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Buy Now
View Demo
  • Getting Started

    • Introduction
    • Quick Start (5 min)
    • Features
    • Installation
    • Azure AD Setup
    • Power BI Account Setup
    • Setup Wizard
  • Configuration

    • Settings
    • Access Control
  • Reports & Alerts

    • Dashboard
    • Reports & Dashboards
    • Alerts
  • Data & Sync

    • Workspaces, Datasets & Tables
    • Sync & Scheduler
    • Data Load Profiles
    • Query Builder
    • Export Center
  • Advanced

    • Logs & Audit Trail
    • REST API & WP-CLI
    • Troubleshooting
    • FAQ
    • Glossary
Support
  • Getting Started

    • Introduction
    • Quick Start — 5 Minutes
    • Features
    • Installation — Full Setup Guide
    • Azure AD Setup
    • Power BI Account Setup
    • Setup Wizard
  • Configuration

    • Plugin Settings
    • Access Control
  • Reports & Alerts

    • Dashboard
    • Reports & Dashboards (Embedding)
    • Smart Alerts
  • Data & Sync

    • Workspaces, Datasets & Tables
    • Sync & Scheduler
    • Data Load Profiles
    • Query Builder
    • Export Center
  • Advanced

    • Logs & Audit Trail
    • REST API & WP-CLI
    • Troubleshooting
    • FAQ
    • Glossary

Query Builder

The Query Builder is a visual, no-code interface for constructing custom WooCommerce queries. Pick an entity, choose columns, add filters, preview the result, and either run a one-off export or save the configuration as a Load Profile.

URL: /wp-admin/admin.php?page=wkpbic-query-builder

Visual Query BuilderThe Query Builder — entity selector, column picker, filters, and live preview.


Who is this for?

  • Business users who want to build custom data extracts without writing SQL or PHP
  • Analysts who need to prototype a dataset before committing to a full load profile
  • Developers testing new filter combinations

Layout

┌─ Left Panel ──────────┬─ Center Panel ───────────┬─ Right Panel ───┐
│ Entity Selector       │ Column Picker            │ Query Summary   │
│ [ Orders  ▼ ]         │ ☑ order_id               │ Entity: Orders  │
│                       │ ☑ billing_email          │ Columns: 12     │
│ Quick Presets         │ ☑ total                  │ Filters: 3      │
│ • Select All          │ ☐ shipping_method        │ Est. Rows: 412  │
│ • Essential           │ ☐ customer_note          │                 │
│ • Analytics           │ ...                      │ [ Preview ]     │
│ • Deselect            │                          │ [ Run Query ]   │
│                       │                          │ [ Save Profile ]│
├───────────────────────┴──────────────────────────┤                 │
│ Filters                                          │                 │
│ ┌──────────────────────────────────────────────┐ │                 │
│ │ status  | equals     | completed           ✕│ │                 │
│ │ total   | > greater  | 100                 ✕│ │                 │
│ │ + Add Filter                                │ │                 │
│ └──────────────────────────────────────────────┘ │                 │
└──────────────────────────────────────────────────┴─────────────────┘

Step 1 — Select an Entity

The Entity Selector lists every registered WooCommerce data type (Orders, Customers, Products, Refunds, etc.). Selecting one loads the complete list of available columns in the Column Picker.


Step 2 — Pick Columns

Columns are grouped for easy navigation (e.g. for Orders: Order Info, Billing, Shipping, Financial, Dates, Meta). Use the search box to jump to a specific field.

Quick Presets

PresetSelects
Select AllEvery available column
EssentialThe most useful columns for reporting (e.g. id, email, total, status, date)
AnalyticsNumeric/date fields suitable for Power BI charts
Deselect AllClear the selection

Step 3 — Add Filters

Click + Add Filter. Each filter has three parts:

PartDescription
FieldAny column in the selected entity
OperatorEquals, Not Equals, Contains, Greater Than, Less Than, Between, In List, Is Empty, Is Not Empty
ValueThe comparison value — type depends on the field

Quick Filters

Each entity also has a set of one-click quick filters:

EntityQuick Filters
OrdersCompleted, Processing, Cancelled, Refunded, Last 7 Days, Last 30 Days, This Month, This Year
ProductsIn Stock, Out of Stock, Low Stock, Published, Draft, On Sale
CustomersNew This Month, Returning, VIP (5+ orders)
RefundsLast 30 Days, This Year

Date Range Presets

A dedicated date widget lets you pick: Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, or a Custom Range.


Step 4 — Sort

Choose a Sort Field and direction (Ascending / Descending). You can chain multiple sort fields.


Step 5 — Preview

Click Preview to execute the query against your local database and show the first 100 rows in a table. Previews run server-side and apply every filter — so the preview accurately reflects what will be pushed to Power BI.

The Query Summary panel (right side) shows:

  • Selected entity
  • Column count
  • Active filter count
  • Estimated row count (from a SQL COUNT(*))
  • Last preview timestamp

Step 6 — Run or Save

After previewing, you have three choices:

ActionEffect
Run QueryExecutes a one-time push to Power BI using the current config
Save as ProfileSaves the query as a reusable Load Profile
Export CSVDownloads the preview as a CSV file for offline use

Example Walkthrough — "Last Month Completed Orders over $100"

  1. Entity → Orders
  2. Columns → click Essential preset, then add billing_country and payment_method
  3. Filters:
    • status equals completed
    • total greater than 100
    • date_created between 2026-03-01 and 2026-03-31
  4. Sort → date_created descending
  5. Click Preview — see the first 100 matching orders
  6. Click Save as Profile → name it March Big Orders → Save
  7. Open Data Load Profiles, find March Big Orders, and click Run Now.

Troubleshooting

ProblemFix
Preview returns 0 rowsCheck filter operators. Date ranges in particular often exclude the target date — use between with inclusive bounds.
"Query too complex" errorReduce the number of filters or split into two profiles.
Columns missing from the pickerThat entity may not expose the field. Check the entity registry, or file a feature request.
Preview times outNarrow the date range. Large stores may need a server-side index on the filtered field.
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