Edit a Query

When you edit a query, you can change the details, like the query label. These changes affect all widgets that use the query. You can also change the visualization properties, like chart type. Depending on the method that you use to edit the query, CRM Analytics handles visualization changes differently.

You can use the following methods to change a query.

Method	Handling Visualization Changes
Edit the query from the query panel	CRM Analytics saves the visualization changes in the query, but doesn’t apply them to existing widgets that use the query.
Double-click the widget	CRM Analytics saves the visualization changes in the query and applies them to the widget. CRM Analytics doesn’t apply them to other widgets that use the query.

Note CRM Analytics automatically loads queries on the opened page. Click other pages to load more queries, or click Start to load a specific query.

Consider the following limitations before editing a query.

• You can edit only queries with types aggregate, aggregateflex, saql, and grain. If you edit an aggregate or aggregateflex that contains a SAQL query in the pigql JSON attribute, CRM Analytics converts the query type to saql.
• You can’t edit a query that’s used in a global filter widget created before Winter ’18.
• You can edit a saql type query that contains interactions(bindings) to switch modes (Chart, Table, Query) or modify the query. You’re not able to switch modes or modify a query for an aggregateflex type that contains interactions. However, you can change the format, such as adding conditional formatting.

1. Open the dashboard in edit mode.
2. Use one of the following methods to edit the query.
   1. To edit the query from the queries panel, hover over the query, click the down arrow, and then click Edit in the query actions menu.
      
   1. Double-click the widget in the dashboard.
      You can also select the widget and click in the widget actions menu.

      
3. Make your changes.
   You can change the following details:

   • Query label (1)
   • Query (2)
   • Visualization properties and formatting (3)
   • Chart, table, and SAQL mode (4)

   
4. Click Update.
5. To save your changes, save the dashboard.

• Considerations When Converting Query Types
  CRM Analytics treats query types differently. Before you convert an aggregate or aggregateflex query type to saql, review the following implications.