Create a Federated Query

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Navigation:  User Interface (UI) Elements > Report Designer > Data Source Wizard > Connect to a Federated Data Source >

Create a Federated Query

 

Create a Federated Query

On this wizard page, you can create federated queries based on data from other data sources.

Note that initial data sources can contain data at the root level (e.g., an Excel data source) or have one or more queries (e.g., a SQL data source).

Include Data into Separate Queries

Enable check boxes for data fields, queries and/or entire data sources.

CFQ1

The selected items are included in data federation as separate queries based on initial data source queries.

CFQ2

The wizard specifies query names as follows:

If the initial data source contains one or more queries (such as in a SQL data source), the federated query name consists of the data source name and query name separated by an underscore.

If the initial data source contains data at the root level (such as in an Excel data source), federated query name is equivalent to the data source name.

Right-click the federated data source and choose Manage Relations. This invokes the Master-Detail Relation Editor you can use to specify a master-detail relationship between the separate queries.

CFQ3

Combine Data into a Single Query

To combine data from multiple data sources into a single query, click Add Query.

CFQ4

This invokes the Query Builder designed to federated data sources.

CFQ5

You can use the Join, Union, Union All, and Transform query types to combine data. Refer to the following articles for more information on these query types.

CFQ6 Bind a Report to a Join-Based Federated Data Source

Bind a Report to a Union-Based Federated Data Source

Bind a Report to a Transformation-Based Data Source

Specify Master-Detail Relationships

Click Manage Relations to define master-detail relationships between two or more queries.

CFQ7

In the invoked editor, drag and drop the key field from the master query to the detail query.

CFQ8

Once the wizard is complete, you can see the master-detail hierarchy in the Field List.

CFQ9

For more information, refer to the following guide: Bind a Report to a Federated Master-Detail Data Source.