Brian Petersen
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Articles
Recent activity by Brian Petersen-
Getting Started: Adding Additional Users
OverviewOnce the Cosmos tenant has been created and the file storage has been configured, the next step is to add additional users from your organization to Cosmos so that they have access. This ar...
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Training Video: Working with Report Options (8 Minutes)
Overview This training video covers how to add Report Options (filters) to a report so that when users run the report, they can set their own filters to control the data being returned. Video ...
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Quick Start Video: Importing Reports from the Cosmos Gallery (3 Minutes)
OverviewThis training video covers how to import, search, and run the pre-built reports provided by Cosmos from the Cosmos Gallery. Video Related ArticlesHow to Import a Report from the Cosmos Gal...
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How to Add Report Options
Overview Report Options provide users with an easy way to create and configure filters that can be used throughout the report and enable users to set filter parameters when the report is run. Re...
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How to Add New Users
OverviewCosmos makes the process of adding new users to the Cosmos Portal quick and easy. Since Cosmos integrates directly with Microsoft Entra, your users are readily available for your Cosmos Adm...
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How to Disable a Report Schedule
OverviewThere may be a scenario where you want to disable a report schedule from running without having to delete the report schedule. DetailsTo do this, edit the desired report schedule and toggl...
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Publishing the Excel Add-In for Users
OverviewThe Cosmos Report Editor is the Excel add-in that Report Editors will utilize to create and modify Cosmos reports in Excel. To use the Cosmos Report Editor the users, need to have the Excel...
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Filtering Data Going in to a Data Model Table
OverviewThere are scenarios where you may not want all data from a data source table to flow into the Data Model table for reporting. This article will cover how to add Table Filters to Data Model ...
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Working with Fixed Values
OverviewFixed Value fields enable you to create a field and then hard-code the value for that field. This can be useful when you need a field that contains something specific further along in the d...
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Editing the Environment for a Business Central Data Source
OverviewAfter your Business Central data source is set up, you may want to go in and adjust some of the settings such as the environment or the companies that Cosmos is pulling in data from. This a...