Summary

The Section Type Balance component is a line graph component that displays an aggregate balance across GL accounts in specified section types. The graph will display one trend line for the past year (ending with the previous month) and one trend line for the previous year for comparison.

Step by Step

1     Open the Component Selection window.

• The Component Selection window (SS> Dashboard> Component) displays all the available dashboard components created in the application.
• Enter information in the fields in the Search Criteria section of the window and click the Refresh icon   to filter the components that will display in the window.
• Highlight a component and click the Delete icon or press DELETE to delete the selected component.
  • If the selected component is installed on an employee's dashboard, you will need to confirm that the component should be deleted and removed from any dashboard on which it is installed.
• Highlight a component and click the Modify icon or press ENTER to edit the selected component.
• Click the Create icon or press INSERT to create a new dashboard component. This will open the Component Maintenance window.

2     Configure the new dashboard component.

• Select Section Type Balance from the Type drop-down menu.
• Enter a Name for the new dashboard component.
  • This name will appear on the Dashboard Components Selection window when a user adds a new component to their dashboard, so be as descriptive as possible.
  • This field is limited to 32 alphanumeric characters. Once the component is saved the name cannot be edited.
• Enter a User Group Code or click the field label to select one from a list.
  • User groups allow you to create menu and database security at a group level and then assign that security to users. Only those users that are part of the selected User Group will have access to the new dashboard component.
  • User groups are created and maintained on the User Group Maintenance window (SS> Security> User Group).
• The Schedule field is used to specify the update frequency for the Section Type Balance component.
  • This schedule will determine how frequently the system generates the data that will be displayed in the dashboard component.
  • This component updates monthly.
• The Start Date field is used to specify when the component data should first be updated.
  • The system will create a job on the job scheduler for the specified date. When the job is processed, relevant data for the year prior to the date will be generated for display in the dashboard component. This field will default to today's date.
  • Once the job is complete, a new job will be scheduled at every interval specified in the Schedule field above.
• The Last Run field displays the date that the component was last updated.

3     Set the Component Filters.

• The Component Filters section is used to set filters for the dashboard components.
• The Component Title tab is used to specify the title that will display above the component graph. This title is limited to 128 alphanumeric characters.
  • The Locked toggle is used to lock the filters. Locked filters can be updated on the Component Maintenance window but cannot be updated from the dashboard itself. If the Locked toggle is not checked, dashboard users will be able to update component filters from the Component Settings window on the dashboard component itself.
  • Every component filter below can be locked as well.
• The Account Section tabs are used to specify which section types will be displayed on the component. Each Account Section tab can accommodate one section type.
  • Section types are groups of section headers and are maintained on the Section Type Maintenance window (GL> Maintenance> Section Type).
• Click the Save icon to save the new dashboard component.