Payroll Data - Analytical View for a new Year

Owned by Halvard Meijer
Last updated: Feb 25, 2022



Several customers uses an analytical view that due to the amount of data, the SQL statement is filtering on the current year. This means that when a new year comes, a new Data Mining Code must be created.



Description

There is an Analytical Payroll view used by many customers, that filters the data per year. The reason is that if we don't do this filtering, it causes the system to crash as there is to much data to load. 

Solution

The solution for a new year is to add a new Analytical View where the SQL statement is changed to fetch data for the new periods. This is done as follows: 

Create a new Analytical View

  1. Go to Setup | General Codes

  2. Copy the most recent year view by:
    1. Select Data Mining Codes
    2. Select the View
    3. Click Open
    4. Higlight the SQL statement by using Ctrl+A and then copy it by using Ctrl+C
    5. Click Cancel to Close

  3. Create a new view for the current year by:
    1. Select Data Mining Codes
    2. Click New
    3. Set Code and Name
    4. Click in the SQL empty window and use Ctrl+v to paste in
    5. Change the where statement for period used to the new year and the end of the new year. 


    6. Go to the Fields Definition tab
    7. Click on the Update fields button

  4. Click OK to Save and then select Close to close the General Codes and get back to the Crew List. 



Add an analytical view to the Analytical Module

Next step is to add the new Analytical view to the Analytical Module. This is done by:

  1.  Go to Modules | Analytical Module

  2. Select the tab you want to add the new view and select New

  3. Select the new code you created from the Drop-down box and click OK

  4. Drag and drop the fields as needed. We suggest looking at the previous year views and make the same set up for the new one.