Planning Essentials I - Instructor-led, Solver Cloud Virtual

Planning Essentials I - Instructor-led, Solver Cloud Virtual

This one-day virtual instructor-led class is delivered over two days in four-hour increments. This class is ideal for Solver Power Users who are responsible for the setup and maintenance of their web-based budget forms. 8 CPE credits available in the Computer & Applications field of study.

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There are no seats available for purchase at this time.

Course description - scroll down for session dates

This is an eight-hour virtual class delivered in two four-hour increments.  Scroll down for dates and times.

 

For the power user who is creating and maintaining web-based input templates (forms). Students create an operating expense template and define data storage options. Intermediate design concepts from predefined templates are explored and workflow options are introduced. 

 

Please note:

  • This class does not cover BI360 Planning (Excel) available in version 4.   BI360 Planning (Excel) training is part of the Solver Academy eLearning subscription.
  • If you are also responsible for reporting in your organization, please consider enrolling in the Report Design Essentials classes. 

After completing this course, students will be able to:

  • Create planning input forms
  • Define sheet filters and parameters
  • Define headers, columns and rows
  • Create storage required for writeback
  • Establish optional comparative data
  • Test storage settings in both Excel and Solver Cloud
  • Assign a planning template to users

Audience:

  • New Solver customers or partners who will be creating planning forms
  • Existing Solver Power Users who have inherited existing planning templates and forms
  • Any Solver Power User who desires formal training on configuring, evolving, and maintaining their organization’s planning forms

Prerequisites:

  • Familiarity with the Report Designer is highly recommended but not required
  • Familiarity with accounting and finance concepts used to create financial reports
  • A working knowledge of Microsoft Windows and Microsoft Excel

Advance Preparation:

 IMPORTANT: Report Designer version 4 and version 5 cannot be installed on the same computer. If you are a version 4 customer, you must log into the classroom environment from an alternate computer. 

  • A computer with two monitors is needed for class.  One monitor to view the instructor and the second to complete the hands-on exercises.
  • A hands-free telephone or computer headset is required to interact with the instructor and classmates.  

PLEASE NOTE: A minimum of three students are required for class. If the minimum is not met two days prior to the starting session, class will be cancelled and a refund will be processed.

 

Solver, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org 

NOTE:  You will be prompted to select class dates after purchase.

  •  

     

  • Solver, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org 

 

Course description - scroll down for session dates

This is an eight-hour virtual class delivered in two four-hour increments.  Scroll down for dates and times.

 

For the power user who is creating and maintaining web-based input templates (forms). Students create an operating expense template and define data storage options. Intermediate design concepts from predefined templates are explored and workflow options are introduced. 

 

Please note:

  • This class does not cover BI360 Planning (Excel) available in version 4.   BI360 Planning (Excel) training is part of the Solver Academy eLearning subscription.
  • If you are also responsible for reporting in your organization, please consider enrolling in the Report Design Essentials classes. 

After completing this course, students will be able to:

  • Create planning input forms
  • Define sheet filters and parameters
  • Define headers, columns and rows
  • Create storage required for writeback
  • Establish optional comparative data
  • Test storage settings in both Excel and Solver Cloud
  • Assign a planning template to users

Audience:

  • New Solver customers or partners who will be creating planning forms
  • Existing Solver Power Users who have inherited existing planning templates and forms
  • Any Solver Power User who desires formal training on configuring, evolving, and maintaining their organization’s planning forms

Prerequisites:

  • Familiarity with the Report Designer is highly recommended but not required
  • Familiarity with accounting and finance concepts used to create financial reports
  • A working knowledge of Microsoft Windows and Microsoft Excel

Advance Preparation:

 IMPORTANT: Report Designer version 4 and version 5 cannot be installed on the same computer. If you are a version 4 customer, you must log into the classroom environment from an alternate computer. 

  • A computer with two monitors is needed for class.  One monitor to view the instructor and the second to complete the hands-on exercises.
  • A hands-free telephone or computer headset is required to interact with the instructor and classmates.  

PLEASE NOTE: A minimum of three students are required for class. If the minimum is not met two days prior to the starting session, class will be cancelled and a refund will be processed.

 

Solver, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org 

NOTE:  You will be prompted to select class dates after purchase.

  •  

     

  • Solver, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org