Report Design Advanced Concepts

Report Design Advanced Concepts

This course covers intermediate to advanced functionality used in report template designs.

About this course

This course includes a variety of intermediate to advanced report design lessons, grouped together by topic. At the end of each topic there is a quiz, allowing you to evaluate your knowledge.  This course teaches report designers concepts that build on their basic template design skills.  

Posted 5/18, Revised 10/19

Curriculum~ 30 min

  • Working with Groups

    This section teaches report designers concepts that build on their basic template design skills.  

    Lessons Include:

    • Attribute Filters – 
      • The relationship between dimensions and their attributes.
      • Designing rows with attribute filters instead of dimension-based filters. 
      • Using the Excel MID function to modify the display. 
    • Nested Groups – 
      • How expanding groups can be nested within each other, creating a hierarchical display.
      • Examples include nested groups that span multiple dimensions.  
      • Formatting of these groups is also explored.
    • Manual Groups – 
      • How to define a new group manually.
      • Includes two examples of expanding columns: department-based and year to date, using a Period Function.
  • Attribute Filters
  • Nested Groups
  • Manual Groups
  • Quiz - Working with Groups
  • Period Functions

    This section includes the using Period Calculation Functions lesson:

    • A review of the Period Functions in both version 4 and version 5 of the BI360 Report Designer.
    • When to use a filter and functions, and when to use a custom Period Calculation functions.  
    • The Period Calculation Functions Whitepaper is included for download.  
  • Period Calculations Functions
  • Quiz - Period Functions
  • Working with Trees

    This section teaches report designers the benefits and template design aspects of working with trees.  

    Lessons Include:

    • Trees in the Data Warehouse
      • Creating Trees in version 4
      • Creating Trees in Cloud/version 5
    • Trees in Groups
    • Tree-based Parameters
  • Trees Overview
  • Trees in the Data Warehouse
  • Tree Groups: Parent/Child Method
  • Tree-based Parameters
  • Tree Groups: Tree Node Method
  • Quiz - Working with Trees
  • Other Design Features
  • Working with Expressions

About this course

This course includes a variety of intermediate to advanced report design lessons, grouped together by topic. At the end of each topic there is a quiz, allowing you to evaluate your knowledge.  This course teaches report designers concepts that build on their basic template design skills.  

Posted 5/18, Revised 10/19

Curriculum~ 30 min

  • Working with Groups

    This section teaches report designers concepts that build on their basic template design skills.  

    Lessons Include:

    • Attribute Filters – 
      • The relationship between dimensions and their attributes.
      • Designing rows with attribute filters instead of dimension-based filters. 
      • Using the Excel MID function to modify the display. 
    • Nested Groups – 
      • How expanding groups can be nested within each other, creating a hierarchical display.
      • Examples include nested groups that span multiple dimensions.  
      • Formatting of these groups is also explored.
    • Manual Groups – 
      • How to define a new group manually.
      • Includes two examples of expanding columns: department-based and year to date, using a Period Function.
  • Attribute Filters
  • Nested Groups
  • Manual Groups
  • Quiz - Working with Groups
  • Period Functions

    This section includes the using Period Calculation Functions lesson:

    • A review of the Period Functions in both version 4 and version 5 of the BI360 Report Designer.
    • When to use a filter and functions, and when to use a custom Period Calculation functions.  
    • The Period Calculation Functions Whitepaper is included for download.  
  • Period Calculations Functions
  • Quiz - Period Functions
  • Working with Trees

    This section teaches report designers the benefits and template design aspects of working with trees.  

    Lessons Include:

    • Trees in the Data Warehouse
      • Creating Trees in version 4
      • Creating Trees in Cloud/version 5
    • Trees in Groups
    • Tree-based Parameters
  • Trees Overview
  • Trees in the Data Warehouse
  • Tree Groups: Parent/Child Method
  • Tree-based Parameters
  • Tree Groups: Tree Node Method
  • Quiz - Working with Trees
  • Other Design Features
  • Working with Expressions