❖ XLReporting
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ReportsModelsImportsData setsConnectorsFunctions
SettingsUsersUser rolesGroups
Using ExcelIntegrationConnectorsBest practicesExpert tasksScripts
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In this article:
Start | Define | Filter | Expert | Finance | 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:
Back to top | Tutorials | Reports | Imports | Data sets | Videos
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