Brian Petersen
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Articles
Recent activity by Brian Petersen-
Working with Filters
Overview Filters enable users to control what data will be pulled into the report when it is run. There are many ways to filter data in Cosmos reports which give the Report Editors a high level of ...
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How to Sort Data
Overview Sorting data can be especially useful to Report Editors as it gives them control over the order in which data is returned in the report. This article will cover the details of adding sorti...
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How to Limit the Number of Results Being Returned
Overview There are certain circumstances where a Report Editor may want to limit the number of results being returned by a Range List. This could be for testing, where the user wants to only return...
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Working with Dates
Overview Dates serve one of the most important functions in many reports by enabling users to control what ranges of time the reports will be run for. Cosmos makes it easy to set date ranges when r...
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Working with Custom Lists
Overview When working with Range Lists, the user has a high degree of control regarding how the data is filtered and sorted. There are some scenarios, however, where the user requires more control ...
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Working with Table Filters
Overview Table Filters provide an easy way to apply filters to a table for an entire range of cells, and then enable other Cosmos functions, such as Range Lists or aggregates, to link to them and a...
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How to Modify and Delete Existing Functions
Overview Once a report is created and published it is common to come back and update the report at some point in the future. This article covers how to go into an existing report and modify or d...
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How to Format Reports
Overview Making beautiful, professional looking reports in Cosmos is easy thanks to the fact that Cosmos is built within Excel and Excel Online. Formatting is all controlled through the familiar Ex...
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Adding Sums and Subtotals to a Report
Overview When building reports, users will oftentimes bring in large amounts of information by using Range Lists. Users will typically want to be able to add totals or, in the casing of grouped dat...
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Working with Static Files
Overview Static Files can be a convenient way to store data that you want to use in an Excel Data Source or to leverage Excel to bring in data other than by using standard Cosmos functions. For exa...