Leverage Roles to Apply Security and Functionality Access Consistently
In Solver, security and functionality access can be applied by user, by role, or a combination. However, to streamline security maintenance and ensure consistent functionality experiences, using roles exclusively...
Professionally Format Reports by Hiding Empty Sections
Reports are cleaner and easier to read when empty sections don’t appear. For example, this report shows Revenue header and Total even though the section has no data. These...
Setting Expanding Groups to Open One Level at a Time
I find it more user friendly in a report if I click to open an expanding group, it opens one level down like this: v. opening all levels down...
Sort Rows by Amount in a Multiple Column Report
Solver sorts amounts by row by dragging the Amount measure into the row grouping and setting the sort icon to ascending or descending. But in a multi-column report, how...
Use Excel IMAGE Function to Show Logos or Pictures in Solver Templates
Do you have multiple entities in Solver and create separate report templates because each entity has a different logo? If so, consider using the Excel IMAGE function to include...
Use Placeholder Values when Building Charts in Solver (and a couple other chart tips)
I always found it challenging to build charts in Solver because they are built in Design mode and the charts are empty: I’d temporarily replace the Solver formulas with...
Virtual Dimensions
Solver supports dimension hierarchies (i.e., dimension attributes and trees) on a single dimension. I have clients with hierarchies based on combinations of dimensions. When these hierarchies are important enough,...
Add Date/Time Stamp to Reports and Input Templates
Reports and input templates often show different results depending on the date/time they are run because the underlying data changes as time passes. To minimize confusion, reports should always...
Using If Statements in Solver Integrations
Solver Cloud Integrations support standard Excel If statement structure for simple logic. For example: IF([LOCATIONID]=”,’NONE’,[LOCATIONID]) is supported. However, for more complicated If statements, log into Solver Support and use...
Did you know Solver Cloud is brilliant at performing allocations?
Solver Cloud doesn’t include a discrete allocations module, but it is fully capable of performing a wide range of allocations. Solver Cloud can calculate and store allocations to a...
