Creating a query in Infor Spreadsheet Designer for Microsoft

Creating and adding a query map to a worksheet lets you query data within your Landmark applications. You can query Landmark data by mapping a business class, list, or user folder and related fields to a worksheet.

Prerequisite actions

Know the fully qualified name of your server and web port. If you do not have this information, contact your system administrator.
Your computer must meet the hardware requirements. If you are unsure, contact your system administrator.
You must be familiar with the Landmark business class you are mapping to. This means you must have a general knowledge of the fields and the actions the application you are mapping to can perform.

Select Infor and click the arrow next to Insert Query and then select the type of query you want to perform: Business Class, List, or User Folder.

All options represent business objects associated with a Landmark application.
Type the fully qualified server domain name and click Connect.
Type your username and password and click Sign In.
On the dialog box that appears, specify this information:
Data Area

Select a data area.
Business Class
Select a business class. To move through the list of classes quickly, you can either:
- Type part of the first letter of the fieldt.
- Click the Filter link to view only the most frequently used classes.
Note: This option does not appear when you select User Folder.
List

Select the list that contains the data you want to query.
Note: This option appears only when you select List.

User Folder

Select the folder that contains the data you want to query.
Note: This option appears only when you select User Folder.

Note: User Folder is not supported in Batch Query mode. Query in Batch mode is automatically disabled when you select User Folder.
Fields
Select the fields that you want to display on the worksheet.
- Use the scrollbar or type part of the field.
- Click Select All to include all fields.
  Note: You cannot use this option if your business class contains more than 256 fields.
- Right-click a field to include its relations.
Click Insert when you are ready to run the query.
The Query Properties window appears.
Make selections as appropriate:
- Show State / Show Value: If the data is part of a selection list, you can choose to see the translated state name of the data rather than the actual value of the data stored in the field.
- As of Date: You can use the As Of Date field to change the date for which you want to view the data you are querying. For example, if you want to query the list of Employees with the first name of Robert at the beginning of the month, you would set the As of Date to 2/1/2019.
- Filter: This filter option is for locating records that meeting only certain criteria. Select a field that you want to use as a filter, and then click the filter icon.
To save the query for later use, click Save. The query that you defined is saved to the workbook.

Note: When you reopen the workbook, a list of map properties automatically displays in a custom task pane. At this point, you have only mapped a Landmark application business class and list to a worksheet within your workbook; you have not yet queried data.