1. Texada Knowledge Center
  2. Texada Analytics
  3. Data Available and Visualizations in Texada Analytics

General Ledger Visualizations in Texada Analytics

Describes the data models available in Texada Analytics for general ledger data.

Type

Conceptual

Audience

All

Products

Texada Analytics, SRM

In This Article

Business Context

Use Texada Analytics to analyze and monitor general ledger data. Texada Analytics can help you identify any trends in general ledger posting behaviour.

Data Sources

The following points of data are all available in the Texada Analytics report.

Table

Column

Description

Type

Calendar GL

Date

 

DateTime

Calendar GL

Year Month

 

String

Calendar GL

Month

 

String

Calendar GL

Year Month Number

 

Int64

Calendar GL

Month Number

 

Int64

Calendar GL

Year

 

Int64

Division

Division Name

 

String

Division

Division

 

String

General Ledger

Transaction Num

 

String

General Ledger

Source

 

String

General Ledger

Reference

 

String

General Ledger

Ledger Amount

Positive/Negative amount based on Debit/Credit

Double

General Ledger

Sum Amount

Sum of General Ledger Amount

Double

General Ledger

Amount

 

Double

General Ledger

Date

Last 3 years of data

DateTime

General Ledger

Customer Num

 

String

General Ledger

Account Num

 

String

General Ledger

Debit/Credit

Debit/Credit based on D/C

String

General Ledger

D/C

 

String

General Ledger

Operator

 

String

General Ledger

Division

 

String

General Ledger

Function

 

String

General Ledger

GL Transaction SPLY

Gl Transaction Count Same Period Last Year

Int64

General Ledger

GL Transaction

Count of General Ledger Transactions

Int64

General Ledger

Ledger Amount SPLY

Ledger Amount Same Period Last Year

Double

General Ledger

Permission

 

String

General Ledger Accounts

Description

 

String

General Ledger Accounts

Account Num

 

String

General Ledger Accounts

GL Type

A = Assets, L = Liabilities, X = Expenses, R = Revenue

String

General Ledger Accounts

Type

 

String

Internal Use

Internal Use

 

String

Permission

USERNAME

 

String

Permission

PERMISSION

 

String



Refresh Rate

Refresh begins at 12 a.m. EST.

Access and Security 

Access to General Ledger data is required to view visualizations. If no access is granted, error will be presented.

Out-of-the-Box Visualizations

The following visualizations are all available out-of-the-box.

Report Page

Visualization Title

Description

Filters on the Page

General Ledger

KPI

Total count of general ledger transaction 

Date

Division

General Ledger

KPI

Total count of general ledger transaction same period last year

Date

Division

General Ledger

Tabular data

Asset, Expenses, Liabilities and Revenue broken by Debit/Credit 

Date

Division

General Ledger

Tabular data

Asset, Expenses, Liabilities and Revenue broken by Debit/Credit same period last year

Date

Division

General Ledger

Tabular data

Tabular data with reference, account num, GL Type, Debit or Credit and Ledger Amount

Date

Division

GL Breakdown

By Operator

By Division

Expense data shown by operator and division

Date

Reference

GL Breakdown

By Operator

By Division

Revenue data shown by operator and division

Date

Reference

GL Breakdown

By Operator

By Division

Assets data shown by operator and division

Date

Reference

GL Breakdown

By Operator

By Division

Liabilities data shown by operator and division

Date

Reference