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 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 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 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 Solver
  • Module 6 - Explore Index/Match Formulas
  • Demo Forms
  • Demo - Expenses with Line Item Detail
  • Demo - Capital
  • Demo - Assumptions
  • Demo - Travel