Event Summary
This webinar is designed to familiarise users with Microsoft Query to extract information from the finance modules in the passFINANCE database. It will include hints and tips that will enable users to create and maintain reports/queries, allowing them to analyse data from one accounting period to another.
Overview
We understand the importance and pressure placed on finance departments to analyse data in a variety of formats with ease over many accounting periods. In addition to all the standard reports that are available in passFINANCE we are aware of schools’ requirements to streamline both internal and external reporting. The course has been designed to concentrate on the passFINANCE modules although ODBC can be used to extract data from any area of passFINANCE. This webinar will act as a refresher course for some and a learning experience for others.
What will be covered
- Setting up ODBC
- Creating new Microsoft Queries
- Using filters, criteria, parameters
- Using multiple tables and pivot tables
- Sample examples from all the main Finance Ledgers
Who the event is aimed at
Experienced users of passFINANCE modules responsible for financial reporting.
Prerequisites
A basic understanding of the passFINANCE modules.
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