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 Blink Home > Technology > QueryLink New Balance Feature
QueryLink New Balance Feature  
 
Summary: Personalize a query by adding new columns to combine information from existing columns.
What to do How to do it
1 Open the Balances Wizard.
  1. Open a query.
  2. Click Query Options, scroll down, and click Balances.

  3. The Balance Wizard page will open.
2 Set up the new column.

In this example we'll create a new column showing the result of adding two existing columns.
  1. Highlight a column name (Financial Amount) in your table and click Add.
  2. Click the + button.
  3. Highlight another column name (Encumbrance Amount) and click Add.

3 Name the new column. Use no more than 29 characters.
  1. Enter the name (Financial+Encumbrance) in the title box.
4 Include the new column in the query.
  1. Click Add New Column.
  2. The name of the new column will show in the Balances List.

  3. Delete a column by highlighting the name and clicking Remove New Column.
5 Verify and approve.
  1. Check that the column’s formula is correct and make any adjustments.
  2. Click OK.
6 Finish setting up the query.
  1. Set the other query parameters.
  2. Click Submit. The query will return with the new column.
Note: You'll need to repeat the steps above the next time you want to create the new column.



Questions? Contact Lori Barry, (858) 534-8830.


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Last reviewed/updated on May 02, 2007 (see more info)
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