Upload
hugo-parks
View
234
Download
5
Tags:
Embed Size (px)
Citation preview
NextGen Dataviewer
Local Government Corporation
Dataviewer
Dataviewer is a tool used to create spreadsheet style reports exportable to Excel, HTML and XML
This program allows the user to filter, format and manipulate data
•There are two basic functions of Dataviewer in NextGen
•Dataview Wizard is used to create demand reports
•Dataview is where created reports are viewed
Dataview Wizard
Locating Dataview Wizard in NextGen Select: 1. Financial Management 2. Reporting 3. Dataview Wizard
Dataview Types
In this example, a Revenue and Expense Report is created. Choose the type of report you want to create by clicking the title then selecting next on the bottom right corner of the screen
The Dataviewer Select Column selection requires some explanation to what GLAccountSegment
Segment Description represent:
GLAccountSegment1 – fund
SegmentDescription1 – description of fund
GLAccountSegment2 – sub-fund
SegmentDescription2 – description of sub-fund
GLAccountSegment3 – function
SegmentDescription3 – description of function
GLAccountSegment4 – object code
SegmentDescription4 – description of object code GLAccountSegment5 – cost center
SegmentDescription5 – description of cost center
GLAccountSegment6 – sub-object
SegmentDescription6 – description of sub-object
TN Counties and Schools
The GLAccountSegment1 – fund
SegmentDescription1 – description of fund
GLAccountSegment2 – function
SegmentDescription2 – description of function
GLAccountSegment3 – object code
SegmentDescription3 – description of object code
GLAccountSegment4 – cost center
SegmentDescription4 – description of cost center
GLAccountSegment5 – sub-object
SegmentDescription5 – description of sub-object
TN Cities
Add All - button will add the entire list of Select Column(s) to the Selected Column(s). Remove - removes the columns selected from underneath the Selected Column(s). Remove All - button removes all from the Selected Column(s).Move Up – button moves Selected Column(s) items up.Move Down – button moves Selected Column(s) items down.
Options for Adding and Moving Report Columns
Select the columns desired and click once on “Add” to add to the Selected Column(s).
Changing Column Names
• Click inside the cell of the column names to manually edit
• Click Next
Name the report and give it a description.
Click Next and FinishThe newly created revenue and expense report titled “Budget Status Analysis” is now ready to be used in Dataview.
Dataview
Locating Dataviews in NextGen Select: 1. Financial Management 2. Reporting 3. Dataviews
• Select Budget Status Analysis Report •Populate General tab information• For this example, click on the 101 General fund box.• If you see a red shield icon, it is a required field and must be filled in. Hover over the shield with your mouse to view the relevant message
Click the Advanced tab.
For this example, select Expenditures
Click Next to produce the report
Right click % Used column header to choose Format, then select Percentage
• Click Filter Panel to on the ribbon bar• Select Click here to add filter criteria
• Select % Used, Greater than, and enter .1667• These selections will filter to show only data greater than
16.67% of the yearly budget (two months)
Use the Automatic Formatting dialog box found in the View Settings dropdown on the ribbon bar to customize data presentation. Observe the selections below:
The formatting selections create a more clearly presented set of data:
• The export functionality in Dataviewer, and NextGen as a whole, is a valuable resource
• Export to Excel, Text File, HTML or XML from the ribbon bar
Manually Grouping a Report by Object Code
• Return to DataViewer• Drag the object column header to Drag a
column header here to group by that column
On the ribbon bar, select Hide Detail and Show Totals
• Expand an object selection by clicking the button• To get a total for a column, right-click the column heading
and select Summary then Sum
Add the Following Columns:
Click Next (skip the two following grouping option screens)
• Using the dropdown from the Function column,Sum the Debit_Amount and Credit_Amount fields
• Sort the data by clicking the heading of any column; in this example, the data has been sorted by Debit Amount highest to lowest• Group the data by dragging any column heading to the area. In this example, the data is grouped by Transaction Description
Use the + button to expand the appropriate data: