How to Use Trees and Attributes in Reports – Ascend 2021

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Ascend 2021 is right around the corner and, with 25 speakers, you know that this year’s virtual conference will be packed with info for Solver (f/k/a BI 360) users.

Curious what to expect at this year’s virtual conference? Check out this sneak peek – and make sure to register for the conference on August 17-19, so you don’t miss out on the Solver event of the year.

Tips for Improving CPM Reporting through Trees & Attributes

August 17, 2021 – 10:40 – 11:30 AM Pacific Time

Presenter:  Paul Zunker, Senior Functional Consultant, Solver

Join Solver expert Paul Zunker for the session that finally uncovers how Trees and Attributes can help you maintain reporting consistency and minimize your report level maintenance with ease! Hooray!

Report maintenance and consistency are commonly impacted when:

  • Accounts are added or updated
  • Dimension values are adjusted
  • Other relationships in the data warehouse have been changed

Manually going into each report to make necessary changes to hierarchies, groupings, and other factors not only increases the risk of errors but can be quite time consuming. Imagine if you knew how to quickly incorporate these changes into all reports without having to go into each one individually. It’s all possible through the use of Trees and Attributes.

Although learning how to set up and leverage Attributes can seem super confusing and frustrating, this session simplifies the learning process and arms you with tips to make you feel confident about incorporating Attributes into your own financial reports.

Who Is This Session For?

You will benefit from this session if you are responsible for designing and maintaining the company’s monthly financial reports and you have a strong grasp of reporting concepts.

Sound like you? This session will provide tips and insight that will help you improve your monthly CRM reporting with ease.

What Does It Mean to Plan, Adapt, and Thrive?

This past year changed what many of us know and expect about the business world, and 2020 clearly demonstrated that new skills are required to succeed in today’s new business landscape. To make sure Ascend 2021 delivers on today’s top skills, we’ve divided each of our courses into different focus areas: Plan, Adapt, and Thrive.

  • Plan has to do with planning capabilities – Do you have the tools to proactively respond to whatever may be coming next in your industry or field?
  • Adapt has to do with agility, forecasting, and overcoming uncertainty – Do you have the tools to confidently make decisions based on incomplete or uncertain information?
  • Thrive has to do with building knowledge, building a better budget, and increasing profitability – Do you have the tools to go beyond the financial data to achieve more with your company?

This no-nonsense session helps you and your company Thrive because at the end of the session, you will understand how to efficiently start building reporting Attributes and Trees. Plus, once you have incorporated these into your reports, you can expect to see increased reporting speeds as well as a reduction or elimination of maintenance requirements at the individual report level.

Are You Ready to Plan, Adapt, and Thrive in Today’s New Business Landscape? Solver Can Help.

Current events have forced many organizations to rethink their plans and update budgets to ride out the many uncertainties the world still faces. Join us for Ascend 2021, August 17-19 to learn the skills and strategies you need to:

  • Refresh your business data management knowledge
  • Improve business agility
  • Hone your Solver skills to make faster, better decisions

Remember: you can earn up to 10.5 CPE credits when you attend Solver Ascend 2021, so don’t miss out! We look forward to seeing you there.

 

Register Now!

 

Founded in 1996, Solver has won countless awards for its Corporate Performance Management solution. The CPM company was named CPM Leader by G2 throughout 2020 and 2021, Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year, and is recognized on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 20+ global offices and a worldwide network of partners.

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What Can You Do with Business Rules? A LOT – Ascend 2021

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Ascend 2021 is right around the corner, and with 25 speakers, you know that this year’s virtual conference will be packed with info for Solver (f/k/a BI 360) users.

Curious what to expect at this year’s virtual conference? Check out this sneak peek – and make sure to register for the conference on August 17-19, so you don’t miss out on the Solver event of the year.

Advanced Business Rule Generation

August 19, 2021 – 8:00 – 8:50 AM Pacific Time

Presenter:  Jim Turner, Senior Enterprise Architect, Solver

Have you ever wondered what you can do with a business rule? What problems you can solve?

Do you have all the data you need for something, but need it manipulated for simpler reporting?

If your ERP does not have a closing process, would you like to do that in Solver?

Join Solver expert Jim Turner to get the answers to these questions and more, in this enlightening session focused on business rule capabilities, creation, and debugging.

Who Is This Session For?

You will benefit from this session if you are in support of customers’ or your own installation and you have a SQL background.

What Does It Mean to Plan, Adapt, and Thrive?

This past year changed what many of us know and expect about the business world, and 2020 clearly demonstrated that new skills are required to succeed in today’s new business landscape. To make sure Ascend 2021 delivers on today’s top skills, we’ve divided each of our courses into different focus areas: Plan, Adapt, and Thrive.

  • Plan has to do with planning capabilities – Do you have the tools to proactively respond to whatever may be coming next in your industry or field?
  • Adapt has to do with agility, forecasting, and overcoming uncertainty – Do you have the tools to confidently make decisions based on incomplete or uncertain information?
  • Thrive has to do with building knowledge, building a better budget, and increasing profitability – Do you have the tools to go beyond the financial data to achieve more with your company?

This session helps you and your company Adapt because this session encompasses:

  • An overview of the Solver Data Warehouse data model
  • Instructions for rule creation
  • Information on what you can do with a rule
  • Examples of advanced rules
  • and more…

If you need to Adapt your Solver implementation and automate more, or need to do mass edits, this session will help you.

Are You Ready to Plan, Adapt, and Thrive in Today’s New Business Landscape? Solver Can Help.

Current events have forced many organizations to rethink their plans and update budgets to ride out the many uncertainties the world still faces. Join us for Ascend 2021, August 17-19 to learn the skills and strategies you need to:

  • Refresh your business data management knowledge
  • Improve business agility
  • Hone your Solver skills to make faster, better decisions

Remember: you can earn up to 10.5 CPE credits when you attend Solver Ascend 2021, so don’t miss out! We look forward to seeing you there.

 

Register Now!

 

Founded in 1996, Solver has won countless awards for its Corporate Performance Management solution. The CPM company was named CPM Leader by G2 throughout 2020 and 2021, Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year, and is recognized on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 20+ global offices and a worldwide network of partners.

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How to Overcome Common Software Roadblocks Like a Pro – Ascend 2021

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Ascend 2021 is right around the corner, and with 24 speakers, you know that this year’s virtual conference will be packed with info for Solver (f/k/a BI 360) users.

Curious what to expect at this year’s virtual conference? Check out this sneak peek – and make sure to register for the conference on August 17-19, so you don’t miss out on the Solver event of the year.

Common Roadblocks and Resolutions

August 19, 2021 – 8:00 – 8:50 AM Pacific Time

Presenter:  Prescott Hathaway, Functional Consultant, Solver

Join Solver expert Prescott Hathaway to learn how you can overcome common roadblocks that we help with every day on the Support portal, such as:

  • Difficulties working with report and graph design differences in the web portal
  • Issues troubleshooting a storage or integration error
  • A need to dissect and redesign advanced reports ASAP due to unforeseen internal or external events

This session will cover common roadblocks customers run into when it comes to utilizing the Solver software and how to overcome them without the aid of Solver Support. After attending this session, you will understand how to better work through typical report design problems on your own and learn some of our most important best practices to make working with the Solver software easier. One example is learning how to attack the commonly seen problem where a report renders differently in the Cloud Portal than it does in Excel, but that’s just one of the many roadblocks we’ll further discuss in more detail during the session.

Additionally, this session will also discuss the steps you can take to determine the resolution to overcome many issues with ease, so you can become a power user who is fully confident using the Solver system at all times and in all situations.

Who Is This Session For?

You will benefit from this session if you are responsible for designing report and budget templates at your company.

What Does It Mean to Plan, Adapt, and Thrive?

This past year changed what many of us know and expect about the business world, and 2020 clearly demonstrated that new skills are required to succeed in today’s new business landscape. To make sure Ascend 2021 delivers on today’s top skills, we’ve divided each of our courses into different focus areas: Plan, Adapt, and Thrive.

  • Plan has to do with planning capabilities – Do you have the tools to proactively respond to whatever may be coming next in your industry or field?
  • Adapt has to do with agility, forecasting, and overcoming uncertainty – Do you have the tools to confidently make decisions based on incomplete or uncertain information?
  • Thrive has to do with building knowledge, building a better budget, and increasing profitability – Do you have the tools to go beyond the financial data to achieve more with your company?

This session helps you and your company Plan because your presenter, Prescott Hathaway, will be showing you how to preemptively take steps within your report design and process creation in order to avoid roadblocks Solver sees customers run into on a routine basis.

Are You Ready to Plan, Adapt, and Thrive in Today’s New Business Landscape? Solver Can Help.

Current events have forced many organizations to rethink their plans and update budgets to ride out the many uncertainties the world still faces. Join us for Ascend 2021, August 17-19 to learn the skills and strategies you need to:

  • Refresh your business data management knowledge
  • Improve business agility
  • Hone your Solver skills to make faster, better decisions

Remember: you can earn up to 10.5 CPE credits when you attend Solver Ascend 2021, so don’t miss out! We look forward to seeing you there.

 

Register Now!

 

Founded in 1996, Solver has won countless awards for its Corporate Performance Management solution. The CPM company was named CPM Leader by G2 throughout 2020 and 2021, Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year, and is recognized on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 20+ global offices and a worldwide network of partners.

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‘It’s Like a Crystal Ball for Workforce Planning’ – Learn More at Ascend 2021

,

Ascend 2021 is right around the corner, and with 24 speakers, you know that this year’s virtual conference will be packed with info for Solver (f/k/a BI 360) users.

Curious what to expect at this year’s virtual conference? Check out this sneak peek – and make sure to register for the conference on August 17-19, so you don’t miss out on the Solver event of the year.

Workforce Planning – Effectively Plan for Workforce Changes

August 18, 2021 – 10:40 – 11:30 AM Pacific Time

Presenter:  Jon Stavros, Senior Functional Consultant, Solver

Join Solver expert Jon Stavros to learn how you can:

  • Utilize the power of Excel to build formulas that allow you to add flexibility to your templates, such as implementing custom spreading or account for seasonal employees.
  • Speed up the planning process by using Solver functionality like the Copy Version rule and Budget Flow.
  • Use drivers in your templates to quickly adjust your workforce plan, meet your KPIs, and thrive during uncertainty.

This can’t miss session will cover essential workforce planning strategies for our modern business environment, including a driver-based example to quickly create what-if scenarios, adding flexibility to adapt to change, and using Solver functionality to tie it all together.

After attending this session, attendees will receive a workforce model built in Solver, as well as documentation on the key features and best practices highlighted in the presentation.

Who Is This Session For?

You will benefit from this session if you are responsible for creating or reviewing your company’s budget process.

What Does It Mean to Plan, Adapt, and Thrive?

This past year changed what many of us know and expect about the business world, and 2020 clearly demonstrated that new skills are required to succeed in today’s new business landscape. To make sure Ascend 2021 delivers on today’s top skills, we’ve divided each of our courses into different focus areas: Plan, Adapt, and Thrive.

  • Plan has to do with planning capabilities – Do you have the tools to proactively respond to whatever may be coming next in your industry or field?
  • Adapt has to do with agility, forecasting, and overcoming uncertainty – Do you have the tools to confidently make decisions based on incomplete or uncertain information?
  • Thrive has to do with building knowledge, building a better budget, and increasing profitability – Do you have the tools to go beyond the financial data to achieve more with your company?

This session helps you and your company Plan because it offers actionable takeaways on creating an effective workforce planning model. If you create your workforce planning model using the best practices from this session, you will have a great resource for forecasting and adapting to change in the weeks, months, and years to come.

Are You Ready to Plan, Adapt, and Thrive in Today’s New Business Landscape? Solver Can Help.

Current events have forced many organizations to rethink their plans and update budgets to ride out the many uncertainties the world still faces. Join us for Ascend 2021, August 17-19 to learn the skills and strategies you need to:

  • Refresh your business data management knowledge
  • Improve business agility
  • Hone your Solver skills to make faster, better decisions

Remember: you can earn up to 10.5 CPE credits when you attend Solver Ascend 2021, so don’t miss out! We look forward to seeing you there.

 

Register Now!

 

Founded in 1996, Solver has won countless awards for its Corporate Performance Management solution. The CPM company was named CPM Leader by G2 throughout 2020 and 2021, Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year, and is recognized on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 20+ global offices and a worldwide network of partners.

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Discover How to Set Up Financial Strategy and KPI Reporting – Ascend 2021

,

Ascend 2021 is right around the corner, and with 24 speakers, you know that this year’s virtual conference will be packed with info for Solver (f/k/a BI 360) users.

Curious what to expect at this year’s virtual conference? Check out this sneak peek – and make sure to register for the conference on August 17-19, so you don’t miss out on the Solver event of the year.

Strategy, KPIs & Accountability

August 18, 2021 – 9:40 – 10:30 AM Pacific Time

Presenter: Corey Barak, Chief Operating Officer, Solver

Only 13% of companies successfully implement their strategy. So, why is strategy important? 3 reasons:

  1. It enables a company to plan based on what will happen in the coming year instead of looking at what happened in the past.
  2. It allows for Workforce Planning, which enables planning of resources needed in order to accomplish strategic goals.
  3. It will increase Organizational Alignment, as many throughout the company will be involved in the planning and therefore creates accountability among all employees.

Experts agree: pairing financial strategy with clear Key Performance Indicators (KPIs) improves performance by holding everyone accountable for agreed-on goals. Join Solver COO Corey Barak to see how to collaborate on strategy and create achievable KPIs that deliver full insight into how each employee, department, or organization is doing on a daily basis.

This session will go through how Solver can help you tie strategy and employee accountability together through employee KPIs. The process of measuring performance allows managers to:

  • Plan
  • Set work targets
  • Measure and monitor an employee’s effectiveness

As an additional bonus, all demoed templates used in this session will be provided as Excel files after the session.

Who Is This Session For?

You will benefit from this session if you are responsible for managing employees, setting strategy, or communicating initiatives.

What Does It Mean to Plan, Adapt, and Thrive?

This past year changed what many of us know and expect about the business world, and 2020 clearly demonstrated that new skills are required to succeed in today’s new business landscape. To make sure Ascend 2021 delivers on today’s top skills, we’ve divided each of our courses into different focus areas: Plan, Adapt, and Thrive.

  • Plan has to do with planning capabilities – Do you have the tools to proactively respond to whatever may be coming next in your industry or field?
  • Adapt has to do with agility, forecasting, and overcoming uncertainty – Do you have the tools to confidently make decisions based on incomplete or uncertain information?
  • Thrive has to do with building knowledge, building a better budget, and increasing profitability – Do you have the tools to go beyond the financial data to achieve more with your company?

This session helps you and your company Plan and Thrive because well-planned strategies help companies thrive. Companies need to set a strategy, put a plan around it, set the goals, and then ensure that all employee goals align with them.

Approximately 95% of employees do not know what the company’s strategy is; therefore, over 85% of strategies fail. Thrive only happens when there is communication from and to the entire company. Only in this situation will everyone be moving in the same direction, know the goals of the company, and know their role in getting there. This is where individual KPIs come in and employees can view their performance at any time throughout the year.

Are You Ready to Plan, Adapt, and Thrive in Today’s New Business Landscape? Solver Can Help.

Current events have forced many organizations to rethink their plans and update budgets to ride out the many uncertainties the world still faces. Join us for Ascend 2021, August 17-19 to learn the skills and strategies you need to:

  • Refresh your business data management knowledge
  • Improve business agility
  • Hone your Solver skills to make faster, better decisions

Remember: you can earn up to 10.5 CPE credits when you attend Solver Ascend 2021, so don’t miss out! We look forward to seeing you there.

Register Now

 

Founded in 1996, Solver has won countless awards for its Corporate Performance Management solution. The CPM company was named CPM Leader by G2 throughout 2020 and 2021, Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year, and is recognized on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 20+ global offices and a worldwide network of partners.

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Is It Time to Migrate to Solver Cloud? Find Out at Ascend 2021

,

Ascend 2021 is right around the corner, and with 24 speakers, you know that this year’s virtual conference will be packed with info for Solver (f/k/a BI 360) users.

Curious what to expect at this year’s virtual conference? Check out this sneak peek – and make sure to register for the conference on August 17-19, so you don’t miss out on the Solver event of the year.

Is It Time to Migrate to Solver Cloud?

August 18, 2021 – 9:40 – 10:30 AM Pacific Time

Presenter:  Anthony Spinicchia, Senior Customer Success Advocate, Solver

Join Solver expert Anthony Spinicchia to review the challenges of not having a cloud-based Solver solution and to learn the opportunities you have for benefitting your organization with a Cloud Migration.

This session will include:

  • A short demonstration
  • A short review of the cloud migration process
  • Q & A time with a recently Migrated Solver customer

These sessions are always fun and helpful, so come join us!

Who Is This Session For?

You will benefit from this session if you are:

  • A user of Solver
  • An IT staff member or Manager
  • Involved in the Finance or Accounting Department

What Does It Mean to Plan, Adapt, and Thrive?

This past year changed what many of us know and expect about the business world, and 2020 clearly demonstrated that new skills are required to succeed in today’s new business landscape. To make sure Ascend 2021 delivers on today’s top skills, we’ve divided each of our courses into different focus areas: Plan, Adapt, and Thrive.

  • Plan has to do with planning capabilities – Do you have the tools to proactively respond to whatever may be coming next in your industry or field?
  • Adapt has to do with agility, forecasting, and overcoming uncertainty – Do you have the tools to confidently make decisions based on incomplete or uncertain information?
  • Thrive has to do with building knowledge, building a better budget, and increasing profitability – Do you have the tools to go beyond the financial data to achieve more with your company?

This session helps you and your company Thrive because Solver Cloud allows you to benefit from the complete scope of Solver Cloud applications, from CPM to Visualization.

Are You Ready to Plan, Adapt, and Thrive in Today’s New Business Landscape? Solver Can Help.

Current events have forced many organizations to rethink their plans and update budgets to ride out the many uncertainties the world still faces. Join us for Ascend 2021, August 17-19 to learn the skills and strategies you need to:

  • Refresh your business data management knowledge
  • Improve business agility
  • Hone your Solver skills to make faster, better decisions

Remember: you can earn up to 10.5 CPE credits when you attend Solver Ascend 2021, so don’t miss out! We look forward to seeing you there.

 

Register Now

 

Founded in 1996, Solver has won countless awards for its Corporate Performance Management solution, including the Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year Award, and recognition on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 20+ global offices and a worldwide network of partners.

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Are You Ready to Expand Your Planning Process? Learn How at Ascend 2021

,

Ascend 2021 is right around the corner, and with 24 speakers, you know that this year’s virtual conference will be packed with info for Solver (f/k/a BI 360) users.

Curious what to expect at this year’s virtual conference? Check out this sneak peek – and make sure to register for the conference on August 17-19, so you don’t miss out on the Solver event of the year.

Expand Usage of Solver

August 19, 2021 – 10:00 – 10:50 AM Pacific Time

Presenter:  Steve Reese, Senior Functional Consultant, Solver

Join Solver expert Steve Reese to learn about expanding your planning process into forecasting, “What If†situations or revising multiple versions of your annual budget process. This is an important topic during such an unpredictable economy.

In the session, you will learn how to present financial results to your Senior Leadership Team with a briefing summary. You will also view a presentation by Kyle Wank of the Detroit Pistons where she will share her experiences implementing Solver with key business requirements. Kyle Wank is the Controller of the Detroit Pistons and a key player during the implementation of Solver. Connect with Kyle on LinkedIn!

This session will help expand your planning process, a necessity in such an unpredictable economy. We will show you how to build an ongoing forecasting cycle or expand your annual planning cycle in preparation for an unexpected upturn / downturn in your business. Next, we will look at how to summarize your financial results to your Senior Level Management Team with a briefing card. We will wrap up with a presentation by Kyle Wank from the Detroit Pistons to share her Solver implementation experience that required us to build special business consolidation rules.

Who Is This Session For?

This session is for leaders and employees involved in the planning and budgeting process, as well as businesses that are considering implementing Solver.

If you would like to improve your planning and budgeting you may benefit from seeing this presentation, especially during an ever-changing economy. Also, this session would be good for anyone who is interested in hearing a real-life Solver implementation story.

What Does It Mean to Plan, Adapt, and Thrive?

This past year changed what many of us know and expect about the business world, and 2020 clearly demonstrated that new skills are required to succeed in today’s new business landscape. To make sure Ascend 2021 delivers on today’s top skills, we’ve divided each of our courses into different focus areas: Plan, Adapt, and Thrive.

  • Plan has to do with planning capabilities – Do you have the tools to proactively respond to whatever may be coming next in your industry or field?
  • Adapt has to do with agility, forecasting, and overcoming uncertainty – Do you have the tools to confidently make decisions based on incomplete or uncertain information?
  • Thrive has to do with building knowledge, building a better budget, and increasing profitability – Do you have the tools to go beyond the financial data to achieve more with your company?

This session helps you and your company Adapt because it presents alternative methods of planning to help your business “Adapt†to an ever-changing economy. It also explains how to present a periodic briefing summary to Senior Level Management – a very important skill in today’s world.

Are You Ready to Plan, Adapt, and Thrive in Today’s New Business Landscape? Solver Can Help.

Current events have forced many organizations to rethink their plans and update budgets to ride out the many uncertainties the world still faces. Join us for Ascend 2021, August 17-19 to learn the skills and strategies you need to:

  • Refresh your business data management knowledge
  • Improve business agility
  • Hone your Solver skills to make faster, better decisions

Remember: you can earn up to 10.5 CPE credits when you attend Solver Ascend 2021, so don’t miss out! We look forward to seeing you there.

 

Register Now

 

Founded in 1996, Solver has won countless awards for its Corporate Performance Management solution, including the Experience leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of Year Award, and recognition on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 20+ global offices and a worldwide network of partners.

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Join Us at Ascend 2019—Take Your Next Journey to BI360 Growth

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New Conference Name…Same Awesome Location…Better Learning and Networking
journey band at ascend 2019 #bi360con
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How to Build a Corporate Performance Management (CPM) Solution

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This article discusses corporate performance management (CPM) tools and examples of effective strategy, goals, planning, and analysis. 
 
budgeting, reporting, data warehouse, power bi, dashboards
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Tips to Improve Your Organization’s Internal Processes with CPM Software

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This article focuses on the importance of internal process improvements and KPIs.

Image taken from Shutterstock.

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