White Paper Collection

White Paper Collection

Access Solver White Papers

About this course

This course includes a variety of white papers with links to the Solver Support site, or where applicable, 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

  • General Topics
  • Accounting Format Expanding Groups
  • Best Practices
  • Budgeting and Forecasting Tips & Tricks
  • Budgeting Process Best Practices
  • Creating Links to External Documents
  • Dimension Setup: Trees and Attributes
  • Drill-To Feature
  • Financial Consolidation
  • Glossary of Terms-BI360 v4
  • Glossary of Terms-Solver Cloud v5
  • 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
  • Pivot Table Report
  • Power BI and Solver
  • Reporting Dimension Setup
  • Template Examples: Budgeting and Reporting
  • Applicable to Cloud/Private Host version 5.x
  • Currency Translation
  • 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
  • Multi-Dimensional Tree Reporting
  • Industry-specific White Papers
  • Banks
  • Credit Unions
  • Distribution Companies
  • Education
  • Government
  • Healthcare Providers
  • Hospitality Companies
  • Insurance Companies
  • Manufacturing Companies
  • Media Companies
  • Not for Profit
  • 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: Analytical Accounting and SOP
  • Microsoft Dynamics GP: Budget Import
  • Microsoft Dynamics GP: Smartlist Drill-To
  • Salesforce

About this course

This course includes a variety of white papers with links to the Solver Support site, or where applicable, 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

  • General Topics
  • Accounting Format Expanding Groups
  • Best Practices
  • Budgeting and Forecasting Tips & Tricks
  • Budgeting Process Best Practices
  • Creating Links to External Documents
  • Dimension Setup: Trees and Attributes
  • Drill-To Feature
  • Financial Consolidation
  • Glossary of Terms-BI360 v4
  • Glossary of Terms-Solver Cloud v5
  • 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
  • Pivot Table Report
  • Power BI and Solver
  • Reporting Dimension Setup
  • Template Examples: Budgeting and Reporting
  • Applicable to Cloud/Private Host version 5.x
  • Currency Translation
  • 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
  • Multi-Dimensional Tree Reporting
  • Industry-specific White Papers
  • Banks
  • Credit Unions
  • Distribution Companies
  • Education
  • Government
  • Healthcare Providers
  • Hospitality Companies
  • Insurance Companies
  • Manufacturing Companies
  • Media Companies
  • Not for Profit
  • 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: Analytical Accounting and SOP
  • Microsoft Dynamics GP: Budget Import
  • Microsoft Dynamics GP: Smartlist Drill-To
  • Salesforce