How do I use the Luminesce query designer?

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The LUSID web app has a Luminesce query designer that empowers you to generate Luminesce SQL queries. You can visually pull from existing providers and follow prompts that assist you with the Luminesce SQL syntax.

You can use the query designer to:

  • Build a new query from scratch

  • Modify an existing SQL query

To do so, navigate to Data Virtualisation > Query Editor and select the Query designer icon:

To modify an existing query, highlight your query and then select the Query designer icon:

Once you’re happy with your selection, click Generate SQL. This generates the syntax for your query that you can subsequently run with your preferred method.

Output columns

The Output Columns tab allows you to select the provider columns you want to include in the table of results for your query. You can also specify filter or aggregate operations to apply to a column of data.

Joins

The Joins tab allows you to choose one or more providers to join with your existing table of data.

To perform a join, select:

  • The provider you wish to join with, and an alias for it

  • The type of join; read more

  • One or more fields to join on, or a field and Filter value to join on

View designer

You can click the View designer button to convert your SQL query into a Luminesce custom view, or create a custom view from scratch.

To do so, specify:

  • A name for your view to appear in your Luminesce catalog

  • An optional description and link to documentation providing more information on your view

  • Input parameters to pass information into the view

For example, to create the view in this example using the View designer, you could complete the form as follows:

Writer designer

You can click the Writer designer button to convert your SQL query into a write query, or create a write query from scratch.

If a user has the appropriate permissions, writer providers such as Lusid.Portfolio.Txn.Writer have the power to change your data, performing operations such as:

  • Upsert

  • Delete

  • Set

  • Adjust

Read about a particular provider.