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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.
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Attribute Filters
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Nested Groups
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Manual Groups
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Quiz - Working with Groups
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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.
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Period Calculations White Paper
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Period Calculation Demo
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Quiz - Period Functions
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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 in the Data Warehouse
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Trees Overview
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Trees vs Attributes
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Build a Tree
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Tree Demo Part 1: Trees in Reports Introduction
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Tree Demo Part 2: Parent/Child Tree Report
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Tree Demo Part 3: Node Tree Report and Tree Parameters
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Tree Groups: Parent/Child Method
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Tree-based Parameters
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Tree Groups: Tree Node Method
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Quiz - Working with Trees
- Other Design Features
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Working with Expressions
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Drill-To Definitions
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Sorting on Values
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Adding Macros to a Report
Report Design Advanced Concepts
This course covers intermediate to advanced functionality used in report template designs.
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.
NOTE: This course is applicable to users of both Solver Cloud/version 5 and BI360 version 4. Effective January & July 2021, users of Solver see a new user interface (UI) with some updated terminology. Documents within this course are updated to the new UI, however, video content is based on the previous display.
Posted 5/18, Revised 7/21