Self Study - Web Budgeting Essentials

Self Study - Web Budgeting Essentials

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

About this course

This series of hands-on modules allows you to practice your budget template building skills.  The target audience is customers and partners who are new to designing budget 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 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 11/19

  

 

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 BI360 Cloud (v5)
  • 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 template building skills.  The target audience is customers and partners who are new to designing budget 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 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 11/19

  

 

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 BI360 Cloud (v5)
  • Module 6 - Explore Index/Match Formulas
  • Demo Forms
  • Demo - Expenses with Line Item Detail
  • Demo - Capital
  • Demo - Assumptions
  • Demo - Travel