Query & Analysis XL
Overview
Query & Analysis XL (formerly Vision XL) is an intuitive addition to the capabilities of Microsoft Excel and provides fast and adaptable ways to exchange data with SunSystems. The extensive functionality of Excel is enhanced through XL, enabling powerful reporting and presentation.
Query & Analysis XL provides a dynamic link by allowing information to be incorporated in Excel from multiple SunSystems tables into a single report. Conversely, data prepared in Excel worksheets can be transferred back into SunSystems.
With its flexibility and ease of use, Query & Analysis allows non-technical and non-accounting staff to effectively analyze SunSystems data, providing enhanced analytical power and assisting the decision-making process.
Accessing SunSystems Financials and Order Fulfilment data within Excel
Query & Analysis XL is an Excel add-in displayed as an item on the menu bar or as a toolbar. You have the option of accessing either SunSystems Financials or SunSystems Order Fulfilment data, depending on your serialization.
Purpose-built functions, represented on the XL menu, allow dynamic and flexible access to data from SunSystems to populate your Excel worksheets. Both transaction and reference information can be combined to generate formatted output, which is suitable for use as forms or for inquiry.
Transferring data to SunSystems from Excel
Transaction and reference data can be easily transferred to SunSystems using the Send Data functions. This allows sales orders, purchase orders, reference files or other transactions to be easily entered and manipulated in Excel and then transferred to SunSystems Order Fulfilment. Likewise, accruals, budget, forecast or other journals can be easily entered and manipulated in Excel before being transferred to SunSystems Financials.
Comprehensive enterprise reporting and analysis
Query & Analysis XL enables information to be extracted from SunSystems to Excel, and then combined with key data from other corporate or external sources held in Excel. Information held in multiple tables can be contained in the same report.
This use of Excel allows for more comprehensive and wider ranging analysis and reporting.
Automate processes with Macro Builder
Macro Builder enables the user to combine XL functions to automate complementary tasks without intervention. With the click of a button, different types of data can be extracted, processed in Excel and either returned to SunSystems or displayed for viewing and printing.
Flexible reporting capabilities
The Report Designer in XL provides flexible reporting formats. Report Designer includes the use of headers, details, subtotals and footer sections to provide professional looking reports. Query & Analysis XL also enables the diverse range of report styles, formats and printing options available in Excel to be applied to business data. The data can be extracted and then prepared and printed using Excel.
You can also use search expressions, called wildcards, in definition forms and dialog boxes. These wildcard searches provide for pattern matching when aggregating information.
Secure access and control
Query & Analysis XL supports SunSystems security features to ensure only authorized users can access sensitive data.
