This is the
first post of a series focused on a single Viney@rd feature, to let you know
about those features which are not immediately visible but, all together, build
up Viney@rd strength.
Let’s start
with query synchronization.
In a
workbook you can often have two similar queries, which differ only from few
particulars, mainly conditions. A typical case is the current year vs previous year or budget comparison.
A less trivial case occurs when comparing not homogeneous data. For example,
you have main query with customer and sales, but your customers are both other
companies and individuals. For companies you have a credit model showing the
customer’s financial situation, for the individuals you have a model about
customer’s demographic. You want to combine the three models in the same
spreadsheet area.
The
synchronization feature let you sort and filter the results of a query
according to another query.
Please note
that this feature is hard to find even in very expensive reporting tool and is
never implemented in such a pragmatic manner.
For
example, you may wish to get your customers YTD value and have the
corresponding budget aside. Invoices and budget will likely be in two different
models, and the customer’s order is not guaranteed to be the same; more, new
customers may be present in the YTD query but not in the budget query. Syncing
the budget query with the YTD query means that Viney@rd will scan the first
location of the YTD query and will output the budget data in the same order as
in the YTD query.
|
YTD Query
|
|
Customer
|
Value
|
|
Customer A
|
7000
|
|
Customer
B
|
6500
|
|
Customer
C
|
3000
|
|
Customer
D
|
2000
|
|
Budget Query
|
|
Customer
|
Budget
|
|
Customer C
|
3500
|
|
Customer A
|
5000
|
|
Customer B
|
5500
|
|
Customer E
|
500
|
If the budget query is synced to the
YTD query the result as printed on Excel will be
|
Combined Result
|
|
Customer
|
Value
|
Customer
|
Budget
|
|
Customer A
|
7000
|
Customer A
|
5000
|
|
Customer B
|
6500
|
Customer B
|
5500
|
|
Customer C
|
3000
|
Customer C
|
3500
|
|
Customer D
|
2000
|
|
|
Notice that
budget customers are now printed in the same order as YTD customers. Customer D
has budget columns blank as there was no corresponding member in the budget
query results. Customer E, which has no YTD value, is not shown, thus causing a
filter effect.
Please
notice that custom sorts may be implemented with this feature. For example:
refresh the YTD query, sort the customers in the order you want, refresh the
budget query. The order in which the budget results will be printed is the same
as in Excel, but Viney@rd always start scanning from the first cell if the
position of the YTD query as defined in Viney@rd.
Notice also
that we have now two customer columns. This layout is usually redundant and
unwanted. To hide the second query dimensions, uncheck the “Show Row Hdg.” Checkbox. This checkbox also works with stand alone
queries, preventing the row headers to be written on the worksheet.
Synchronizing
two queries is an easy task, just create the two queries, go to the query to be
synced and pick the main query in the drop down. That’s all!