Criteria displayed in the Design worksheet can be designed, charted and embedded in the worksheet. Charts can then be analysed directly on the Chart View dialog box using drill options that appear when you select a chart point.
Charts can be defined and embedded in a worksheet that is linked to the worksheet criteria. They can then be analysed using Drill options that appear when a chart series is selected.
The charting facility is immensely flexible and powerful. Various chart types are available and all elements can be customized as required, for example, colours, shading and the axis.
Data to be charted must be continuous in a single selection range, i.e., there must be no spaces between the data. Column and row labels must also be included. Use defined names to reference any cells within the worksheet to a chart and ensure that sufficient rows are available to display worksheet charts.
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Use Query mode to extract, view and analyse SunSystems information in queries designed in Design mode.
Access to Query mode is available when you open the program through Vision Executive Design and Vision Executive Query. Design mode is also available through Vision Executive Design, but only Query mode is available through Vision Executive Query. If you access the program through Vision Executive Query, when you open a workbook, the default mode is Query.
Special Vision Executive functions, including a Query menu, toolbar and Drill menu, are provided to assist you with your analysis.
You can analyse information using the query functions to determine the composition of a particular cell or ranges of cells within the same row or column. Using query functions creates a worksheet called a dependent worksheet, which is linked to the primary worksheet and displayed in the Drill Tree.
You can view lower levels of information on primary and dependent worksheets until ultimately, you can view the initial transactions or journals that made up the amount.
You can extract SunSystems information to analyse it, by clicking Query on the Designer menu in the workbook you want to extract. Query mode becomes the active mode.
An option is also available to open Vision in Query mode by clicking the Vision Executive Query icon.
Vision Executive queries can be output in a number of ways. They can be printed, transferred to an Excel format or saved to the Clipboard.
Download Vision Exec report examples |
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Custom Drill allows you to drill from any Vision Executive cell using an external program from within Vision Executive. For example, you can link scanned invoices to a transaction reference in SunSystems or to Ledger Analysis Codes (T-Codes). You can attach multiple Custom Drills to a single Vision Executive cell.
Field references are available to use as parameters when defining a Custom Drill. For example, Ledger Analysis Code (T-Code) {TA1Code} and Account Code {AcCode}. You can access the Custom Drill function either by selecting tab 4 on the Define Criteria definition form or by clicking File, Properties to open the Workbook Properties dialog box.
Custom Drills assigned to a workbook display in the Custom Drill window. Click the assist button to display the Custom Drill dialog box and define a Custom Drill. Click the minus ‘-‘ sign to remove a Custom Drill displayed in the window. Removing a Custom Drill from the Custom Drill window does not delete the Custom Drill from the saved list displayed in the grid on the Custom Drill Dialog box. |
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You can define Vision Executive criteria using the Define Criteria definition form. Begin by selecting a Data Type of Blank, SunSystems, Mixed or ODBC; the definition form alters according. Access the Define Criteria from within Vision Executive by selecting Edit, Define Criteria or right-clicking in your worksheet and selecting Define Criteria. |
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We are going to create our first Vision Exec workbook.
Start Vision Exec Query Designer by going to Vision for SunSystems -> Executive Query. Provide your user name and password.
The Vision Exec Query Designer main screen will be displayed.
Click here to see a screenshot
Go to File and select New Blank Workbook. |
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