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Everest Reporting Training Session 1

Everest Reporting Training Session 1. Notice:

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Everest Reporting Training Session 1

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  1. Everest Reporting Training Session 1

  2. Notice: Information in this document is subject to change without notice.  This document reflects no commitment on the part of OutlookSoft Corporation.  The software described in this document is provided under license by OutlookSoft Corporation and is subject to the license and all other agreements provided with the software. No part of this document may be copied or reproduced, electronically or manually, or stored in any electronic data retrieval system without the written permission of OutlookSoft Corporation. Questions: Please call OutlookSoft Corporation at 203-964-3100

  3. Introductions Press the [CTRL] key when speaking! • Name • Company • Location • Connection type

  4. NASBA CPE Credits • OutlookSoft web-based training courses are NASBA certified. • You can receive two CPE credits per session. • OutlookSoft provides hands-on workshops to further enhance your training experience. • We highly recommend you take advantage of the workshops in order to gain a complete understanding of Everest. • All workshops must be completed in order to receive a Certificate of Completion.

  5. Agenda Session 1 • Creating Input Templates • Adding Line Item Detail using Excel Hyperlinks • Creating Report Templates • Creating Better/(Worse) Variances • Creating Trend Reports • Multi-Application Reports • Excel Conditional Formatting with Everest Templates

  6. Agenda Session 2 • The EvDRE Function • Creating Expansions and Drill Downs • Creating Nested Expansions • Sorting and Ranking Reports • Creating a Data Validation List • Creating Custom Everest Buttons • Publishing Non-Everest Reports • Everest Hot Analysis Reports • Graphical Drill-Downs

  7. Input Schedules • Standard Input Templates • Everest comes with a set of predefined input templates which can be customized. • Creating New Input Schedules • New input schedules can be created using the Schedule Wizard. • Modifying the Input Schedule using Member Selector • Once you have created the structure of an input schedule, you can easily change the specific dimension members by using the Member Selector.

  8. Creating EVSND Input Templates Function: EVSND - stands for Send value • EVSND references another cell and sends the value in that cell to the server when the Send and Refresh Schedules command is selected from the eSubmit menu. The parameters specify the dimensions that identify where the data value is to be sent in the database. • Example: =EVSND(D16, "Finance", "Revenue", "Store1", "Budget", "2005.Jan") • Result: Sends the value in Cell D16 to the database. • EVSND is only used in input schedules.

  9. The EVAPP Function Function: EVAPP( ) • What does it mean? Application id • What does it do? Returns current application id. • Example: =EVAPP( ) • Result: Finance

  10. The EVAPD Function Function: EVAPD( ) • What does it mean? Application description • What does it do? Returns current application description. • Example: =EVAPD( ) • Result: Financial Analysis Application

  11. The EVAST Function Function: EVAST( ) • What does it mean? Application Set • What does it do? Returns current application set name. • Example: =EVAST( ) • Result: PETDEPOT

  12. The EVASD Function Function: EVASD( ) • What does it mean? Application Set Description • What does it do? Returns current application set description. • Example: =EVASD("PETDEPOT") • Result: PetDepot Application Set

  13. The EVUSR Function Function: EVUSR( ) • What does it mean? User Name • What does it do? Returns current user name logged into Everest. • Example: =EVUSR( ) • Result: TSMITH

  14. The EVDIM Function Function: EVDIM("AppName", "DimType ") • What does it mean? Dimension • What does it do? The EVDIM function retrieves the dimension name from the database. • Example: =EVDIM("Finance","A") • Result: ACCOUNT

  15. The EVDIM Function • The dimension types are: • A=Account • E=Entity • C=Category • T=Time • R=Currency • I = Intco (if you have Intercompany flagged in your financial application) • Un=User defined - Each user defined dimension is assigned a numeric value after the U, U1, U2, U3, etc.

  16. The EVCVW Function Function: EVCVW("AppName","Dimension", "FilterList ") • What does it mean? Current View • What does it do? Returns the current view setting for the specified dimension. • Example: =EVCVW("Finance","Entity") • Result: CONREGION Note: FilterList is an optional parameter. =EVCVW("Finance","Entity","CALC=Y") Double-clicking the cell returns a list of all members filtered by "CALC=Y"

  17. The EVDES Function Function: EVDES("MemberID", "AppName") • What does it mean? Description • What does it do? Returns description for the specified member. • Example: =EVDES(A2,B1) Where cell A2 contains the member ID CONREGION and B1 contains the application name FINANCE or, =EVDES("CONREGION", "FINANCE") • Result: Regional Consolidation • The member ID for which you want to return a description must be somewhere on your worksheet.

  18. Adding line item detail • You can add line item detail to provide additional information in support of your numbers. • This is done by creating a hyperlink from a cell within your input schedule to another document (workbook, word document). • At this point the Hyperlink to the line item detail is available only to you. • If you want the line item detail to be available to others you would submit the linked document as a supporting document.

  19. APPSHARE PLACEHOLDER

  20. Report Templates • Standard Report Templates • Everest comes with a set of predefined report templates which can be customized. • Creating New Reports • New reports can be created using the Report Wizard. • Modifying the Report using Member Selector • Once you have created the structure of a report, you can easily change the specific dimension members by using the Member Selector. • Everest will retrieve the data for the new member from the database when you refresh the report.

  21. Reporting • Modifying the Report by changing the View • A report can be modified by changing members in the Current View. • Saving Reports • Regardless of whether you create a new report using the Report Wizard or modify an existing report template, you can save these reports locally for use at a later time. • Saving Reports as templates • If you modify an existing report template or create a custom report you can save it as a template for future use.

  22. Reporting • Modifying report templates Only Application Administrators can save templates on the server. • All users can modify a template and save it locally for their own use.

  23. Creating Report Templates EVGTS- stands for Get value and scale • EVGTS retrieves a data value based on the specified members and scales according to the scale property of the dimension. • If the scale property is "Y", then EVGTS uses the scale factor in the "ScaleValue" parameter. If the scaling property in the Account-type dimension is "N", no scaling occurs regardless of the scale value assigned to this function. • If the same member name is used in more than one dimension, the dimension must be specified. Use the syntax as follows: "Dimension:Member" • Example =EVGTS("Finance",1, "Account:Sales", "Entity:Sales", "2005.Jan", "Budget") Result: The value is returned from the database.

  24. Creating a Report Calculation EVBET - stands for Better/(Worse). • EVBET performs a better or worse comparison of two values, based on the account type property of the account member. • Example: =EVBET("Finance", "Revenue",B2,C2) • Result: if cell B2 is greater than cell C2 and the account is an income account, the variance is expressed as a positive. If the account is an expense account, the variance is negative.

  25. APPSHARE PLACEHOLDER

  26. QUIZ PLACEHOLDER

  27. Creating Trend Reports using EVTIM EVTIM - stands for Time Period Offset. • EVTIM specifies an offset from a given time period. • Example: =EVTIM("Finance",D4,1) • Result: The cell containing this formula will increment one period based on the value in cell D4. For example, if cell D4 contains 2005.Q1, an increment of 1 will return a value of 2005.Q2, an increment of 2 will return 2005.Q3, etc. If cell D4 contains 2005.TOTAL, an increment of 1 will return 2006.TOTAL.

  28. Retrieving Data from Multiple Applications • Application sets can contain multiple applications. • A single report can retrieve data from multiple applications within a set. • The report must contain cells that reference the multiple applications. • EVGTS statements can be created referencing cells containing the application names.

  29. APPSHARE PLACEHOLDER

  30. Conditional Formatting • Excel’s Conditional Formatting feature can be used to automatically format certain cells on your reports. • This feature can be used to apply fonts/styles, borders (over-lines and under-lines) and cell shading to cells that meet a specified criteria. • You can compare the values of selected cells to a constant or to the results of a formula. • Conditional Formatting can be used in Reports and Input Templates.

  31. Conditional Formatting Examples • You can have negative values on a worksheet stand out with a bold style by using the following criteria: Cell Value Is less than 0 • You can have calculated values automatically formatted with an over-line by using the following criteria: Formulas is =$A10="Calc"

  32. APPSHARE PLACEHOLDER

  33. QUIZ PLACEHOLDER

  34. End of Session 1 Thank You! Have a nice day…

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