Nominal View

Use the View command to display enquiries based on the analysis dimensions used in the Nominal module. The views available depend on those defined using the Views command on the Maintenance submenu of the Nominal module. Two predefined views are provided. One for account balances only, one for balances by type, subtype and account. You can create you own dimension views using up to six levels of dimension. You can specify a period and year range for transactions to be selected that make up the analysis. If you want to specify further selection criteria, you can use the filters provided on the Criteria tab. This tab offers range boxes for each of the dimensions and analysis information types available as well as a period range option. Once you have selected one of the view definitions in the View list box, you click Refresh to see account balances per dimension, starting at the highest level.

To see other levels, where applicable, you click the higher level in the tree and you will see the names of dimensions at the next level down. For each level, you see summary account balances. You can drill down to see further detail. For example, you can display the transactions that make up a particular balance. You can also zoom a particular transaction to see the journal details.

Once you have generated a view, you can use the tab to display a 3D bar graph. For each highest level of category in the view, the graph will show up to two columns for debit and credit values. Use the option buttons on the Graph tab to determine which columns are shown.

Actions

Use this command

To

Transactions

Drill down to display a list of the transactions that make up the selected analysis total, or you can simply double-click the item in the view.

Use the printer icon on the toolbar to print the details, or in Opera 3 to save the details in Microsoft Excel.

History

Display details of the selected item as a breakdown of period balances and budget values and variances.

Use the printer icon on the toolbar to print the details, or in Opera 3 to save the details in Microsoft Excel.

Select Colour

Change the colour of the views by using the Select Colour command on the Action menu. You can then pick a standard colour or create a custom colour from the Colour form to use as the background colour for the tree view and any subsequent grid forms displayed using the drill down facilities.

If you want the colour you select to be retained next time you load the View form, you need to ensure the Remember form positions and sizes option is selected on the Preferences form in the System module.

Copy Data

Copy the view data to the Windows clipboard, for example, to place in a Microsoft Word or Microsoft Excel document.

Graph

View the data in one or more charts. You can open the Graph form more than once so you can view the data using different graphical views, for example a pie chart and a horizontal bar chart. When the form is open you can move between records to change the information in the graph.

There are a number of options on the Action button on the Charts form:

  • Clipboard to copy the chart to the Windows clipboard

  • Print with various printing settings

  • Export to save the chart in a chosen graphical format

  • Criteria to view the current criteria for the form.

For more information, see the Chart Views Help topic.