White Paper Collection

White Paper Collection

Access Solver White Papers

About this course

This course includes a variety of white papers from the Solver Support site. Hover over the header and click download  to copy the file to your local computer.

Categories include:

  • General
  • Cloud/Private Host v5 
  • Version 4
  • Industry-specific
  • Vendor-specific

Posted 11/19

Curriculum~ 30 minutes

  • General Topics
  • Best Practices
  • Budgeting and Forecasting Tips & Tricks
  • Creating Links to External Documents
  • Dimension Setup: Trees and Attributes
  • Drill-To Feature
  • Faster and Better Decisions with Power BI for Solver
  • Financial Consolidation
  • Glossary of Terms
  • IFRS Reporting Principles
  • Linking Multiple Worksheets
  • Managing Large Reports
  • Parameter Reference in a Parameter
  • Period and Date Calculation Functions
  • Period Calculations in Drill-To Definitions
  • Reporting Dimension Setup
  • Template Examples: Budgeting and Reporting
  • Applicable to Cloud/Private Host version 5.x
  • Data Source Integrations
  • Overview of the Solver Suite
  • Applicable to version 4.x only
  • Adding Active Directory Groups
  • Automating Storage Using a Macro
  • Custom User Looks
  • Degenerate Dimensions
  • Displaying Null Account in Data Validation
  • Historical Rate Functionality
  • How to Build a Simple Dashboard
  • Metadata Tool vs Custom Integration
  • Migrating from OnPrem to BI360 Cloud
  • Multi-Dimensional Tree Reporting
  • Pivot Table Report
  • Industry-specific White Papers
  • Banks
  • Credit Unions
  • Distribution Companies
  • Education
  • Government
  • Healthcare Providers
  • Hospitality Companies
  • Insurance Companies
  • Manufacturing Companies
  • Media Companies
  • Not for Profit Organizations
  • Pharmaceutical Companies
  • Professional Services Companies
  • Real Estate Companies
  • Retail Companies
  • Sports Teams
  • Tech Companies
  • Vendor-specific White Papers
  • Altec Doc-Link
  • Converting XL Reporter to BI360
  • FRx Converter
  • Microsoft AX Drill-To
  • Microsoft Dynamics CRM
  • Microsoft Dynamics GP: Budget Import
  • Microsoft Dynamics GP: Smartlist Drill-To
  • Salesforce

About this course

This course includes a variety of white papers from the Solver Support site. Hover over the header and click download  to copy the file to your local computer.

Categories include:

  • General
  • Cloud/Private Host v5 
  • Version 4
  • Industry-specific
  • Vendor-specific

Posted 11/19

Curriculum~ 30 minutes

  • General Topics
  • Best Practices
  • Budgeting and Forecasting Tips & Tricks
  • Creating Links to External Documents
  • Dimension Setup: Trees and Attributes
  • Drill-To Feature
  • Faster and Better Decisions with Power BI for Solver
  • Financial Consolidation
  • Glossary of Terms
  • IFRS Reporting Principles
  • Linking Multiple Worksheets
  • Managing Large Reports
  • Parameter Reference in a Parameter
  • Period and Date Calculation Functions
  • Period Calculations in Drill-To Definitions
  • Reporting Dimension Setup
  • Template Examples: Budgeting and Reporting
  • Applicable to Cloud/Private Host version 5.x
  • Data Source Integrations
  • Overview of the Solver Suite
  • Applicable to version 4.x only
  • Adding Active Directory Groups
  • Automating Storage Using a Macro
  • Custom User Looks
  • Degenerate Dimensions
  • Displaying Null Account in Data Validation
  • Historical Rate Functionality
  • How to Build a Simple Dashboard
  • Metadata Tool vs Custom Integration
  • Migrating from OnPrem to BI360 Cloud
  • Multi-Dimensional Tree Reporting
  • Pivot Table Report
  • Industry-specific White Papers
  • Banks
  • Credit Unions
  • Distribution Companies
  • Education
  • Government
  • Healthcare Providers
  • Hospitality Companies
  • Insurance Companies
  • Manufacturing Companies
  • Media Companies
  • Not for Profit Organizations
  • Pharmaceutical Companies
  • Professional Services Companies
  • Real Estate Companies
  • Retail Companies
  • Sports Teams
  • Tech Companies
  • Vendor-specific White Papers
  • Altec Doc-Link
  • Converting XL Reporter to BI360
  • FRx Converter
  • Microsoft AX Drill-To
  • Microsoft Dynamics CRM
  • Microsoft Dynamics GP: Budget Import
  • Microsoft Dynamics GP: Smartlist Drill-To
  • Salesforce