Account Definition Functions

BizInsight comes with some built-in functions that can be used to store frequently used values for easy reference across workbooks.  Values can be stored using the SetAcctDef function and retrieved into a worksheet using the GetAcctDef function. The value is stored as a string type and is ideal for storing BizInsight expressions but can also be used to store any kind of data including budget amounts. When a value has been committed using SetAcctDef, the value is stored in the BizInsight SQL MetaData databases .

 IMPORTANT  If you are still using the Access based biz files, you must convert these files to SQL MetaData databases to use the Account Definition functions.  Contact BizNet Software Support for a copy of the conversion tool.  To be able to use the SQL MetaData databases, you must be on BizInsight version 5.0.34.2 or higher. If you are not sure if you are using SQL MetaData databases, go to Application Settings on the BizInsight ribbon and click on the Configure SQL button.  If the dialog that opens is not configured or you don't have a Configure SQL button, you are not using the SQL MetaData databases.

Single Account Definitions can be easily stored by selecting a cell in a workbook that contains the value you would like to store and then right-clicking and choosing Save Property.

 WARNING  The contents of the selected cell will be deleted when using the Save Property feature.

 IMPORTANT  Make sure BizInsight is Online when using this feature. It will not save the property when BizInsight is Offline.

A dialog will display prompting for a Property Name, Property Version and  Property Value. Property Name and Property Value are required. The Property Version field is optional but when a version is provided, a node will be created in the Navigation Pane for the version and all properties with that version will be listed underneath. Once the dialog is completed, click OK.

A dialog will display indicating that the Account Definition has been saved and to refresh the Properties pane.

Click on the Properties pane, right-click and choose Refresh to see the new Property.

     

Account Definition functions are important in creating dynamic business reports by allowing the stored values to be used by other BizInsight users within the organization. For example, Account Definitions can capture the chart of accounts of an organization as an account tree, allow users to define the account value in an expression, or store a budget amount.