Budget Query Specifications Processing Options

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Budget Query Specifications Processing Options

Located on the second line of the Budget Query Specifications Panel are two processing options:

Summarize
Break

These options determine the type of output report that CA PMA Chargeback generates. The Summarize and Break fields work together to display results in three different types of formats:

Summary
Summary-with-breaks
Detail

Summary Report (Summarize=Y, Break=N)

When you set the Summarize option to Y and the Break option to N in the Budget Query Specifications panel, CA PMA Chargeback returns result fields Budget Amt and Count directly on the panel.

Budget Amt: The total budget allocated for the records meeting query criteria.
Count: The number of records meeting the query criteria.

To generate a summary report:

Set the Summarize option to Y

Set the Break option to N

+-- CBQBGTS -- Budget Query Specifications ---------------------------------+ | Panel Exit Help | | ------------------------------------------------------------------------- | | Type information for budget query. Then Execute. | | | | Summarize Y Break N Version : PROD PROD | | Brk | | ORD Type . . . . . N | | Charge Element . . N | | Qualifier . . . . N | | Period Number . . thru N | | DIVISION . . . . . N | | DEPARTMENT . . . . N | | | | F2=Exec | +---------------------------------------------------------------------------+

After pressing F2 (Exec), fields Budget Amt and Count appear on the Budget Query Specifications panel. Note the following:

The value within the Budget Amt field is the total budget for all records that meet the criteria specified in the Budget Query Specifications panel (see A. below).
The count field displays the number of budgets meeting query specifications.

Since there is no query criteria, a display of all records of the BUDTAB table result. In this example, the BUDTAB table contains 21 rows (see B. below).

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 
 +-- CBQBGTS -- Budget Query Specifications ---------------------------------+
 |      Panel   Exit   Help                                                  |
 | ------------------------------------------------------------------------- |
 | Type information for budget query. Then Execute.                          |
 |                                                                           |
 | Summarize Y  Break N                      Version : PROD PROD             |
 |                                      Brk                                  |
 | ORD Type . . . . .                    N Budget Amt :       2200.00000   A.|
 | Charge Element . .                    N Count  . . :               21   B.|
 | Qualifier  . . . .                    N                                   |
 | Period Number  . .       thru         N                                   |
 | DIVISION . . . . .                    N                                   |
 | DEPARTMENT . . . .                    N                                   |
 |                                                                           |
 |                                                                           |
 |                                                                           |
 |                                                                           |
 |   F2=Exec                                                                 |
 +---------------------------------------------------------------------------+
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

Summary-with-Breaks Report (Summarize=Y, Break=Y)

If you select both the Summarize and Break options, CA PMA Chargeback displays results in summary format on results panel (CBQBGTB). However, in contrast to a Summary report, result records are broken into groups. CA PMA Chargeback groups the records with identical values in the fields selected in the Brk column of the Budget Query Specifications panel.

Each row of panel CBQBGTB represents one group of records meeting the criteria specified in the Budget Query Specifications entry fields. The scroll bar denotes the number of groups available for viewing.

To generate a summary-with-breaks report with results grouped by ORD Type and Charge Element:

Set the Summarize and Break options to Y

Set the Brk fields for ORD Type and Charge Element to Y (see A. below)

+-- CBQBGTS -- Budget Query Specifications ---------------------------------+ | Panel Exit Help | | ------------------------------------------------------------------------- | | Type information for budget query. Then Execute. | | | Summarize Y Break Y Version : PROD PROD | > | Brk A. | | ORD Type . . . . . Y | | Charge Element . . Y | | Qualifier . . . . N | | Period Number . . thru N | | DIVISION . . . . . N | | DEPARTMENT . . . . N | +---------------------------------------------------------------------------+

After pressing F2 (Exec), the following results panel appears. Note the following:

CA PMA Chargeback summarizes and displays each unique combination of ORD Type and Charge Element separately. Two groups of records result (see A. below).
The Budget Amt field is the total budget amount for the group of records meeting the criteria on the Budget Query Specifications panel (see B. below).

The Count field holds the total number of records that make up the group shown (see C. below).

+-- CBQBGTB ----------------- Budget Query Results ---------------------------+ | Panel Exit Help | | --------------------------------------------------------------------------- | | More: + - 0001 Row: 1 of 2 | | A. | | Version . . . . : PROD PROD Budget Amt . : 1100.00000 B. | | ORD Type . . . . : MBJ Count. . . . : 7 C. | | Charge Element . : CPU-CHARGE | | Qualifier . . . : | | Period Number . : | | DIVISION . . . . : | | DEPARTMENT . . . : | | | | F7=Bkwd F8=Fwd | +-----------------------------------------------------------------------------+

Detail Report (Summarize=N, Break=N)

If you do not select the Summarize and Break options, a detail report of the records within the BUDTAB appears on result panel (CBQBGTD). CA PMA Chargeback selects only those records that meet query criteria. It displays all fields for each selected record as a separate row. The scroll bar denotes the number of rows available for viewing.

The following is a sample detail report.

CA PMA Chargeback displays all records of the BUDTAB table, since there is no query criteria (see A. on the next panel).
The Budget Amt field specifies the budget for each record of the table meeting the query selection criteria (see B. on the next panel).

The Description field describes each selected record (see C. on the next panel).

+-- CBQBGTD ----------------- Budget Query Results ---------------------------+

|       Panel   Exit   Help                                                1. |

| --------------------------------------------------------------------------- |

|                                          More: + - 0001  Row: 1    of 0021  |

| A.|

|  Version  . . . . : PROD PROD         Budget Amt . :        600.00000     B.|

|  ORD Type . . . . : MBJ               Description. : BUDFORPER1           C.|

|  Charge Element . : CPU-CHARGE                                              |

|  Qualifier  . . . : SHIFT1                                                  |

|  Period Number  . : 1                                                       |

|  DIVISION . . . . : RESTON                                                  |

|  DEPARTMENT . . . : TECHWRIT                                                |

+-- CBQBGTD ----------------- Budget Query Results ---------------------------+

|       Panel   Exit   Help                                                2. |

| --------------------------------------------------------------------------- |

|                                          More: + - 0001  Row: 2    of 0021  |

|                                                                           A.|

|  Version  . . . . : PROD PROD         Budget Amt . :        500.00000     B.|

|  ORD Type . . . . : MBJ               Description. : BUDFORPER2           C.|

|  Charge Element . : CPU-CHARGE                                              |

|  Qualifier  . . . : SHIFT1                                                  |

|  Period Number  . : 2                                                       |

|  DIVISION . . . . : RESTON                                                  |

|  DEPARTMENT . . . : TECHWRIT                                                |

|                                                                             |

|   F7=Bkwd   F8=Fwd                                                          |

+-----------------------------------------------------------------------------+