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Slide notes: When we use Business Intelligence, we naturally use a lot of Legder Views. The question is, how easy is it to put together a Ledger View?

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Slide notes: For our example, we will start with a 'New View'.

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Slide notes: Ledger Views are constructed on the basis of selecting GL Accounts by Chart of Accounts Report Flag criteria. The Help offers some guidance.

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Slide notes: Here we have the Help. We may use 1 or multiple Flag types in our criteria rules for Account selection, and our Flags work on Ranges, i.e. FROM and TO.

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Slide notes: It is assumed that we will know something about our Business if we are using the Business Intelligence tools.

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Slide notes: Certainly, our Bank and Cash Accounts will be Balance Sheet Accounts, and quite likely we will have a Balance Sheet Flag with the word "cash".

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Slide notes: So we struck it correctly there. This selection will in all likelihood select all the Cash Accounts that we may wish to look at in a Cash View. Then again, if we are not sure of the word to use, we can also just use the lookup and see all the Balance Sheet Flags.

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Slide notes: The flame icon performs an easy initialization of current settings, if we want to re-state our criteria.

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Slide notes: By using just this 1 Flag Range, we will be able to select all Accounts related to Sundry Expenses.

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Slide notes: A lookup reveals more Cost Centers.

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Slide notes: We can also use 2 or more Flags to determine the preferred selection of Accounts for a Ledger View.

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Slide notes: Now let's retrieve one of the existing View Sets, and see how it works in practice.

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Slide notes: In this example, we are selecting all GL Accounts in department 700. Then from those we select all GL Accounts with the Planting Activity.

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Slide notes: As we can see when we open the Ledger View, all the Accounts listed here are from Department 700 and Activity 55.

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Slide notes: If we extend the Department range to 710, then we will include all Departments from 700 to 710.

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Slide notes: And sure enough, our result now includes Accounts from both Departments 700 and 710.

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Slide notes: And if we extend the Activity Range to 56, then that widens the Accounts selection again.

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Slide notes: And on the result we can see Accounts with Activities 55 and 56, in both of Departments 700 and 710.

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Slide notes: So that is just how easy it is to put together a selection of Accounts for a Ledger View.

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