Inquiry Wizard
The Inquiry Wizard makes it easy and fast for infrequent and new users to query balances using prebuilt balance and period templates defined in the Manage Criteria Templates form. The user can specify a level of detail to return ranging from a simple balance to a more advanced analysis including different balance types and periods
- Click the Inquiry Wizard Icon in the Quick Start section of the GL Wand toolbar.
- Use the search to identify and select a Balance Template. A balance template includes all of the parameters from the GetBalance function except for the Balance Type, Fiscal Year and Accounting Period.
- Use the search to identify and select a Period Template. A Period template is made up of the Balance Type, Fiscal Year and Accounting Period parameters including options for those to be either Absolute or Relative to the current Year and Period.
- Select the level of detail. The ‘Single Balance’ option will provide just a single balance based on the criteria you selected above with the parameters linked to a criteria sheet. The ‘Balance Analysis’ option will include related balances for different period types and preceding periods to provide more context to the balance requested.
- Click Finish
The wizard will create a new workbook with a criteria sheet with the relevant parameters populated. It will also include a GetBalance function to the right of the criteria sheet with the resulting balance and a description of the parameters applied.
The Balance Analysis workbook adds additional balances for Period to Date, Quarter to Date and Year to Date including balances for two preceding periods, the same period in the prior year and the full balance for the prior year. Where possible, the Advanced Analysis sheet will attempt to describe the balance requested as it relates to the surrounding balances and include a graph to show the balance by period. The Balance Analysis sheet may not work where the calendar for the chosen Business Unit and Ledger has more than 12 standard (non-adjusting) periods.