Brian Petersen

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Articles

Recent activity by Brian Petersen Recent activity Votes

  • Introduction to Cosmos Functions

    1. Reporting
    2. Creating Reports

    Overview To create a wide variety of dynamic reports there are several different Cosmos functions available. This article will cover an overview of each type and how it can be used when creating re...

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  • How to Drilldown into Report Details

    1. Reporting
    2. Running Reports

    Overview After running a report, Cosmos enables the users to drilldown into the report's numbers to see what makes up the underlying transaction detail in the report.    This article covers how to ...

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  • How to Delete a Report Schedule

    1. Reporting
    2. Scheduling Reports

    OverviewCosmos enables users to schedule reports that will run and distribute to people automatically. You may need to delete report schedules that have been created if they are no longer relevant....

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  • Configuring Report Security for Users

    1. Reporting
    2. Managing Reports

    OverviewReport security enables you to create reports and share them with certain users in the organization. This provides an easy way to control which users will see which reports when they log in...

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  • Issue: Cosmos Excel Add-In Not Showing in Excel Desktop

    1. Reporting
    2. Troubleshooting

    Issue The Cosmos Excel add-in has been deployed for you and you are able to see it in Excel Online but not in the Excel Desktop application.   The following resolutions are included in this article...

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  • Mapping Source Data to the Data Model

    1. Data Management
    2. Data Model

    OverviewOnce tables and fields have been added to the Data Model you can map in data from the data sources and from Field Transformations to control where data should be populated when the data is ...

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    • Updated
    • 1 follower
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  • Working with Calculated Fields

    1. Data Management
    2. Field Transformations

    OverviewCalculated fields provide a way to perform calculations and more advanced logic against existing fields. This can be as simple as adding a new field that subtracts the values in other field...

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  • Adding Tables and Fields to the Staging Area

    1. Data Management
    2. Staging Area

    OverviewTables and fields can be added to the Staging Area so that this data can then be incorporated into the reporting tables further downstream. This article will cover how to add additional tab...

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  • Managing Data Model Extensions

    1. Data Management
    2. Extensions

    Overview Data Model Extensions control the various components that make up the Data Model that users utilize to build and run reports. This article covers how to manage these extensions by checking...

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    • 1 follower
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  • Changing the Business Central Companies to Import Data From

    1. Data Management
    2. Data Sources

    Overview As your organization grows and you add (or remove) companies from Business Central, you may need to modify which companies you would like to pull data in from. This article covers how to c...

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