Query & Analysis XL Financials for SunSystems - Advanced


Duration: 1 Day


Prerequisite: Have attended the Introduction to Q&A XL v10 course, or have basic working experience of Q&A XL. Knowledge of SunSystems concepts. Basic understanding of MS Excel.


Who should attend: Users who need to design or maintain more advanced Q&A XL reports. Users who need to import data into SunSystems Financials.


What you will learn: At the completion of this training session participants will be competent in the following:

  • Extract reference, transaction and balance data into an Excel worksheet (refresher)
  • Use various methods of referencing report parameters
  • Create more advanced user defined data items
  • Combine multiple data output items
  • Create Query Templates  
  • Import a journal with multiple journal types into SunSystems
  • Create and use hierarchies in reports
  • Create macros to automate functions in Q&A XL
  • Create easy to read reports with Report Designer


Course Content - Q&A XL v10+ for SunSystems - Advanced


Q&A XL Fundamentals - Refresher

  • Designing various reports to extract reference, transaction and balance  data
  • Using basic Q&A XL functionality, e.g. wildcard filters, extraction types, recalculate function

Advanced Q&A Functionality

  • Using the Formula Fill function to automatically generate Summary Link formulas
  • Using Combinations to combine multiple data output items into a single data output item
  • Creating User Defined Output items for a Daily Sales Outstanding and an Aged Debtor report
  • Creating a Format Table within a User Defined Output
  • Saving a query as a template
  • Using Data Send to import a multi-period and multi-journal type spreadsheet into SunSystems
  • Creating and using a hierarchy in a report

Automating and Customising Q&A Queries

  • Creating a Q&A XL Macro in
    Macro Builder
  • Using Report Designer to create easy to read reports
  • Creating a P&L Actual v Budget report using Filtered Columns








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