MyDashboard Tutorial: Creating a Financial Chart in QueryLink

Last updated October 28, 2009 1:09:49 PM PDT

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Follow this tutorial to create a chart in QueryLink, then save it in MyDashboard.

To access MyDashboard, go to the Blink home page and click the MyDashboard link.

To use MyDashboard, you need a Single Sign-On account and authorization to use EmployeeLink, FinancialLink, or Blink Student/ Class Info. If you need authorization, see How to Get Access to UCSD Business Systems.

1. Open the query.

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.

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.

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.

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.

For more information, contact the ACT Help Desk, (858) 534-1853.