Manage query operations

Create multiple queries from a source, such as a Planning sheet or Excel file. Manage queries from the context menu.

Using the query context menu

Hover over a query and select More options (...) to duplicate, group, delete, or refresh queries.

Re-run

Reruns the query to refresh transformations and apply the latest results.

Refresh

• Refresh now: Triggers a source refresh. Pull the latest changes from the source after adding dimensions, measures, or updating native measure values.

• Refresh history: View the logs and milestones related to source refresh jobs.

Duplicate

Use this option to create a copy or a backup of your query.

Copy query GUID

The query GUID uniquely identifies a particular query. Use the GUID in a formula to look up values from a query without importing the measure into the planning sheet.

Group queries

Create groups to logically organize related queries. To create a group, select Move to Group > New Group and enter the group name.

Repeat the same step to move queries into different folders.

Hover over a folder and select More options (...) > Ungroup to remove queries from the group and delete the folder.