Managing queries in forms

Creating a query in a form

Excel > CCH® Tagetik > Design > select form >

See How to access the windows for alternative paths.

1. Click on the empty cell in which to insert the query.
2. Open the Query Wizard window. See Open the Query Wizard window.
3. Write the query in the text box as desired.

To obtain suggestions for the names of the tables and the relative fields, type the start of the name and press CTRL+SPACE BAR: a list of suggestions will appear.

Open the Query Wizard window

Excel > CCH® Tagetik > Design > select form >

See How to access the windows for alternative paths.

Choose one of the following methods:

• Click .
• Right click the desired cell and select Tagetik > New Query.
• In the Open items tab, right click on the template and select Queries > New Query.
• In a cell of the Excel sheet that does not belong to any matrix, type SELECT FROM and press ENTER.