What
Views, Charts and Dashboards in Mercury are all made up of independently created data queries, and sometimes you may want to go back to those queries that you have saved, in order to change some of their properties - for example, adding or removing certain fields or changing the display order of some of the data.
Where
There are a number of ways to do this - below are two common examples.
How
Example 1: Via the Mercury sitemap - i.e. the far left panel where all the main data focus areas are listed
1. Start with the main focus of interest from the sitemap panel on the left.
2. Click the small dropdown arrow to view all your saved queries/views.
3. Look for the query/view name in the dropdown list and click on it.
4. It will then display the output of the query where you can either edit the columns...
5. ...and/or edit the filters.
Example 2: Using Mercury Advanced Find to pinpoint a 'starting focus' that does not appear in the Mercury sitemap
1. Click into the main Search bar at the top of the screen, and then in the resulting dropdown click on the option at the bottom called Search for rows in a table using advanced filters - i.e. Mercury Advanced Find:
2. A side panel then appears on the right, allowing you to search through all the tables that store all the various items of data within Mercury:
3. In the Search tables box, type the first few letters of the name of the table/area of Mercury where you feel the query/view that you are looking for could be the most closely associated with, then click on that table name and then click Continue:
4. A filter panel will then appear which will show the current status of all the various properties of the overall query for that data View, and where you can make and apply your changes:
5. The query/View will then run as per the latest filter changes that you've just applied. You can go back as many times as you need to if you want to make any data display changes (Edit columns) such as which fields to add/remove for display and their display order, or other data filter changes (Edit filters):
6. Finally, don't forget to Save your new query properties as a New View, so that you retain the original query setup as well as the new one, until you decide which one to use going forward, or you may decide to permanently keep both should you ever wish to swap between the two:
Be sure to make the query/View names something that you will be able to clearly identify with when you may be reviewing the queries again at some point in the future, otherwise you would need to go into each query to try and figure out what the main differences are.