Report Design Essentials I - v4 Instructor-led, Virtual

Report Design Essentials I - v4 Instructor-led, Virtual

Improve your BI360 report design skills in this 8 hour hands-on virtual class which is delivered during two, 4 hour web-based sessions. Enjoy the benefits of the classroom and the convenience of group internet based delivery. 8 CPE credits available in the Computer & Applications field of study.

Course Description

This is an eight-hour virtual online class that is delivered in two sessions of four hours each.  Scroll down for dates and times.

 

This basic skill level course is for power users who want to improve their reporting skills.  Our expert instructor will cover the tips, tricks and best practices learned from our consulting team in order to create a variety of financial reports from both actual and budget data. The focus of this class is the creation of presentation quality financial reports which are easy to set up, maintain and built in accordance with best practices. Students will have many hands-on exercises building report templates using the BI360 Report Designer and Report Composer.   

 

After completing this course, students will be able to:

  • Navigate the BI360 Reporting ribbon
  • Design Report Templates in the BI360 Report Designer with Dimensions, Attributes and Measures
  • Apply filters at the sheet level, and on rows, columns and cells
  • Create Selection Groups on columns and rows
  • Configure Grouping and Sorting options
  • Work with Expanding groups
  • Create labels from attributes for column and report headers
  • Create run time report Parameters
  • Use multiple dimensions on rows to create reports
  • Utilize date Functions to automate comparative data such as - same period prior year
  • Design various Trial Balance and Income Statement type reports
  • Design views in Report Composer
  • Define Security assignments for users

Audience:

  • New Solver customers and partners who will be creating or maintaining reports with the BI360 Report Designer
  • Existing Solver reporting and budgeting administrators who have inherited an existing set of reports
  • Any Solver reporting and budgeting administrators who desires formal training on configuring, evolving, and maintaining their organization’s reports

Prerequisites:

  • Familiarity with accounting and finance concepts used to create financial reports
  • A working knowledge of Microsoft Windows and Microsoft Excel

Advance Preparation:

  • 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.  

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.

 

Report Design Essentials I Version 4 - Class Dates

Event Date Spaces left
Report Design Essentials v4 February 20-21 Feb. 20, 2019, 8 a.m. -
Feb. 21, 2019, noon PST
11
Report Design Essentials v4 April 23-24 April 23, 2019, 8 a.m. -
April 24, 2019, noon PDT
15
Report Design Essentials v4 June 18-19 June 18, 2019, 8 a.m. -
June 19, 2019, noon PDT
15

Course Description

This is an eight-hour virtual online class that is delivered in two sessions of four hours each.  Scroll down for dates and times.

 

This basic skill level course is for power users who want to improve their reporting skills.  Our expert instructor will cover the tips, tricks and best practices learned from our consulting team in order to create a variety of financial reports from both actual and budget data. The focus of this class is the creation of presentation quality financial reports which are easy to set up, maintain and built in accordance with best practices. Students will have many hands-on exercises building report templates using the BI360 Report Designer and Report Composer.   

 

After completing this course, students will be able to:

  • Navigate the BI360 Reporting ribbon
  • Design Report Templates in the BI360 Report Designer with Dimensions, Attributes and Measures
  • Apply filters at the sheet level, and on rows, columns and cells
  • Create Selection Groups on columns and rows
  • Configure Grouping and Sorting options
  • Work with Expanding groups
  • Create labels from attributes for column and report headers
  • Create run time report Parameters
  • Use multiple dimensions on rows to create reports
  • Utilize date Functions to automate comparative data such as - same period prior year
  • Design various Trial Balance and Income Statement type reports
  • Design views in Report Composer
  • Define Security assignments for users

Audience:

  • New Solver customers and partners who will be creating or maintaining reports with the BI360 Report Designer
  • Existing Solver reporting and budgeting administrators who have inherited an existing set of reports
  • Any Solver reporting and budgeting administrators who desires formal training on configuring, evolving, and maintaining their organization’s reports

Prerequisites:

  • Familiarity with accounting and finance concepts used to create financial reports
  • A working knowledge of Microsoft Windows and Microsoft Excel

Advance Preparation:

  • 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.  

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.

 

Live events

Report Design Essentials I Version 4 - Class Dates

Event Date Spaces left
Report Design Essentials v4 February 20-21 Feb. 20, 2019, 8 a.m. -
Feb. 21, 2019, noon PST
11
Report Design Essentials v4 April 23-24 April 23, 2019, 8 a.m. -
April 24, 2019, noon PDT
15
Report Design Essentials v4 June 18-19 June 18, 2019, 8 a.m. -
June 19, 2019, noon PDT
15