Create a Custom Panel Query

Use the Custom Panel Query Creator window to create a query that you can use to create a custom anchor or reference panel in Latitude.

To create a custom panel query

1. In the Main Menu window, from the Tools menu, click Custom Panel Query. The Custom Panel Query window appears.    OR Open C:\Program Files (x86)\Interactive Intelligence\Interaction Collector\PanelQueryCreator and then double-click PanelQueryCreator.

2. To exclude duplicate records from the query results, select Exclude Duplicate Records.

3. To limit the query results to a specific number of records, select Maximum Records and then, in the box, type the maximum number of records to include in the results.

4. In the Select Columns pane, do the following as necessary:

• Add one or more columns to the query.

• Delete one or more columns from the query.

• Modify the order of the columns.

• Rename any columns.

Note: As you create the query, the SQL statement appears in the SQL statement pane.

5. To count the number of records that match the selection criteria, in the toolbar, click Count. The results appear in the Query Designer dialog box. Click OK.

6. To save the query, do the following:

1. In the toolbar, click Save. The Save Query Dialog box appears.

2. In the Query Name box, type a name for the query and then click Save.

Tip: To overwrite an existing query, in the Name column, click the query to overwrite and then click Save.

7. To generate the query, do the steps to Generate a Custom Panel Query.

Related Topics

Custom Panel Query Creator

Queries