The Query Builder workspace is where you create, edit, preview, and run SuiteQL queries using the AI Query Generator or manual SQL. This article explains the different sections of the Query Builder and how each part is used.
How to Open the Query Builder
Open the ExtendInsights add-in in Excel.
Go to the Analytics tab.
At the bottom of the panel, click Queries.
Click the ➕ (plus) icon to open the Query Builder.
Query Builder Interface Sections
The Query Builder workspace is divided into several key sections, each designed to support a specific part of the query workflow.
AI Query Prompt
Use the AI Query prompt to generate SuiteQL using natural language.
Enter a plain-English request describing the data you want
Click Run to generate the SuiteQL
The AI converts your prompt into a valid SuiteQL query
This is the fastest way to create a new query without writing SQL manually.
SuiteQL Editor
The SuiteQL screen displays the SQL generated by the AI or entered manually.
From this section, you can:
Review the AI-generated SuiteQL
Refine or edit the query to adjust filters, fields, or logic
Paste an existing SuiteQL query directly into the editor
Copy the SuiteQL using the Copy option in the bottom-right corner
This editor supports both AI-generated and manually written SuiteQL.
Preview Panel
Before downloading data, it’s recommended to validate your query using Preview.
Click Preview to retrieve the first 50 records
Review the results to confirm accuracy
Adjust the SuiteQL as needed based on preview results
Once you’re satisfied:
Click Save and Download to pull the full dataset into Excel
Previewing helps prevent unnecessary full downloads and ensures correct results.
🔄 Reset Button
The Reset button is located at the bottom-left of the SuiteQL section.
Use Reset when you want to:
Clear the AI prompt
Remove the generated SuiteQL
Clear preview results
Start building a new query from scratch
⚠️ Reset clears all current inputs and cannot be undone.
Build your First Query
Give it a try! Click the button below to start using AI Query Generator + SuiteQL.