Business Intelligence

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In this course, we will cover following topics:

  • Grid Views
  • Features Of The Grid View
  • Customising The Grid View
  • Creating More Complex Filters
  • Menus
  • Conditional Formatting
  • Grid Views Mode
  • Split Views and Saving Grids
  • Start Up View
  • Actions from the Grid Views
  • Exporting Data
  • User Privileges and Grid View Restrictions

Grid Views Basics (v104.5)

1
Grid Views Basics
5:43

Learn what a grid view is and where you can find them. What is a Built-In view? Can I set a Default View?

2
Ex.01: Set a Default Grid View
1:49

Do you need your own view to open by default? 

Features Of The Grid View

1
Features Of The Grid View
11:59

Some features are common to grid views, watch this video to learn about these features eg. navigation buttons, startup, toolbars, actions, filters and columns and search bar. Toolbars are very useful for changing mode, sorting, filtering, totalling, analysing, and  

2
Ex.01: Quick Filter and Find In
1:49

Finding records in the grid view. What's the difference between Quick Filter and Find In?

Customising The Grid View

1
Customising a Grid View
8:37

Customise grid views by adding/removing columns, changing the positions of columns, defining sort order and filtering. The columns available relate to the grid view. Only chosen columns can be used to sort. Filters can be created on any column available in the grid view.

2
Ex. 01: Set the sort order on a customer grid view

Set the sort order on the customer grid view - sorting on a trader user field (statement type) and then customer code.

3
Ex.02: Create a simple filter on the customer grid view
2:40

Example: Create a filter on trader user field 'Statement type' to have a grid view of all customers that receive their statements by email and save the grid view.

You could also create another version that lists all customers that don't receive their statement by email and save that grid view also.

Creating More Complex Filters

1
Creating more complex filters
15:43

How to limit the data on the grid view based on conditions on the information in the columns eg dates, amounts, text, true/false eg "Customer On Interest", document kinds, managers, entered by, edited by, limited values eg "Post State".

2
Exercise 01 Creating More Complex Filters
12:14

Menus

1
Menus
9:32
2
Exercise 01 Menus
3:18
3
Exercise 02 Menus
2:30
4
Exercise 03 Menus
3:07
5
Exercise 03-1 Menus
3:07

Conditional Formatting

1
Conditional Formatting
7:29
2
Exercise 01 Conditional Formatting
3:35
3
Exercise 02 Conditional Formatting
4:04

Grid Views Modes

1
Grid Views Modes
9:51
2
Exercise 01 Grid Views Modes
5:27
3
Exercise 02 Grid Views Modes
5:55
4
Exercise 03 Grid Views Modes
13:37
5
Exercise 04 Grid Views Modes
5:14

Split Views and Saving Grids

1
Split Views and Saving Grids
5:19
2
Exercise 01 Split Views and Saving Grids
20:57

Start Up View

1
Start Up View
5:53
2
Exercise 01 Start Up View
1:47
3
Exercise 02 Start Up View
8:11
4
Exercise 03 Start Up View
3:25
5
Exercise 04 Start Up View
3:56
6
Exercise 05 Start Up View
6:57

Actions From the Grid View

1
Actions From the Grid View
5:52
2
Exercise 01 Actions From the Grid View
3:48
3
Exercise 02 Actions From the Grid View
4:18

Actions from the Grid View

1
Exercise 01 Actions from the Grid View
5:10
2
Exercise 02 Actions from the Grid View
5:40
3
Exercise 03 Actions from the Grid View
3:11

User Privileges

1
User Privileges
5:43

Business Intelligence Presentation

1
Business Intelligence

Presentation

“Download the slides for this course so you can double check the screenshots and further information. It’s a good material to follow the course.”

Enrolled: 19 students
Duration: 48:00 Hours
Lectures: 38
Business Intelligence
Price:
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