❖ XL
Reporting
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Run reports
Run models
Import data
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Define ▾
Reports
Models
Imports
Data sets
Connectors
Functions
Account ▾
Settings
Users
User roles
Groups
Expert ▾
Using Excel
Integration
Connectors
Best practices
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Scripts
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In this article:
Start
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Define
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Filter
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Expert
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Finance
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Videos
Tutorials
Here are a number of common tasks:
Get started
Introduction
Basic navigation
Start with your trial
Instruction videos
How to define
Reports
Models
Imports
Data sets
How to filter data
Filter data
User selections
Expert tasks
Transpose data
Convert data
Lookup data
Link data
Move data
Replace data
Repeat data
Using Excel
Common finance tasks
Cost centers or business units
Chart of Accounts mapping
Currency translation
Financial periods
Variance analysis
Recommended reading:
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Tutorials
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Reports
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Imports
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Data sets
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Videos
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