Welcome!
Please have a seat and login to a computer as
yourself.
Login to Financial Edge by clicking on
, choose
All Programs then Financial Edge (Remote), then
Financial Edge (Production).
Hello, my name is Abacus Owl! I’ll be
popping in throughout the presentation
today to see how things are going.
Bryn Mawr College
The Financial Edge:
FE Query
Presented by the Controller’s Office and TLI
FE Query
This class is intended for any user of
FE who wants to know how to
write/update a query. This class will
cover creating/updating General
Ledger and Accounts Payable
queries as well as learning tools
available for queries.
FE Query - Agenda
• Overview of FE Query
• General Ledger (GL) Query
– Overview
– Templates
– New query
• Accounts Payable (AP) Query
– Overview
– Templates
• Learning tools on Blackbaud Training Central
• Available links on Controller’s Office web page
• Questions??
FE Query - Overview
• A query is a detailed list of
transactions available directly from
the database. The detail shown is
based on selections made when
creating the query. When you create
or edit a query you can choose which
fields you want to include in the
query output.
FE Query – GL Query - Overview
• Click on Query
List of Queries in alphabetical order
by Name in the General Category.
List of
query
categories
To only
show
queries
you
created
click box.
Helpful Hint: To widen columns
hover in between column then left
click and drag (this is the same way
you widen a column in Excel!)
FE Query – GL Query - Overview
• Query Types (5)
– Each query can include only 1 query type.
– Account/Grant/Project – List of non-transaction type records.
– Transaction – List of transaction type records.
• Query Formats (2)
– Dynamic – Reflects the current database information. A dynamic query is
automatically refreshed each time you run it so the output includes only
records and data that currently meet the search criteria.
– Static - A “snapshot” of your database when the query is first run. If you
run the same query later, the program uses the list of records stored in
the original query to produce the report.
FE Query – GL Query - Overview
• Query Tabs
– Criteria - Select fields and operators that determine
which records appear in the query results.
– Output - Select fields you want to appear in the
query results.
– Sort - Select sort fields and the order by which to
sort the query results (ex. ascending/descending).
– Results - Displays the data generated by your query.
FE Query – GL Query - Templates
• Templates & Training Category
Helpful Hint: To make your own
version of a template follow
instructions under Description.
– Active Accounts – List of active 11-digit accounts for 1
or more depts.
– Dept Transactions – List of transactions for 1 or more
depts.
– Project Transactions - List of transactions for 1 or
more projects.
FE Query – GL Query – New Query
• Create a new query by clicking on New.
• Choose query type and format then click OK.
-For this exercise,
choose Transaction
type and Dynamic
format.
FE Query – GL Query – New Query
• The query window will
appear.
-Click File and choose
Save as.
• In Save Query As
window enter the
following:
-Required Field - Query name.
Helpful Hint:
Include your
initials in the
query name.
-Optional Fields – Description,
uncheck boxes, change
category.
• Click Save.
FE Query – GL Query – New Query
• All field names in Criteria, Output and Sort tabs are
the actual field name you see as a user (not a backend programmer name).
• Build your query along with the instructor:
–
–
–
–
–
–
Choose criteria fields
Choose output fields
Choose how you want the data sorted
Save again!
Run query
In query results, double-click on any row to drill
down to source record.
– You can export query results by clicking Export to
Excel.
– Click
to close the query window.
FE Query – AP Query - Overview
• Click on down arrow next to General Ledger & choose Accounts Payable.
• Once in Accounts Payable module, click on Query.
List of Queries in alphabetical
order by Name in the General
Category.
List of
query
categories
To only
show
queries
you
created
click box.
Helpful Hint: To widen columns
hover in between column then
left click and drag (this is the
same way you widen a column
in Excel!)
FE Query – AP Query - Overview
• Query Types (11)
– Each query can include only 1 query type.
– Credit Memo/Invoice/Payment – List of transaction type records.
– Vendor – List of non-transaction type records.
• Query Formats (2)
– Dynamic – Reflects the current database information. A dynamic query is
automatically refreshed each time you run it so the output includes only
records and data that currently meet the search criteria.
– Static - A “snapshot” of your database when the query is first run. If you
run the same query later, the program uses the list of records stored in
the original query to produce the report.
FE Query – AP Query - Overview
• Query Tabs
– Criteria - Select fields and operators that determine
which records appear in the query results.
– Output - Select fields you want to appear in the
query results.
– Sort - Select sort fields and the order by which to
sort the query results (ex. ascending/descending).
– Results - Displays the data generated by your query.
FE Query – AP Query - Templates
• Click Templates & Training Category
Helpful Hint: To make your own
version of a template follow
instructions under Description.
– AP invoices by dept or vendor – List of invoices with check # for 1
or more depts or vendors.
– CC invoices by dept or vendor – List of credit card transactions with
cardholder name and statement end date for 1 or more depts or
vendors.
– AP/CC credit memos by dept or vendor – List of credit memos for
AP and CC transactions for 1 or more depts or vendors.
– List of vendors – List of vendor id, name, status, primary address,
default payment type and W9 filed info for 1 or more vendors.
FE Query – AP Query – Templates
• All field names in Criteria, Output and Sort tabs are the actual
field name you see as a user (not a back-end programmer name).
• Create your own version of a template query along with the
instructor:
– Open template class chooses
– Click File, Save as, enter query name (exactly the same way you
do in GL query) and change category to general.
– Run query
– In query results, double-click on any row to drill down to source
record.
– Change fields in criteria, output and sort tabs
– Save again!
– Run query
– In query results, double-click on any row to drill down to source
record.
– You can export query results by clicking Export to Excel.
– Click
to close the query window.
FE Query – Learning Tools
• Blackbaud Training Central website
– Self-paced online class
• Creating a Basic Query in The Financial Edge
• Modifying Queries in The Financial Edge
– Knowledgebase
• Ask a question and view answers.
• Use How to use Blackbaud (Financial Edge)
Training Central guide located on Controller’s
Office website at
http://brynmawr.edu/controller/HowtouseBlac
kbaudTrainingCentral912.pdf
FE Query – Controller’s Office webpage links
• Query documents are located under For Budget
Monitors/General Accounting section-Using Financial Edge.
FE Query – Controller’s Office webpage links
• Recommended links
– Query Guide:
http://brynmawr.edu/controller/FEqueryguide71012.pdf
– FAQs – Financial Edge – Queries and Reports:
http://www.brynmawr.edu/controller/FAQ.shtml#QueriesReports
Questions ???