Query Window ~ Rows Tab
Press F1 to get the Help page and see The Rows Tab for details of the options available.
Think of the Filters like a series of sieves where only the Records that satisfy each Condition will be retained.
If the first Filter is one of the two ’Add’ Conditions then the Result Set is initially empty, whereas if it is one of two ’Exclude’ Conditions then the Result Set initially contains all the records. Subsequently each Filter adds or excludes records in turn, and whatever records are left appear in the Result Set.
As a general rule, if all the Filters involve only ’Add’ Conditions, or only ’Exclude’ Conditions, then their order is unimportant; but if they involve a mixture, then the ’Add’ Conditions should usually come before the ’Exclude’ Conditions.
The List tab simply sets Filters based on Named Lists. It does not exist in a Fact Query.
The Relations tab only applies in an Individual Query, and checks relationships with a named Individual or with anyone currently in the Result Set.
The General tab is the most popular, and has an Expression compared using an Operator to a Value. The Expression can use Data Reference Fields and Functions in a similar way to Columns and Text Schemes.
There are two shortcuts for entering a Data Reference Field. If the required Field is in a Column then click the black triangle to the right of the Expression box and select it. Alternatively, click the […] button to the right of the Expression box and use the Data Reference Assistant. To enter Functions you must refer to the Help page for Understanding Functions, but for an introduction see Understanding Functions.
Each Operator is self explanatory.
The Value may be free text or a record selected by clicking the […] button to the right of the Value box depending on the type of Expression. Alternatively, by ticking the Parameter option and entering a Label the Value can be obtained by prompting the user. In this case the Value box sets a default value.
Remember that many Data References can have more than one instance, but only the first one is added by default. See the explanation under the Columns Tab for examples. If your Query is not yielding all the expected results, then check that the Filters incorporate all data instances. Alternatively, consider changing the Query Type on the General Tab.
When using a Fact Query the primary Filter probably will be Add if =FactName(%FACT%) matches 'Fact-Name'. where Fact-Name is the Name of the Fact of interest.
Finally, the Move Up, Move Down, Delete, Add, and Update buttons are self explanatory.