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Getting Started
- Hands-on Practice
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Overview
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Module 1 - Create a Budget Form
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Module 2 - Define Storage Settings
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Module 3 - Define Comparative Data
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Module 4 - Assigning a Planning Form
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Module 5 - Data Entry Solver
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Module 6 - Explore Index/Match Formulas
- Demo Forms
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Demo - Expenses with Line Item Detail
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Demo - Capital
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Demo - Assumptions
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Demo - Travel
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.
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
- Assigning a planning form
- Data entry (both version 4 and Cloud/Private Host v5)
- Deconstruction of demo forms
Posted 5/18, Revised 7/23