| What to do |
How to do it |
| 1 |
Open the query. |
- Click the Queries button on the top of MyDashboard.
- Under Financial Queries, click Operating Ledger Monthly Summary.
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| 2 |
Define the time period for the information you want. |
- Click the Period tab.
- Choose from the list on the Symbolic Accounting Period attribute. For this exercise, choose Last Fiscal Year.
- Click OK on the pop-up warning that asks you to choose between accounting periods.
- Click the Calendar Year and Month checkbox to add this attribute to the list that will return in your query results.
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| 3 |
Enter IFOPAL information. |
- Click the IFOPAL tab.
- Enter an index into the Index text field. For this example use ADC0031.
- On the lower right screen, click the Send Data To drop-down menu and select Chart Wizard.
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| 4 |
Submit the Query. |
- Click Submit to send the query to the Chart Wizard.
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| 5 |
Complete the Chart Wizard steps. |
- Choose the type of Chart from the drop-down menu (types available are Column, Bar, Line, Pie and Stack). For this exercise use the default, Column Chart.
- Choose a Category (categories are attributes that fall on the horizontal axis of the column chart). Select Calendar Year and Month.
- Choose a Sub-Category (a further breakdown of the Category on the horizontal axis of the column chart). Select Sub Account.
- Choose a Value (an attribute that falls on the vertical axis of the column chart, usually money or integers that can be summarized). Select Financial Amount.
- Enter a chart Title, which will appear at the top of your chart.
- Click Submit to run the query against the database.
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| 6 |
Review your chart and add it to MyDashboard. |
- The results appear as the chart you defined.
Here’s the chart created for Index ADC0031. When you use another index, your chart will be different.
- Add your chart to MyDashboard.
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