Migrate Existing Templates to Solver

Migrate Existing Templates to Solver

This course provides an overview of the steps required to update BI360 report and budget templates to Solver Cloud or Private Host v5.

About this course

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

Curriculum~ 25 minutes

About this course

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

Curriculum~ 25 minutes