Report Design Foundation

Report Design Foundation

This course walks you through the basic requirements for building report templates in BI360.

About this course

This course includes a variety of report design lessons, grouped together by topic. At the end of each topic there is a quiz, allowing you to evaluate your knowledge. 

Posted 12/17, Revised 12/18

Curriculum~ 60 minutes

  • Preview
    Quick Look: Report Designer
  • Template Navigation Basics

    These lessons present an overview of how to navigate templates in the BI360 Report Designer.

  • Training Demo Data Overview
  • Preview
    Excel Add-in Overview
  • Create New Template
  • Report Designer User Interface
  • BI360 Reporting Ribbon
  • Field Mapping
  • Quiz - Template Navigation
  • Working with Rows

    These lessons cover functionality used to create  account groupings and filters on rows that are commonly found in financial reports, such as trial balances and income statements.

  • Introduction to Accounts & Filters
  • Multiple Dimensions
  • Quiz - Working with Rows
  • Working with Columns

    These lessons  introduce how  column contents can be managed by the addition of period functions and dimension filters in order to create reports such as actual vs. budget and departments side-by-side.

  • Time-based Columns
  • Dimensions in Columns
  • Columns Recap
  • Quiz - Column Concepts
  • Working with Sheet Filters & Parameters

    These lessons cover Sheet Filters and run time selections known as Report Parameters.

  • Sheet Filters & Parameters
  • Parameter Wizard
  • Summary Worksheet Parameter
  • Quiz - Sheet Filters, Parameters, and the Parameter Wizard
  • Working with Dates

    These lessons  explore the Period dimension and its use in templates.

  • Date Display
  • Period Calculation Functions
  • Quiz - Working with Dates
  • Demo Report Templates

    These lessons deconstruct common financial reports and break down the key design elements of their related Report Designer templates.

  • Demo Templates Overview
  • Trial Balance Monthly Delta
  • Consolidating Trial Balance
  • Profit & Loss Actual vs Budget
  • Profit & Loss Act vs Bud - Departmental Expense
  • Profit & Loss Act vs Bud Department "Sheet per Value"
  • Profit & Loss Act vs Bud with Summary Sheet
  • Side-by-side Departmental Expenses

About this course

This course includes a variety of report design lessons, grouped together by topic. At the end of each topic there is a quiz, allowing you to evaluate your knowledge. 

Posted 12/17, Revised 12/18

Curriculum~ 60 minutes

  • Preview
    Quick Look: Report Designer
  • Template Navigation Basics

    These lessons present an overview of how to navigate templates in the BI360 Report Designer.

  • Training Demo Data Overview
  • Preview
    Excel Add-in Overview
  • Create New Template
  • Report Designer User Interface
  • BI360 Reporting Ribbon
  • Field Mapping
  • Quiz - Template Navigation
  • Working with Rows

    These lessons cover functionality used to create  account groupings and filters on rows that are commonly found in financial reports, such as trial balances and income statements.

  • Introduction to Accounts & Filters
  • Multiple Dimensions
  • Quiz - Working with Rows
  • Working with Columns

    These lessons  introduce how  column contents can be managed by the addition of period functions and dimension filters in order to create reports such as actual vs. budget and departments side-by-side.

  • Time-based Columns
  • Dimensions in Columns
  • Columns Recap
  • Quiz - Column Concepts
  • Working with Sheet Filters & Parameters

    These lessons cover Sheet Filters and run time selections known as Report Parameters.

  • Sheet Filters & Parameters
  • Parameter Wizard
  • Summary Worksheet Parameter
  • Quiz - Sheet Filters, Parameters, and the Parameter Wizard
  • Working with Dates

    These lessons  explore the Period dimension and its use in templates.

  • Date Display
  • Period Calculation Functions
  • Quiz - Working with Dates
  • Demo Report Templates

    These lessons deconstruct common financial reports and break down the key design elements of their related Report Designer templates.

  • Demo Templates Overview
  • Trial Balance Monthly Delta
  • Consolidating Trial Balance
  • Profit & Loss Actual vs Budget
  • Profit & Loss Act vs Bud - Departmental Expense
  • Profit & Loss Act vs Bud Department "Sheet per Value"
  • Profit & Loss Act vs Bud with Summary Sheet
  • Side-by-side Departmental Expenses