Brian Petersen
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Articles
Recent activity by Brian Petersen-
Getting Started: Publishing the Cosmos Excel Add-In for Report Editors
OverviewThe last step to configuring your Cosmos tenant is to publish the Cosmos Excel add-in, the Cosmos Report Editor, to all the users in the organization that will need the ability to create an...
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Training Video: Working with Rows, Columns, and Sheets Lists (11 Minutes)
Overview This training video covers how to add dynamic lists into a report that returns data going across sheets, down rows, and across columns. It also covers adding additional filters to these li...
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Quick Start Video: Running a Report (3 Minutes)
Overview This training video covers how to run a report, how to set and disable filters, how to open recently run reports, and how to archive reports for future reference. Video Related Arti...
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How to Download a Copy of a Report
Overview Once a user runs a report in Cosmos, the user can easily open the report in Excel Online directly from the Cosmos portal. It is also easy to download a local copy of the report if the user...
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How to Import a Report from the Cosmos Gallery
Overview The Cosmos Gallery contains many pre-built reports that can be imported and immediately used within your organization. The article below will discuss how to access the Cosmos Gallery and i...
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Working with Range Lists
Overview Range Lists form a core component of creating dynamic, useful reports for users. In addition to enabling the author to return a lot of data with a single function, it also gives the author...
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Defining Table Relationships in the Data Model
OverviewTable relationships define how data is one table relates to data in another table. This is extremely important within Cosmos reports because having these relationships set makes it much eas...
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How to Change the Business Central Tenant ID
Overview The Business Central tenant ID is one of the core identifiers of your Business Central tenant. It is not common to need to change this, but this article will cover the process of getting i...
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Training Video: Working with Field Functions (8 Minutes)
Overview This training video covers how to work with field functions to add additional fields (e.g. Customer Name, GL Account Name, Vendor State, etc.) into a report as well as how to sum up numeri...
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Quick Start Video: Creating Your First Report (9 Minutes)
Overview This training video covers the workflow of how to create a new report, use the Cosmos Report Editor in Excel to author the report, publish the report in the portal, and then run the report...