Brian Petersen
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Articles
Recent activity by Brian Petersen-
Issue: Cosmos Excel Add-In Not Showing in Excel Online
Issue The Cosmos Excel add-in has been deployed for you, but you are not able to see it in Excel Online. The following resolutions are included in this article: Resolution 1: Allow the Excel Onli...
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Training Video: Adding Tables and Fields to the Staging Area (3 Minutes)
OverviewOnce the data sources have been added in Cosmos, the next step is to determine which tables and fields should be brought in from each data source. This video covers how to add tables and fi...
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Adding Tables and Fields to the Data Model
OverviewThe Data Model acts as the reporting database that Cosmos users utilize to build and run their reports against. Once additional tables and fields are brought into the Staging Area and that ...
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Working with Lookup Fields
OverviewLookup fields provide a way to consolidate data together by starting with a primary table and then going to a secondary table to return a related value. An example of this could be a transa...
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Working with the Data Model Extension Gallery
Overview The Data Model Extension Gallery provides a quick and easy way for users to get started with Cosmos. The Extension Gallery contains a number of pre-built data models that can be loaded for...
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Creating a Business Central Data Source
OverviewCosmos makes it quick and easy to create a link between your Business Central tenant and Cosmos. This article walks through the steps to configure a Business Central data source in the Data...
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Training Video: Creating a New Report (4 Minutes)
OverviewThis training video covers how to create a new report within the Cosmos Portal as well as an overview of the Cosmos Report Editor that enables users to author report withing Excel. Video Re...
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Training Video: How to Download and Share a Report (3 Minutes)
OverviewThis training video covers how to download a local copy of a report that has been run and how to share copies of a report using Office 365 sharing functionality. Video Related ArticlesHow ...
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Quick Start Video: Managing Users & Assigning Roles (3 Minutes)
Overview This training video covers the different roles and license types that Cosmos users can be assigned, how to add and remove Cosmos users, and how to assign different roles to users within th...
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Overview of License Types
Overview License Types are purchased by your organization and control the type of activities that each Cosmos user can be assigned to. This article discusses the two License Types and what each ...