Query Builder: Extract, Filter, and Export Catalyst Data

AI-Powered, No-Code Data Exploration for Every User

Visual, No-Code Interface

Build queries via dropdowns and a column selector without writing any SQL. The Columns Selector mode lets non-technical users browse attributes by category, check the fields they need, and run a query — all without touching code.

Who benefits: Business users, financial consultants, anyone without a SQL background

AI SQL Generator

Type a plain-English question and the system generates a SQL SELECT query automatically, based on your selected data source's schema. The generated SQL is fully editable — adjust it, replace it, or upload your own saved template. INSERT, UPDATE, and DELETE are blocked; the editor is read-only for data modification.

Who benefits: All users — especially those needing complex aggregations, joins, or custom logic

Reusable Reports

Save, name, and share reports for future use or modification. Public reports are visible to all Query Builder users; private reports are yours alone. Copying a report creates a new editable version automatically named with a "Copy" suffix.

Who benefits: Teams needing consistent, repeatable reporting across members

Real-Time Schema Discovery

The Columns Selector automatically loads the full attribute and column list from your selected data source — including Smartload tables — with parent/child grouping and a Select All control. Column counts are shown inline, and a searchable expanded modal is available for large schemas.

Who benefits: Users exploring unfamiliar data sources or large schemas

Share by Link or Email

Report owners can share a Public report to up to 5 internal recipients via email. Recipients receive a direct link to the report and open it in a read-only, non-owner view showing live data according to their permissions. Private reports cannot be shared via link — the link is disabled if a report is made Private.

Who benefits: Analysts sharing results with stakeholders; teams collaborating on shared datasets

Unsaved-Change Protection

The system detects unsaved changes and surfaces warning modals in three scenarios: leaving the page with unsaved edits, missing mandatory fields (name or data source), and attempting to save without re-running after column changes. The Save button is disabled until the query has been run against the latest column configuration.

Who benefits: Anyone building complex reports who doesn't want to lose work

Reports you've created, sorted by last modified date so your most recent work stays at the top. You can edit, delete, share, download, copy, and preview any report here. A count badge shows your total, with a View All link when you have more than the default shown.

Reports marked Public by their owners — visible to all Query Builder users. Filter by data source or owner, or search by report name. You can preview, download, copy, or share these, but cannot edit or delete them. A report count is shown with a filter badge.

Reports you've opened recently, labeled with a "Last interaction:" date. A shortcut back to work in progress or reports you return to regularly. Common report actions are available directly from this tab.

First 10 rows, inline modal

Email to up to 5 internal users

Full dataset, Excel or CSV

Duplicate with "Copy" naming

Modify columns, source, or query

Permanently remove

The Type toggle lets you switch between two modes at any time within the same report.

After running your query, use Filter to add conditions that narrow results without modifying your columns or SQL. Filters are saved with the report and applied on every future run. Use Revert to undo unsaved filter changes.

Prompt

"Show total gross sales grouped by customer name for the 2025 Actuals scenario, sorted highest to lowest"

Generated SQL

SELECT CustomerName, SUM(GrossSales) AS TotalGrossSales
FROM [dynamic].[ProfitabilityDetail]
WHERE Scenario = '2025 Actuals'
GROUP BY CustomerName
ORDER BY TotalGrossSales DESC

Prompt

"Show total gross sales, COGS, and quantity per sales channel"

Generated SQL

SELECT Channel,
  SUM(CAST(GrossSales AS FLOAT)) AS TotalGrossSales,
  SUM(CAST(COGS AS FLOAT)) AS TotalCOGS,
  SUM(CAST(Quantity AS FLOAT)) AS TotalQuantity
FROM [dynamic].[ProfitabilityDetail]
LEFT JOIN [dynamic].[CustomerAttribute]
  ON [dynamic].[ProfitabilityDetail].CustomerID = [dynamic].[CustomerAttribute].CustomerID
GROUP BY Channel

Prompt

"Show all journal entries posted between January and March 2025 with account number and amount"

Generated SQL

SELECT PostingDate, AccountNumber, JournalAmount, Description
FROM [dynamic].[FinancialJournalEntry]
WHERE PostingDate BETWEEN '2025-01-01' AND '2025-03-31'
ORDER BY PostingDate ASC

Prompt

"Show actuals vs. budget gross profit by department for 2025, with the variance amount and variance percentage"

Generated SQL

SELECT
  a.Department,
  SUM(a.GrossProfit) AS ActualsGrossProfit,
  SUM(b.GrossProfit) AS BudgetGrossProfit,
  SUM(a.GrossProfit) - SUM(b.GrossProfit) AS Variance,
  CASE
    WHEN SUM(b.GrossProfit) = 0 THEN NULL
    ELSE ROUND(
      (SUM(a.GrossProfit) - SUM(b.GrossProfit)) / ABS(SUM(b.GrossProfit)) * 100, 2
    )
  END AS VariancePct
FROM [dynamic].[ProfitabilityDetail] a
LEFT JOIN [dynamic].[ProfitabilityDetail] b
  ON a.Department = b.Department
  AND b.Scenario = '2025 Budget'
WHERE a.Scenario = '2025 Actuals'
GROUP BY a.Department
ORDER BY Variance ASC

Prompt

"Show all open accounts payable invoices with vendor name, invoice date, due date, and amount, for invoices due in the next 30 days"

Generated SQL

SELECT VendorName, InvoiceDate, DueDate, InvoiceAmount, Status
FROM [dynamic].[AccountsPayableDetail]
WHERE Status = 'Open'
  AND DueDate BETWEEN GETDATE() AND DATEADD(day, 30, GETDATE())
ORDER BY DueDate ASC

Prompt

"Show the top 20 products by gross margin percentage for 2025 Actuals, including total sales and COGS"

Generated SQL

SELECT TOP 20
  ItemDescription,
  SUM(GrossSales) AS TotalSales,
  SUM(COGS) AS TotalCOGS,
  SUM(GrossSales) - SUM(COGS) AS GrossMargin,
  ROUND(
    (SUM(GrossSales) - SUM(COGS)) / NULLIF(SUM(GrossSales), 0) * 100, 2
  ) AS GrossMarginPct
FROM [dynamic].[ProfitabilityDetail]
WHERE Scenario = '2025 Actuals'
GROUP BY ItemDescription
ORDER BY GrossMarginPct DESC

Matches a field that equals exactly one specified value. Case-sensitive for text fields.

Use when: You know the exact value — e.g. Scenario = "2025 Actuals", Company = "ACME001"

Matches any value in a specified list. Equivalent to SQL's IN operator. More efficient than stacking multiple "Equals" conditions.

Use when: You want results for several known values — e.g. Item Category is in ["Beer", "Wine", "Spirits"]

Matches any field value that includes the specified text anywhere in the string. Equivalent to SQL LIKE '%value%'. Useful when you don't know the exact value but know part of it.

Use when: Searching by partial name — e.g. Item Number contains "900" to get all 900-series items

Caution: "Contains" can return unexpected results if the substring appears in unrelated fields. Switch to "Equals" or "Is In List" when you want exact control.

Filters numeric fields above (>) or below (<) a value. Optionally inclusive (>= or <=). Works on dates too — "PostingDate greater than 2025-01-01" returns all entries after that date.

Use when: Filtering by amount thresholds — e.g. GrossSales > 10000 to see high-value transactions only

Matches values within a defined start and end range, inclusive of both endpoints. Works for numeric values and dates. Equivalent to SQL's BETWEEN operator.

Use when: Extracting a time period — e.g. CalendarDate between 2025-01-01 and 2025-03-31 for Q1 2025

Excludes matching values. The inverse of Equals and Is In List. Useful for removing test data, internal accounts, or specific scenarios from results.

Use when: Excluding known noise — e.g. Scenario not in ["Test", "Draft", "Legacy"]

Best for small to medium datasets, pivot tables, and formatted reports you'll work with in Excel

Best for large datasets, database imports, and programmatic processing

Enterprise-scale extracts via the Profitability Actual Data Query Model

Contact EBM Support to enable the Profitability Actual Data Query Model for your organization. Once enabled, CSV exports scale to 50 million+ rows.

• Start with only the columns you actually need
• Apply conditions before running — unfiltered large datasets run slowly
• Test with a narrow date range first, then widen
• Use "Is In List" when you need exact value matching
• Save reports you'll run more than once
• Name reports specifically — include scenario, date range, or subject
• Copy a Public report to customize it rather than building from scratch
• In SQL Generator, be specific in your prompt — mention field names and groupings

• Selecting all available columns "just in case"
• Running a query with no filter conditions on a large data source
• Using "Contains" when an exact match operator would be more precise
• Including redundant ID/Name/Description variants of the same field
• Excel export for datasets over 100,000 rows
• Vague report names like "Test", "My Query", or "Query1"
• Writing INSERT, UPDATE, or DELETE in SQL Generator — these are blocked

No — reports are ad hoc. They show data as of when the query was last run. To get current data, open the report and click Run Query again before reviewing or sharing results.

No — sharing is restricted to internal users only. Email sharing validates addresses and blocks external recipients. You can download the report file and share it externally through other means.

Not directly — edit and delete are owner-only. To build on someone else's Public report, use the Copy action. That creates your own editable version (named with a "Copy" suffix) that you fully own, leaving the original untouched.

Yes — any table uploaded to Smartload appears as a data source option in the Query Builder dropdown. No extra configuration is needed.

The Report Preview modal (from the report library) shows the first 10 rows. The in-report preview after running shows the first 1,000 rows. Downloading gives you the full dataset — up to the format row limit (100K for Excel, 1M for CSV).

Yes — download as Excel (.xlsx) or CSV and open in any tool you prefer. Reports don't sync automatically; re-run and re-export when you need fresh data.

Use Columns Selector when you want a straightforward extract of specific fields from a single data source — it's faster and requires no SQL knowledge. Use SQL Generator when you need aggregations, calculations, joins across tables, or logic that a column list can't express. You can switch between modes at any time within the same report.