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SI.QUERY

Created by Harry Lewis, Modified on Thu, 5 Sep at 1:54 PM by Harry Lewis

Applies to:

  • Velixo NX
  • Sage Intacct



The Velixo NX SI.QUERY function returns the contents of the specified Sage object.


 

The available objects are listed in the Sage API Reference:  API Reference | Sage Intacct Developer. 


You can also retrieve a list of all available objects using the Velixo NX SI.EXPANDOBJECTRANGE function.

 


TABLE OF CONTENTS



Syntax

This is the syntax for this function:

=SI.QUERY(ConnectionName, Object, Filter, Select, IncludeHeader, Top,
OutputColumns1, OutputColumns2, ... OutputColumnsN)


Parameters


The SI.Query function has these Parameters:


Parameter

Required/Optional

Description

Connection

Required

The name of the connection, as specified in the Connection Manager

Object

Required

The Query and List Legacy entities which can be accessed are listed in API Reference | Sage Intacct Developer


Note: 

Although listed as a valid object, Sage Intact does not support querying the GLRESTRICTIONRELEASE object.

Filter

Optional

 

 

This parameter is
Case Sensitive and must be enclosed within quote marks

SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. 

 

Including characters that a not allowed within XML must be properly encoded, and single quotes must be proceeded by a backslash:  ('Jane\'s Deli'). 

 

Joins are not supported.

Select

Optional

Comma-separated list of columns to be included in the resulting dataset. If this parameter is empty, all the columns from the object will be returned.


A column may come from:

  • the object itself
  • A related object (refer to Platform Services > Object for information about relationships and column names)


Notes:

  • Columns from a related object must specify both the related object and the Column name, e.g. CUSTOMER.NAME 
  • It is also possible to return columns from multiple levels deep,
    e.g. MANAGER.EMPLOYEEPOSITION.NAME

IncludeHeader

Optional

TRUE or FALSE, indicating if should column headers be included in the dataset.

Top

Optional

Returns the number of records specified.  If a value is specified, the results are sorted by Record Number (RECORDNO).  Otherwise, they are not sorted.

OutputColumn1OptionalOptionally, specifies the cell on the worksheet where the data of the first column specified in the Select parameter is to be displayed as part of an Excel table.
OutputColumn2OptionalSpecifies the cell of the worksheet where the data of the second column specified in the Select parameter is to be displayed as part of an Excel table.

Note: Must be on the same row as OutputColumn1
...

OutputColumnNOptionalSpecifies the cell of the worksheet where the data of the  Nth column specified in the Select parameter is to be displayed as part of an Excel table.

Note: Must be on the same row as OutputColumn1 and every other OutputColumn.



Excel Online


Important: Loading large datasets with SI.QUERY() is not performant in Excel Online due to the limitations of the Excel platform in the browser.  If your dataset contains more than approximately 100,000 records, we strongly recommend using a desktop version of Excel 365 for Windows or Mac OS.





Examples

 

Example 1 - Top 10 records


SI.QUERY("Sage","GLBatch",,,,10)


Description: Returns the top 10 records returned by the GLBatch object.

 

Result:

  





Example 2 - Filter example 1



SI.QUERY("Sage","TaxSolution", "TaxMethod='VAT or GST'", "SolutionID,TaxMethod")

 

Description: 

Returns the SolutionID and TaxMethod fields from the TaxSolution object where the TaxMethod field is set to VAT or GST:

 

Result:

 




Example 3 - Filter example 2



=SI.QUERY("Sage","TaxDetail","DESCRIPTION LIKE('%Sales%')", "RecordNo,DetailID,Description,TaxType,Value,Include, GLAccount,TaxAuthority,Status")

 

Description: 

Returns the specified fields (in the order specified) from the TaxDetail object where the Description field contains the case-sensitive substring Sales 

 

Result:

 

 





Example 4 - Send output to an Excel table



=SI.QUERY("Sage","Project",,"RECORDNO,PROJECTID,PROJECTTYPE,NAME",TRUE,,A5,B5,D5,C5)


Description: 

Instead of displaying the results of the query starting in the cell containing the SI.QUERY function, the function Cell A2 displays the specified fields from the Project object in an Excel data table located in the cells specified by the OutputColumns parameters (cells A5, B5, D5, and C5)








Example 5 - Include columns from related objects


=SI.QUERY("Sage", "Project", (PROJECTID='22-002'), 
"PROJECTID,NAME,MANAGER.EMPLOYEEPOSITION.NAME")


Description: 

This SI.QUERY example queries the PROJECT object and returns 3 columns for a single, specified ProjectID. 

The third specified field (NAME) originates from the EMPLOYEEPOSITION object that is related to the MANAGER object which is then related to the PROJECT object (demonstrating multi-level "lookups").



Notes: 

  • the above formula is equivalent to the formula in the screenshot, demonstrating the use of cell references for function arguments.
  • The query automatically understands which relationships to use when specifying prefixed column names with related object names.


Here are the relationships of the related objects for the above example:

  • From the PROJECT object, the Employee relationship relates to object: MANAGER


  • From the MANAGER object: the Employee position relationship relates to the EMPLOYEEPOSITION object
  • The field NAME is then used from the EMPLOYEEPOSITION Object to return the name of the Employee Position







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