Planning Basics

Planning Basics

This course introduces the essentials to design and configure an input form/template.

About this course

This course includes a variety of budget/forecast 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.

 IMPORTANT: There are two methods/products related to planning forms. Lessons in the section titled BI360 Planning  are only applicable to version 4 and earlier. The lessons in Web Planning  are applicable to versions 4 or 5, with specifics related to each version when required.

Posted 3/18, Revised 7/19

Curriculum~ 60 min

  • Getting Started
  • Web Planning - 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/Private Host version 5.

    Lessons Include:

    • Overview
    • Getting Started
    • Define Sheet Filters & Parameters
    • Define Expanding Groups 
  • Preview
    Web Planning Overview
  • Getting Started
  • Define Sheet Filters & Parameters
  • Define Expanding Groups
  • Quiz - Web Budgeting Design
  • Web Planning - 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
  • BI360 Planning (v4) - 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 - Solver Planning Input Form
  • BI360 Planning (v4) - 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 - Solver Planning Data Settings
  • BI360 Planning (v4) - 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 - Planning Interface Settings

About this course

This course includes a variety of budget/forecast 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.

 IMPORTANT: There are two methods/products related to planning forms. Lessons in the section titled BI360 Planning  are only applicable to version 4 and earlier. The lessons in Web Planning  are applicable to versions 4 or 5, with specifics related to each version when required.

Posted 3/18, Revised 7/19

Curriculum~ 60 min

  • Getting Started
  • Web Planning - 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/Private Host version 5.

    Lessons Include:

    • Overview
    • Getting Started
    • Define Sheet Filters & Parameters
    • Define Expanding Groups 
  • Preview
    Web Planning Overview
  • Getting Started
  • Define Sheet Filters & Parameters
  • Define Expanding Groups
  • Quiz - Web Budgeting Design
  • Web Planning - 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
  • BI360 Planning (v4) - 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 - Solver Planning Input Form
  • BI360 Planning (v4) - 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 - Solver Planning Data Settings
  • BI360 Planning (v4) - 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 - Planning Interface Settings