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Orientation and Work Processes

The purpose of QA Executive is to give financial professionals a way to use their information to understand their organization.  They use this two ways.  One way is to make formal reports that they often run to get an idea of what is going on.  An example of this is a utility expense report that shows the electricity expense for every month.  Every month the treasurer runs the report to make sure nothing surprising is happening with their utility expense. 

The other way to use QA Executive could be called ad hoc analysis.  In this case the treasurer has questions for which they want answers.  For example, a treasurer looks at the financial statements and sees that the salary expense is much higher this month than it was for previous months.  The treasurer makes a quick worksheet that shows salaries for each employee for each month in the past two years.

I designed these exercises to slowly introduce you to new skills useful in QA.  As a new skill is introduced it is explained.  But then in subsequent sections, you will have to repeatedly use the skill so hopefully you get some practice while at the same time additional new skills are being introduced.  Hopefully you will slowly and carefully work through the cases so you can get the full benefit of the practice as well as learn new skills.  

So the basic purpose of these cases is to carefully train the user in using the software.  It is not really a resource material for looking up how to do something.    If you get lost, it may be helpful to drop back and redo some of the earlier steps.

Logging onto Q&A Executive

To turn on your Q&A Executive Program you need to find it first.   Click your Windows Start Menu and then All Programs.  It will be under something starting with Infor.   So far I have found it on machines under Infor Query and Analysis, and Infor Performance management.  You can ferret it out by doing a search for “Executive”.  You want to open a program named Executive – not a program named Executive Query.  Executive Query is a program that will run an Executive Report without allowing modification by the end user.  

Overview of Work Processes and Important Screen Views 

This section will give you basic familiarity with the major locations within the program and what is done in each section. It will also help you learn to navigate around the program.  Don’t get frustrated if I tell you something is done at a certain location without telling you how to do it.  That is the purpose of the cases.  In the cases we will get hands-on experience in actually doing the work.  This is just a big picture orientation.

Work Processes 
There are seven basic work processes in Q&A.  They take place in the different views in the program.  The different views are described in the next section, but to get the processes and the views linked conceptually here is a description of each of the things you will do in Q&A with a mention of the view in which each thing is done.  

1. Design a Worksheet  – Type Labels – This is done in the Design View. It is similar to what you would do in Excel.

2. Design a Worksheet  – Write Queries.  This is done in the Query View.  There is a lot for you to learn here.  To give you sense of what a query is, imagine this: you want to make a balance sheet that shows the total for cash.  In cell A4 you might type the label “Cash in Bank” and in cell A8 you would write the query.  The query contains the instructions for such things as what accounts and periods to use in the calculation of cash.

3. Design a Worksheet  – Format the Worksheet.  This is done in Design View using skills similar to those used in Excel.

To illustrate the steps so far, suppose you wanted to show “Cash  4,000” on a balance sheet – where 4,000 is the amount of cash recorded in the accounting system.  You might type the label “Cash” in cell A6 and in cell G6 write the query that goes into the system and brings up the total of all of the cash accounts as of the balance sheet date. 

4. Extract a Worksheet. This is done in Extract View.  Extract View shows your worksheet in a nearly finished format.  

5. Edit the Worksheet. This is done in Design View. After you extract the worksheet and review the results, it is likely that you will go back to Design View to make changes in any of the Design steps – fix a label, change a query, or change formatting.  You will switch between the Design View and the Extract View many times to get things looking good.

6. Drill Down, Expand, and Breakout the Worksheet. This is done in Extract View. These analyses add depth to the details shown in the original design. For example, a drill down on the cash example above may produce a separate sheet with a list of the cash accounts. There is a lot to learn here.  

7. Publish the Worksheet. When you are satisfied with the looks of the worksheet in Executive, you will want a way to get it out of the program into something you can email, print, or hand out.  So you will do such things as print it, make a PDF, export it to Excel, automatically email it, etc. 

Welcome to the SunPlus Community Feel free to add any discussion about any topic you wish.  It can relate to the SunPlus software, denominational accounting, or anything else relative to the Adventist Treasury Family.  Remember this is a Public Forum.  So be sweet.

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