Go to Transact.csp page where the data can be imported. Alternative option from Terminal is shown below…
If your IRIS has no ^GLOBAL, click Import button. It automatically calls class method to import data file into ^GLOBAL.
After Import the button is replaced with Count button. If your IRIS has no ^COUNT, click Count button. It automatically calls class method to count Transaction data into ^COUNT. After Count the button is replaced with Menu button.
You can run adhoc query by entering Start Date, End Date and Filter. Filter is currently only applied to Category. Click Preview button to run query.
Click Menu button to return to menu page.
Go to Count.csp page
It displays monthly totals for number of transactions and total debits and credits. Click on a table row to see counts for the selected month broken down by Categories. Click on Previous button to see counts for the previous month or click Next button to go to next month.
The top-down workflow of this app is the opposite of how the app was developed.
Data originates from Excel
I decided to store the data in ^GLOBAL each cell getting its own node. You can try it out for yourself with this command: