Everest Reporting Training Session 1

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Everest Reporting Training Session 1
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• Notice
• Information in this document is subject to
  change without notice.  This document reflects no
  commitment on the part of OutlookSoft
  Corporation.  The software described in this
  document is provided under license by OutlookSoft
  Corporation and is subject to the license and all
  other agreements provided with the software. No
  part of this document may be copied or
  reproduced, electronically or manually, or stored
  in any electronic data retrieval system without
  the written permission of OutlookSoft
  Corporation.
•  
• Questions Please call OutlookSoft Corporation
  at 203-964-3100

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Introductions

• Press the CTRL key when speaking!
• Name
• Company
• Location
• Connection type

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NASBA CPE Credits

• OutlookSoft web-based training courses are NASBA
  certified.
• You can receive two CPE credits per session.
• OutlookSoft provides hands-on workshops to
  further enhance your training experience.
• We highly recommend you take advantage of the
  workshops in order to gain a complete
  understanding of Everest.
• All workshops must be completed in order to
  receive a Certificate of Completion.

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Agenda

• Session 1
• Creating Input Templates
• Adding Line Item Detail using Excel Hyperlinks
• Creating Report Templates
• Creating Better/(Worse) Variances
• Creating Trend Reports
• Multi-Application Reports
• Excel Conditional Formatting with Everest
  Templates

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Agenda

• Session 2
• The EvDRE Function
• Creating Expansions and Drill Downs
• Creating Nested Expansions
• Sorting and Ranking Reports
• Creating a Data Validation List
• Creating Custom Everest Buttons
• Publishing Non-Everest Reports
• Everest Hot Analysis Reports
• Graphical Drill-Downs

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Input Schedules

• Standard Input Templates
• Everest comes with a set of predefined input
  templates which can be customized.
• Creating New Input Schedules
• New input schedules can be created using the
  Schedule Wizard.
• Modifying the Input Schedule using Member
  Selector
• Once you have created the structure of an input
  schedule, you can easily change the specific
  dimension members by using the Member Selector.

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Creating EVSND Input Templates

• Function EVSND - stands for Send value
• EVSND references another cell and sends the value
  in that cell to the server when the Send and
  Refresh Schedules command is selected from the
  eSubmit menu. The parameters specify the
  dimensions that identify where the data value is
  to be sent in the database.
• Example
• EVSND(D16, "Finance", "Revenue", "Store1",
  "Budget", "2005.Jan")
• Result Sends the value in Cell D16 to the
  database.
• EVSND is only used in input schedules.

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The EVAPP Function

• Function EVAPP( )
• What does it mean? Application id
• What does it do? Returns current application id.
• Example
• EVAPP( )
• Result Finance

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The EVAPD Function

• Function EVAPD( )
• What does it mean? Application description
• What does it do? Returns current application
  description.
• Example
• EVAPD( )
• Result Financial Analysis Application

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The EVAST Function

• Function EVAST( )
• What does it mean? Application Set
• What does it do? Returns current application set
  name.
• Example
• EVAST( )
• Result PETDEPOT

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The EVASD Function

• Function EVASD( )
• What does it mean? Application Set Description
• What does it do? Returns current application set
  description.
• Example
• EVASD("PETDEPOT")
• Result PetDepot Application Set

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The EVUSR Function

• Function EVUSR( )
• What does it mean? User Name
• What does it do? Returns current user name logged
  into Everest.
• Example
• EVUSR( )
• Result TSMITH

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The EVDIM Function

• Function EVDIM("AppName", "DimType ")
• What does it mean? Dimension
• What does it do? The EVDIM function retrieves the
  dimension name from the database.
• Example
• EVDIM("Finance","A")
• Result ACCOUNT

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The EVDIM Function

• The dimension types are
• AAccount
• EEntity
• CCategory
• TTime
• RCurrency
• I Intco (if you have Intercompany flagged in
  your financial application)
• UnUser defined - Each user defined
  dimension is
  assigned a numeric value
  after the U, U1, U2, U3, etc.

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The EVCVW Function

• Function EVCVW("AppName","Dimension",
  "FilterList ")
• What does it mean? Current View
• What does it do? Returns the current view setting
  for the specified dimension.
• Example
• EVCVW("Finance","Entity")
• Result CONREGION
• Note FilterList is an optional parameter.
• EVCVW("Finance","Entity","CALCY")
• Double-clicking the cell returns a list of all
  members filtered by "CALCY"

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The EVDES Function

• Function EVDES("MemberID", "AppName")
• What does it mean? Description
• What does it do? Returns description for the
  specified member.
• Example
• EVDES(A2,B1) Where cell A2 contains the member
  ID CONREGION and B1 contains the application
  name FINANCE or, EVDES("CONREGION",
  "FINANCE")
• Result Regional Consolidation
• The member ID for which you want to return a
  description must be somewhere on your worksheet.

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Adding line item detail

• You can add line item detail to provide
  additional information in support of your
  numbers.
• This is done by creating a hyperlink from a cell
  within your input schedule to another document
  (workbook, word document).
• At this point the Hyperlink to the line item
  detail is available only to you.
• If you want the line item detail to be available
  to others you would submit the linked document as
  a supporting document.

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APPSHARE PLACEHOLDER
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Report Templates

• Standard Report Templates
• Everest comes with a set of predefined report
  templates which can be customized.
• Creating New Reports
• New reports can be created using the Report
  Wizard.
• Modifying the Report using Member Selector
• Once you have created the structure of a report,
  you can easily change the specific dimension
  members by using the Member Selector.
• Everest will retrieve the data for the new member
  from the database when you refresh the report.

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Reporting

• Modifying the Report by changing the View
• A report can be modified by changing members in
  the Current View.
• Saving Reports
• Regardless of whether you create a new report
  using the Report Wizard or modify an existing
  report template, you can save these reports
  locally for use at a later time.
• Saving Reports as templates
• If you modify an existing report template or
  create a custom report you can save it as a
  template for future use.

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Reporting

• Modifying report templates
• Only Application Administrators can save
  templates on the server.
• All users can modify a template and save it
  locally for their own use.

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Creating Report Templates

• EVGTS- stands for Get value and scale
• EVGTS retrieves a data value based on the
  specified members and scales according to the
  scale property of the dimension.
• If the scale property is "Y", then EVGTS uses the
  scale factor in the "ScaleValue" parameter. If
  the scaling property in the Account-type
  dimension is "N", no scaling occurs regardless of
  the scale value assigned to this function.
• If the same member name is used in more than one
  dimension, the dimension must be specified. Use
  the syntax as follows "DimensionMember"
• Example
• EVGTS("Finance",1, "AccountSales",
  "EntitySales", "2005.Jan", "Budget")
• Result The value is returned from the database.

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Creating a Report Calculation

• EVBET - stands for Better/(Worse).
• EVBET performs a better or worse comparison of
  two values, based on the account type property of
  the account member.
• Example
• EVBET("Finance", "Revenue",B2,C2)
• Result if cell B2 is greater than cell C2 and
  the account is an income account, the variance is
  expressed as a positive. If the account is an
  expense account, the variance is negative.

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QUIZ PLACEHOLDER
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Creating Trend Reports using EVTIM

• EVTIM - stands for Time Period Offset.
• EVTIM specifies an offset from a given time
  period.
• Example
• EVTIM("Finance",D4,1)
• Result The cell containing this formula will
  increment one period based on the value in cell
  D4. For example, if cell D4 contains 2005.Q1, an
  increment of 1 will return a value of 2005.Q2, an
  increment of 2 will return 2005.Q3, etc. If cell
  D4 contains 2005.TOTAL, an increment of 1 will
  return 2006.TOTAL.

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Retrieving Data from Multiple Applications

• Application sets can contain multiple
  applications.
• A single report can retrieve data from multiple
  applications within a set.
• The report must contain cells that reference the
  multiple applications.
• EVGTS statements can be created referencing cells
  containing the application names.

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Conditional Formatting

• Excels Conditional Formatting feature can be
  used to automatically format certain cells on
  your reports.
• This feature can be used to apply fonts/styles,
  borders (over-lines and under-lines) and cell
  shading to cells that meet a specified criteria.
• You can compare the values of selected cells to a
  constant or to the results of a formula.
• Conditional Formatting can be used in Reports and
  Input Templates.

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Conditional Formatting Examples

• You can have negative values on a worksheet stand
  out with a bold style by using the following
  criteria
• Cell Value Is less than 0
• You can have calculated values automatically
  formatted with an over-line by using the
  following criteria
• Formulas is A10"Calc"

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APPSHARE PLACEHOLDER
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QUIZ PLACEHOLDER
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End of Session 1

• Thank You!
• Have a nice day