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Importing financial data into IBM i2 Analyst's Notebook and displaying BOTH the number of transactions count and the currency amount summed

How To


Summary

How do you import financial data into Analyst's Notebook to show on the transaction link BOTH the number of transactions in a given direction from one account to the other AND the value of the currency amount transactions summed?

Objective

It is very helpful to identify the number of transactions between two accounts in a given direction and the total currency amount summed across those transactions.

Steps

To display BOTH the number of transactions count AND the currency value summed for a link in a given direction when importing:

1. Select the number of occurrences for the link label

image-20180702114350-1

2. Create an attribute on the link for the currency amount.

image-20180702114944-2

3. Set the chart properties to Sum Numeric Links

image-20180702115855-1

Here is an example of test data imported:

image-20180702120020-2

Here is the chart after the import:

image-20180702120148-3

[{"Business Unit":{"code":"BU059","label":"IBM Software w\/o TPS"},"Product":{"code":"SSXUXD","label":"i2 Analyst's Notebook"},"Component":"","Platform":[{"code":"PF033","label":"Windows"}],"Version":"All Versions","Edition":"","Line of Business":{"code":"LOB24","label":"Security Software"}}]

Document Information

Modified date:
24 July 2020

UID

ibm10716175

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