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Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who know how to create basic list and group reports and need to create reports that include subreports, cross-tabs, advanced formulas, and charts based on more than one data series. They may also need to build tools that make it easier for other people to create reports. They may or may not have programming and/or SQL experience. Overview In this course, you will create complex reports using tools in Crystal Reports 2016. You will: Create automatic and manual running totals. Work with cross-tab reports. Add subreports. Create drill-downs in a report. Use SQL statements in report processing. Create complex formulas. Add charts to reports. Enhance report functionality. In this course, students will create complex reports & data sources using the tools in Crystal Reports 2016. Students will not only create more complex reports including sub-reports and cross-tabs, but will also increase their speed and efficiency. 1 - CREATING RUNNING TOTALS Topic A: Create a Running Total Field Topic B: Modify a Running Total Field Topic C: Create a Manual Running Total 2 - WORKING WITH CROSS-TABS Topic A: Create a Cross-Tab Report Topic B: Format a Cross-Tab Report Topic C: Create Groups in Cross-Tab Reports 3 - ADDING SUBREPORTS Topic A: Insert a Subreport Topic B: Edit a Subreport Topic C: Share Variables 4 - CREATING DRILL-DOWNS IN A REPORT Topic A: Create a Drill-Down Topic B: Create Headings for Drill-Down Data 5 - USING SQL STATEMENTS IN REPORT PROCESSING Topic A: Create a Report Using SQL Queries Topic B: Summarize Report Data Topic C: Create Joins Using SQL Topic D: Create Subqueries Topic E: Create an SQL Expression Field 6 - CREATING COMPLEX FORMULAS Topic A: Work with Loops Topic B: Work with Arrays 7 - ADDING CHARTS TO REPORTS Topic A: Create Charts Topic B: Create a Chart with Drill-Down Topic C: Create a Top N Chart Topic D: Create a Cross-Tab Chart Topic E: Create Charts for Grouped Data Topic F: Format a Chart Topic G: Create a Chart Template 8 - ENHANCING REPORT FUNCTIONALITY Topic A: Organize Data Based on a Hierarchy Topic B: Create a Dynamic Image Topic C: Create a Report Alert Topic D: Create a Geographic Map 9 - APPENDIX Appendix A: Managing Reports Appendix B: Processing Data on the Server Appendix C: Detecting and Fixing Problems
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This course covers the essential Excel data skills. Our course is interactive, instructor-led. This Excel Data course is on offered on intermediate level of Excel and concentrates on the Data Analytical capabilities of Excel. These concepts are daily used by data analysts and is a basic essential skill for data professionals. By the end, you'll be able to use Excel for analytics, data summaries, trends and statistics. You will create Excel data analytical spreadsheets and samples that you can use as examples at work.
Duration 2 Days 12 CPD hours This course is intended for Authors Overview Please refer to course overview This course teaches experienced authors advanced report building techniques to enhance, customize, manage, and distribute reports. Additionally, the student will learn how to create highly interactive and engaging reports that can be run offline by creating Active Reports. Create query models Build a query and connect it to a report Answer a business question by referencing data in a separate query Create reports based on query relationships Create join relationships between queries Combine data containers based on relationships from different queries Create a report comparing the percentage of change Introduction to dimensional reporting concepts Examine data sources and model types Describe the dimensional approach to queries Apply report authoring styles Introduction to dimensional data in reports Use members to create reports Identify sets and tuples in reports Use query calculations and set definitions Dimensional report context Examine dimensional report members Examine dimensional report measures Use the default measure to create a summarized column in a report Focus your dimensional data Focus your report by excluding members of a defined set Compare the use of the filter() function to a detail filter Filter dimensional data using slicers Calculations and dimensional functions Examine dimensional functions Show totals and exclude members Create a percent of base calculation Create advanced dynamic reports Use query macros Control report output using a query macro Create a dynamic growth report Create a report that displays summary data before detailed data and uses singletons to summarize information Design effective prompts Create a prompt that allows users to select conditional formatting values Create a prompt that provides users a choice between different filters Create a prompt to let users choose a column sort order Create a prompt to let users select a display type Examine the report specification Examine report specification flow Identify considerations when modifying report specifications Customize reporting objects Distribute reports Burst a report to email recipients by using a data item Burst a list report to the IBM Cognos Analytics portal by using a burst table Burst a crosstab report to the IBM Cognos Analytics portal by using a burst table and a master detail relationship Enhance user interaction with HTML Create interactive reports using HTML Include additional information with tooltips Send emails using links in a report Introduction to IBM Cognos Active Reports Examine Active Report controls and variables Create a simple Active Report using Static and Data-driven controls Change filtering and selection behavior in a report Create interaction between multiple controls and variables Active Report charts and decks Create an Active Report with a Deck Create an Active Report with 11.0 visualizations
Duration 2 Days 12 CPD hours This course is intended for Report authors working with dimensional data sources. Through interactive demonstrations & exercises, participants will learn how to author reports that navigate & manipulate dimensional data structures using the specific dimensional functions & features available in IBM Cognos Analytics. Introduction to Dimensional Concepts Identify different data sources and models Investigate the OLAP dimensional structure Identify dimensional data items and expressions Differentiate the IBM Cognos Analytics query language from SQL and MDX Differentiate relational and dimensional report authoring styles Introduction to Dimensional Data in Reports Work with members Identify sets and tuples in IBM Cognos Analytics Dimensional Report Context Understand the purpose of report context Understand how data is affected by default and root members Focus Your Dimensional Data Compare dimensional queries to relational queries Explain the importance of filtering dimensional queries Evaluate different filtering techniques Filter based on dimensions and members Filter based on measure values Filter using a slicer Calculations & Dimensional Functions Use IBM Cognos Analytics dimensional functions to create sets and tuples Perform arithmetic operations in OLAP queries Identify coercion errors and rules Functions for Navigating Dimesional Hierarchies Navigate dimensional data using family functions Relative Functions Navigate dimensional data using relative functions Navigate dimensional data using relative time functions Advanced Drilling Techniques & Member Sets Understand default drill-up and drill-down functionality Identify cases when you need to override default drilling behavior Configure advanced drilling behavior to support sophisticated use cases Define member sets to support advanced drilling Define member sets to support functions Set Up Drill-Through Reports Navigate from a specific report to a target report Drill down to greater detail and then navigate to target report Navigate between reports created using different data sources End-to-End Workshop Review concepts covered throughout the course
Duration 2 Days 12 CPD hours This course is intended for Report Authors Overview Create query models Create reports based on query relationships Introduction to dimensional data Introduction to dimensional data in reports Dimensional report context Focus your dimensional data Calculations and dimensional functions Create advanced dynamic reports This offering teaches Professional Report Authors about advanced report building techniques using relational data models, dimensional data, and ways of enhancing, customizing, managing, and distributing professional reports. The course builds on topics presented in the Fundamentals course. Activities will illustrate and reinforce key concepts during this learning activity. Create query models Build a query and connect it to a report Answer a business question by referencing data in a separate query Create reports based on query relationships Create join relationships between queries Combine data containers based on relationships from different queries Create a report comparing the percentage of change Introduction to dimensional reporting concepts Examine data sources and model types Describe the dimensional approach to queries Apply report authoring styles Introduction to dimensional data in reports Use members to create reports Identify sets and tuples in reports Use query calculations and set definitions Dimensional report context Examine dimensional report members Examine dimensional report measures Use the default measure to create a summarized column in a report Focus your dimensional data Focus your report by excluding members of a defined set Compare the use of the filter() function to a detail filter Filter dimensional data using slicers Calculations and dimensional functions Examine dimensional functions Show totals and exclude members Create a percent of base calculation Create advanced dynamic reports Use query macros Control report output using a query macro Create a dynamic growth report Create a report that displays summary data before detailed data and uses singletons to summarize information Design effective prompts Create a prompt that allows users to select conditional formatting values Create a prompt that provides users a choice between different filters Create a prompt to let users choose a column sort order Create a prompt to let users select a display type Examine the report specification Examine report specification flow Identify considerations when modifying report specifications Customize reporting objects Distribute reports Burst a report to email recipients by using a data item Burst a list report to the IBM Cognos Analytics portal by using a burst table Burst a crosstab report to the IBM Cognos Analytics portal by using a burst table and a master detail relationship Enhance user interaction with HTML Create interactive reports using HTML Include additional information with tooltips Send emails using links in a report Introduction to IBM Cognos Active Reports Examine Active Report controls and variables Create a simple Active Report using Static and Data-driven controls Change filtering and selection behavior in a report Create interaction between multiple controls and variables Active Report charts and decks Create an Active Report with a Data deck Use Master detail relationships with Decks Optimize Active Reports Create an Active Report with new visualizations
Duration 3 Days 18 CPD hours This course is intended for Authors Overview Please refer to course overview This course provides authors with an introduction to build reports using Cognos Analytics. Techniques to enhance, customize, and manage reports will be explored. Activities will illustrate and reinforce key concepts during this learning opportunity. What is IBM Cognos Analytics - Reporting The Welcome page Consume report content Interactive filtering Working with reports Dimensionally modeled relational dataUse personal data sources and data modules Upload personal data Upload custom images Using navigation paths in a data module Examine list reports Group data Format columns Include headers and footers Aggregate fact data Identify differences in aggregation Multiple facts and repeated information Use shared dimensions to create multi-fact queries Present repeated information Add repeated information to reports Create a mailing list report Create crosstab reports Add measures to a crosstab Data sources for a crosstab Create complex crosstab reports Add items as peers Create crosstab nodes and crosstab members Work with crosstab data Format, sort, and aggregate a crosstab Create discontinuous crosstab reportsCreate visualization reports Visualization categories Customize visualizations Client side visualizations Enhanced map visualizations Focus reports using filters Create filters to narrow the focus Use advanced detail filters Apply a filter with aggregation Use summary filters Focus reports using prompts Examine parameters and prompts Create a parameter for a report item Add a prompt page Add a prompt item to a report Identify a prompt type Create a cascading prompt Use calculations What are calculations Add Date and Time functions Add string functions Display prompt selections in report titles Customize reports with conditional formatting Three steps for conditional formatting Create a variable Assign the variable to a report object Format based on the conditional value Conditionally render report objects Drill-through definitions Navigate to related data Enhance report layout View the structure of a report Use Guided report layout Force page breaks Create horizontal pagination Modify the report structure Format objects across reports Use additional report-building techniques Enhance a report design Add objects to reports Convert a list to a crosstab Explore reuse Additional course details: Nexus Humans B6258 IBM Cognos Analytics - Author Reports Fundamentals V11.1.x training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the B6258 IBM Cognos Analytics - Author Reports Fundamentals V11.1.x course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Description Microsoft Excel has hundreds, if not thousands, of functions and features. This course aims to cover some of the best – that is the ones I find most useful. In “Adventures in Excel”, I cover the simple-to-use but powerful functions that I use most often: Basic features including products and powers Key date functions including the calculation of due dates and days past due Generating random numbers and random dates The new IFS functions (new to Office365) Text functions The most useful logical functions and IS functions How to create a drop-down list The new XLOOKUP function Pivot tables These functions are easy to use, and, unless your role is extremely specialised, they are probably the ones you’ll use 90% of the time. I hope you find the course helpful. Learning Outcomes Participants in this course will learn: Basic Excel functions including SUM, AVERAGE, MIN, MAX, PRODUCT, POWER and SQRT Useful date functions including TODAY, EOMONTH, EDATE, and DAYS Generating random numbers using RAND and RANDBETWEEN; generating random dates; and randomly picking an item from a list or table The new RANDARRAY function in Office365 The new IFS functions in Office365 including AVERAGEIFS, MAXIFS, MINIFS, COUNTIFS, and SUMIFS Text functions including TRIM, LOWER, UPPER, PROPER, LEFT, MID, RIGHT, FIND, TEXTJOIN and CONCATENATE Logical functions AND, OR, and NOT and IS functions ISTEXT, ISNUMBER, ISBLANK and ISERROR How to create a drop-down list The new SORT and FILTER functions in Office365 VLOOKUP and the new XLOOKUP function How to create a Pivot table and analyse data with one Course Requirements There are no pre-course requirements. Additional Resources Course Spreadsheet with the examples covered. About Ross Ross Maynard is a Fellow of the Chartered Institute of Management Accountants in the UK. He is director of Ideas2Action Process Excellence Ltd and has 30 years’ experience as a process improvement consultant and facilitator. Ross is also a professional author of online training courses for accountants. Ross lives in Scotland with his wife, daughter and Cocker Spaniel
Microsoft Excel® in Depth The goal of this course is to provide a deeper understanding of Excel and its intricacies and a new ability to use it efficiently producing the best solutions for your projects. This practical course provides a solid background of the features of Excel and a deeper understanding of its features, benefits and uses. This is not a beginner's course in Excel. You will learn some advanced features such as Pivot Tables, Charting, Tables, Sorting, Filtering and Functions. The goal of this course is to provide a deeper understanding of Excel and its intricacies and a new ability to use it efficiently producing the best solutions for your projects. What you Will Learn You'll learn how to: Use functions like IF, AVERAGE, SUMIF, SUMIFS, SUMPRODUCT, INDEX, MATCH, CHOOSE, DATE, and many more Create meaningful charts Use pivot tables Use Conditional Formatting, Data Validation Take advantage of using Named ranges, do sorting, filtering, tables Getting Started The building blocks of Excel, built-in functions, will be examined The basics of formatting your data will be examined Shortcuts and data manipulation will be explored Built-in features like those mentioned in the 'What you will learn' section above will be explored in detail Excel Functions - VLOOKUP, IF, INDEX, MATCH, CHOOSE, SUMIF, SUMIFS, SUMPRODUCT, DATE, so many more Using Named ranges, Data Validation, Sorting, and Filtering Learn the Name manager; Learn the difference between local and global names; Ensure correct access to linked workbooks; Ensure data accuracy; Learn how to use cascading data validation (for example, once a user chooses 'cars', another cell allows only Ford, Toyota, etc.); Sorting by more than 3 fields; Filtering by font, pattern, or value; See your data based on things like dates in the 3rd quarter, or fields where quantity x price is greater than some fixed value Conditional formatting and data formatting Make relevant data stand out Isolate highs and lows Make error cells invisible Learn about Data bars, Icon sets, and Color scales Highlight differences between worksheets Learn all the codes in the Format/Number list Using cell Styles Learn all about alignment, protection, borders, colors and more Pivot Tables Learn how to summarize large amounts of data with a few clicks Learn various ways of presenting the data Learn the various pivot table tools Learn how to customize and format a pivot table to suit your needs Learn how to group data Learn how to use the various options to present your data Charts Learn how to create a chart with one keystroke! Learn the 11 types of built-in charts Learn how to create a chart with one keystroke! Learn how to customize the charts to make the information tell the right story Learn how to use the design, layout, and formatting available to charts in Excel 2007 Learn embedded charts versus chart sheets Learn how to use modify all the pieces of a chart Array formulas Learn how to use the most powerful formulas in Excel Learn how to combine many formulas into one compact array-formula Learn the real power of these formulas and why regular formulas can't do the job Learn how to use built-in array formulas, like TREND or TRANSPOSE