Operational Data · Track 1 · Tutorial 9 of 10

Bring in tracking categories, classes, jobs and tags

Your accounting system already splits the profit and loss by department, branch, job or class. BrizoConsol copies that split into Operational Data each month you load, so you can report on it without building a dataset by hand.

You will needA company connected to Xero, QuickBooks Online, MYOB or Zoho Books, with additional access switched on for the connection.

By the endYour accounting system’s tracking split listed in Operational Data and ready to use in reports and dashboards.

1Know what arrives

System	What it splits by	Dataset in Operational Data	Set it up
Xero	Tracking categories	One per category, such as Xero Tracking: Branch	Bring in tracking categories
QuickBooks Online	Classes	One, QuickBooks: Class, with every class side by side	Bring in classes
MYOB	Jobs and categories	MYOB: Job and MYOB: Category	Bring in jobs and categories
Zoho Books	Reporting tags	One per tag, such as Zoho Tag: Region	Bring in reporting tags

Each dataset holds the system’s own profit and loss by option, month by month: a row per report line for each option. Amounts with no option come in as Unassigned.

2Load it

Follow the tutorial for your system in the table to import the setup and confirm the mappings.
Load the months you report on with the tracking report ticked, as that tutorial shows.

Every month is replaced whole each time it is loaded, so loading a month again after a change in the accounting system cannot leave two figures for one row.

3Find it in Operational Data

Open Operational Data and click View data on the dataset.

The Xero Tracking: Branch dataset (1), its dimensions Tracking Option and P&L Line (2), and View data, its only action (3).

Check

The dataset lists the months you loaded, with a row for each report line and option. For a month, the options and Unassigned add up to the company’s own figure for each line.

These datasets are copies of the accounting system’s report, so they have no Upload data or Edit definition: change the split in the accounting system and load the month again.

The Xero Tracking: Branch dataset page, written from the connected accounting system and rebuilt each month it is loaded, with only export actions and no Edit definition or Upload data. — The note that the dataset is written from the connected accounting system (1), its dimensions (2), and the export actions, with no Edit definition or Upload data (3).

4If something goes wrong

What you see	What to do
No dataset appears	The tracking report has not been loaded for any month. Load a month with it ticked.
A month is missing	Load that month with the tracking report ticked.
A large Unassigned amount	Transactions were entered without the option. Add it in the accounting system, then load the month again.

Want more detail? See the documentation

Operational Data

Next in Set up and load operational data Load operational data through the API or Zapier All tutorials