to be
displayed.

ENQUIRY ATTRIBUTES

ENQUIRY DESIGNER

Enquiry, by default, displays data in GRID fashion. Which means data

displayed can be easily exported to Excel spreadsheet or Word document.


Also the data columns can be dragged and dropped elsewhere other than

the initial manner of display.


To change, use Attributes field in the Advanced tab.
Options include,
GRID -> Useful if data is not displayed at specified lines
PAGE -> For page wise display of data
ALLDATA -> To always extract all data prior to display

DATA DISPLAY FROM ANOTHER FILE

ENQUIRY DESIGNER

Situation at times demands display of data from another file when a


common field is available between the two files.
To achieve this, a similar value holder field should exist in the main
application from where the data can be fetched.
The fields that are useful for LINKING from one file to another are,
NAME OPERATION CONVERSION
Name -> The variable name defined by the user
Operation -> The linking field from the child application
Conversion -> The linked field in the parent or main application

Eg CUSTOMER in account can be used to fetch the name from CUSTOMER


file.

BREAKS

ENQUIRY DESIGNER

Breaks can be applied in three ways


Normal break -> Break when a normal change of data occurs
Page break -> Break the page when change of data occurs
Line break -> Break when a particular line number is reached.

BREAK.CHANGE XXX -> Breaks when an enquiry field value changes


BREAK.LINE n -> Breaks when a particular line number is reached in display
Page Break can be achieved if OPERATION is given P for BREAK.CHANGE field
Apart, FIELD break can be applied to display the data in the header portion
Note: All break fields should form part of the Predefined selection & sort.

FORMATTING FIELDS

ENQUIRY DESIGNER

Data is normally stored in a different way than normally need to be


displayed.
In GLOBUS, dates are stored in Gregorian date format YYYYMMDD
If date needs to be displayed in DD Mmm YYYY then TYPE should be
supplied a value as DATE.
CCY allows the formatting of Currency code used in another enquiry
field such as OPERATION.
If operation is !LOCAL.CURRENCY then CCY in TYPE displays the
currency in Local currency code

TOTAL

ENQUIRY DESIGNER

Total of a particular column field (s) value can be achieved with


TOTAL function.
Commonly used in conjunction with BREAK.CHANGE field.
Totals are a combination of this calculation operation and the use of
the break field to determine when the variable field TOTAL should
occur.
Example, WORKING.BALANCE can be summed up for a particular user
accounts.

DRILLDOWN ENQUIRY

ENQUIRY DESIGNER

Detailed analysis of data can be seen as a drilldown from the main


enquiry by attaching that to the Main enquiry.
Enabled by Drilldown Tab in the Enquiry Designer.
The enquiry to be seen as Drilldown should be specified in Enquiry
textbox
Selection textbox specifies the field in the Drilldown which is linked
from this current enquiry.
Field to Highlight specifies the field in the current enquiry to be
highlighted when the enquired data is visible.

Example:

ENQUIRY DESIGNER

Create an Enquiry to calculate the Working Balance of


each Customer

File Name

Account

Fields Used

Customer No, Name,


Working Balance.

Condition

Working Balance should be greater than


zero.

Account

Number,

The report should look like this

ENQUIRY DESIGNER

Working Balance of each Customer


Cust No.

Cus Name

Acct No.

Work Balance

111111
111111
111111

XXXXXXXXXX
XXX
XXXXXXXXXX
XXX
XXXXXXXXXX
XXX

23456
34567
45678

1000.00
2500.00
3500.00
_______
7000.00

222222
222222

YYYYYYYYYYY
YY
YYYYYYYYYYY
YY

56789
78965

3623.00
5623.00
----------9246.00

Solution

Col Name

ENQUIRY DESIGNER

Actual Value

Description

Page size

4,19

Indicates the size of the page. The data


gets displayed from the 4th row till 19th
row

File Name

ACCOUNT

The actual file from where the data is


retrieved.

Fixed Selection

WORKING.BALANCE
GT 0

Any condition can be given here.

Fixed Sort

CUSTOMER

Since the report is based on Customer


we need to sort the report Customer
wise. By default it is Ascending.

Selection Fields CUSTOMER

If there is any restriction on selection of


the records then you can specify it
here. Suppose you want to select only
records whose CUSTOMER No which is
greater than 100400 then you have to
fill the Op and Mandatory field.

Contd

ENQUIRY DESIGNER

Col Name

Actual Value

Description

Sel Fld Oper

EQ

Various operands are available


which we can select any one.

Required Sel

Yes

If Yes then the selection field along with


the value has to be given. Otherwise it
will give an error message. This can
control processor time by limiting the
size of each enquiry.

Header

@(15,1)Working Balance
of Each Customer

Since the data gets printed from 4th row


rest of the row 1-3 can be considered for
headings like Report Heading and Col
Heading.

@(47,1) are given below

from

15 Column, 1 Row
The heading will be displayed in 15th
column and 1st row.
Header

@(3,3) Cust No.


@(16,3)Cust Name
@(42,3)Acc No.
@(56,3)Work Balance

The Column heading is displayed here


3,16,42,56 are the starting position of
each headings.

Contd

ENQUIRY DESIGNER

Col Name

Actual Value

Description

Field Name

Custno

This is the name of the field.


(Variable Name)

Operation

CUSTOMER

This is the actual field in the table or


file.

Column

The value will be displayed from


column 2

Length Mask

10R

The length of the field is 10 and


right justified

Field Lbl

Cust No.

We can specify the col heading here.


But this heading will be displayed
only if it is a Grid Enquiry. By
default the Attribute will be Grid.

Contd

ENQUIRY DESIGNER

Col Name

Actual Value

Description

Field Name

Custname

This is the name of the field.


(Variable Name)

Operation

CUSTOMER

This is the actual field in the table or


file.

Column

17

The value will be displayed from


column 17.

Length Mask

10L

The length of the field is 10 and left


justified

Conversion

LINK CUSTOMER,2

Actual File or table we are using here


is Account. In account file only the
Customer Id will be stored. When
you want to get the Name of the
customer then you have to LINK to
the Customer file and specify the
actual field no. in which it is stored or
the field name.

Contd

ENQUIRY DESIGNER

Col Name

Actual Value

Description

Field Name

Account.Number

This is the name of the field.


Name)

(Variable

Operation

Account.Number

This is the actual field in the table or file.

Column

37

The value will be displayed from column


37

Length Mask

16R

The length of the field is 16 and right


justified

Field Name

Working.Balance

This is the name of the field.


Name)

Operation

Working.Balance

This is the actual field in the table or file.

Column

50

The value will be displayed from column


50

Length Mask

19R2

The length of the field is 19 and right


justified and two decimal place.

(Variable

With the above detail the columns will be created and even the data will also get
displayed. Now we need to get the total for each Customer. Since the report is based
on Customer there should be break on each Customer. The steps needed for creating a
break for a particular field are.
To define the variable for the break field Actual field name for the break has to be

Contd

ENQUIRY DESIGNER

Col Name

Actual Value

Description

Field Name

B.Cus

Variable Name on which the break is to


be applied

Operation

B C CUSTNO

Break Change on Customer. Variable


Name for Customer which is used above
should be given.

Field Name

D.Cus

This is also a Variable name.

Operation

F CUSTNO

Field Customer.

Display Break

B.Cus

The break field has to be specified

Field Name

Cus.Total

This is also a Variable name.

Operation

Total Working.Balance

Customer wise total will be displayed

Column

50,+1

The column where the grand total for


each customer will be displayed. +1 is to
indicate that the total should come in the
next line.

Mask

19R2

The length of the field is 19 and right


justified and two decimal place.

Display Break

B.Cus

The break field has to be specified

Contd

ENQUIRY DESIGNER

Col Name

Actual Value

Description

Field Name

C.Total

This is also a Variable name.

Operation

Total Work Balance

The label for the total of each customer


has to be specified here.

Column

45,+1

The column from where the label has to


be displayed is specified here. +1 is to
indicate that the label also should come
in the next line.

Display Break

B.Cus

The break field has to be specified

Field Name

Line

This is also a Variable name.

Operation

_______________

To get a line for total

Column

45,+1

The column from where the line has to be


displayed is specified here. +1 is to
indicate that the line also should come in
the next line.

Display Break

B.Cus

The break field has to be specified

Contd

ENQUIRY DESIGNER

Col Name

Actual Value

Description

Field Name

Lline

This is also a Variable name.

Operation

_______________

To get a line for total

Column

45

The column from where the line has to be


displayed is specified here.

Display Break

B.Cus

The break field has to be specified

If we want to break the report page wise, (i.e) each customer one page then
the following values are to be given in these fields
Field Name

Custno

This is the name of the field.


Name)

(Variable

Operation

CUSTOMER

This is the actual field in the table or file.

Field Name

B.Cus

Variable Name on which the break is to


be applied

Operation

B C CUSTNO

Break Change on Customer. The variable


Name for Customer has to be specified
here.

Column

Since the report is page-wise we have to


give P here.

Contd

ENQUIRY DESIGNER

Col Name

Actual Value

Description

Field Name

B.Cus

Variable Name on which the break is to


be applied

Operation

B C CUSTNO

Break Change on Customer. The variable


Name for Customer has to be specified
here.

Column

Since the report is page-wise we have to


give P here.

Field Name

D.Cus

This is also a Variable name.

Operation

F CUSTNO

Field Customer.

Column

13,2

The column where the Customer Number


has to be displayed has to be given here
rather then giving in column. 13th col and
2nd row

Display Break

B.Cus

The break field has to be specified

Section

Header

Header indicates that the Customer No.


should be printed in header.

Enquiry View

To view the enquiry, type ENQ Enquiryname

ENQUIRY DESIGNER

Contd

Output of the Enquiry

ENQUIRY DESIGNER

SUMMARY

ENQUIRY DESIGNER

Enquiry is the request for display of online data present in the system.
Enquiry Designer enables you to design an enquiry with the available
tools.
The difference between Fixed Selection and Dynamic selection.
Enquiry attributes decides how the data to be displayed when an enquiry
is launched.
Conversion enables to convert the data available in the current file by
linking to the identical named field in the parent file/table.
Various kind of breaks that can be attained in an enquiry
How to display the sum of a particular field by TOTAL function.
The formatting of the data in a different way than it is stored in database.
How to drilldown from the current enquiry to view the details of a
particular entity.

THANKS

2006 Datasoft Systems Bangladesh Limited. All rights reserved.

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