Updating Query Parameter Values in Chains
BeantwoordMy organization recently enabled wData and I'm trying to build a chain that takes a specific cell value from a spreadsheet and uses that to update the parameter of a query. After that, I would like to run the query and export the query results to a spreadsheet.
I'm having trouble figuring out how to accomplish this and was hoping that someone could point me in the right direction for this.
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Hi John, below are suggestions of some commands that may help you to accomplish this goal.
- To read a specific cells from a Sheet, use the Get sheet data command.
- Get the value that was retrieved in the above step using the Extract value command.
- To run a Query from Chains, use the Run query command. Configure the Parameters section to use the Extract value variable from the previous step. For more information, please reference the documentation on using command outputs with other commands.
- Finally, the Export query result command can be used to send the results to a specific Sheet within a Spreadsheet.
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Jeff,
Thanks for the response, it helped and I was able to fix my problem which was not using the extract value command.
I'm able to get the query to export automatically within the chain, but if I try to export a view as part of the chain, I can't get the export view to work.
Are you able to provide a similar write-up for the export view?
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Hello John,
Yes, there are a number of pivot view commands you can use in your Chain. Below is a list of them:
- Create pivot view
- Delete pivot view
- Download pivot view
- Get pivot view
- List pivot views
- Update pivot view
The full list of Workiva Chain commands can be found at https://support.workiva.com/hc/en-us/articles/360036005471-Workiva-commands
Without knowing the specific error you're seeing, it will be tough to point you in the right direction. But in general, you can get a list of pivots, then download the one you want from the list.
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I am trying to do the same thing (take cell value from spreadsheet, use as parameter in filter of query), but the parameter I am trying to update in the query is a multi-select parameter. It works fine when I am only selecting one value for the parameter, but when selecting more than one option, or all possible options the query tries to find records with "value 1, value 2, ..., value n", instead of "value 1" OR "value 2" OR ... OR "value n". Therefore, it is unable to find any records with a single entry = "value 1, value 2, ..., value n", so the query returns no results. Any guidance / ideas on how to update the parameter using Chains when it is a multi-select parameter?
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Hi, Rory!
If you are using multi-select, it should default to "IN" rather than "=." To confirm is your Filter is set to "IN" for that parameter?
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Hi Emily, that's correct, I am using the "Is in List" (Builder view) or "IN" (SQL view). The issue is that the multi-select parameter input text to the "Run Query" is being treated as a single item instead of as multiple items to make a list to check against. I am unsure how to get the query to recognize the text as separate items and include any entry as long as the applicable field value matches any of those items.
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Thanks for the clarification, Rory. To best help you, I have created a ticket for Support. A member of Support will reach out and we'll update this post with any added information.
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