Longview CPM elearning Library Table of Contents. January 2017 Edition

Transcription

1 Longview CPM elearning Library Table of Contents January 2017 Edition

2 Topics Topic # Module Name Longview CPM elearning Library Table of Contents Time (min.sec)* Introduction to Longview 1.01 What is Longview 7? 4.11 What are symbols and dimensions? 4.16 What are the different types of users and roles? 2.32 Consolidation 1.02 What is the Longview Consolidation Cycle? 4.08 Expanding and Collapsing 1.03 How do I expand and collapse symbols in A&R and 4.10 Symbols Input? How do I expand and collapse symbols in reports? 3.12 Home Page 1.04 What is a Longview Home Page and how do I log 3.17 in? How do I change my password? 1.16 How Do I Change Panels on my Home Page? 1.34 How Do I Change my Home Page Layout? 1.59 How Do I Set a Limit on Rows or Columns 1.17 Longview Performance Manager Displayed Per Page? 1.04a How do I access and use Performance Manager? 7.27 How do I use Default Symbols? 2.33 How do I change my workspace layout? 3.38 How do I change my password and access help? 0.58 Longview Data Queries 1.05 How Do I Open A&R? 1.01 How Do I Select Symbols for a Data Query? 3.26 How Do I Create a Data Query? 1.57 How Do I Create a Data Query with Schedule Data? 1.49 How Do I Format a Data Query? 4.26 How Do I Change the Number Format for a 1.30 Symbol? How Do I Change the Number Format Within a 1.24 Cell? How Do I Format Numbers in a Data Query? 2.00 How Do I Hide and Unhide Symbols 1.29 How Do I Suppress Data? 1.29 How Do I Highlight Data? 1.24 How Do I Filter Data? 1.46 How Do I Save a Data Query? 0.42 How Can I View a Data Query in Chart Format? 2.44 How Do I Save a Chart as an Image? 0.58 How Do I Export a Data Query to Excel? 1.55 How Do I Create a Calculated Variance Symbol? 4.03 How Do I Create a Calculated Ratio Symbol? 3.11 How Do I Create a Calculated Percentage Symbol? 2.45 How Do I Create a Calculated Formula Symbol? 3.31

3 How Do I Create a Calculated Range Symbol? 6.26 How Do I Change the Order of Calculated 1.38 Symbols? Creating Reports 1.06 How Do I Create a Report in A & R? 0.52 How Do I Navigate Through a Report? 1.46 How Do I Format the Title, Header, and Footer in a 3.22 Report? How Do I Change the Fixed Symbols Display? 1.12 How Do I Change the Scaling Display? 1.22 How Do I Change How Columns and Rows are 2.23 Displayed? How Do I Change the Report Body Settings? 2.04 How Do I Set Printer Settings? 1.16 How Do I Format a Symbol in a Report? 1.48 How Do I Format a Cell in a Report? 2.05 How Do I Find a Specific Symbol in a Report? 1.21 How Can I Add Blank Rows or Text Labels in a 1.52 Report? How Do I Change Where the Row Symbols 1.22 Appear? How Do I Change the Symbols that Appear in a 1.36 Report? How Do I Save a Report? 1.11 Running Templates and 1.07 How Do I Create and Save a Report Batch? 3.49 Batches How Do I Run a Report Batch? 2.10 Report Viewer 1.08 How do I open Report Viewer? 1.58 How do I view comments and fixed symbols? 1.34 How do I view, open and save file attachments? 1.56 How do I expand and collapse symbols? 1.39 How do I change and add symbols in a report? 2.17 How do I display symbol names and descriptions? 1.16 How do I change orientation in a report? 1.34 How do I change magnification? 1.26 How do I print reports? 0.47 How do I export a report to Excel? 0.59 Workflow 1.09 How Do I Use Longview Workflow? 2.53 How Do I Review My Workflow Progress? 1.37 How Do I Change the Status in Workflow? 3.02 Input for Contributors 1.10 How Do I Open an Input Template? 2.20 How Do I Manually Input Data in an Input Template? 1.45

4 How Do I Change the Display of an Input 3.07 Template? How Do I Change the Number Format in Input? 1.42 How Do I Format a Symbol in Input? 1.28 How Do I Format a Cell in Input? 1.36 How Do I Protect a Symbol or Cell? 1.53 How Do I Calculate Values? 1.33 How Do I Submit and Save Data in Input? 2.10 How Do I Create A Quick Allocation? 2.38 How Do I Create A Trend Allocation? 2.25 How Do I Create A Formula Allocation? 3.46 How Do I Create A Pattern? 1.57 How Do I Input a Line of Detail? 4.42 How Do I Add Comments? 1.39 Web Input 1.11 How Do I Open a Web Input Template? 1.56 How Do I Use the Features in Web Input? 3.22 How Do I Add Comments in Web Input? 1.31 How Do I Submit Data to the Database in Web 0.48 Input? How Can I View Web Input Templates in Report 1.07 Mode? How Do I Create a Quick Allocation in Web Input? 2.32 How Do I Create a Trend Allocation in Web Input? 2.31 How Do I Create Line Item Details in Web Input? 4.10 How Do I Use Drop-Down Lists and Links? 3.23 Input Apps in Longview How do I open an input app? 3.06 What are the input app buttons? 4.59 How do I cut, copy, and paste data? 1.16 How do I freeze columns? 1.12 How do I add line item details? 2.55 How do I add comments? 1.30 How do I add attachments? 1.57 How do I adjust values? 2.07 How do I copy values across a row? 0.59 How do I use the pattern spread tool? 2.49 How do I use the quick input tool? 1.50 How do I use the quick spread tool? 1.29 Data Tables in Longview How do I open a data table and use custom 1.47 buttons? How do I group and filter data? 2.42 How do I show totals and subtotals? 0.42 How do I create layout views? 1.47

5 How do I export a data table to Excel? 1.36 How do I print a data table? 1.19 Longview for Excel 1.14 How Do I Change the System Settings? 7.11 How Do I Create a Data Query? 1.43 How Do I Select Symbols in a Data Query? 3.49 How Do I Set the Orientation of a Data Query? 2.01 What Options Can I Edit in a Data Query? 5.56 How Do I Create a Pivot Table? 2.49 How Do I Use the KFCELL Function? 2.44 How Do I Use the KFSCELL Function? 2.53 How Do I Use the KFDESC Function? 2.04 How Do I Create a Symbol Query? 1.33 Foreign Exchange 1.15 What is Foreign Exchange in Longview? 5.26 How Do I View a Report in a Specific Currency? 4.29 Intercompany 1.16 What is the Longview Intercompany Elimination 5.00 Process? Journal Entries 1.17 What is the Journal Entry Process in Longview? 4.08 How Do I Create a Journal Entry? 4.48 How Do I Query Journal Entries? 2.35 How Do I View the Details of a Journal Entry? 1.27 How Do I Copy a Journal Entry? 2.32 How Do I Copy Lines Within a Journal Entry? 2.27 How Do I Edit Journal Entries? 2.44 How Do I Post and Unpost Journal Entries? 3.14 How Do I Create a Standard Journal Entry Report? 1.40 How Do I Create an Ad Hoc Journal Entry Report? 3.08 How Do I Query a Journal Entry in Longview for 2.12 Excel? Symbol Selector 1.18 How Do I Use the Symbol Selector? 4.07 Longview Add-In for Office 1.19 How Do I Create a Connection and Connect to a 4.15 Data Server? How Do I Create a Data Query? How Do I Refresh Data in a Worksheet and 3.17 Workbook? How Do I Use Longview Cell Styles? 7.53 How Do I Use the Data Drill Option? 3.00 How Do I Use the Reorient Option? 2.11 How Do I Create a Symbol Query? 8.15 How Do I Create an Attribute Query? 6.19 What are the Longview Functions? How Do I Create a Custom Report with LV Functions? 11.00

6 How Do I Create an LVSYMBOLSELECTOR Function? How Do I Create an LVREFRESHDATETIME 0.40 Function? How Do I Create the LVLOCK and LVSUBMIT 8.17 Functions? How Do I Submit Data? 4.12 How Do I Convert Functions to Static Values? 2.20 How Do I Monitor Locks and User Submissions? 2.00 Longview Component 2.01 What are the features of the Component 2.19 Manager Manager? How do I change my Longview password 1.05 How do I Launch Applications in the Component 2.08 Manager Longview Application 2.02 How Do I use Application Administrator? 3.28 Administrator How do I hide and unhide window elements? 1.21 How and when do I turn maintenance on? 1.20 How and when do I disconnect from the data 1.06 server? How do I use the Options Settings? 3.41 How do I view, search, and delete data locks? 2.47 How do I run a Recalculation? 3.11 How do I check for Duplicate Data? 1.15 User and Group Maintenance 2.03 How do I create a new user? 3.23 How do I assign features and functionality to a 5.36 user? How do I reset a user's password? 1.14 How do I create a new user group? 2.13 How do I assign features and functionality to a 2.33 group? Symbols 2.04 What properties do symbols have? 1.23 How do I use Symbol Hierarchies? 3.11 How do I use Symbol Weights, Balance Types and 4.39 Types? How do I view a symbols information? 2.21 How do I create a symbol? 3.34 How do I attach a symbol to a parent? 1.31 How do I detach or delete a symbol? 2.03 How do I edit a symbol? 1.12 How do I duplicate a symbol? 1.28 How do I compare hierarchies? 1.04 Symbol Access Maintenance 2.05 What are the symbol access rules? 3.29 How do I assign or remove symbol access? 2.49

7 How do I use symbol access roles? 3.59 Attribute Maintenance 2.06 What are attributes? 4.01 How do I create an attribute? 1.53 How do I assign attribute values? 2.41 Schedule Maintenance 2.07 How Do I Create a Schedule Definition and 7.05 Dimension? Intercompany 2.08 What are the types of intercompany eliminations? 3.00 What are the elimination entity methods? 1.32 How do I maintain intercompany account 4.37 configuration? How do I maintain intercompany entity 1.59 configuration? Foreign Exchange 2.09 What are the Translation Methods and Rates? 3.41 What is the Maintenance Process for Foreign 3.46 Exchange? What are the Entity and Account Translation 1.29 Parameters? How do I create a Translation Method Symbol? 3.14 How do I create a Currency Translation Rate 1.31 Symbol? How do I create a Foreign Exchange Rate Symbol? 1.46 How do I set Entity Translation Parameters? 2.22 How do I set Account Translation Parameters? 2.07 How do I define the Currency Relationship? 3.13 How do I set a Global (Exchange) Rate? 2.35 How do I set an Entity (Exchange) Rate? 3.05 How do I set an Override (Exchange) Rate? 3.03 Importing Data (in Desktop) 2.10 What is the Longview Import Process? 3.09 How do I create a cross reference worksheet? 5.01 How do I create dimension definitions? 3.35 How do I create a bridge definition? 6.55 How do I run a bridge? 1.33 How do I create a cross reference report? 1.37 Longview Server Manager 2.11 How Do I Start, Stop, Reset, and Check Status of 3.16 the Servers? How do I run a connected users report? 2.04 How Do I Open, Analyze, and Archive Log Files? 3.04 Longview Server Rules 2.12 What are Server Rules? 2.17 How do I use a Validation Rule? 1.16 How do I use a Model Rule? 1.10 What is the Syntax of a Server Rule? 2.32 What are the Restrictions on Server Rules? 2.22

8 Longview Analysis & Reporting Longview CPM elearning Library Table of Contents 2.13 How do I create and save a template? 5.51 How do I publish a template? 1.29 How do I publish a report batch? 1.24 Longview Input 2.14 How Do I Create and Publish an Input Template? 2.28 How do I set template options? 4.00 How do I set a symbol as a reference period? 1.18 How do I create drop-lists for web input? 4.12 How do I link web models to web input? 2.11 Input Apps for Longview How do I use the Data View Input Template to 5.10 create an Input App? How do I create a new input app? 3.17 How do I set the TroubleShooting options? 1.07 How do I set the Settings options? 1.37 How do I set the User Selections options? 1.36 How do I set Attribute Based Selections? 1.50 How do I specify data area definition? 3.31 How do I set up a data area view? 8.02 How do I duplicate a data area view? 1.34 How do I create and set up tabbed data area 2.40 views? How do I run an Input App? 4.05 How do I publish an Input App? 2.28 How do I duplicate an Input App? 1.36 How do I specify calculations? 2.00 How do I create and set up patterns? 4.20 Longview Dashboard 2.16 How do I create a home page? 4.07 Designer How do I assign a home page? 1.12 How do I create a linked page? 2.07 Longview Workflow Designer 2.17 What is Workflow Designer? 3.26 How do I create an approval process? 7.18 How do I validate, activate, and update an 3.10 approval process? How do I reset data areas? 1.19 How do I create notifications? 3.10 Longview Designer 2.18 How Do I Use Longview Designer? 4.33 Longview Mappings 2.19 How Do I Use the Mappings Editor? 2.28 How Do I Manage Maps? 5.08 How Do I Specify Mapping Methods and Expressions? 4.13 How Do I Reorder Mappings? 2.16 How Do I Add Mappings to Maps? 4.48 How Do I Import Mappings to Maps? 2.26

9 How Do I Export Mappings? 1.14 How Do I Search and Edit Mappings? 2.15 How Do I Delete Mappings? 2.52 Longview Data Imports 2.20 What is a Data Import App? 1.43 How Do I Create a Data Import App? 2.13 How Do I Use ShowFileChooser? 3.39 How Do I Use ShowSymbolSelector? 5.33 How Do I Create and Use Variables? 8.40 How Do I Specify Import File Details? 8.11 How Do I Specify Data Areas? 5.00 How Do I Specify Data Import Options? 5.03 How Do I Publish a Data Import App? 1.49 How do I Create a Data import App Link? 4.44 How Do I Run a Data Import App? 2.31 How Do I Duplicate a Data Import App? 1.51 How Do I Unpublish a Data Import App? 1.03 How Do I Delete a Data Import App? 1.03 What Errors Can I Encounter when Running Data Import Apps? 4.48 Where do I Review Log and Error Files? 2.15 How Do I Customize Log and Error Files? 3.53 Longview Performance Manager 2.21 How do I maintain Performance Manager? 5.20 How do I create links? 8.09 How do I add, modify, and delete folders? 3.51 How do I list items by category? 3.11 How do I include special characters? 0.56 How do I show or hide file extensions? 4.14 How do I use attributes within links? 1.15 How do I create symbol selectors? 2.30 *Time is approximate as modules contain elements in which students must interact and progress the course based on applying knowledge.