Smart View Ad Hoc for CalRptg

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. Office Hours are available frequently; sign up on the Training page of the CalPlanning website for 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.

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