Corporate audits require customized report views. Systems support filtering the General Ledger and Balance Sheets by **Date Range**, **Department Code** (for business segments), and **Project Code** (for cost centers).
When filters are applied, the system generates underlying SQL queries containing `WHERE` bounds. This extracts specific records instead of parsing the entire transaction database.
企业审计需要自定义报表视图。系统支持按**日期范围**、**部门代码**(针对业务板块)和**项目代码**(针对成本中心)来过滤总分类账和资产负债表。
当应用过滤器时,系统生成底层的 SQL 查询语句,包含 `WHERE` 限制条件。这可以直接提取特定记录,而无需解析整个交易数据库。
Visual concept map explaining the key module topic: 解释该模块核心主题的视觉概念图:
Prompt: 'I need a Profit & Loss report only for 'Project-A' in the first quarter of 2026. Write the SQL query to filter the ledger table 'GL' using date ranges and ProjectID.'
Result: AI writes a query: SELECT Account, SUM(Amount) FROM GL WHERE ProjectID = 'Project-A' AND Date BETWEEN '2026-01-01' AND '2026-03-31' GROUP BY Account.
Prompt 提示词: “我需要一份仅针对 2026 年第一季度 'Project-A' 的损益报告。请编写 SQL 查询,利用日期范围和 ProjectID 来过滤分类账表 'GL'。”
效果: AI 给出查询:SELECT Account, SUM(Amount) FROM GL WHERE ProjectID = 'Project-A' AND Date BETWEEN '2026-01-01' AND '2026-03-31' GROUP BY Account。
1. Which filter is used to run a Profit & Loss statement for a specific business branch? 要运行特定业务分部的损益表,应该使用哪种过滤器?
2. Filtering by Date Range helps auditors by: 按日期范围过滤可以如何帮助审计人员?
3. A project code filter in computerized accounting is primarily used to track: 计算机化会计中的项目代码过滤器主要用于追踪:
4. To search for specific transactions in SQL Accounting database, the software issues a: 要在 SQL Accounting 数据库中搜索特定的交易记录,软件会发出:
5. Which report displays the assets, liabilities, and equity of a business at a specific date? 哪种财务报表显示了企业在特定日期的资产、负债和所有者权益?
Task 1: Write a SQL query to list all records from 'Journal' where Department is 'Sales'. 任务 1: SQL 查询:列出 'Journal' 表中所有 Department 为 'Sales' 的记录。
Task 2: In SQL Accounting, which button is clicked after selecting filter criteria to refresh report? 任务 2: 在 SQL Accounting 中,选择过滤条件后点击哪个按钮来刷新报表?
Task 3: Excel formula to sum column D if project in column C is 'Proj1'. 任务 3: Excel 公式:如果 C 列的项目为 'Proj1',则对 D 列对应的数值求和。
Match the term on the left with its definition on the right. 将左侧的术语与右侧的定义进行配对。