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What’s New

Qrvey 8.7
Version 8.7 of the Qrvey platform is now available to customers! This version includes new features including area charts, the ability to pivot and export data, as well as numerous bug fixes and performance improvements.
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Qrvey 8.6
Version 8.6 of the Qrvey platform is now available to customers. This version includes several new feature enhancements and performance improvements.
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Required Update for 8.5.1
Attention 8.5.1 customers: for any 8.5.1 instance deployed prior to 08/05/2024, an update is required to ensure you are running the latest images.
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Qrvey 8.5
Version 8.5 (LTS) of the Qrvey platform is now available to customers. This version includes several new features and performance improvements.
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End-of-life Schedule
We've added a new article that lists the features and endpoints that have been scheduled for deprecation. All features and endpoints will be supported for (1) year after the release date of the LTS version that contains the alternative.
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Version: 8.7

Setting Up Data and Parameters

The Data & Parameters panel enables you to set up the datasets used in your report. You can only select one dataset per report. You must create parameters before you can add them to a report.

Parameters enable you to filter data and display information in the report. They are user-defined variables that are only available inside the report.

To select your dataset​

  1. Before you can create a parameter, you must select the dataset. On the right-side menu, click to display the Data & Parameters panel.

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  1. Click Select Dataset. The Select Dataset dialog displays. The functionality to create a connection is the same as the Connections feature in Qrvey Composer. For more information, see Connections.

    Once you’ve established the connection, the dataset columns display in the panel as Categories and Values. They are now available for use in the report.

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To create a parameter​

  1. Display the Parameters tab of the Data & Parameters panel.

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  1. Click Add Parameter. The New Parameter dialog displays.

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  1. Complete the fields provided and click Save. For information on the properties, see the next section, To edit a parameter.

To edit a parameter​

  1. Display the New Parameter or Edit Parameter dialog for the parameter.

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  1. Enter the Parameter Name in the field provided. It must be unique, and it cannot use special characters.

  2. Enter helpful text in the Parameter Label field. This text displays in the parameter’s preview panel.

  3. In the Data Type dropdown, select Numeric, Text, or Date Time.

  4. Select whether the parameter is Visible or Hidden. If set to Visible, you will be prompted to provide a value when using the Preview feature. If set to Hidden, you will either need to define a default value or select Allow Null Value.

  5. To enable the parameter to accept an empty/null value, select Allow Null Value.

  6. To enable the parameter to accept an empty string as a value, select Allow Blank Value. This option is only available for Text parameters.

  7. To define a default value, select Specify Default Value. Enter the desired value in the Default Value field.

  8. Click Save.

See also: