· session objectives • learn terminology: template vs report • explore open report options...
Post on 11-Jul-2020
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WWS3 – Tips & Tricks for Navigating BI360 Cloud
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dhawley@solverglobal.com
Debra HawleyCurriculum Manager, Solver
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Session Objectives
• Learn terminology: template vs report• Explore open report options• Understand the difference between sharing templates vs. reports• Review the Archive• Explore BI360 Publisher
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Pop Quiz
• This session is based on BI360 ___________?
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Tile view and List view
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Open a Template
Select a single template to see the Open icon.
Two options:• Open in BI360 Cloud• Open in Excel
Available in:• Live Reporting• Budgeting
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Open in Excel
Like Report Player in BI360 version 4.
Design tab displays but cannot be selected.
Allows for Excel functionality during analysis.
Can publish for a standard Excel file.
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Open Template and run Report
If you haven’t published your template, you’ll see this ribbon.
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Standard Excel File
• Template > Open in ExceloPublish with desired parameters
• Template > Openo Select parameters and Runo Export to Excel
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Open > Comment
A new tab (worksheet) is added; enter text as desired and Save.
Comments remain when the report is shared.
Additional sheets can be added.
Comment sheets can be based on a predefined template.
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Share Report and/or Send to Archive
Share allows you to select from Roles or individual users, or both.
Send to Archive adds the current version of the report to your Archive.
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Share Report and/or Send to Archive
Share allows you to select from Roles or individual users, or both.
Send to Archive adds the current version of the report to your Archive.
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Archive
Default display is the list view.
Unopened reports are bold.
Select an item to display the toolbar.
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Standard Excel File
• Template > Open in ExceloPublish with desired parameters
• Template > Openo Select parameters and Runo Export to Excel
• Archive > Download
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Open > History
History is maintained for each set of selected parameters.
If a report is archived, it displays separately.
Individual items can be deleted.
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Pop Quiz
• You wish to add comments to your report, but don’t see the button. What’s wrong?
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Sharing Templates vs Reports
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Categories
Define Categories of your choice; parent and child relationships are supported.
Add templates to one or more categories.
Select a category to filter the template display.
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Categories
Define Categories of your choice; parent and child relationships are supported.
Add templates to one or more categories.
Select a category to filter the template display.
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Assign to Categories
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Remove from Categories
Click to clear a category to remove the selected templates.
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Share a Category
If sharing with a Role, all users in that role will have access.
Users must have the Live Reporting license to see shared templates.
If they also have Report Designer, they can modify the template(s).
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Shared with me
Users cannot add more templates to a shared category.
If a shared user modifies a template and saves, everyone’s template is changed.
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Pop Quiz
• Across3. What you create in Report Designer
• Down1. Where shared reports are found2. A method of grouping that can be shared4. You must do this before sharing
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Pop Quiz
• Across3. What you create in Report Designer
• Down1. Where shared reports are found2. A method of grouping that can be shared4. You must do this before sharing
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Pop Quiz• You have tasked a coworker with defining a new category for sharing their templates. They said they can’t… • What’s wrong and how can it be resolved?
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Publisher
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Publisher
Assign a name.
Select the templates/playlists. Parameters are based on the template designs.
Select the recipients; users or roles. Users must have the Publisher Recipient license permission.
Define scheduling (optional).
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Add to Package
Add multiple templates to a Package for a single “workbook” style presentation when run.
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Package
Open to run, all templates must be published.
Edit to remove included templates.
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Tile view > Information
For packages or templates.
Hover and click to flip the tile.
Can edit:• Name• Thumbnail display (Auto, No, Remove)• Owner
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Key Takeaways & Resources
• Terminology matters (template vs. report)• Shared reports > Archive• Shared templates > Live Reporting• Group (categorize) templates for sharing• Group templates (package) for running or publishing
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Your feedback is valuable:
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THANK YOU!• Debra Hawley, Curriculum Manager, Solver
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