Canopy University

Home Dashboard Learning Paths Webinars Content Hub Knowledge Base Canopy Platform
Profile Settings Sign Out
course
Customize Your Reports in Insights
Customize Your Reports in Insights
Customize Your Reports in Insights

About the Course

Description: Ready to level up your Insights game? This course is all about taking control of your data. You’ll learn how to fine tune your reports so they show exactly what you need. No fluff, no confusion. From filters to formulas, we’ve got you covered.

Prerequisites: Search and Answers in Insights  l  Estimated Time: 30 minutes

Learning Objectives:
• Use filters to narrow down data and focus on what matters
• Build formulas and parameters to do quick math and make reports dynamic
• Use custom fields to tailor reports to your firm’s specific needs
• Build a custom report from scratch that you’ll actually want to use

Course Categories

Advanced
Certification
Insights
Course Progress
Not started
Enroll
Course Outline
  1. Time to Customize
    1. Course Overview
    2. Creating Answers Review
  2. Working with Filters
    1. Why Filters Matter
    2. Add a Filter to a Table
    3. Add a Filter to a Chart
    4. Create a Bulk Filter
    5. Delete a Filter
    6. Filter on Null values
  3. Date Filters
    1. Working with Time in Insights
    2. Time Buckets
    3. Time Buckets in Action
    4. Filtering for a Date Range
    5. Date Filters in Real Life
  4. Building Formulas and Parameters
    1. Unlocking the Power of Formulas
    2. Introduction to Formulas
    3. View or Edit a Formula in a Search
    4. Standard vs. Aggregation Formulas
    5. Date Formulas
    6. Percent (simple number) Calculations
    7. Conditional Formulas (operators)
    8. Using Parameters
    9. Common Calculations with Formulas
  5. Custom Fields
    1. Custom Fields in Insights
    2. Adding Custom Fields
  6. Understanding your Data
    1. Dig Deeper into Your Data
    2. See Underlying Data
    3. Drill Down on Your Data
  7. Course Challenge
    1. Challenge Overview
    2. Step One: Create An Answer
    3. Step Two: Apply Filters and Conditional Formatting
  8. Course Quiz
    1. Course Quiz
course
Customize Your Reports in Insights
Customize Your Reports in Insights
Course Progress
Not started
Enroll

About the Course

Description: Ready to level up your Insights game? This course is all about taking control of your data. You’ll learn how to fine tune your reports so they show exactly what you need. No fluff, no confusion. From filters to formulas, we’ve got you covered.

Prerequisites: Search and Answers in Insights  l  Estimated Time: 30 minutes

Learning Objectives:
• Use filters to narrow down data and focus on what matters
• Build formulas and parameters to do quick math and make reports dynamic
• Use custom fields to tailor reports to your firm’s specific needs
• Build a custom report from scratch that you’ll actually want to use

Course Outline
  1. Time to Customize
    1. Course Overview
    2. Creating Answers Review
  2. Working with Filters
    1. Why Filters Matter
    2. Add a Filter to a Table
    3. Add a Filter to a Chart
    4. Create a Bulk Filter
    5. Delete a Filter
    6. Filter on Null values
  3. Date Filters
    1. Working with Time in Insights
    2. Time Buckets
    3. Time Buckets in Action
    4. Filtering for a Date Range
    5. Date Filters in Real Life
  4. Building Formulas and Parameters
    1. Unlocking the Power of Formulas
    2. Introduction to Formulas
    3. View or Edit a Formula in a Search
    4. Standard vs. Aggregation Formulas
    5. Date Formulas
    6. Percent (simple number) Calculations
    7. Conditional Formulas (operators)
    8. Using Parameters
    9. Common Calculations with Formulas
  5. Custom Fields
    1. Custom Fields in Insights
    2. Adding Custom Fields
  6. Understanding your Data
    1. Dig Deeper into Your Data
    2. See Underlying Data
    3. Drill Down on Your Data
  7. Course Challenge
    1. Challenge Overview
    2. Step One: Create An Answer
    3. Step Two: Apply Filters and Conditional Formatting
  8. Course Quiz
    1. Course Quiz

Course Categories

Advanced
Certification
Insights