Mikeg: /* Working with Query Group */

2017-11-15T20:01:45Z

Working with Query Group

Mikeg at 18:33, 2 October 2017

2017-10-02T18:33:37Z

Mikeg: Created page with "==Overview== Through the Query group enquiry which makes it possible to view totals of different balances on accounts and summary identities based on your selection. Definin..."

2017-10-02T18:32:11Z

Created page with "==Overview== *Through the Query group enquiry which makes it possible to view totals of different balances on accounts and summary identities based on your selection. *Definin..."

New page

==Overview==
*Through the Query group enquiry which makes it possible to view totals of different balances on accounts and summary identities based on your selection.
*Defining a query group allows you to “save’ your most relevant enquiry scenario and retrieve the current values from the database at any time.
*You are also allowed to make ad hoc enquiries using a temporary query group.
*The result from your balance enquiry may be analyzed on two different levels:
#'''The first level is a total of an account combination displayed per period.'''
#'''The second level displays the detailed transactions that build up your balances.'''

==Working with Query Group==
*Under Enquiries (blue side panel)
#Select '''Balances and budgets''' or select '''Enquiries'''
#Type '''Balances''' under search argument and click '''enter'''
#Mark '''Balances and budgets''' and click '''enter'''
[[File:BE1.png|400px]]

*Select '''Query Groups''' or click '''F8''' to reach the panel where you can run a query group
[[File:BE2.png|400px]]
*Select '''Maintain Group''' or click '''F8''' to Maintain Query Group
[[File:BE4.png|400px]]
*Select '''add''' (left side blue panel) or click '''F8''' to define a new query group
#Enter '''Group''' (this is the name you will refer to when you want to run the query group)
#Enter '''Description''' of your choice for the query group
#Click '''enter'''
[[File:BE5.png|400px]]

===Query Group Maintenance - Periods and Values===
#Enter period range
#Enter key (enter the keys you want for this query group) The first key in every sequence must also be the first key in the query group.
#'''Tip:''' Click '''F8''' to view the keys from which you may choose.
#Enter Key value
#'''Tip:''' Click '''F1''' to view the length and type for the keys you have selected.
#Click '''enter'''
[[File:BE6.png|400px]]

*Click '''F12''' to move back to previous panel(s) ('''Note:''' may need to hit F12 twice)
*Mark the Query group you want to use and click '''enter'''
[[File:BE7.png|400px]]
*Click '''F10''' to drill down to access information on a more detailed level
*The Open bal is for the first period selected
*The Total is a summation of the opening balance and the selected periods value.
[[File:BE8.png|400px]]

*Mark one of your account combinations to view your transactions and click '''enter'''
*The system will then display the transactions that build up the balance
*Click '''F6''' or '''F7''' if you want to toggle between columns
*'''Tip:''' Click '''F1''' to position yourself in the sub-totals
[[File:BE9.png|400px]]

*Select '''Quick Groups''' (left side blue panel) or click '''F9''' to reach the panel where you can run a quick group
#Enter period range
#Enter key (enter the keys you want for this query group). The first key in every sequence must also be the first key in the query group.
'''Tip:''' Click '''F8''' to view the keys from which you may choose.
#Enter Key value
'''Tip:''' Click '''F1''' to view the length and type for the keys you have selected.
#Press '''enter'''
[[File:BE10.png|400px]]

*Click '''F10''' to drill down to access information on a more detailed level
*The Open bal is for the first period selected
*The Total is a summation of the opening balance and the selected periods value.

*Mark one of your account combinations to view your transactions and click '''enter'''
*The system will then display the transactions that build up the balance
*Click '''F6''' or '''F7''' if you want to toggle between columns
*'''Tip:''' Click '''F1''' to position yourself in the sub-totals

==Exercise #1==
*Create a query group
*Create a quick group
*Retrieve your query group and drill down to access information on a more detailed level.

[[Category:Workflows-Finance]]
[[Category:General Ledger]]

@@ Line 12: / Line 12: @@
 #Type '''Balances''' under search argument and click '''enter'''
 #Mark '''Balances and budgets''' and click '''enter'''
-[[File:BE1.png|400px]]
+[[File:BE1.png|300px]]
 *Select '''Query Groups''' or click '''F8''' to reach the panel where you can run a query group

@@ Line 50: / Line 50: @@
 #Enter period range
 #Enter key (enter the keys you want for this query group). The first key in every sequence must also be the first key in the query group.
-'''Tip:''' Click '''F8''' to view the keys from which you may choose.
+#'''Tip:''' Click '''F8''' to view the keys from which you may choose.
 #Enter Key value
-'''Tip:''' Click '''F1''' to view the length and type for the keys you have selected.
+#'''Tip:''' Click '''F1''' to view the length and type for the keys you have selected.
 #Press '''enter'''
 [[File:BE10.png|400px]]

Accounting Finance:Query Group - Revision history

Mikeg: /* Working with Query Group */

Mikeg at 18:33, 2 October 2017

Mikeg: Created page with "==Overview== *Through the Query group enquiry which makes it possible to view totals of different balances on accounts and summary identities based on your selection. *Definin..."

Mikeg: Created page with "==Overview== Through the Query group enquiry which makes it possible to view totals of different balances on accounts and summary identities based on your selection. Definin..."