Using Data Viewer (video)

In this article:

• Get to know the Data Viewer interface
• Learn how query logic works and see some examples
• Key steps in building your own query
• Data Viewer tutorial videos

Data Viewer is for slicing and dicing your data. It's a versatile and powerful tool, built to help you answer questions like:

'How many violations are we tracking?'

'How many acres do we protect in X county?'

'How many site visits did we perform in 2021?'

'How many volunteer hours were spent doing monitoring visits this year?'

It is also used for simple viewing and navigation to records or work items, such as:

'Show me a map and list of all open encroachments'

'Show me a list of all landowners, their contact data, and the properties they're associated with' (this is the built in 'All Active Record Contacts' view)

'Show me a map of all of our trails'

Furthermore, Data Viewer is where you can bulk update fields, run reports on multiple records or work items, export spreadsheets of your data, export bulk shapefiles with custom attributes, download documents in bulk, as well as other special bulk operations like adding multiple tasks at once or merging property records.

Interface

1. Saved View dropdown/name and related actions (create new, save, copy, share, get API, or delete).
2. Query result count badge, refresh button, query editor button, and query criteria preview.
   • Click the preview line to see full query criteria.
3. View display options, field picker, and option to group results by selected field.
   • Note that results must be grouped to display them as a Chart, and there must be at least one Date column to display results as a Timeline.
4. Results list.
5. View owner, if not the current user.
6. Report and export options.

Understanding Query Logic

Views, widgets, and one-click reports are created using database query logic. A 'query' searches all of your Landscape data based on the parameters that you set, and returns results that you can use for record modification or dynamic reference and reporting. The query logic in Landscape is similar to most other database query functionality.

A query begins by selecting the primary record type you wish to search by. You can search virtually all record types available in Landscape. The criteria then act as filters to return data from that or related records.

Examples:

1. A simple query looking for all incomplete annual monitoring visits:

2. A moderately complex query looking for all trespass or encroachment Issues that were either Identified or Reported last year:

3. An advanced query looking for all Conservation Easement Property records that do not have a Baseline Report Work Item:

Key Steps

From Data Viewer:

• Click on "New View" to start building a new query.

  Selecting Category:

• Choose the category based on the fields you want to view in Data Viewer.

  Editing Query:

• Click on "Edit View" to access the Query Builder.

• Modify the criteria to filter the data based on specific requirements.

  Adding Criteria:

• Add multiple queries to refine the results further.

  Utilizing Features:

• Use "all" for objects that need to meet all criteria.
• Use "any" for objects that can meet any of the criteria.

• Use "none" to find objects that do not meet specific criteria.

  Nesting Objects:

• To query nested objects, scroll down to find the relevant fields.

  Saving Queries:

• Save the query for future use by clicking on "Save As".

Cautionary Notes

• Ensure that the criteria set in the query accurately reflect the desired data output.
• Double-check the filters and criteria to avoid missing important data.
• Seek assistance from Landscape support if encountering difficulties in query building.

Tips for Efficiency

• Save frequently used queries for quick access in the future.
• Experiment with different combinations of criteria to refine data output.
• Regularly review and update saved queries to ensure relevance and accuracy.

If you're a visual learner, here are two videos explaining Data Viewer and how to build basic queries. Note that the Data Viewer interface has changed a bit since these were recorded, but the processes and logic remain the same.

Data Viewer Tutorial

Basic Query Building