Brian Petersen
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Articles
Recent activity by Brian Petersen-
How to Edit and Check-In a Report
OverviewA Report Editor will sometimes want to make changes to reports that have already been checked in. To keep the currently report available for end-users, the Report Editor can open a report, ...
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Creating Rows Range Lists
Overview Rows Range Lists are one of the most used Cosmos functions because they enable users to create dynamic lists of data quickly and easily in their reports. With a few clicks users can create...
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How to Create a Batch Schedule
OverviewA Batch File allows you to run multiple versions of one or more reports automatically, sending each version to the correct recipient without setting up individual scheduled tasks. This arti...
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How to Rename Tables, Fields, and Relationships in the Data Model
OverviewSometimes the default naming of tables and fields in Cosmos may not align with the terms used within the business, or business users may want to see things named differently. This article c...
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How to Add External Users to Cosmos
OverviewThere are times where you may want to give an external user, such as your partner or a Cosmos employee, access to your Cosmos tenant to work with reports or make changes to the Data Model. ...
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How to Replace a Business Central Data Source with a Different One
Overview There are times where you may want to switch back and forth between multiple data sources. An example of this could be a partner looking to switch between multiple demo data sources. This ...
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Training Video: Adding Sums and Subtotals (4 Minutes)
Overview This training video covers how to add sums and subtotals to a report using standard Excel functionality. Video Related Articles Adding Sums and Subtotals to a Report
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Creating Columns Range Lists
Overview Columns Range Lists can be extremely helpful when building reports because they enable users to create dynamic lists of data quickly and easily in their reports. With a few clicks users ca...
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How to Create an Excel Data Source
OverviewCosmos allows you to use an Excel file as a data source in your Data Model, letting you blend spreadsheet data with your other reporting data just as you would with a standard Business Cent...
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How to Conditionally Hide Rows, Columns, or Sheets
Overview You may want to hide certain rows, columns, or even sheets in a report based on particular outputs. Normally, restricting what is returned in a report would be done with filters on range l...