Budget Basics

Budget Basics

This course introduces the essentials to design and configure a budget form in either BI360 Planning (Excel) or Web-based Budgeting.

About this course

This course includes a variety of budget form design lessons, grouped together by topic. Although the basics of template design are included, you may also benefit from watching the Report Design Foundation course.

Posted 3/18, Revised 12/18

Curriculum~ 60 min

  • BI360 Planning - Designing an Input Form (Template)

    This section introduces how to design and configure a budget form.

    Lessons Include:

    • Overview
    • Getting Started
    • Define Sheet Filters & Parameters
    • Define Headers
    • Define Columns
    • Define Rows
    • Ignore & Sheet Protection
  • Preview
    Overview
  • Getting Started
  • Define Sheet Filters & Parameters
  • Define Headers
  • Define Columns
  • Define Rows
  • Ignore and Sheet Protection
  • Quiz - BI360 Planning Input Form
  • BI360 Planning - Configure Data Settings

    This section explores the data setting requirements for budget form writeback to the data warehouse in BI360 Planning (Excel).

    Lessons Include:

    • Data Settings - Writeback
    • Data Settings - Dimensions
  • Data Settings - Writeback
  • Data Settings - Dimensions
  • Quiz - BI360 Planning Data Settings
  • BI360 Planning - Configure Interface Settings

    This section  introduces how to configure the optional interface settings in budget forms, allowing budgeter's to use the Enter Data button for the enabled feature(s) in BI360 Planning (Excel).

    Lessons Include:

    • Enable Excel Planning Window
    • Input Grid Settings
    • Comparative Grid Settings
    • Chart Grid Settings
  • Enable Planning Window
  • Input Grid Settings
  • Comparative (Data Grid) Settings
  • Chart Settings
  • Quiz - BI360 Planning Interface Settings
  • Web Budgeting - Designing an Input Form

    This section introduces how to design and configure a budget form for use in the BI360 Web Portal. This feature is available in version 4 or Cloud/5.

    Lessons Include:

    • Overview
    • Getting Started
    • Define Sheet Filters & Parameters
    • Define Expanding Groups 
  • Preview
    Web Budgeting Overview
  • Getting Started
  • Define Sheet Filters & Parameters
  • Define Expanding Groups
  • Quiz - Web Budgeting Design
  • Web Budgeting - Data Storage

    This section introduces how to configure data storage settings in web-based budget forms. This feature is available in version 4 or Cloud/5.

  • Define Storage
  • Comparative Data
  • Quiz - Web Budgeting Storage

About this course

This course includes a variety of budget form design lessons, grouped together by topic. Although the basics of template design are included, you may also benefit from watching the Report Design Foundation course.

Posted 3/18, Revised 12/18

Curriculum~ 60 min

  • BI360 Planning - Designing an Input Form (Template)

    This section introduces how to design and configure a budget form.

    Lessons Include:

    • Overview
    • Getting Started
    • Define Sheet Filters & Parameters
    • Define Headers
    • Define Columns
    • Define Rows
    • Ignore & Sheet Protection
  • Preview
    Overview
  • Getting Started
  • Define Sheet Filters & Parameters
  • Define Headers
  • Define Columns
  • Define Rows
  • Ignore and Sheet Protection
  • Quiz - BI360 Planning Input Form
  • BI360 Planning - Configure Data Settings

    This section explores the data setting requirements for budget form writeback to the data warehouse in BI360 Planning (Excel).

    Lessons Include:

    • Data Settings - Writeback
    • Data Settings - Dimensions
  • Data Settings - Writeback
  • Data Settings - Dimensions
  • Quiz - BI360 Planning Data Settings
  • BI360 Planning - Configure Interface Settings

    This section  introduces how to configure the optional interface settings in budget forms, allowing budgeter's to use the Enter Data button for the enabled feature(s) in BI360 Planning (Excel).

    Lessons Include:

    • Enable Excel Planning Window
    • Input Grid Settings
    • Comparative Grid Settings
    • Chart Grid Settings
  • Enable Planning Window
  • Input Grid Settings
  • Comparative (Data Grid) Settings
  • Chart Settings
  • Quiz - BI360 Planning Interface Settings
  • Web Budgeting - Designing an Input Form

    This section introduces how to design and configure a budget form for use in the BI360 Web Portal. This feature is available in version 4 or Cloud/5.

    Lessons Include:

    • Overview
    • Getting Started
    • Define Sheet Filters & Parameters
    • Define Expanding Groups 
  • Preview
    Web Budgeting Overview
  • Getting Started
  • Define Sheet Filters & Parameters
  • Define Expanding Groups
  • Quiz - Web Budgeting Design
  • Web Budgeting - Data Storage

    This section introduces how to configure data storage settings in web-based budget forms. This feature is available in version 4 or Cloud/5.

  • Define Storage
  • Comparative Data
  • Quiz - Web Budgeting Storage