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Importing from QuickBooks® Tutorial
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Customizing the default Report and View
Upon clicking Finish a default Report called Report 1 and View called View
wil be created for you. See figure 9.
Figure 9.
Let's first rename the report to something meaningful like Profit and Loss detals.
Right click on Report 1 and choose Rename Report. When the window comes up, enter
Profit and Loss Details into the field and click Ok.
To rename the View, right click the View and click Rename view. Enter Income v.
Expenses in the text box and press enter.
Arranging fields
Now we want to arrange the fields to show the data we want.
Drag the SplitAccount field next to the Blank field. This location is called the
Filter area. To drag a field you click on the field name and without releasing the
mouse button, move the mouse around the screen and you'll see that the field is
being moved.
Drag the AccountType field to where the SplitAccount field was. This location is
called the Row area
Drag the Date field to the filter area next to the SplitAccount field.
Your fields should now be arranged as shown in figure 11.
Further Filtering
To further filter out data we're going to apply a field filter.
Move your mouse over the AccountType field. You'll notice that the field gets underlined
and a small image appears in the right corner as shown in figure 10. Clicking the
small icon displays a list of all values for that field. Click Show Blanks and CostOfGoodSold
to remove the check mark next to them and then click Ok.
Notice that the rows only show Expense, Income and OtherIncome. Also notice a red
square in the upper left corner of the AccountType field. This square indicates
that a field filter has been applied.
Figure 10.
Adding an annotation
Every good report needs a description explaining what the user is seeing.
To add an annotation, click this icon.
In the window that comes up, enter "This view shows Income versus Expenses. Notice
the income is almost twice the expenses.".
Change the Background color to SkyBlue and close the window by clicking the red
X in the upper right.
The annotation now appears in the top of the view.
Creating Charts
numberGo makes it very easy to chart your data.
In this example we’re going to create a simple column chart. To create the chart,
right click the AccountType field again and click on Chart AccountType. Notice a
basic point chart is created.
Click the Properties button
to change the chart type. In the window that appears, choose Column from the Chart
Type drop down list and click the OK button.
Depending on your screen size you may have to expand the chart window area by dragging
the splitter. Move your mouse to the top of the chart toolbar (the properties button
is on the chart toolbar) until your mouse turns into a double arrow with a line
in the middle, Click and hold down the mouse and move upward to increase the size
of the window.
Note: The charts in numberGo are live meaning that the charts will be redrawn and
reconfigured when a pivot is done (the field order changes) or a filter is applied.
To prevent the charts from changing, click the Freeze button on the charts toolbar.
Your view should now look like figure 11.
Figure 11.
Summary
As you can see, importing your companies’ financial data into numberGo
is fast and easy. Once imported, you can easily create any number of views to show
your data in many different combinations.
In addition to the basic features you’ve seen in this tutorial, you can also create
Date Group fields. These fields will allow you to add additional date dimensions
such as Year, Quarter and Month to your data allowing you to further summarize your
views.
Once you have saved your numberGo file, you can easily email the file to anyone
you want. To update your file with the latest data, just open the file and click
the Workspace menu item and then click Refresh data from the drop down menu. That’s
it!
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