Business Intelligence Queries

After you have set up a Business Intelligence data source in CDM, you can add BI queries.

To add a Business Intelligence query:

1. In CDM, do either of the following to open the Data Queries tab in the work area:
   • Click the File tab, then navigate to Administration > External Data > Data Queries.
   • Click the Home tab, then in the Navigation Pane, click Administration and double-click Data Queries under External Data.
2. Click Home > Add > Business Intelligence data query, or right-click any existing query in the query list and click Add > Business Intelligence data query. The Add Business Intelligence data query wizard displays.
3. Enter a query name in the Name field.
4. Specify a description for the query in the Description field if you want.
5. Select a Business Intelligence data source from the Business Intelligence Data Source drop-down list.
6. Click Browse and select a Business Intelligence report or report view from the Report drop-down list. This BI report or report view is located on the Business Intelligence server and contains the queries you want to use to bring BI data in to CDM.
7. To have the BI data query point to different reports or report views on the BI server, you can select Allow query variables in report location. The selected report field becomes editable, allowing you to enter the query variable names to use.
8. Click Next. If the selected BI report contains parameters, they are detected and displayed. Different types of parameters are displayed differently. For example, simple parameters do not have a drop-down menu from which you can select values for that parameter, but instead display the type of the parameter in a tool tip when you hover your mouse over it. Parameters that allow multiple values have checkboxes, whereas parameters that can have a single value are displayed with a radio button in their respective drop-down menus. The Business Intelligence simple parameters MultiLine, Range, Calendar Type, and MultiSelect are not supported. Query variables are not supported for parameters.
9. You can optionally enter a query variable into any of the field in the BI Query Parameters section. This only applies for queries that are string, number, or date (simple queries) and not for trees or lists. Also, for simple queries, a default value, applied in Business Intelligence, is shown. If no default value exists, the field is blank.
10. Click Next. A preview of the Business Intelligence data query results taken from the BI report you selected is displayed. If you selected Allow query variables in report location, the location of the report with the query variables resolved is shown.
11. Click Next.
12. Select the checkboxes in front of the reports that you want to associate with this query or select Make This Query Global to make the query available to all reports.
13. Click Finish.

You can use the BI queries you have created to insert data into CDM report objects.