White Paper Collection

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
• 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