Completing the Where/Filter Tab

The Where/Filter tab allows you to construct the SQL query the portlet data source executes.

  • Where. This clause is used to specify the selection criteria.

    For example, the following shows a complete SQL query for a portlet data source (the WHERE clause portion of the SQL query is shown in italics):

    SELECT OBJECT_TYPE, OBJECT_NAME, REVISION_NUMBER
    FROM KACC_PSFT_VC_V
    WHERE LOCKED_FLAG="Y"
    ORDER BY OBJECT_TYPE
  • Filter. This clause is used to specify the filter fields that appear on the portlet's edit page.

    Note: Each filter field is appended to the WHERE clause of the portlet query, but only when the filter field is being used by a PPM Dashboard user.

    Filter field values can be used in the SQL by using the token name P.TOKEN_NAME or VP.TOKEN_NAME.

To complete (or update) the Where Clause section on the Where/Filter tab in the Query Definition window:

  1. Complete the associated clause.

    The Where Clause section defines the WHERE clause of the portlet query.

    This is a free-form SQL entry area.

    Tip: Click Enlarge to create a larger text entry field.

  2. (Optional) Change the settings for an existing filter field:

    1. Select a filter field.

    2. Click Edit in the Filter Fields section.

      The Filter: <Filter Field> window opens.

    3. Provide the data as detailed in Completing the Filter Fields Tab.

    4. Click Apply to commit any interim changes. Click OK to save your changes and close the window.

  3. Include a new filter field:

    1. Click New in the Filter Fields section.

      The Filter: New window opens.

    2. Note: Adding filter fields here has the same results as adding filter fields using the Filter Fields tab as the Data Source : <Data Source Name> window.

      The difference in the two areas is how the information is visually displayed.

      • In the Filter Fields section of the Query Definition window, the SQL clauses are displayed.

      • On the Filter Fields tab of the Data Source : <Data Source Name> window, the PPM entities are displayed.

    3. Provide the data as detailed in Completing the Filter Fields Tab.

    4. Click Add to commit any interim changes. Click OK to save your changes and close the window.

  4. Repeat Step 2 and Step 3 until all the desired filter fields are included.

  5. Click Apply to commit your changes. Click OK to save your changes and close the window.