This one-day course is geared toward users of the Smart View and/or Essbase Add-In. We show students all the features and tricks for extending the power of Excel into Essbase reporting. We start by familiarizing students with the essential vocabulary and basic understanding of Excel databases. Next, we move into the mechanics of building reports with Smart View and the Essbase Add-In and explore some of the more advanced features and gotcha’s. Most of the coverage applies to the Essbase Add-in and Smart View – we can emphasize/de-emphasize either one or both depending on the client preference. Since most of the class is conducted on our generic training model, we finish the class with a hands-on workshop using the customer’s application. This allows students to tie the concepts learned throughout the day to their own world.

Essbase / Planning Essentials
We quickly introduce our students to Essbase with a review of Essbase topics and terminology that will be needed for developing reports.

Spreadsheet Reporting Basics
We start building ad-hoc reports and show you the drilling behaviors and the member selection options. All the essential mechanics of connecting, retrieving, drilling, and pivoting reports are covered. Students gain an understanding of the reporting rules that govern valid report creation.

Reporting Options
This is an exploration of all the essential options that allow users to control the interface behavior of the add-in with Essbase. We look at display, zoom, formatting, and all the important settings and what the best practices are for setting these up.

Advanced Reporting Options
Some of the more advanced features are covered: using member selection, cascading reports, working with formulas, creating asymmetric reports, and using the Query Designer.

Report Challenges
Users complete a series of reports designed to re-enforce their skills and bring together many of the concepts from the class.

Custom Workshop
End-user training includes an afternoon workshop in which students develop spreadsheet reports from scratch using your application. Users will complete a series of reports designed to familiarize themselves with their application, re-enforce their end-user skills, and bring together many of the concepts from the class.