Advanced Reporting, EPO and Security Concepts

Goals

• This five-day instructor-led offering is designed to provide you with in-depth and comprehensive skills in scripting techniques and advanced functionality relating to the Profit suite of applications.
• You should attend this course to learn how to design and implement advanced rules within models created using EPO Foundation, Performance Optimization and IT Services Costing.
• This course also covers advanced web book scripting techniques, the use of the Report Manager tool and security options available within the Profit suite.

Audience

• The target audience for this course is delegates who require advanced knowledge of rule and book scripting techniques, report manager functionality and security options when building models using the Profit suite of applications

Prerequisites

• * Prerequisite Education
• Not applicable for this offering. * Prerequisite Knowledge/Experience (while not required for this course, experience with these products or technologies will be helpful:)
• Design and implementation of models using the Profit suite of applications

Content

• Rules
• Lesson #1 - Foundation
• • What is a rule
  • Why write rules
  • How do rules fit into model architecture
  • How to create a simple rule
• Lesson #2 - Rule Syntax
• • Different types of rule
  • Expected rule syntax
  • Common rule constructs
• Lesson #3 - Rules Engine
• • How the rules engine operates
  • Basic performance implications
• Lesson #4 - Limiting the Scope of Calculation
• • What restricting scope means
  • The role of the ISCHILD and RESTRICT functions
• Lesson #4a - Data Values and RestrictCombination
• • What are data values
  • Where can they be used
  • How RestrictCombination operates
  • When should RestrictCombination be used
• Lesson #5 - Specific Functions
• • Application specific functions
  • Useful VBScript functions
• Lesson #6 - Error Checking
• • Using the MsgBox function
  • Syntax checking
• Lesson #6a - Item Properties
• • What are item properties
  • When can they be used
  • How to use them
• Lesson #7 - User Defined Rules
• • How to write User Defined Rules
  • When should they be used
  • Implications of their use
• Lesson #8 - Version and Period Rules
• • Where they should be used
  • Consequences of their use
• Lesson #9 - Improving Performance
• • Rule script do’s and don’ts
  • Design issues
  • Storing lookup values
• Lesson #10 - Alternatives to Rules
• • What alternatives exist
  • When can they be used
  • Implications of their use
• Book Script
• Lesson #1 - Advanced Web Book Techniques
• • Grids and reports
  • Setting key values
  • Advanced hyperlinks
  • Formatting hints and tips
• Lesson #2 - Foundation
• • What is book script
  • Why use book script
  • How does book script differ from rules
• Lesson #3 - Complex Relationships
• • Using script to define complex relationships
• Lesson #4 - Model Object
• • What is the model object
  • What this means for book design
• Lesson #5 - Validation and Update
• • How script can be used to validate user input
  • How script can be used to update cell values
• Reporting and Security
• Lesson #1 - Reporting
• • Reallocations reporting
  • Report Manager
  • Exporting data
  • MDX connector
• Lesson #2 - Security
• • Key concepts
  • Security elements
  • Design of a basic security model

Notes

• Additional Education
• • Not applicable for this offering.
• Applicable Certification
• • This course is not yet applicable to any Business Objects Certified Professional programs.

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