User:Biznetsoftware/sandbox

--Biznetsoftware (talk) 21:55, 28 January 2014 (UTC)

Request review at WP:AFC
The General BizInsight training session provides an overview of the BizInsight application as well as the application’s functionality and best reporting practices. This session will also cover Excel functionality working with BizInsight functionality. Some of the topics that will be covered in the training session include information about the BizInsight ribbon menu, best ways to use functions and analysis sets in reporting, and how to create a simple report in a matter of minutes. BizInsight combines the use of functions and analysis sets to build reports that will retrieve your accounting system data. Once the data is retrieved into Excel, you can use all of Excel’s capabilities to create a report that meets your business needs. BizInsight also allows you to create summary level reports and drill down to see either the balances detail or transaction level detail for the information selected. Using BizInsight functions, the user can select the exact data they want to see displayed in their report including their company, year, period and account. Some of the topics included during this training session are: · Ranges · Lists · Willdcards · Named Ranges · Complex Ranges · Drill Down · Analysis Sets · Dynamic Reports (Analysis Sets & Functions Combined) · GetBizProperty & SetBizProperty · Templates · Excel Capabilities Combined with BizInsight Some of the best ways to build reports are utilizing ranges, lists, wildcards, named ranges and complex ranges. All of these topics will be covered in more detail and actual practice during the training session. Another great way to build is a report with little to no maintenance is a dynamic report. Dynamic reporting allows a user to create a report that they can refresh to automatically bring in new data. The report is set up to automatically bring in new lines into their report including new account numbers. The session will also cover how to store a list of values in BizInsight that can be easily referenced across workbooks. Users can create rollups, row items and many other items once that reflect in every single report. It takes one simple step to update a reporting tree or rollup and the change will automatically reflect in all users’ reports that use that information. By the end of this training session, the user should be able to create a simple Balance Sheet and Income Statement report from start to finish, use functions with different parameters, utilize analysis sets, set lists of values that will be displayed in all workbooks, create and store templates and create dynamic reports. The user will also have a sample template containing examples of ranges, lists, wildcards, named ranges, complex ranges and a sample report.