White Paper Collection

White Paper Collection

Access Solver White Papers

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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

Curriculumvarious lengths

  • General Topics
  • Best Practices
  • Budgeting and Forecasting Tips
  • Budgeting Process Best Practices
  • Creating Links to External Documents
  • Dimension Setup: Trees and Attributes
  • Drill-To Feature
  • Financial Consolidation
  • Linking Multiple Worksheets
  • Managing Large Reports
  • Period and Date Calculation Functions
  • Period Calculations in Drill-To Definitions
  • Power BI and Solver
  • Removing Cloud User and Transferring Ownership of Items
  • Applicable to Cloud/Private Host version 5.x
  • Currency Translation
  • Glossary of Terms-Solver Cloud v5
  • Overview of the Solver Suite
  • Applicable to version 4.x only
  • Adding Active Directory Groups
  • Custom User Looks
  • Degenerate Dimensions
  • Displaying Null Account in Data Validation
  • Glossary of Terms - BI360 v4
  • 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

Curriculumvarious lengths

  • General Topics
  • Best Practices
  • Budgeting and Forecasting Tips
  • Budgeting Process Best Practices
  • Creating Links to External Documents
  • Dimension Setup: Trees and Attributes
  • Drill-To Feature
  • Financial Consolidation
  • Linking Multiple Worksheets
  • Managing Large Reports
  • Period and Date Calculation Functions
  • Period Calculations in Drill-To Definitions
  • Power BI and Solver
  • Removing Cloud User and Transferring Ownership of Items
  • Applicable to Cloud/Private Host version 5.x
  • Currency Translation
  • Glossary of Terms-Solver Cloud v5
  • Overview of the Solver Suite
  • Applicable to version 4.x only
  • Adding Active Directory Groups
  • Custom User Looks
  • Degenerate Dimensions
  • Displaying Null Account in Data Validation
  • Glossary of Terms - BI360 v4
  • 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