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.  

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 in the process of being updated to the new UI, however, video content is based on the previous display. 

Posted 5/18, Revised 7/21

Curriculum~ 60 minutes

  • 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 Calculation 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
  • Tree Reports Demonstration
  • 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
  • Drill-To Definitions
  • Sorting on Values
  • Adding Macros to a Report

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.  

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 in the process of being updated to the new UI, however, video content is based on the previous display. 

Posted 5/18, Revised 7/21

Curriculum~ 60 minutes

  • 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 Calculation 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
  • Tree Reports Demonstration
  • 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
  • Drill-To Definitions
  • Sorting on Values
  • Adding Macros to a Report