Vision XL v6

 

Duration: 2 Days - scheduled on demand

 

Prerequisite: Knowledge of SunSystems concepts. Basic understanding of MS Excel.

 

Who should attend: Users that need access to analyse and input data held in SunSystems

 

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

  • Extract reference data into Excel worksheet
  • Extract monetary or physical balances
  • Creating extract balance formulas
  • Creating user defined data items
  • Drilling down on data associated with formulas
  • Creating format tables
  • Using macro builder
  • Sending reference details to SunSystems
  • Creating a transaction import file
  • Using offline formulas

 

Course Content - Vision XL v6+ for SunSystems


 

Introduction and Overview

  • User Administration
  • Customising Vision


Extracting SunSystems Reference Data

  • Defining Detail Reports
  • Using wildcard Filters
  • Defining a Data Link Query
  • Automatic Filter Lookup


Extracting Transactions & Balances

  • Defining Details Reports to Extract Transactions
  • Applying Current Period & Date Override
  • Working with Filter Options
  • Defining Query Templates
  • Using Summary Reports to Extract Balances
  • Amending the extract mode
  • Creating user defined output items
  • Function Launcher
  • Creating Format tables
  • Defining Hierarchies
  • Using Summary Link to Extract Balances
  • Performing a drilldown on a balance
  • Applying Offline Formulas

Sending Data to SunSystems

  • The Layout Identifier
  • Understanding database fields
  • Selecting ranges of data for import
  • Rules of ledger import


Automating & Customising Vision Queries

  • Macro Builder Overview
  • Using Macro Builder
  • Report Designer Overview
  • Filtered Columns

 

 

 

 

 

 

 

 

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