Using Embedded Charting Concept Using Embedded Charting Using

Using Embedded Charting Concept

Using Embedded Charting

Using Embedded Charting Step 1 Begin by navigating to the Compare Across Ledgers page. Click the Scroll Down arrow.

Using Embedded Charting Step 2 Click the General Ledger menu.

Using Embedded Charting Step 3 Click the Review Financial Information menu.

Using Embedded Charting Step 4 Click the Compare Across Ledgers menu.

Using Embedded Charting Step 5 Enter the desired information into the Inquiry Name field. Enter "ADHOC".

Using Embedded Charting Step 6 Click the Add button.

Using Embedded Charting Step 7 The Compare Across Ledgers page acts as an interface for People. Soft General Ledger to produce comparative ledger data.

Using Embedded Charting Step 8 Use the Unit field to specify the ledger criteria fields based on the ledger data you want to review. Enter the desired information into the Unit field. Enter "US 005".

Using Embedded Charting Step 9 Use the first Ledger field to specify the name of the ledger based on the data you want to review. Click in the Ledger field.

Using Embedded Charting Step 10 Enter the desired information into the Ledger field. Enter "BUDGETS".

Using Embedded Charting Step 11 Use the second Ledger field to specify the name of the ledger for which you want to compare data. Click in the Ledger field.

Using Embedded Charting Step 12 You want to compare actual ledger data to budget ledger data. Enter the desired information into the Ledger field. Enter "LOCAL".

Using Embedded Charting Step 13 Use the Year field to specify the fiscal year for which you want to compare data. Click in the Year field.

Using Embedded Charting Step 14 Enter the desired information into the Year field. Enter "2004".

Using Embedded Charting Step 15 Use the From Period field to specify the beginning period for which you want to compare ledger data. Click in the From Period field.

Using Embedded Charting Step 16 Enter the desired information into the From Period field. Enter "1".

Using Embedded Charting Step 17 Use the To Period field to specify the end period for which you want to compare ledger data. Click in the To Period field.

Using Embedded Charting Step 18 Enter the desired information into the To Period field. Enter "12".

Using Embedded Charting Step 19 Use the Currency field to specify a currency code for the ledger criteria. Click in the Currency field.

Using Embedded Charting Step 20 Enter the desired information into the Currency field. Enter "USD".

Using Embedded Charting Step 21 You can select one of these values in the Amount to display field: • POSTED_TOTAL_AMT (default value) to display the amounts in the transaction currency for all ledger balances except those in the base currency. • POSTED_TRAN_AMT to display the amounts in the transaction currency for all ledger balances, including those in the base currency. • POSTED_BASE_AMT to display the total of the transaction amounts converted to the base currency of the ledger.

Using Embedded Charting Step 22 Click the Display Chart option.

Using Embedded Charting Step 23 Click the Search button.

Using Embedded Charting Step 24 Notice that the Sum By option is selected by default for some Chart. Fields. This option is applicable to Chart. Fields that are common to both ledgers.

Using Embedded Charting Step 25 If you select the Sum By option for a Chart. Field, the system automatically displays a number in the Order-By field. This number indicates the order in which the system retrieves and displays the inquiry results.

Using Embedded Charting Step 26 You can filter search criteria by Chart. Field Value or by Chart. Field Value Set. Click in the Chart. Field Value field.

Using Embedded Charting Step 27 You can limit your search by using partial Chart. Field values as well as full values. Enter the desired information into the Chart. Field Value field. Enter "61%".

Using Embedded Charting Step 28 Select the Sum By option to display the specified accounts at the department level. You also can display blank department values, therefore, do not select the Value Required option. Click the Sum By option.

Using Embedded Charting Step 29 Click the Search button.

Using Embedded Charting Step 30 Click the vertical scrollbar.

Using Embedded Charting Step 31 Depending on how you set the ledger criteria, the system compares the two selected ledgers for each ledger period on Period tabs.