Solver
Solver is a modern cloud-based corporate performance management (CPM) suite with a powerful Excel add-in for report design and a complete web-portal comprised of Reporting and Planning, Power BI Dashboard integration and a pre-configured Data Warehouse.
Advanced Planning
This 8-hour advanced class focuses on common but complex topics that come up as users expand their planning practice. Each of the six topics, divided into one-hour segments, will include a demonstration of the concept, a hands-on guided exercise, a self-paced lab, and a review of the subject matter.
Advanced Solver Training
In addition to the courses shown, customized Solver training is available.Charts, Graphs & Formatting
This 8 hour, intermediate level course is based on Excel's native chart building functionality to build charts and graphs for optimum display in Solver Cloud.Charts, Graphs & Formatting
This 8 hour, intermediate level course is based on Excel's native chart building functionality to build charts and graphs for optimum display in Solver Cloud.Implementer Roundtable
This 8 hour session was designed for partners who deliver Solver implementation services to their clients. Partners gained further knowledge and skills to help them effectively navigate various implementation scenarios.Intermediate Reporting & Planning Concepts
This 8 hour intermediate skill level course is for power users who want to take their Solver reporting, planning, and analysis to the next level. This class spans the full Solver Cloud product suite, including the Data Warehouse.Load & Maintain Data in Solver
This 8-hour advanced class focuses on the technical aspects of loading and maintaining data in Solver's Data Warehouse, including best practices and configuring data for efficient reporting.
Planning 2: Personnel
This advanced level course is for power users who build templates that focus on personnel planning, though the concepts can be used in other types of planning forms. Students begin with an existing payroll form, exploring its initial design, then make changes to meet common business scenarios.Planning 3: Revenue & Forecasting
This 8 hour, advanced skill level course is the third in our series of budget form design courses and builds upon the concepts learned in Planning 1: Basics. This course is for users looking to get the most out of planning by becoming efficient in template creation and confident in their troubleshooting abilities. Students will set up forecasting from ...Planning Essentials I
This 8-hour, basic skill level course is for power users who are creating and maintaining web-based input templates (forms). Students create an operating expense template and define data storage options. Intermediate design concepts from predefined templates are explored and workflow options are introduced.
