Click on the Preview button to analyze the results of your Query for
- Fine-tuning the desired output
- Configuring visualizations
Note: You can also click on the caret alongside the Preview button to define the number of records to be fetched from the Datasource.
Once you are satisfied with the preview of the final result, you can proceed to save the query. Based on the type of data strategy selected, you will be presented with three different options:
- Save Dataset
- Save & Run
- Save & Clone
If Direct Query is selected as a data strategy, then Knowi will allow you to save the dataset. Upon clicking the Save Dataset button, the dataset configuration is saved, but the query runs only when the user requests. Examples:
- Running a scheduled email report
- Loading the widgets in the dashboard
A modal window will appear and allow you to go to the Dashboard, Queries List, or Dataset page. You can make the desired selection or alternatively click on the Continue Editing button to keep making the changes.
You can also click the caret alongside the Save Dataset button and select Save & Refresh. Selecting this option will run the query and update the metadata.
Save & Run
If Non-Direct Query is selected as a data strategy, then Knowi will provide you the option to save and run the query. Upon clicking the Save & Run button, the user can either run the query once or at scheduled intervals. The results of the query are stored in Knowi which can be driven from the Knowi datastore.
You will be navigated directly to the dataset page providing you insights into query status, dataset lineage, data types, and much more.
You can also click on the caret next to Save & Run to save the query as dataset. Clicking on Save Dataset will let you save the query but would not allow creating any widgets or executing the query. Such queries will be in grey bulb status.
Save & Clone
Save & Clone is available for both direct and non-direct queries. Users can save a clone of the existing query after editing to avoid losing the original query.
To clone a query,
- Navigate to Queries.
- On the query dashboard, go to the query you want to edit.
- Make the changes, click the arrow beside ‘Save and Run’, and click ‘Save as Clone’.
- The edited query is saved as a clone of the original query.
- The cloned query is visible on the query dashboard.