Finance User Manual ENG -> 5. Searching, Correcting and Closing -> 5.1 Searching -> LUFI-50105 The Analytic Selector
LUFI-50105 The Analytic Selector
LU Introduction
The Analytic Selector is available in Accounting/Selector/Analytic Selector
The Analytic Selector is a tool to search Journal items and their corresponding analytic allocation when you need to use multiple or complex criteria that cannot be easily done in Analytic Journal Items. You can use it for the following actions once the Search Analytic selector was performed:
Analytic Selector used to look for entries based on the posting dates
Analytic Selector search result view and related Actions menu
Description
You have a wide range of possibilities to search for data. Ticking the checkbox for a certain heading will expand the screen for the user to select specific criteria. Similar to default search fields in other modules, you can enter data manually or use the magnifying glass to select from a drop-down list.
Ticking the Cost Centers checkbox in the Analytic Selector expands the view to select criteria for Cost Centers
Note that :The field Sequence Numbers has a limit of 360 characters, and you can specify about 26 entries. Note that the total number of characters includes the character ( , )
How to Perform an Analytic Search:
Go to: Accounting/Selector/Analytic Selector
In this example we will search expense entries allocated to a specific cost center for a specified period. Since analytic journal items only concern expenses / income, you do not need to select expense accounts as criteria.
- Tick the checkbox next to Periods to expand the search view.
Expand search view in the Analytic Selector to set period criteria
- Click the button and select the period(s) you would like to view.
Select period in Analytic Selector
- Tick the checkbox next to Cost Centers to expand the search screen
Expand search view in the Analytic Selector to set cost center criteria
- Click {Add}. Select the cost centers that you want to search
Select cost center in Analytic Selector
As a result, you have set the criteria for period, cost center and destination as showed next page:
Search criteria set in Analytic Selector
- Click Search at the bottom of the screen.
- A new tab opens to display the search results. You can further refine your results by using the default search fields. As you can see the selected period, Cost Center and additionally Funding Pool and Destinations are visible.
Analytic Selector – Search results
- If necessary, change the limit so all records display. Please remember, if you have a large number of entries, do not use the Unlimited option as it will cause a long delay. You can choose to sort by a column header by clicking on the column header.
Change number of entries displayed on the screen
- Select all entries by clicking the top checkbox on the header row and to export, go to the Actions menu. Select {Export search results}.
Export search results
- A new window will appear with additional export options to select if desired, e.g. currency, format. Click {Validate}.
Export options
Analytic Selector – Excel export file:
Selector using the filter Output currency:
