Page 2 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx
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Table of Contents
ABOUT THIS PARTICIPANT GUIDE ............................................................................. 4
COURSE INTRODUCTION ............................................................................................ 5
LESSON 1: ADHOC REPORTS ..................................................................................... 7
Learning Objectives .................................................................................................. 7
Introduction ................................................................................................................ 7
Creating Adhoc Reports ........................................................................................... 7
Activity 1.1 – Create an Adhoc Report ................................................................. 9
Activity 1.2 – Modify an existing Adhoc report .................................................. 11
Sharing Adhoc Reports ........................................................................................... 13
Demo 1.3 – Sharing an Adhoc Report ................................................................ 13
Check Your Understanding .................................................................................... 14
LESSON 2: ANALYTICS EXPRESSVIEW REPORTS ................................................. 15
Learning Objectives ................................................................................................ 15
Introduction .............................................................................................................. 15
Navigating the Analytics Reports Dashboard ....................................................... 15
The Analytics User Interface ............................................................................... 17
Tour 2.1 – Standard Reports ............................................................................... 18
Sample Report Templates ....................................................................................... 18
Activity 2.2 – Copy and modify a Sample Report Template ............................. 18
Creating ExpressView Reports............................................................................... 19
Grouping ............................................................................................................... 19
Formulas ............................................................................................................... 20
Manage Data ......................................................................................................... 20
Visualization ......................................................................................................... 20
Customize Appearance ....................................................................................... 21
Save/Export .......................................................................................................... 21
Activity 2.3 – Create a new ExpressView Report: Financial ............................. 22
Activity 2.4 – Create a new ExpressView Report: Project ................................ 24
Sharing ExpressView Reports ................................................................................ 25
Tour 2.5 – Sharing ExpressView Reports .......................................................... 25
Check Your Understanding .................................................................................... 26
ABOUT THIS PARTICIPANT GUIDE
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