Course Description
Smart View Ad Hoc for CalRptg is a blended learning course that introduces participants to the Smart View Essbase application using the CalRptg database. Participants will learn to create ad hoc queries and reports to extract information in format they desire.
This blended learning course is structured in two parts, each with 1-2 hours of self-study required prior to a two hour group session held online using Zoom. The two group sessions are scheduled approximately one week apart. You are invited to sign up for office hours support with the self-study or follow up after the group learning session. Enroll in Smart View Ad Hoc for CalRptg to receive invitations to the group learning sessions.
| Activity | Details | Timing | Time Commitment |
| Setup | Install Smart View and GlobalProtect on your laptop | 2 weeks prior to session 1 | 1 hour effort over 3-7 working days |
| Self-Study | Read and complete exercises for chapters Getting Started - Excel Functionality | No later than 2 days prior to Session 1 | 2 hours |
| Office Hour | Optional - on request if you need help with the self-study exercises | Week prior to Session 1 | 1 hour |
| Session 1 | Online Zoom meeting | 2 hours | |
| Self-Study | Read and complete exercises for chapters Stacked Dimensions - Smart View Reports | No later than 2 days prior to Session 2 | 2 hours |
| Office Hour | Optional - on request if you need help with the self-study exercises | Week prior to Session 2 | 1 hour |
| Session 2 | Online Zoom meeting | 2 hours |
Pre-requisite: CalPlanning: Intro & Reporting or equivalent knowledge of CalRptg data and experience with CalPlanning reports.
To navigate to the next topic, you can use the link below this section or the links on the left panel.