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 a query tool by adding fields from the table also while adding fields we may get the below error as shown in Fig 3.

Step 1: To create a query tool Go To -> Set up -> Usage -> Reports -> Query tools.

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

Step 2: While adding fields. In Graph type (as shown in below fig 2) there should be at least 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.

It is not possible to add more than one description type field in Graph Type which is an alphanumeric data type. We may come across one error as shown in Fig 3 i.e. There already is a description type 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 at least a value type field like YOAMT is an amount type field having data type based on currency. We may add many graph types having value also when we add a value type the Representation block automatically sets to Default. So the graph is designed on the basis of graph type i.e. value.

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

Now we can click on the VALIDATE  button, once it is validated we can click on the 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 that we have set in graph type. That is why we require we set the graph type as value, description, and none.

Once we have created the query tool we can now use it 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 items now we can add them to the Home pages.

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

This blog will help to create a query tool as well as solve the above error as shown in Fig 3.