DataLink query modes
The DataLink List Designer lists these query modes:
- Summary Report
- Detail Report
- Summary Link
- Reference Link
- Task
Each mode creates a different type of report, but the process to define the queries is the same for all query types.
Queries have this basic form: Output values for items A and B where conditions X, Y and Z apply.
For example: Output Account Code and Transaction Amount where the Business Unit is Sales, the Account Codes are in the range 10000 to 28000 and the Accounting Period is Year to Date.
On the Definition Mode tab of the Relational List Designer, the WHERE clause of the query is supplied by the values that you specify in the Filter pane.
Summary report
A Summary Report provides a summarized listing. The report displays a row which contains all Output Data Items for each summary level.
For example, this table represents a Summary Report which outputs Account Code, Base Amount and Transaction Date for revenue accounts:
| Account Code | Base Amount | Transaction Date |
|---|---|---|
| 11000 | -585217308.3 | 15/07/2011 |
| 12000 | -1190375.3 | 15/07/2011 |
| 13000 | -4642.11 | 15/07/2011 |
| 14000 | -4522.75 | 15/07/2011 |
| 15000 | -244912.52 | 15/07/2011 |
| 18000 | 1629.38 | 15/07/2011 |
Detail report
A Detail Report returns one row for each record in the database.
| Account Code | Base Amount | Transaction Date |
|---|---|---|
| 11000 | -176.41 | 15/07/2011 |
| 11000 | -341.84 | 15/07/2011 |
| 11000 | -725.4 | 15/07/2011 |
| 12000 | -811.93 | 15/07/2011 |
| 12000 | -362.29 | 15/07/2011 |
| ...... | ...... | ...... |
| 14000 | -830 | 15/07/2011 |
| 14000 | -35.72 | 15/07/2011 |
| ...... | ...... | ...... |
| 18000 | 544.78 | 15/07/2011 |
Summary link
A Summary Link returns the balance of a filtered range. For example, the total cost of a category of product.
Reference link
A Reference Link returns the value of a single record.
Task
Tasks are used only for administration. Do not use tasks unless instructed to do so by a system administrator.