Building a query

This page shows you how to ask a question of your data with a query — the heart of Zinye Insights. You build queries visually, point and click, with no SQL required.

Build a query

1. In a workbook, create a new query.
2. Pick the table to start from (for example Sales Invoice).
3. Add steps to shape the answer:
   • Filter to the rows you want (this year, a specific customer)
   • Group by something (by month, by item, by territory)
   • Summarise with a total, count, or average
   • Sort so the biggest (or latest) is on top
4. The result table updates as you go, so you always see what your question returns.

Each step is a simple choice, and you can reorder or remove steps until the answer is right.

Worked example

To get monthly sales this year:

1. Start from your sales data.
2. Filter the date to this year.
3. Group by month.
4. Summarise the amount as a total.

That’s it — a clear monthly sales figure, no formulas typed.

Tip

Build queries small and check the result after each step. It’s much easier to spot where a number looks wrong one step at a time than to debug a complex query all at once.

Next: make it a chart

A query gives you a table. Turn it into something you can read at a glance — see Charts.

Related

• Charts
• Transforming data
• Dashboards