Migrate Existing Templates to Solver

In this abridged webinar, Solver Functional Consultants Jonathan Stavros and Prescott Hathaway review the process of integrating BI360 report or form templates. Topics include:

• Introduction
• 3:30  Template related actions in Solver Cloud (upload, edit, publish, etc.) 
• 6:20  Training agenda 
• 12:30 Template/form migration checklist
  • 13:30 Period Functions
  • 14:20 Accounting format review
  • 14:50 Remove macros/Display blank records
  • 15:45 Define storage cells
• 16:20 Edge cases
  • Storage of dimension codes created via concatenation
  • 16:55 Large report limitation (< 1 million cells)
  • 18:00 INDIRECT functions (named range scope requirement)
  • 19:00 Advanced formula option new in Report Designer v5
• 20:00 Recommendations

Posted 11/20