Advanced Reporting (Excel)

Prerequisites: End User (Excel)
Difficulty: Intermediate

Training course on the intricacies to developing advanced reports using Active Forms/Dynamic Reports through MDX. Choose to learn either Perspectives or Planning Analytics for Excel (PA for Excel).

Modules:
– Learn how to build static Excel reports
– Learn how to build dynamic Excel reports
– Learn to write MDX Expressions
– Learn how to take advantage of dynamic formatting
– Learn how to use charts in reports
– Learn how to use Action Buttons

Table of Contents for Perspectives:
– Introduction to TM1 Reporting and Active Forms
– Log into TM1
– Slicing and Snapshotting from the Cube Viewer
– Building TM1 Excel Reports
– Introduction to Active Forms
РDefining the Dynamic Rowset 
– Rowset with MDX
– Formatting
– Defining the TM1RPTVIEW Formula
– Report Filters
– Multiple Sections and Multiple Active Forms
– Charting with Active Forms
– Action Buttons
– Dynamic Column Headings
– Excel Worksheet functions
– Best Practice Principles for Building Reports

Table of Contents for PA for Excel:
– Introduction to Planning Analytics
– Log into PA for Excel
– Custom Report
– Snapshot
– Building a Custom Report
РUsing Attributes 
– Data Entry
– Sending Data to TM1
– Dynamic Report Introduction
– Dynamic Report, Dynamic Rowset
– Dynamic Report, Rowset with MDX
– Dynamic Report, Formatting
– Dynamic Report, TM1RPTVIEW Formula
– Dynamic Report, Report Filters
– Dynamic Report, Multiple Views
– Dynamic Report, Charting
– Action Button
– Dynamic Column Headings
– Excel Worksheet Functions
– Best Practice Principles for Building Reports

Choose the training style that suits you:

Classroom

How it is taught

Trainer led with up to
8 students

Duration

1 Day

Occurrence

Once a month in Sydney
Once bi-monthly in other locations

Tools Provided

Printed Material and
Training Server

Learning Style

Learn better with a tutor.
Can dedicate a day to the course.

Register

Self-Paced

How it is taught

Self taught with 1-hour
of mentoring

Duration

7 Days

Occurrence

Start on any date

Tools Provided

Printed Material and
Training Server

Learning Style

Fit in learning with work.
Learn anywhere and anytime.

Register

Online Classroom

How it is taught

Self taught with 1-hour
of mentoring

Duration

7 Days

Occurrence

Start on any date

Tools Provided

Printed Material and
Training Server

Learning Style

Fit in learning with work.
Learn anywhere and anytime.

Register

How it is taught

Trainer led with up to
8 students

Self taught with 1-hour
of mentoring per course

Trainer led

Duration

1 Day per course

7 Days per course

Two half days, over two consecutive days per course

Occurrence

Once a month in Sydney
Once bi-monthly in other locations

Start on any date

Once a month

Tools Provided

Online Material
and Training Server

Online Material
and Training Server

Online Material
and Training Server

Learning Style

Learn better with a tutor.
Can dedicate a day to the course.

Fit in learning with work.
Learn anywhere and anytime.

Learn better with a tutor.
Learn anywhere and anytime.

 

 

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For any enquires, email us at edu@cubewise.com or contact an office near you (link).