Selections and Views 1—Extended Exercises
Main Exercise
Purpose: The purpose of these
exercises is to introduce more advanced Selections and Views features such as
creating dynamic selections with wildcard operators.
Windows:
Sales and Marketing main window
Editing a Selection
-
Go to the Selections and Views pane.
- In the Selections and Views pane, click the Plus Sign (+) in front of the
Contact group to expand the group.
-
Right-click
on IT Managers and then click Edit Selection.
-
The Edit Selection dialog box will be opened.
Click Next.
-
Click the
Plus Sign (+) on the left of the table name to expand the Account table.
-
Click Loyalty.
-
In the Loyalty list, click Good.
-
Click the
Equal Sign (=).
- Click and.
- Click Job Role.
- In the Job Role list, click IT.
-
In the
Criteria area, verify that the criterion Contact.JobRole=IT AND
Account.Loyalty=Good appears.
-
Click Next
and click Finish.
-
Run the
selection by double clicking the IT – Address list view.
-
Verify that
the results appear in the
Result pane.
-
Right-click
on the results and click the Show Row Count to count the
results.
Editing View Information
-
In the
Selections and Views pane, right-click on IT Managers
and then click Edit Selection.
-
The Edit Selection dialog box will be
opened.
-
Click
Next to move to the View step without changing the
selection criteria.
-
Click the
Plus Sign (+) on the left of the table name to expand the Account table.
-
Double-click Loyalty.
-
Verify that
the Loyalty field
appears in the view field to the right along with the already selected
fields.
-
Click
Finish.
-
Run the
selection and verify that the loyalty information is displayed in the
Result
pane.
Adding a View
-
In the
Selections and Views pane, right-click on IT Managers and then click Edit Selection.
- The Edit Selection dialog box
will be opened.
-
Click
Next to move to View step without changing the selection
criteria.
-
Click
New.
-
Enter
IT Managers– Phone list as the name of the new view and click OK.
-
Click the
Plus Sign (+) on the left of the table name to expand the Contact table.
-
Double-click First Name, Last Name, Phone, Fax,
and Mobile.
-
Click
Finish.
-
Verify that
the new view appears under the IT Managers selection.
Renaming a View
-
In the
Selections and Views pane, right-click on IT Managers and then click Edit Selection.
-
Click
Next to move to View field without changing the selection
criteria.
-
In the
View list, click IT Managers – Phone list.
-
Click
Change.
-
Rename the
view to IT Managers – Phone Information.
-
Click OK.
-
Click
Finish.
-
Verify that
the view name has changed in the IT Managers Selection.
Copying a Selection
-
In the
Selections and Views pane, right-click on Private to add a new group called
Activities.
-
Click the
Plus Sign (+) on the left of the Activities group in the
public
section.
-
Right-click
on To Do list and then click Copy Selection.
-
Select the
group Activities in Private section, right-click, and click Paste Selection.
-
Verify that
you have a new selection called Copy of To Do list in the Activities group.
-
Right-click
on Copy of To Do list and click Edit Selection.
- Rename the
selection to To Do list.
- Click Next to open the
Criteria step.
- Click Next to open the
View step.
- Click the
Plus Sign (+) on the left of the table name to expand the Activity table.
- Double-click
Done.
- Verify that
the field appears among the other fields in the view field to the right.
- Click Finish.
- Run the
selection.
Creating and Running a Dynamic
Selection
-
In the
Selections and Views pane, right-click on Contacts (your
private group) and then click Add Selection.
- The Add Selection
dialog box will be opened.
-
Enter
Contact-Interest as the name of the selection and click Next.
-
Click the
Plus Sign (+) on the left of the table name to expand the Contact table.
-
Click
Interest.
-
Click the
Question Mark (?) and the Equal Sign (=).
-
Verify that
the criterion Contact.Interest =? appears in the criteria field.
-
Click
Next.
-
Enter
Contact Interest – Address list as the name of the view and click OK.
-
Click the
Plus Sign (+) on the left of the table name to expand the Contact table.
-
In the
Contact table, double-click First Name, Last Name, Phone,
Fax, Mobile, and E-mail.
-
Verify that
the fields appear in the view field to the right.
-
Click the
Plus Sign (+) on the left of the table name to expand the Account table.
-
In the
Account table, double-click Name, Address 1, Post code,
City, and Country.
-
Verify that
the fields appear in the view field to the right along with the contact
information.
-
Click
Finish.
-
In the
Selection and Views pane, click the Plus Sign (+) in front of the
Contact group to expand the group.
-
Click the
Plus Sign (+) in front of the Contact-Interest selection to expand the
selection.
-
Double-click the Contact Interest – Address list view.
-
In the
Interest list, select Golf.
Select the Close dialog when search is
performed check box, then the dialog box will automatically close once
you click OK.
Click OK.
-
Verify that
the results appear in the
Result pane.
-
Count the
results.
-
Right-click
on the
Contact Interest – Address list view and select Apply in new tab.
-
In the Interest
list, select
Motor Racing. Click OK.
-
Verify that
the results appear in the
Result pane.
-
Count the
results.
Creating a Selection with Multiple
Search Criteria
-
In the
Selection and Views pane, right-click on Private and create a group called
accounts.
-
Right-click
on the group and then click Add Selection.
- The Add Selection
dialog box will be opened.
-
Name the
selection Potential – Accounts in Sweden & United States. Click
Next.
-
Click the
Plus Sign (+) on the left of the table name to expand the Account table.
-
Click the
Open Parenthesis Sign (.
-
Click
Loyalty.
-
In the
Loyalty list, click Good.
-
Click the
Equal Sign ( =).
-
Click OR.
-
Click
Loyalty.
-
In the
Loyalty list, click Moderate.
-
Click the
Equal Sign ( =).
-
Click the
Close Parenthesis Sign ).
-
Click
AND.
-
Click the
Open Parenthesis Sign (.
-
Click
Country.
- In the Country list,
click United States.
-
Click the
Equal Sign ( =).
-
Click OR.
-
Click
Country.
- In the Country list,
click Sweden.
-
Click the
Equal Sign ( =).
-
Click the
Close Parenthesis Sign ).
-
Click
AND.
-
Click
Potential.
-
Click the
Question Mark ( ?) and the Equal Sign ( =).
-
Verify that
the following criteria are shown in the criteria field: (Account.Loyalty =
Good OR Account.Loyalty = Moderate) AND (Account.Country
= UNITED STATES OR Account.Country = SWEDEN) AND Account.Potential = ?.
-
Click Next.
- The New View
dialog box will be opened. Enter Potential in United States and Sweden as the
name of the view and click OK.
-
Click the
Plus Sign (+) on the left of the table name to expand the Account table.
-
Double-click
Name, Address 1, Post Code, City, Country, Phone, Potential, and
Responsible.
-
Click Finish.
-
Verify that
the selection appears in the Selection and Views pane.
-
Run the
selection for Good.
-
Click the Recent Selections toolbar and run the newly created
selection for Moderate and for Poor potential.
Note: Using the Recent
Selections toolbar, you can select from a list of the most recent selections.