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MyDashboard Tutorial: Creating a Financial Chart in QueryLink

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

Go directly to MyDashboard.

Note: To use MyDashboard, you need a Business Systems account and authorization to use EmployeeLink, FinancialLink, or Blink Student/ Class Info.

1. Open the query.

  • Click the Queries button on the top of MyDashboard.
  • Under Financial Queries, click Operating Ledger Monthly Summary.

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.

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.

4. Submit the Query.

  • Click Submit to send the query to the Chart Wizard.

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.

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.

For more information, contact the ITS Service Desk, (858) 246-4357 or ext. 6-HELP.