Find out how to create a graphical query tool using a graph in Sage X3

In this blog, we will learn how to create a graphical query tool using a graph in Sage X3.

Step 1: First, we need to create a graphical query in the query tool. The below query refers to the Purchase order. Below is the navigation to create the query.

            Navigation: All🡪Setup🡪Usage🡪Report🡪Graphical Query Tool

In the fields tab, we add the tables and the fields that need to be displayed while we run the query.

  • Here “ZTEST” represents the code, and we can add the description related to the query on what we are creating.
  •  By clicking on the table symbol, we can select the table from the list. Here we have selected the PORDER tables.
  • We can double-click on the fields to display the list of fields we want.
Screenshot 1
  • We can select the query type as normal in the access tab (screenshot 1). We can add the object and function if it is an object-related query.
  • In the Graph tab here, we want to display only the graph type so we can select a representation as a graph and type as multiple graphs. We can select the default graph as bars (screenshot 2).
Screenshot 2
  • After entering all the details, click on the save and validate button.
  • After clicking on the validate button, the below screen pops up. Then click on the search button (screenshot 3).
Screenshot 3

After clicking on the search button, the image below shows the purchase orders’ graphical representation.

Screenshot 4
  • By Clicking on the orders, the particular purchase order opens up.

Thus, using the above steps, we can create the graphical query tool using a graph in Sage X3 (Screenshot 4).

Stay tuned for more informative blogs and quick tips on Sage X3 V12.

About Us-

GerminIT – Recognized for its X3 implementation and customization worldwide, GerminIT is one of the oldest Sage X3 (a Sage Business Cloud Solution) development and implementation enablers and a one-stop solution provider for Sage X3 organizational needs. With a proven track record of X3 development and implementation solutions for clients across the US, UK, Middle East, Australia, Asia, and Africa, we bring complete end-to-end assistance for data migration, system integrations, technical consultations, and implementation competence, third-party add-on development, and product customizations.

With GerminIT, your business will be supported with the best-in-class Sage X3 customization and development services, integrated applications such as Shipping System | eCommerce | Business Intelligence | POS | WMS | Payment Gateway, and mobile add-ons solutions. GerminIT caters to a wide range of Sage X3 offerings. Currently, we provide end-to-end support with Sage X3 implementation and customization solutions for Sage business partners, Sage PSG, and end-users worldwide.


Cloud ERP Consultation In India


Leave a Reply

Your email address will not be published. Required fields are marked *