Brian Petersen

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Articles

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  • Unsupported Excel Functions

    Overview While Cosmos fully supports the vast majority of Excel functions, there are some Excel functions that are not currently 100% supported. Many of these are obscure of rarely used Excel funct...

  • How to Use PivotTables with Power BI Datasets

    Overview PivotTables can be a very useful tool for ad hoc analysis. While the standard Cosmos Report Engine doesn't support PivotTables currently, it is still possible to use them in conjunction wi...

  • How to Preview a Report When Editing

    Overview When a Report Editor is creating or making modifications to a report, it can be helpful to periodically run the report after making changes to ensure that the result is in line with what t...

  • Working with the Cosmos Excel Add-In Settings

    Overview The Settings button in the Cosmos Excel Add-In provides the user with several settings to enable more control over the report authoring process.   This article covers each of the available...

  • How to Exclude Closing Entries from a Report

    Overview In Business Central, closing entries are posted at the end of the year to zero out income statement accounts. By default, when a report is created, it will sum up all the GL transactions t...

  • How to View Preview Diagnostics

    Overview Preview Diagnostics provides a way for Report Editors to see what is happening when a preview of a report is running and to see error messages related to the report. This will help Report ...

  • How to Use Excel Links

    Overview Excel Links provide a powerful way for users to leverage the full power of Excel to create custom filters that can then be used within their Cosmos functions. A popular user case for this ...

  • How to Reverse the Sign of a Sum Function

    Overview There are certain instances where a user may want to reverse the sign (e.g. turn a negative number into a positive number or vice versa) of a sum function in a report. This article covers ...

  • How to Add Excel Filters to a Report

    OverviewExcel filters can provide an especially useful way to filter data within a report, especially if the data is set out in a tabular format. This article covers how to add Excel filters to a r...

  • How to Add Month-to-Date (MTD) or Year-to-Date (YTD) Calculations into a Report

    Overview Cosmos comes with a wide variety of date intelligence through our built-in Date table, which assists users with adding in things like Month-to-Date (MTD) or Year-to-Date (YTD) calculations...