Creating queries with Formula Helper
These instructions explain how to use the Formula Helper to build a query in a process configuration dialog. Use the Fomula Helper to select macros and functions from pre-defined lists. Use the supplied buttons to insert operators and punctuation.
1.
Begin configuring a process that uses queries, such as Segment, Select, or Extract.
2.
Access the query option for the process:
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For a Select process, choose Select <audience> IDs With.
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For a Segment process, use Segment by Query, double-click a segment to edit it, then use Select IDs With.
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For an Extract process, use Select records With.
3.
Click Text Builder to change from the default Point & Click query method.
4.
Click Formula Helper.
The Formula Helper window opens. It contains a set of buttons for inserting commonly used operators, and a list of macros and functions.
5.
(Optional) To work only with SQL operators and functions, check SQL.
6.
Build your query by selecting fields from the Available Fields list as you normally would. Additionally, use the Formula Helper window:
a.
Expand the list of macros or functions to locate the item you want to use. Select an item to see a description and syntax example. Double-click an item to add it to the query text box.
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If you select a custom macro, the description and syntax were created by the person who wrote the macro.
b.
Use the Formula Helper buttons to add operators and punctuation. The Clear button acts as a backspace (erase) key.
c.
You can also edit the query directly. However, you can avoid syntax errors by selecting items, such as field and table names, from the lists provided.
d.
Click Close.
7.
Use Check Syntax to detect any errors. Checking the syntax does not put any load on the database server.
8.
(Optional) Use Test Query to see how many IDs the query returns.
A progress bar is displayed while the query is being tested. Close the progress window if you want to cancel the test. When testing is complete, Campaign indicates the number of rows the query returned.
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Global suppressions and cell size limits are not applied in Test Query counts. Test queries might also return non-normalized data. To obtain an accurate result count, test run the process.
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