Video Guides

Overview demo Epicor

Overview demo SAP

Build a quick P&L in under 2 minutes

Bringing in New Data

Saving & Opening Exporting & Importing

Weekly P&L using Bucketing

Report Titles and Columns

Advanced Calculations

Percentage of Sales Calculation

Conditional Calculations

Reversing the sign

Best Estimate (Combining actuals with budgets)

White Space, Text Nodes and Multi-Dimensional Nodes

Advanced Multi-Dimensional Nodes

Checking for missing accounts and validation

Changing Headings

Budgeting using the Excel Plug-In

Advanced Formatting

Dynamic Segments

Drilling through the numbers and more

Drilling through the numbers and how to build your own drills

FastClose Reader

Vendor analysis from the GL transaction table

Removing dimensions and members

Creating a Balance Sheet (Epicor)

Creating a Balance Sheet from the journal details template (Epicor)

Consolidating Across Multi-Databases

Management & Statutory Consolidation (On Company dimension)

Management & Statutory Consolidation (On Measures dimension)

Mapping a corporate chart of accounts or the Plan Comptable.

AR consolidation across multi-company

Days Outstanding (Epicor)

Vendor analysis (Epicor)

Vendor analysis from the GL transaction table

Stock AS OF date (Epicor)

Manufacturing and Jobs (Epicor)

FastClose Server

Setting up groups

FastClose Server Member Security

Using FastClose and Power BI desktop