Other Functions on the Excel Ribbon Bar

24 March 5, 2024

The Excel Ribbon bar for FinJinni has these functions:

Query 

Displays the Query Assistant screen to build a new query.

Once a query has been built on a worksheet, you can use the “- function” options to the right of the query icon to modify it:

  • Date Range

Changes the date range

  • Columns

Changes the columns in the result table.

  • Filters

Changes filters, such as accounts or customers.

  • Options

Changes options for the query, such as Accrual or Cash basis.

  • Info

Displays information about any query or report on the worksheet. For a formatted report, it will show which template worksheet the report was created from.

  • Refresh

Refreshes the query or report (see note* below)

  • Connection

Updates the database connection between the query and its data source.  You can unlink the worksheet or the entire workbook from the database – this is used when you want to distribute the results without leaving a connection defined in the spreadsheet. You can also choose to “relink” a query to a different database from when the query was created.

  • Edit as New

Edits the query using the query builder screen so that it can be used to create a different worksheet.

Format As Report

Formats the query as a report. Uses predefined templates to create a “statement-like” format instead of a table.

Refresh All

Refreshes all queries and reports in the workbook.

Database

Use this to select the database on which queries will be executed.

Upload

This function saves the current worksheet as a data file to be uploaded by FinJinni. FinJinni supports uploading of custom fields, customer and vendor entities, budgets and transactions. Entities and transactions are written back to QuickBooks. Custom fields and budgets are stored in the FinJinni database only for integration with the data retrieved from QuickBooks. Refer to the FinJinni Pro administration documentation for information on uploading data.

Note that this option only prepares the data file. It does not upload data or alter QuickBooks in any way. The FinJinni administration application is the only process that uploads data.

Help

Displays help and a link to this documentation

*Note: When “- Refresh” is used on a report, the query used to create the report is refreshed and the report is rebuilt. When “Refresh All” is used, all reports will be rebuilt. You can indicate that FinJinni should not rebuild a report by placing the keyword “norefresh” in cell A1 of the worksheet (use white text if you don’t want that to display).