Build Data Queries in a Workspace

In each workspace on the Disclosure Management website, users with the Power User or Admin license type can create data queries to:

• Pull data from existing data systems, including the connected source systems within Reporting Intelligence.
• Set data refresh schedule to refresh the data queries automatically from the source systems.
• Apply filters to the data queries to scope results by period, entity, currency, or other dimensions defined in the source system.

These data queries can then be inserted into Excel documents and used as the data source for variables, allowing live data to flow into reports and supporting spreadsheets without manual re-keying.

Note: Users with the Power User license can only create data queries in the workspaces they own. Admin users can create data queries in all workspaces of the organization.

Create a Data Query

1. Click Workspace in the left navigation bar of the Disclosure Management website.
2. In the Workspaces landing page, click the workspace card in which you want to add the data query.
3. Click the Queries tab.
4. In the Queries sub tab, click the Create Query button. The Create Query wizard displays.

   

5. In the Generation information step, type a name for the data query and if you want, describe the data query briefly. Click Continue.
6. In the Data source step, select the data source for the data query. You can either use an Excel file or a business view as the data source.

   

   • To fetch data from an Excel file, select the File radio button, then in the File options section, select where to get the file: use an existing file, browse for a file, or customize a file.
     • To use an existing file as the data source:
       1. Click the Select existing file option.
       2. Point to the file you need in the existing file list and click Select. You can use the search box to easily locate the file if necessary.

          

       3. From the existing worksheet list, select the worksheet to use. You can also click Dynamic and pick or create a filter to dynamically specify a worksheet.

          

       4. From the range list, choose from the named ranges in the selected worksheet, the data from which you want to use for the data query. To dynamically specify a range, click Dynamic, then type the cell range in the range field. You can also pick or create a filter to define a dynamic range.
     • To browse for a local file:
       1. Click the Browse file option.
       2. Click Browse in the Name field to select the file on your local disk and specify the worksheet and cell range. The file will be uploaded to the current workspace and can be used later when choosing an existing file to create a data query.

          

     • To customize a file:

       1. Click the Custom file option.
       2. Build expressions to dynamically get the file from the existing files and define the worksheet and range. You can also click the Pick filter drop-down to pick or create a filter to use in the expression.

          

   • To fetch data from a business view, select the Business view radio button, then from the available business view list, select the one you want to use for the data query. You can filter the list by data type of the business views or search for a business view using the corresponding option.

     

7. Click Continue.
8. In the Scope options step, specify the scope of the data query, Global or Workspace. When you select Workspace, choose the workspaces the data query can be used in. Click Continue.

   

9. In the Data refresh options step, select the frequency (every 15 minutes to monthly, or no refresh – which means manual refresh only) to refresh the data query from the source Excel file or business view, then click Create.

   

   Tip: Besides setting a data refresh schedule on the Disclosure Management website, you can also refresh data queries on demand from the ribbon in Word, Excel, and PowerPoint.

10. The Query Builder displays, showing data fetched from the specified worksheet range or business view. Click Publish Query.

    

The data query is now added to the workspace. You can further edit it at any time.