FS Course 402 - Learning the Data in the FS Query Data Base
Solution to Hands-on Exercise No. 12 - Overhead Object
Follow the steps below to complete an ad-hoc query that lists the overhead rates and overhead base codes being applied to the account/funds within department 0965. Include the Fund Type title.
1. Get a blank FS Query Data Model Worksheet and think about what objects and attributes are required to complete this query (these are the attributes you should have checked off from the Overhead object ACCOUNT_NUMBER, COST_CENTER_CODE, FUND_NUMBER, OVERHEAD_BASE_CODE, and OVERHEAD_RATE; from the Account object DEPT_CODE, and from the Fund object FUND_TYPE_TITLE).
2. Bring up the GQL FS QDB Model and double click Overhead bringing the selection screen into view. Now click the attributes "checked off" on your worksheet. Also, since you do not want to see "all" of your account/funds listed, you should o click the Qualify box to the right of the overhead_rate and enter > 0.00 in the data entry box at the bottom of the screen. Note: you will need to click the = sign and change the condition value from = to >. Your selection screen should now look like the following example. Notice the "dot" indicator preceding each selected attribute and the special qualification at the bottom of the screen.
3. Go back to the GQL model page and click the line between Overhead and Account/CC/Fund objects; and then the line between Account/CC/Fund and Account objects to create the required "linkages." Now double click on the Account object to bring the selection screen into view.
4. Click the attributes checked-off on your worksheet for the Account object. Then click the Qualify box to the right of the dept_code attribute and enter 0965 in the data entry box appearing at the bottom of the screen. Your selection screen should now look like the following example.
5. Go back to the GQL model page and click the line between Overhead and Account/CC/Fund objects; and then the line between Account/CC/Fund and Fund objects to create the required "linkages." Now double click on the Fund object to bring the selection screen into view.
6. Click the attributes checked-off on your worksheet for the Fund object. Your selection screen should now look like the following example.
7. Now click the Submit Query button in the lower left of the GQL selection screen and view the results. Your query results screen should show results as shown below. Note: due to space constraints on this training page on this training page, the example is shown in 2 sections. Also, the example only shows 10 of the 123 lines that were retrieved. Keep in mind that you can change the column or sort order of the query results displayed by clicking on Column Order or Sort Order under the Query option on your GQL tool bar. Also, at this point you can transfer these query results into a report format for printing by clicking Show as Report under the Results option on your tool bar. Or, from the results screen you can do a file save or a copy paste and retrieve on an Excel spreadsheet.
8. (optional) At any time you can click Results-Show as a Report-GQL Standard option off the tool bar and show these query results in a report format that can be subtotaled, grand totaled, printed, etc.
9. (optional) At any time you can click Show Query under the Query option on your tool bar to see the actual SQL code in effect for the query being submitted. Please see the example screen below for the query involving overhead rates for department 0965.
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