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Pentaho Documentation

Create Queries with SQL Query Designer

You can use the SQL Query Designer interface to create a SQL query to get data. The SQL Query Designer is only available through the JDBC Data Source window. You must already have a JDBC data source configured and tested before using the SQL Query Designer. See Connect to a Data Source for more information on connecting to a JDBC data source.

SQL Query Designer does not work with Hadoop Hive data sources.

Access the SQL Query Designer

Perform the following steps to access the SQL Query Designer:

  1. 1. In the Data tab, right-click on Data Sets and select JDBC. The JDBC Data Source window appears.
  2. Select your data source in the Connections pane on the left, then click the round green + icon above the Available Queries pane on the right.
  3. Type a concise yet sufficiently descriptive name for your query in the Query Name field.
  4. Click the pencil icon above the upper right corner of the Query field. The SQL Query Designer tool appears, as shown in the following example:
    ReportDesigner_Queries_SQLQueryDesigner.png

Apply Query Filters

Perform the following steps to apply filters to your query:

  1. Select a schema filter in the menu above the lower left pane and ensure the type filter is set to Tables.
  2. In the lower left pane, click to select the first table from which you want to refine data, then double-click it to move it to the query workspace. As shown in the following example, the table you selected appears in the workspace as a sub-window containing all its rows:
    ReportDesigner_Queries_SQLQueryDesigner_Table.png
  3. Check all the rows you want to include in the query. By default, all rows are selected. If you only want to select a few rows (or a single row) in your query, click the table name at the top of the sub-window, then click deselect all in the popup menu, and check only the rows you want to include in your query.
  4. Repeat the previous step for other tables you want to include in the SQL query.

Refine the Query

Depending on how you might want to further refine your query, you can perform the following steps to join tables, apply conditions, or group and order rows:

  1. To create an SQL JOIN between tables, select a reference key in one table, then drag it to the appropriate row in another table. To modify the JOIN, right-click its red square, then click edit in the popup menu.
  2. To add a condition or expression, right-click a row in the query workspace, and select the appropriate action from the menu.
  3. To order or group by a specific row, drag a statement from the SELECT category in the upper left pane and drop it into the GROUP BY or ORDER BY category.

Analyze Results

Perform the following steps to analyze the resulting query:

  1. To edit the SQL syntax directly, click the syntax tab in the bottom left corner of the SQL Query Designer window.
  2. Click Preview to view the unformatted query results
  3. Click OK to finish working on the query.

You now have a data source and at least one query that will return a data set that you can use for reporting.