Self Study - Report Design Essentials II

Self Study - Report Design Essentials II

This self-study format allows you to progress at your own pace through a series of modules to build report templates using the BI360 Report Designer.

About this course

This series of intermediate hands-on modules allows you to practice your report template building skills.  The target audience is customers and partners who are familiar with designing report templates with the BI360 Report Designer.  This course is applicable to BI360 version 4 and version 5, and can be completed in your own environment, or you can request access to a remote training server that will be unique to you, with access for 30 days. 

Topics include:

  • Multiple dimensions in row/column groups
  • Nested row/column groups
  • Filters based on dimension attributes
  • Custom Drill-To definitions
  • Expressions
  • Parameters with a "Sheet per value"
  • Using Trees 
    • Parent/Child method in rows/parameters
    • Tree Node method in rows/columns
  • Non-financial reporting
  • Adding Excel charts 

Posted 5/18, Revised 10/19

  

 

Curriculum~ 6 hours

  • Getting Started
  • Hands-on Practice
  • Overview
  • Module 1 - Build a Profit & Loss with Departmental Expenses
  • Module 2 - Profit & Loss with Attribute Filters & Nested Groups
  • Module 3 - Custom Drill-To
  • Module 4 - Revenue Report with Expressions
  • Module 5 - Assets report with Nested Groups
  • Module 6 - Income Statement Actual vs Budget
  • Module 7 - Balance Sheet (partial) with Account Tree (Parent/Child)
  • Module 8 - Sheet per Entity Balance Sheet with Summary Worksheet
  • Module 9 - Balance Sheet with Entity Tree (Parameter)
  • Module 10 - Build a Balance Sheet (partial) with Tree Nodes
  • Module 11 - HR & Payroll Report
  • Module 12 - Salesperson Trend Report

About this course

This series of intermediate hands-on modules allows you to practice your report template building skills.  The target audience is customers and partners who are familiar with designing report templates with the BI360 Report Designer.  This course is applicable to BI360 version 4 and version 5, and can be completed in your own environment, or you can request access to a remote training server that will be unique to you, with access for 30 days. 

Topics include:

  • Multiple dimensions in row/column groups
  • Nested row/column groups
  • Filters based on dimension attributes
  • Custom Drill-To definitions
  • Expressions
  • Parameters with a "Sheet per value"
  • Using Trees 
    • Parent/Child method in rows/parameters
    • Tree Node method in rows/columns
  • Non-financial reporting
  • Adding Excel charts 

Posted 5/18, Revised 10/19

  

 

Curriculum~ 6 hours

  • Getting Started
  • Hands-on Practice
  • Overview
  • Module 1 - Build a Profit & Loss with Departmental Expenses
  • Module 2 - Profit & Loss with Attribute Filters & Nested Groups
  • Module 3 - Custom Drill-To
  • Module 4 - Revenue Report with Expressions
  • Module 5 - Assets report with Nested Groups
  • Module 6 - Income Statement Actual vs Budget
  • Module 7 - Balance Sheet (partial) with Account Tree (Parent/Child)
  • Module 8 - Sheet per Entity Balance Sheet with Summary Worksheet
  • Module 9 - Balance Sheet with Entity Tree (Parameter)
  • Module 10 - Build a Balance Sheet (partial) with Tree Nodes
  • Module 11 - HR & Payroll Report
  • Module 12 - Salesperson Trend Report