Introduction to StratexQuery and StratexViews
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This document provides a user guide for creating custom dashboards using StratexQuery and StratexView functionality within the StratexPoint solution. It describes how to create queries that extract and join data from multiple lists, and use the StratexView web part to display query results on a webpage. The StratexView works with the Stratex Top Menu, which can pass parameters to filter the dashboard.
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In this week's lessons we'll be looking at Select Queries in Access – creating them with the help
of the Wizard and from scratch in Design View, incorporating Sort conditions into queries, and
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Using the Simple Query Wizard to Create a Select Query on the basis of a single table page 9
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- 1. Monitor compliance. Manage risk. Execute strategy. Introductory to StratexQuery & StratexView November, 2016
- 2. Purpose This document is designed to provide a user guide for the use of the StratexQuery and StratexView functionality to develop customised dashboards within the StratexPoint solution. This guide is designed for analysts with an understanding of StratexPoint data relationships and an understanding of / experience using data query tools and SharePoint webparts.
- 3. StratexQuery & StratexView Summary of this functionality The StratexQuery functionality enables skilled end-users to create their own custom queries to extract data from StratexPoint. These queries can extract data from multiple lists and join, filter and group the data. The StratexView is a webpart which is used to display the data from the StratexQuery on a webpage. The StratexView works within the Stratex Top Menu which can pass parameters (Entity, RACI and Me) to the StratexView.
- 4. Stratex Query 1. Use this interface to create a new query or edit an existing one 2. Select the list(s) from which you want to extract data 3. Select the data to include in your query <YourStatexPointURL>/_layouts/SiteSettings/StratexQueryBuilder.aspx 1 2 3
- 5. Stratex Query cont’d 1. Columns to include in the query 2. Embed a hyperlink to other dashboard pages and pass through a parameter <page>?<parameter> 3. Set a Sort Order 4. Set a Group 5. Define how data from two lists are joined 6. Define filter(s) for the Query 7. Preview data 8. Save Query configuration 1 2 3 4 5 6 7 8
- 6. Add the Top Menu to a Web part page 1 Add the Top Menu to a Web Part Page 2 Define which options to display 4 3 Add ‘tabs’ Save the menu config for reuse
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