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Home > Success Center > Archive > 2017October31 - LEM Deletes > Using the Select Expert tool

Using the Select Expert tool

Created by Caroline Juszczak, last modified by Kevin.Swinson on Oct 31, 2017

Views: 49 Votes: 0 Revisions: 5

The Select Expert tool lets you execute queries to create a smaller, more focused report from a larger text-based report.

You can use this tool when you are viewing a text-based view of a report in the Preview frame. You cannot use this tool with the default graphical view displayed when you first run the report.

Using the Select Expert to filter report data by date or time fields (such as InsertionTime or DetectionTime) will result in an error. If you receive this error, clear the error prompt, return to the Select Expert, and delete the time-based filter. To filter by time and date, you must run the report with the specified range.

Run a query

  1. In Reports, open or run a report.

  2. In the View tab, locate the View group and click Select Expert.

  3. Click either the New button or the <New> tab.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/0F0/SelectExpertEmpty.png

    The Fields form displays with the various report fields you can query on this report.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/0F0/SelectExpertFields.png

    Click Browse to display list of available fields you can select with the tool.

  4. Select the field you want to query, and then click OK.

    The Select Expert form displays.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/0F0/SelectExpertSeveralOptions.png

    The first tab displays your selected field name. It lists the query options for that field and includes an adjacent list where you can select a specific value.

  5. In the left drop-down menu, select a query option for the field.
  6. In the adjacent right-hand list box, select a specific value for the field.

    You can click Browse Data to view a complete list of values in the report for that field. From the Browse Data box, you can select a value;, and then click Close to apply that value to the query.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/0F0/SelectExpertBrowseData.png

  7. Repeat Steps 3 - 6 for each field you want to add to the query.
  8. Click OK to close the form and apply the query.

    The new report displays in Preview frame.

    You can use the Preview frame's toolbar to save or export the report.

Restore the original report

When you are through querying a report with the Select Expert tool, you can restore the report to its original state.

To turn off the Select Expert settings:

  1. In the View tab in the View group, click Select Expert.

    The Select Expert form appears.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/0F0/SelectExpertEmpty.png

  2. Click Delete to remove the query options.
  3. Click OK.

    The original report appears in the Preview frame.

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