Add a query for the cards of the board

Estimated reading time: 5 minutes

We have now successfully added our first query to the report. In this section, we’ll add a query for the cards:

  • Hover over CardDataSource and click on the Add query button.
  • In the Query Name field, type Cards.
  • Click Run Query Builder.

In the Available Tables and Views section, use the search box to find dimWorkItems and double-click it to add it to the query builder.

Repeat the same process for:

  • dimWorkItemCategories
  • dimResources

 

 

1. Set up the Cards table and field aliases

Select OC.DIMWORKITEMS.. In Table Properties, type Cards in the Alias field. 

Check the following fields and update their Alias accordingly:

  • IDCardId
  • TitleCardTitle
  • Scroll down and find FullReferenceNumberCardFullReferenceNumber

 

  • Make sure that the BoardId is selected (No need to add alias):

 

 

  • Scroll up and select CreateOn and type inside the Alias field: CardCreatedOn 
  • Set the Sort Type to Descending for this field. 

 

  • Move to the next table: OC.DIMWORKITEMCATEGORIES and name it CardCategories inside alias field.
  • Open Title and add CardCategoriesTitle inside the alias field.

 

 

  • Move to the next table: OC.DIMRESOURCES and name it Resources inside alias field.
  • Open DisplayName and add ResourceDisplayName inside the alias field.

 

 

2. Join the Resources table with Cards

  • Click on the Resources table header and drag it next to the Cards table.
  • Locate the CreatedByResourceID field in the Cards table.
  • Click and drag the ID field from the Resources table and drop it onto CreatedByResourceID in the Cards table.

This action establishes a join between the two tables.

 

 

3. Add the BoardId parameter to the Cards query

  • In the Parameters section of the side panel, click the + button to add a new parameter.
  • Change the name from Parameter1 to BoardId.
  • Open the Type dropdown and select Expression.
  • Set the Value to Number (32-bit integer).
  • Set the value to the BoardId parameter.

 

4. Filter the Cards query by BoardId

  • In the Side Panel, open Query Properties.
  • Click the three dots next to the Filter field to open the Filter Editor.
  • Hover over And and click the + button to Add condition.
  • In the empty blue box, select Cards, then choose BoardID.
  • In the grey dropdown box, select Parameter.
  • Click OK to close the Filter Editor.
  • Click OK at the bottom of the Query Builder to save your query.
  • Click Finish to close the wizard and return to the main report designer.

 

 

Note: Make sure you apply changes before moving on to the next step.

 

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