Planning Basics - BI360 Planning (v4)

Planning Basics - BI360 Planning (v4)

This course introduces the essentials to design and configure an input form/template in BI360 Planning version 4

About this course

This course includes a variety of budget/forecast form design lessons specific to BI360 Planning, 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 this course  are only applicable to version 4 and earlier. If you are using the Web Planning  product with Solver versions 4 or 5, please see the course titled: Planning Basics - Solver Web Planning.

Posted 3/18, Revised 6/20

Curriculum~ 45 min

  • Getting Started
  • 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 specific to BI360 Planning, 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 this course  are only applicable to version 4 and earlier. If you are using the Web Planning  product with Solver versions 4 or 5, please see the course titled: Planning Basics - Solver Web Planning.

Posted 3/18, Revised 6/20

Curriculum~ 45 min

  • Getting Started
  • 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