Brian Petersen
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Articles
Recent activity by Brian Petersen-
Training Video: Overview of the Excel Add-In Settings (3 Minutes)
Overview This training video covers the usage of the various settings that are available in the Cosmos Report Editor. Video Related Articles Working with the Cosmos Report Editor Settings
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Working with Child Sheets
Overview Child Sheets enable the user to create reports that will dynamically generate sheets that are nested and grouped together. An example of this could be a report that creates a sheet for eac...
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How to Copy a Report
OverviewSometimes a user is looking to create a report that is like an existing report with some slight differences. In this case, it may be easier to create a copy of an existing report and modify...
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How to Rename a Report
OverviewThere are times where a Report Editor may want to change the name of a report that is shown to the Cosmos users. This article covers the simple process of renaming existing reports in Cosmo...
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How to Create a Field Lookup Function
Overview The Field Lookup function is a core function in Cosmos and enables the user to retrieve descriptive information about a Range List quickly and easily. An example of this would be a Rang...
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Training Video: How to Edit Existing Reports (3 Minutes)
OverviewThis training video covers how to check out an existing report for editing, make changes to the report, and then check it back in so that users can use the updated version. Video Related Ar...
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How to Create a Sum Function
Overview The Sum function is one of the more commonly used functions in Cosmos and enables the user to sum up values across many transactions. An example of this would be a Range List that has c...
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Training Video: Copying, Renaming, and Deleting Reports (3 Minutes)
OverviewThis training videos covers how to rename reports, make copies of reports, and how to delete a report. Video Related ArticlesHow to Copy a ReportHow to Delete a Published ReportHow to Renam...
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How to Count the Number of Records
Overview The Count Records function enables the user to quickly count the number of records in a table that matches the filter criteria. An example of this would be a Range List that has custome...
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How to Count Unique Values
Overview The Count Unique Values function enables the user to easily count the number of different values that occur across many transactions. An example of this would be a Range List that has c...