Sign up at your convenience by contacting your Riskonnect representative.
Or, if you have any questions, contact Robert Garrett.

Riskonnect University Agenda:
ClearSight BI Reports Management: Intermediate

MERGE DATA FROM MULTIPLE QUERIES

  • Choosing Which Data to Merge
  • Advanced Refresh
  • Create Merged objects
  • Work with Multi-query Reports

CROSS TABLES

  • Overview of Cross Tables?
  • Create and Work with Cross Tables

GEOMAPS

  • Overview of Geo Dimensions
  • Create and Work with Geomaps

CURRENCY CONVERSION

  • Overview and Implementation
  • Create a Report with Currency Conversion

TRACKING CHANGES IN DATA

  • Configuring the Appearance of Changed Data
  • Data Tracking Restrictions
  • Data Tracking and Refresh on Open
  • Activate and Show Tracked Changes

Program Learning Objectives
Upon completing this course, you will be able to:

  • Create a report using merged objects from multiple universes
  • Create cross table reports
  • Create a basic geomap report
  • Create a report with currency conversion
  • Track data changes in reports and custom the appearance of the changes

Program Description
This course covers the basics on merged data reports, working with cross tables, creating geomaps reports, currency conversion reports and tracking data changes. This class is ideal for members of your reporting and analytics team who are looking to take that next step in using BI Reports Management. NOTE: Attendance in the BI Reports Management: Creating Basic Reports, is preferred.


Program Level: Basic
Program Prerequisites: Must be a ClearSight client
Advanced Preparation: BI Reports Management: Creating Basic Reports, preferable
Course Format: Group Live
CPE Credit: 2
Field of Study: Information Technology


Location: Online
Course Length: 2 hour session

For more information regarding administrative policies such as complaint and refund, please contact our offices at 770-790-4400.

Riskonnect is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org