Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Export journals to e-binder
- Working with Reconciliations
- Basic settings in Aico documents
- Excel Support
- An overview of Aico Dashboards and Lists
- How to use lists in Aico
- How to use dashboards in Aico
- How to use charts in a dashboard
- Dashboards: Advanced Settings
- Manual closing tasks
Users and User Groups
- Overview of Users and User Groups
- Add user accounts
- Edit user account data
- Manage user groups
- Manage user roles
- Copying roles at the company level
- Copy user roles from individual users
- Create a user report
- Manage administrative user rights
- Super user mode
- Additional super user global admin rights
- User and User group export and import
- Value sets
- Currency Amount Groups
- Mail notifications
- Tax codes
- Users and User Groups
- Introducing Automation Manager
- Core Set Up
- Introducing task templates
- Creating task template details
- The Aico Document
- Aico document headers
- Preparer and Approver workflow settings
- Overriding parameters at a company level
- Master data export and import
- Set a custom schedule
- Dependent tasks in Aico
- How to use Smart tags in Aico
- How to add an attachment to a task template
- How to create a preparer start time
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
Single value chart
Modified on Thu, 24 Nov 2022 at 02:52 PM
A single value chart displays one or more individual values, such as the value of all unreconciled balances for different company codes.
The image below shows six single value charts, based on unreconciled balances for six different company codes. We will go through the steps to create this chart in this article.
Open the dashboard to which you want to add this chart and click on the cog wheel in the top left corner.
4. Change the Value field to Unreconciled balance as that is what we are investigating in this example.
5. Change the Aggregate function to Sum because we want to see the total number of unreconciled balances for a company.
If you press the Refresh arrow in the top right of this box, you will be taken to your single value chart. This gives you the sum, or total, or all unreconciled balances across all companies.
Next, we need to create a query to divide this amount into different company codes. You can read this article to learn more about Queries and Filters in-depth.
To continue modifying this chart, click on the cog wheel in the top right corner of your chart.
6. Add a new query by clicking on the + sign for Queries.
7. Use the drop-down arrow to select an existing query or click on the cog wheel to the right of that new Query to create a new one.
This takes you to the settings of that new query where you can set the query details.
8. Name your new query.
9. Click Add.
10. In this example we want to see all unreconciled documents for Company Code 1000, so we created the below query.
This will give you the single value chart below:
Then save your new chart.
You can repeat steps 6 - 10 to add additional company code
s to the chart, as the first image shows. Although there is no limit to the number of single value charts you can add, we recommend using no more than 5 or 6 for visual clarity.
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