Self Study - Web Planning Essentials

Self Study - Web Planning Essentials

This self-study format allows you to progress at your own pace through a series of modules to build a budget/forecast form using Report Designer.

About this course

This series of hands-on modules allows you to practice your budget/forecast template building skills.  The target audience is customers and partners who are new to designing templates (input forms) with Report Designer.  This course is applicable to Solver Cloud/Private Host version 5 and BI360 version 4, and can be completed in your own environment with the Corporate Demo data warehouse. 

Topics include:

  • Verifying the dimensions associated with your data
  • Building a P&L account-based input form for monthly data entry
  • Defining parameters 
  • Web storage settings (users perform data entry in the web portal)
  • Testing storage settings in Excel (Cloud/Private Host v5 only)
  • Adding optional comparative values to the input form
  • Data entry (both version 4 and Cloud/Private Host v5)
  • Deconstruction of demo forms

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 Fall 2021.

 

Curriculum~ 6 hours

  • Getting Started
  • Hands-on Practice
  • Overview
  • Module 1 - Create a Budget Form
  • Module 2 - Define Storage Settings
  • Module 3 - Define Comparative Data
  • Module 4 - Data Entry BI360 Web Portal (v4)
  • Module 5 - Data Entry Solver
  • Module 6 - Explore Index/Match Formulas
  • Demo Forms
  • Demo - Expenses with Line Item Detail
  • Demo - Capital
  • Demo - Assumptions
  • Demo - Travel

About this course

This series of hands-on modules allows you to practice your budget/forecast template building skills.  The target audience is customers and partners who are new to designing templates (input forms) with Report Designer.  This course is applicable to Solver Cloud/Private Host version 5 and BI360 version 4, and can be completed in your own environment with the Corporate Demo data warehouse. 

Topics include:

  • Verifying the dimensions associated with your data
  • Building a P&L account-based input form for monthly data entry
  • Defining parameters 
  • Web storage settings (users perform data entry in the web portal)
  • Testing storage settings in Excel (Cloud/Private Host v5 only)
  • Adding optional comparative values to the input form
  • Data entry (both version 4 and Cloud/Private Host v5)
  • Deconstruction of demo forms

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 Fall 2021.

 

Curriculum~ 6 hours

  • Getting Started
  • Hands-on Practice
  • Overview
  • Module 1 - Create a Budget Form
  • Module 2 - Define Storage Settings
  • Module 3 - Define Comparative Data
  • Module 4 - Data Entry BI360 Web Portal (v4)
  • Module 5 - Data Entry Solver
  • Module 6 - Explore Index/Match Formulas
  • Demo Forms
  • Demo - Expenses with Line Item Detail
  • Demo - Capital
  • Demo - Assumptions
  • Demo - Travel