How to create query tool to get desired output in Sage X3 V12

By | August 25, 2020

In Sage X3, we may come across a situation where we need to create  query tool by adding fields  from the table also while adding field we may get the below error as shown in fig 3.

Step1 :- To create query tool Go To -> Set up -> Usage -> Reports -> Query tools.

Create first query code and keep the active check box enable  and then in field tab add Table  and fields as shown in fig1.In Representation block we can select from drop down list here we have selected character and graph.

Fig1: Query Tool screen

Step 2 :- While adding fields. In Graph type (as shown in below fig 2) there should atleast one value type field (here we  have taken  YLINE which is line number)  and one description type field (here we have taken the  field YBP as description  which is BP). We can add multiple fields in value type but we cannot add multiple description type . As shown in Fig 2.

Fig2: Graph Type Query Tool screen

It is not possible to add more than one description type field in Graph Type which is alphanumeric data type . We may come across one error as shown in fig 3 i.e. There already is description type field.

Fig3: Graph type description field

So we need to change this graph type to None by clicking on drop downlist. Therefore, we can now add multiple fields with alphanumeric data type by keeping the graph type to None.(i.e shown in fig 4).We should also add atleast value type field like YOAMT is amount type field having data type is based on currency .We may add many graph type having value also when we add value type the Representation block automatically sets to Default. So the graph is designed on the bases of graph type i.e value .

Fig4: Query tool description error

Step 3:- We can also the graph type we have set the Default Graph—Bars. There are many option in Default graph like line type,Bar type etc.

Fig5: Graph

Now we can click on  VALIDATE  button , once it is validated we can click on  RUN  button to see the desired output. As shown in fig 5. Here graph varies according to the amount and at the bottom we get the description which we have set in graph type. That is why we require we set the graph type  as value, description and none.

Fig6: My Open amount per customer screen

Once we have created the query tool we can now use them to create Landing Pages i.e (Home pages) in Sage X3. For creating home pages we need to create the Menu items .

Go To -> All ->Administration -> Authorising -> Pages -> Menu Items -> Create menu items

Once we have created the menu item now we can add them in Home pages .

Go To -> All -> Administration -> Authorising -> Home Pages

This blog will help to create query tool as well solve the above error as shown on above fig 3.

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