Design and format Reports
Course Outline
Module 1: Upgrade Wizard Overview
This chapter gives students a general overview of the upgrade wizard and what to consider before and during the upgrade process. In addition it discusses creating the connection to the database to sign into the application.
Lessons
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Upgrade Considerations
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Microsoft Forecaster 6.7 Upgrade Wizard steps
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Database Connection
After completing this chapter, students will be able to:
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Identify the data not being upgraded to 7.0
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Discuss the unsupported features in 7.0.
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Complete the ‘Before Running the Upgrade' checklist
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Run the Microsoft Forecaster 6.7 Upgrade Wizard
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Create a connection to the database
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Sign into the application
Module 2: Getting Started
This chapter familiarizes students with the fundamentals of Microsoft Forecaster 7.0. It signs users into the training company, and explores navigational basics and tool bar icons. Users will also work with Segments, modify Rollups, and create Periods.
Lessons
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Navigation Basics
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Segment Review
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Rollups
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Periods
After completing this chapter, students will be able to:
Module 3: Loading Data
This chapter explores the methods for loading data into Microsoft Forecaster. This chapter steps through the data import wizard to load data for baseline purposes. Time is spent discussing the import verification and how to troubleshoot and resolve errors during the import process.
Lessons
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Loading Data Options
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Data Import Wizard
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Verify Import
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Identify and Correct Errors
After completing this chapter, students will be able to:
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Determine methods of data entry
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Import data using the wizard
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Verify the import
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Troubleshoot errors
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Correct errors and post transactions
Module 4: Building Blocks
This chapter reviews Lines, Columns, Calculations, Formats, and organizes the different building blocks with Folders. The chapter focuses on the fields and functionality of each building block, including the enhancements added to version 7.0. Time is spent organizing building blocks for easier use and identification.
Lessons
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Line Fields
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Line Upgrade Notes
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Column Fields
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Column Upgrade Notes
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Calculation Types and Rules
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Calculation Tips
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Formats
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Building Block Organization
After completing this chapter, students will be able to:
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Create and modify building blocks for use with Input Sets and Reports
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Utilize new features and formatting capabilities
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Group building blocks into logical categories
Module 5: Input Set Design
This chapter creates an Input Set from new and existing building blocks. The chapter creates new input Columns, Lines, and Sections. Time is spent reviewing the fields of the input set and locking accounts from input.
Lessons
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Input Set Fields
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Input Columns
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Sections
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Input Lines
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Calculations
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Center Overrides
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Locked Accounts
After completing this chapter, students will be able to:
Module 6: Account Input
This chapter discusses the Input selection widow, icons, and data entry. The chapter focuses on data entry shortcuts, Memos, Line Items, Spread Methods and Single Row data entry. Time is spent reviewing and loading Guidelines for users to reference.
Lessons
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Input Set Selection
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Toolbars and Icons
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Multi Row Data Entry shortcuts
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Multi Row Data Entry Memos
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Multi Row Data Entry Line Items
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Spread Methods
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Single Row Data Entry
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Guidelines
After completing this chapter, students will be able to:
Module 7: Human Resources Setup and Input
This chapter copies and reviews Human Resources setup information, enters and import employees, and reviews new features in the Human Resources Master. Time is spent customizing screen layouts and reviewing new features in Human Resources.
Lessons
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Copy Plan Wizard
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Human Resources Setup
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Human Resources Input and Modification
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Import Employees
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Human Resources Master
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Distributing Employees
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Human Resources Options
After completing this chapter, students will be able to:
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Copy and set up Human Resources
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Input and import employees
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Distribute and promote employees
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Use Human Resources Master to modify employee fields
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Customize Human Resources screens
Module 8: Capital Setup and Input
This chapter reviews Capital Types, the types of Depreciation Methods, and Capital input. The chapter focuses on the Capital fields and calculation of the different depreciation methods. Time is spent inputting Capital and reviewing the Capital task.
Lessons
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Capital Types Overview
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Depreciation Methods
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Capital Tab Entry
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Capital Tasks
After completing this chapter, students will be able to:
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Create and modify Capital Types
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Choose a depreciation method
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Enter Capital purchases in the Input set
Module 9: Revenue Setup and Input
This chapter copies and reviews Revenue Setup, associates markets and products, and inputs revenue data. The chapter focuses on the new feature of Units and Rates, as well as the single and double grid input display.
Lessons
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Copy Plan Wizard
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Revenue Setup
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Units and Rates
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Associations
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Revenue Input
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Custom Input Options
After completing this chapter, students will be able to:
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Copy and set up Revenue
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Use Units and Rates
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Create associations between Centers, Markets, and Products
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Input Revenue
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Rename Markets and Products
Module 10: Report Design
This chapter creates three common reports in Microsoft Forecaster. The chapter reviews Lines, Columns, and Calculations, and introduces Formats to provide boardroom quality reports. The chapter focuses on the use of summary segments and formatting to make Reports easier to maintain and presentable. Time is spent on conditional formatting, reporting periods, and report features.
Lessons
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Create and Generate Reports
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Build Formats
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Create Number Formats
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Use Reporting Periods
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Apply Conditional Formatting
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Link Details to a Report
After completing this chapter, students will be able to:
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Create, generate, and print Reports
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Apply conditional formatting, reporting periods, and number formats to a report
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Use Formats for printable reports
Module 11: Appendix: Microsoft Forecaster Menu Structure
This appendix includes documents like navigation roadmaps, special character list, and reserved words in Microsoft Forecaster 7.0.
Lessons
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Menu Structure
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Special Characters
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Reserved Words