- Hands-on Practice
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
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 Report Designer.
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 in Report Designer. This course is applicable to Solver version 5 and BI360 version 4. If you are a Solver Partner, these lessons can be completed in your own Solver demo environment, while customers can request access to a training environment that will be unique to you, with access for 30 days.
- Multiple dimensions in row/column groups
- Nested row/column groups
- Filters based on dimension attributes
- Custom Drill-To definitions
- 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 7/21
NOTE: These documents have been revised for the latest UI display in Solver Cloud. Solver Private Host customers will see this updated display in the next software update, coming in Fall 2021.