Customize BrioQuery on Your Desktop

On this page:

Make Your Username the Default Username (PC Users Only)

The benefit of setting your username is that each time you log on, the system will automatically fill in your username and you will only have to enter your password.

Open the BrioQuery folder and double click on the BrioQuery icon.
Result: The BrioQuery screen will display.
From the Data Model pulldown menu, choose Table Catalog.
Result: The Open Catalog screen displays.
Select warehse.oce and click on the Open button.
Result: The warehse.oce login screen displays.
Enter your username and password and click OK.
Result: The Table Catalog screen displays.

Change the Username Option:

From the Data Model menu, choose Connections and then Modify.
Result: The Open Catalog Definition screen displays.
Choose the Options tab and unclick the box called "Save OCE without Username." Click on the OK button.
Result: The BrioQuery screen displays again with the message "Do you want to save your OCE?"
Click on the Yes button.
Result: The Open Catalog screen displays.
Click on the Save button.
Result: A message asks if you want to replace the existing file.
Click on the Replace button.
Result: You are now back at the BrioQuery screen and your username will always be filled in when you log in.

Change Your Password

You may change or reset your password on our web site. You do not need to know your old password to use this web function.

You many also change your password from within the BrioQuery application:

Open BrioQuery, and go to the Query tab.
Go to File > Logon. You will be prompted for your username and password.
From the Edit menu, select Change Password.
When the Change Database Password screen appears, enter the appropriate information.
Note: The password must begin with a letter and cannot contain special characters.

Set the Default OCE Location

The benefit of setting your default OCE location is that each time you log on, you can select the warehse.oce from the Open Catalog screen.

From the Edit menu, select Preferences > Options.
Result: The BrioQuery Options screen displays.
Click on File Locations.
Result: The default directories for your files display.
In the Default Connection area click on the Browse button.
Result: The Open Catalog screen displays.
Click on warehse.oce and then click on the Open button.
Result: You are now back at the BrioQuery Options screen and the default connection is now filled in.
Click on the OK button.

Change the Date Format

BrioQuery not only displays the date but also the time, which you don't need. This change will delete the time display.

From the Edit menu, select Preferences > Default Formats.
Result: The Default Fonts and Style screen displays.
Click on the Numbers tab.
Result: A list of items you can change displays on the screen.
In the first column, you want to change Date, Timestamp, and Time to mm/dd/yyyy.
- Click on Date, go to the arrow pulldown list, and select mm/dd/yyyy.
- Next, click on Timestamp, go to the arrow pulldown list, and select mm/dd/yyyy.
- Finally, click on Time, go to the arrow pulldown list, and select mm/dd/yyyy.
Click on the OK button.

Set Fonts for Your Reports

BrioQuery produces headings for reports in very large fonts. The benefit of changing the font size now is that you set the font sizes once and do not have to resize them every time you create a new report.

From the Edit menu, select Preferences > Default Formats.
Result: The Default Fonts and Style screen displays.
Click on the Detail tab.
Result: Font size information for category, body, and document footer displays.
Change the information to the size you want. For example, category and document footer can be size 10, body header can be 12, etc.
Tip: If you frequently use only financial reports, it will be helpful to you to set all the footers to be right justified.
Click on the OK button.

Customize the Screen

Set up your screen with the toolbar lines now so that when you open the Query or Results screen, the appropriate lines will always appear at the top of the screen.

For the Query screen:

Find out what screen you are on (Query, Results, etc.). Look at the tabs at the bottom of the screen. Click on the Query tab.
Result: The Query screen displays.
From the View menu, select Limit Line.
Go back to the View menu and select Sort Line.
Go back to View and select Toolbars, Format, Draw; and then Advisors, which is similar to MS Wizard and provides explanations and instructions for various features and functions.
Result: Your Query screen should now display the following lines at the top: the Limit, Sort, Toolbars, and the Advisor, which appears on the side. You select all of these from the View menu.

For the Results Screen (which should display the Limit and Sort lines):

Find out what screen you are on (Query, Results, etc.). Look at the tabs at the bottom of the screen. Click on the Results tab.
Result: The Results screen is displayed.
From the View menu, select Limit Line.
Go back to the View menu and select Sort Line.
Result: Your Results screen should now display the Limit and Sort lines at the top of the screen.

Remove Automatic Joins

BrioQuery provides an automatic join function. Since you don't want this function, you want to be sure that it is turned off.

Click on the Query tab at the bottom of the screen.
From the Data Model menu, look at AutoJoin and make sure the box is unchecked.